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Dashboards, Goals & Alerts

Scott J. Falkowitz, OHST, CHSTProcess Improvement Leader

Agenda

• Access the goal module

• Review goal types & setup

• Communication & Alerts

• Case Examples

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Only Administrators have access to Manage Goals Feature

Predictive Solutions Goals

BP

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• Measurement Types Per inspection By total % of Total

• Moderate or greater Severity Includes Medium,

High & Life Threat observations

Unsafe Observation (total): Use this metric to monitor total unsafe observations collected.

Goal Type

BP

Key Goal Components

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No results = Goal was met

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• Identify Entity to be Evaluated

• Narrow Target by Specific Selections

Notify Targets:•Project•Inspector

Target Setup

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Range Definition/Event Date Setup

• Identify your measurement to evaluate

• (% of Total): Range entered as Decimal

– ex. 90% = 0.9

• When the (next) Evaluation occurs

Set your benchmark; Review regularlyAdjust as necessaryBP

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Evaluation Period/Frequency Setup

– System Checks on Goal Progress• How often do you want updates?

Minimize “Noise” to get results; think about how often to distribute

notifications

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● Goal Evaluation Time Period

– Evaluate Goal for past: Days/weeks/months/ years

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Goal Severity Setup

– Goal Significance– 3 color-coded Levels

• Listed in order

– Dashboard Alerts on Goal progress

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Evaluate Goal

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Evaluate Goal

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Dashboard Alert on Goals

Case Example – 1 – High % Safe

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Finding safes is good. It helps us determine what we didn’t inspect.

BP

Case 1 - Things to Consider – High % Safe

• What does 100% safe normally tell us?– Checklist Issues– Training Deficiencies– Apprehension & Fear– Quotas

• Culture– Reassess

• Safety Truth 3– Great opportunity for coaching

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Case Example – 2 – Low Participation

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After setting quantitative goals, coach the employees and give feedback.

Analyze quality!

BP

Case 2 – Things to Consider – Low Participation

• Were the goals communicated?

• What is driving this?– Inadequate checklist

– Lack of feedback

– Mismatched priorities

– Absence of leadership

– Failure to resolve

• Engagement – Keep it in the forefront!

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Case Example – 3 – Missing Comments

17Comments for at-risks should always

have a commentBP

Case 3 – Things to Consider – Missing Comments• What do comments do for BBS programs in general?

– Document conversations for positive and at-risk behavior

– Help manage a rewards/recognition program

• What two benefits do comments provide for unsafes?– Provide the reader with a clear understanding of what was observed

– Show interim corrective action for those items which are still open

**Talk with the inspector to help them better understand the concern**

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Case Example – 4 – Severity

19The detail report can be used for

severity calibrationBP

Case 4 – Things to Consider - Severity

• What causes this? – People afraid that they will be questioned in a punitive manner

– People afraid that it might get others in trouble

– Not properly trained in the severity matrix

– Don’t understand risk

• What can you do?– Address the cultural issues by showing management support

– Coach to Improve

– Reinforce that finding unsafes is desirable

– Publicize & reward identification correction as positive

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Project Specific Visual Review

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• Alert Window

• At-Risk Observations w/o incident

• Goal Progress

Atomium 2

Atomium 0.0%

My Dashboard Review

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• Alert Window

• My Charts

• My Reports

• Zone Overview

• Project Specific Info

Contractor Specific Review

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Giant 0

Summary

• Learn the features and functionality – Work with your P&T Lead

• The dashboard provides a wealth of information

• Expectations must be set and understood up front

• The manage goals feature helps measure progress against expectation

• Meeting AND missing goals should be acknowledged

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