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	Configurable
Assessment Setup	General Detail
		1	ID	Internal system generated ID unique for each risk assessment	Text Box	1.Show/Hide-N/A Mandatory/Optional-N/A Default Value-N/A Generate JSA ID Prefix
		2	Associated Number/Risk Assessment Number	Free Text field for entering any reference for the risk assessment	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		3	Title	Short description of the Risk Assessment	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		4	Assessment Date	Date of the Risk Assessment	Date Picker	1.Show/Hide-Supported Mandatory/Optional-N/A Default Value-N/A
		5	Assessed By	Name of the user who has assessed the Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-N/A Default Value-N/A
		6	RA Conducted in Consultation with	Information of Organization/Person in consultation with who the RA is conducted	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
	Location Information
		7	Location	Location of the Risk Assessment	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		8	Job/Similar Exposure Group	Job/ Similar Exposure Group associated with Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		9	Department	Department of the Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		10	Work Area	Work Area associated with Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		11	Building	Building where the Risk Assessment is performed	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A ShowBuildingPickList-Yes/No; Default=Yes
		12	Task	Task associated with Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		13	Job Classification	Job Classification/ Title associated with Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		14	Work Shift	Work Shift associated with Risk Assessment	Dropdown	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		15	Job Occurrence	Select the occurrence of job	Drop Down	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		16	Division	Alows the users to enter the division	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
	Assessment Details
		17	Type	The Type of Risk Assessment being performed	Drop Down	Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A Supports Dependency Supports Formula Configuration by Type
		18	Assessment Subtype	Assessment subtype which is not dependent on Type	Drop Down	Supports Mandatory/ Optional Supports Show/Hide
		19	Assessment Category	Allows users to select the assessment category	Drop Down	1.Show/Hide-Supported
		20	JSA Priority	Denotes the priority of the Risk Assessment	Drop Down	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		21	Description (Maximum 2000 characters)	Actual description of the Risk Assessment	Text Area	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		22	Machine/Process Name	If Type = Machine, provide the Machine/Process Name	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A 4.Show/Hide PickList-Supported
		23	Serial Number	Machine/Process Serial Number	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		24	Year of Manufacture	Year of Manufacture of Machine/Process	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		25	Is Machine CE Marked	To identify Machine CE Marked	Radio Button	1.Show/Hide-Supported Mandatory/Optional-N/A Default Value-Supported
		26	CE Certificate Comments	Captures CE certificate comments information	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		27	What Assessment Type was performed?	Captures performed assessment type information	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		28	Has an ergonomic assessment been performed?	Specifies ergonomic assessment performed Yes/No/NA.	Radio Button	1.Show/Hide-Supported Mandatory/Optional-N/A Default Value-Supported
		29	Why is the assessment being performed? (Do not include names)	Captures the reason why the assessment being performed	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		30	Chemicals Involved	The Chemicals involved in the Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A DisplayCorporateChemical- Default Value:No
		31	Required Training	Specifies whether training is required	Text Area	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		32	Administrative/Procedural	Specifies Administrative/Procedural Controls	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		33	Required PPE	Specifies whether PPE is required as part of control	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		34	Comments & Reference Documents	Any comments or reference w.r.t to Risk Assessment	Text Box	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		35	Approval workflow	Allows users to select the approval workflow	dropdown	No configuration
		36	Reviewer	allows users to select the reviewers	Pick List	No configuration
		37	Approval due date	Allows defining the due date for review	Numerical text box	No configuration
		38	Approver	allows selection of the approver	Pick List	No configuration
		39	Approval due date	allows defining the due date of approver	Numerical text box	No configuration
	Assessment Status
		40	Add to Corporate Library	Add Risk Assessment to Corporate Library View	radio button	1.Show/Hide-Supported Mandatory/Optional-N/A Default Value-N/A
		41	Select Assessment Version	Allows users to select the assessment version	Drop Down	1.Show/Hide-Supported Mandatory/Optional-N/A
		42	Current Version
		43	Next Assessment Date	Date of next Risk Assessment	Date Picker	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
		44	Status	Status of the Risk Assessment	Drop Down	1.Show/Hide-Supported Mandatory/Optional-N/A Default Value-N/A
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	Supports Show/Hide Supports Mandatory/Optional
		3	Hazards	Hazards identified during the Risk Assessment	Pick List	1.Show/Hide-Supported Mandatory/Optional-Supported Default Value-N/A
			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	Supports Show/Hide
		3	Hazard Category	Define hazard categories	Auto Complete	Supports Show/Hide Supports Mandatory/Optional
		4	At Risk		Auto Complete	Show /Hide-Supported
		5	Hazard Details	Details of the Hazard identified	Text Area	Supports Show/Hide Supports Mandatory/Optional
		6	Probable Consequences	Define all the consequences	Auto Complete	Supports Show/Hide Supports Mandatory/Optional
		7	Type of Employee exposed	Identify Type of Employees exposed to the Hazard	Auto Complete	Supports Show/Hide Supports Mandatory/Optional
		8	Number of Employees		Text Box	Supports Show/Hide Supports Mandatory/Optional
		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	Supports Show/Hide
		4	Likelihood	How likely does the Task occur	Drop Down	Supports Show/Hide
		5	Severity / Degree of Possible Harm (Consequences)	The degree of possible harm expected	Drop Down	Supports Show/Hide
		6	Extent of Injury		Drop Down	Supports Show/Hide
		7	Property Damage		Drop Down	Supports Show/Hide
		8	Controls		Drop Down	Supports Show/Hide
		9	Fire Load		Drop Down	Supports Show/Hide
		10	Exposure Frequency		Drop Down	Supports Show/Hide
		11	Likelihood of Occurrence		Drop Down	Supports Show/Hide
		12	Risk Factor		Text Box	Supports Show/Hide
		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	Supports Show/Hide
		4	Engineering	Engineering Control	Pick List
		5	Personal Protection Equipment	Personal Protection Equipment Control	Pick List	Supports Show/Hide
		6	Substitution	Free text field allowing users to enter substitution control	Text Area	Yes
		7	Elimination	Free text field allowing users to capture the Elimination controls	Text Area	Yes
		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		Supports Readonly Default
		11	Administrative/Procedural	Administrative/Procedural Control	Pick List	Supports Show/Hide
		12	Engineering	Engineering Control	Pick List
		13	Personal Protection Equipment	Personal Protection Equipment Control	Pick List	Supports Show/Hide
		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	No
	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	No
		4	Action Item Category	Specifies module name	Non editable field	No
		5	Action Item Type	Specifies Corrective Action or Preventative Action	Dropdown	No
		6	Action Item Description	Short description of the Action Item	Text Area	No
		7	Action Item Priority	Specifies Action Item Priority	Dropdown	No
		8	Action Item Due Date	Due date by which the action item should be completed	Date Picker	Configurable to set the No.of Dates as due date
		9	Owners	Person primarily responsible for completing the action items	Picklist	No
		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	No
	13	Action Taken	Short description of the actions taken to complete this action item	Text Area	No
	14	Action Item Completed By	Person who completes the action item	Picklist	No
	15	Action Item Completion Date	Date on which the action item was completed	Date Picker	No
Cost Information	16	Capital Expenditure Involved	While completion of the action items if some capital expenditure was incurred or not	Radio Button	No
Cost Information	17	Approximate Cost	Approximate cost incurred for completion of this action item is captured here	Text Box	No
Attachments	18	Upload Attachments	Browse to attach documents	Text Box	No