Risk Assessment

User Story

As a HSE Member I would like to tracks all the tasks and evaluate their hazard risks individually.

👥 What am I doing now ?

I would have to maintain all my tasks and its associated hazard risk assessment in spreadsheet.

📖 App Capabilities

Create a corporate library comprising of all Tasks and its associated Hazards/Risks and import that to locations.
Ability to record both initial and final hazard risk assessment for all tasks
Approval Workflows for reviewing & approving risk assessments
Imports bulk tasks in assessments and conduct risk assessments
Ability to track Administrative,
Create action plans for risks and assign owners to mitigate the risk

🤩 Niche Features

Ability to copy entire risk assessments from library with few clicks
Generate JSA reports for all assessments

🚶‍♂️ Walkthroughs:

Basic Walkthrough

Conducting Initial Risk Assessment for Hazard of Task

Once you login to the system, click on the risk assessment icon
Click on the assessment where you need to save tasks, identify hazards associated with these tasks and do risk assessment.
System would land you on to the tasks/hazard list screen of the assessment.
Click on “New” button to create new sub-tasks associated with the assessment
Fill out the task details and hazard(s) associated with the task and save it.
Now, the sub task is saved, click on the Hazard Link to conduct the risk assessment and click on “Add” on hazard screen
Answer the risk assessment metrics fields such as Severity and Likelihood
Based on the selections in above step, system will calculate the risk score and will ask whether you need to place controls (Administrative or PPE) to eliminate or minimize the risk.
We can also create action items in the same page
Once all required fields are filled, save it.

Conducting Final Risk Assessment for Hazard of Task

Once the initial risk rating is saved, you can open the same hazard to record the final risk assessment.
Click on add button, system would open up the form with existing risk assessment filled in.
Update the fields such that they reflect the final risk rating after placing controls and save it.
You can do the above steps multiple times until you have final risk assessment.

Approving Assessments

Based on your organization’s approval policy, your approval process may vary. But doing approvals is easy as you would be alerted about the assessment which you need to approve.
Once you click on the link in the email notification received on approval, you would be redirected to the page where you could approve or commit a step for assessment approval.
Click on “New” to open up the screen where you can approve or complete one step in approval process.
Use the status field to provide your decision and save it

Advanced Walkthrough

Setting up an Assessment

Once you login to the system, click on the risk assessment icon
Click on “New” button to create new Assessments
Fill out the form and select “Next” button to move to approval section.
Select the approval workflow you would want to have for this assessment and fill out the select the approvers, reviewers etc.
You can move on to the next step of setting up Notification by clicking on the notification setup tab.
You can set Alerts or Reminders for different events in lifecycle of this assessment, the functionality is similar to Calendar’s notification setup
You have now completed setting up the assessment, you can move on to next steps of identifying Tasks/Hazards or go back to list screen.

🔩 Field Details and Configurability

Screen	Section	Field Order	Field Name	Description	Field Type
Assessment Setup	General Detail
		1	ID	Internal system generated ID unique for each risk assessment	Text Box
		2	Associated Number/Risk Assessment Number	Free Text field for entering any reference for the risk assessment	Text Box
		3	Title	Short description of the Risk Assessment	Text Box
		4	Assessment Date	Date of the Risk Assessment	Date Picker
		5	Assessed By	Name of the user who has assessed the Risk Assessment	Pick List
		6	RA Conducted in Consultation with	Information of Organization/Person in consultation with who the RA is conducted	Text Box
	Location Information
		7	Location	Location of the Risk Assessment	Text Box
		8	Job/Similar Exposure Group	Job/ Similar Exposure Group associated with Risk Assessment	Pick List
		9	Department	Department of the Risk Assessment	Pick List
		10	Work Area	Work Area associated with Risk Assessment	Pick List
		11	Building	Building where the Risk Assessment is performed	Pick List
		12	Task	Task associated with Risk Assessment	Pick List
		13	Job Classification	Job Classification/ Title associated with Risk Assessment	Pick List
		14	Work Shift	Work Shift associated with Risk Assessment	Dropdown
		15	Job Occurrence	Select the occurrence of job	Drop Down
		16	Division	Alows the users to enter the division	Text Box
	Assessment Details
		17	Type	The Type of Risk Assessment being performed	Drop Down
		18	Assessment Subtype	Assessment subtype which is not dependent on Type	Drop Down
		19	Assessment Category	Allows users to select the assessment category	Drop Down
		20	JSA Priority	Denotes the priority of the Risk Assessment	Drop Down
		21	Description (Maximum 2000 characters)	Actual description of the Risk Assessment	Text Area
		22	Machine/Process Name	If Type = Machine, provide the Machine/Process Name	Pick List
		23	Serial Number	Machine/Process Serial Number	Text Box
		24	Year of Manufacture	Year of Manufacture of Machine/Process	Text Box
		25	Is Machine CE Marked	To identify Machine CE Marked	Radio Button
		26	CE Certificate Comments	Captures CE certificate comments information	Text Box
		27	What Assessment Type was performed?	Captures performed assessment type information	Text Box
		28	Has an ergonomic assessment been performed?	Specifies ergonomic assessment performed Yes/No/NA.	Radio Button
		29	Why is the assessment being performed? (Do not include names)	Captures the reason why the assessment being performed	Text Box
		30	Chemicals Involved	The Chemicals involved in the Risk Assessment	Pick List
		31	Required Training	Specifies whether training is required	Text Area
		32	Administrative/Procedural	Specifies Administrative/Procedural Controls	Pick List
		33	Required PPE	Specifies whether PPE is required as part of control	Pick List
		34	Comments & Reference Documents	Any comments or reference w.r.t to Risk Assessment	Text Box
		35	Approval workflow	Allows users to select the approval workflow	dropdown
		36	Reviewer	allows users to select the reviewers	Pick List
		37	Approval due date	Allows defining the due date for review	Numerical text box
		38	Approver	allows selection of the approver	Pick List
		39	Approval due date	allows defining the due date of approver	Numerical text box
	Assessment Status
		40	Add to Corporate Library	Add Risk Assessment to Corporate Library View	radio button
		41	Select Assessment Version	Allows users to select the assessment version	Drop Down
		42	Current Version
		43	Next Assessment Date	Date of next Risk Assessment	Date Picker
		44	Status	Status of the Risk Assessment	Drop Down
Tasks/Hazards	Tasks
	Add	1	Task/Activity Title	Short Description of the Task/Activity	Text Box
		2	Task/Activity Description(Maximum 2000 characters)	Description of the Task/Activity	Text Area
			Task/Activity Category	Shows all Categories identified in module setup	Auto Complete
		3	Hazards	Hazards identified during the Risk Assessment	Pick List
			Are new controls required for this task	Allows users to select if new controls are required	Drop Down
		4	Status	Status of the Task/Activity	Drop Down
	Hazard
	Task Title	1	Hazard	Hazard Identified	Pick List
		2	Hazard Definition	Shows Hazard definition provided in Hazard look-up value	Text Area
		3	Hazard Category	Define hazard categories	Auto Complete
		4	At Risk		Auto Complete
		5	Hazard Details	Details of the Hazard identified	Text Area
		6	Probable Consequences	Define all the consequences	Auto Complete
		7	Type of Employee exposed	Identify Type of Employees exposed to the Hazard	Auto Complete
		8	Number of Employees		Text Box
		9	Attachment		Attachment
	Hazard Ratings
	Risk Rating	1	Hazard
		2	Hazard Rating Date	Date when the Hazard was rated	Date Picker
		3	Frequency of Task/Activity	The frequency in which the Task/Activity is performed	Drop Down
		4	Likelihood	How likely does the Task occur	Drop Down
		5	Severity / Degree of Possible Harm (Consequences)	The degree of possible harm expected	Drop Down
		6	Extent of Injury		Drop Down
		7	Property Damage		Drop Down
		8	Controls		Drop Down
		9	Fire Load		Drop Down
		10	Exposure Frequency		Drop Down
		11	Likelihood of Occurrence		Drop Down
		12	Risk Factor		Text Box
		13	Risk Rating Score	Score provided to the Risk Rating	Text Box
		14	Risk Level	Level of Risk identified	Text Box
	Controls	1	Are there existing Controls?	Are there existing controls based on risks identified	Drop Down
		2	Can the Hazard be eliminated?	whether the hazard can be totally eliminated using controls?	Drop Down
		3	Administrative/Procedural	Administrative/Procedural Control	Pick List
		4	Engineering	Engineering Control	Pick List
		5	Personal Protection Equipment	Personal Protection Equipment Control	Pick List
		6	Substitution	Free text field allowing users to enter substitution control	Text Area
		7	Elimination	Free text field allowing users to capture the Elimination controls	Text Area
		8	Training Requirements	Training requirements needs	Text Box
		9	Are Existing controls Adequate?	whether the controls mentioned are adequate for the Hazard?	Drop Down
		10	Do you propose new controls?	Make it Read Only and default to yes
		11	Administrative/Procedural	Administrative/Procedural Control	Pick List
		12	Engineering	Engineering Control	Pick List
		13	Personal Protection Equipment	Personal Protection Equipment Control	Pick List
		14	Training Requirements	Training requirements needs	Text Box
		15	Action to reduce risk		Text Box
	Notes/Comments
		16	Notes/Comments	Any notes/comments on the Risk Assessment	Text Area
	Action Item Details
		17	Add Action Item		Radio Button
	Source Details	1	Source ID	Displays Source information	Non editable field
	Source Details	2	Source Title	Displays Source Title	Non editable field
	Create	3	Action Item Title	Captures the name of the Action Items	Text Box
		4	Action Item Category	Specifies module name	Non editable field
		5	Action Item Type	Specifies Corrective Action or Preventative Action	Dropdown
		6	Action Item Description	Short description of the Action Item	Text Area
		7	Action Item Priority	Specifies Action Item Priority	Dropdown
		8	Action Item Due Date	Due date by which the action item should be completed	Date Picker
		9	Owners	Person primarily responsible for completing the action items	Picklist
		10	Notify Owners Immediately	Option to provide an immediate email notification about the Action Item	Checkbox
			Departement	Select Department	Dropdown
		11	Assigned By	The person responsible for assigning the Action Item	Picklist
			Verification Required	Allows users to check whether cerification is required for the action item	Checkbox
Alert/Reminder	1	Type	Allows users to select whether it is alert or reminder	Dropdown
	2	Notification	Alllows users to select whether the notification is to be sent to Email Portal or Email and Portal both	Dropdown
	3	First Alert Date/First Reminder Date	Allows users to select the first alerts Date	Text Box & Dropdown
	4	Notify Every	Allows users to select the frequency of the alert/Reminder	Text Box & Dropdown
	5	Include Owner(s) and Assigned By	Allows users to select whether Owners and Assigners are to receive the Alerts/reminder	CheckBox
	6	Notify Users	Allowss users to select additional User	Picklist
	7	Notify Others	Allows users to select additional people to receive the alert/Reminder	Text Area
Complete	12	Action Item Status	Captures the current status of the action item	Dropdown
	13	Action Taken	Short description of the actions taken to complete this action item	Text Area
	14	Action Item Completed By	Person who completes the action item	Picklist
	15	Action Item Completion Date	Date on which the action item was completed	Date Picker
Cost Information	16	Capital Expenditure Involved	While completion of the action items if some capital expenditure was incurred or not	Radio Button
Cost Information	17	Approximate Cost	Approximate cost incurred for completion of this action item is captured here	Text Box
Attachments	18	Upload Attachments	Browse to attach documents	Text Box