1. PHED 3806 Functional Assessment Andrew Gerhard, H.BSc.(Kin) Regional Coordinator Cardiac Rehabilitation Program Hôpital régional de Sudbury Regional Hospital

2. Winter Session 2002PHED 38062 Physical Demands Analysis Topics Covered: Ergonomic vs. PDA analyses Definitions Purpose and Objectives Who gets involved Preparation Tools Terminology What to measure

3. Winter Session 2002PHED 38063 PDA Uses for job evaluation: categorize jobs in terms of their relative financial worth (determine pay scales) time and motion studies to help balance work across organizations match the demands of the job to the capacities of the worker. (PDA)

4. Winter Session 2002PHED 38064 PDA Definitions: Derived from McCormick (1979) and the US Department of Labor, 1972 Occupation: A system of jobs of a general class, on an across-the board basis, without regard to organizational lines. Job: Group of tasks which are identical with respect to their major or significant functions and sufficiently alike to justify their being covered by a single analysis. There may be one or many persons employed on the same job.

5. Winter Session 2002PHED 38065 PDA Definitions: Position: Complex of tasks and duties for any individual. A position exists whether occupied or not. Duty: Used rather loosely to refer to a large segment of work performed by an individual. Represents one of the distinct major activities involved in the work performed, and consists of several tasks that are or may be related.

6. Winter Session 2002PHED 38066 PDA Definitions: Task: A discrete unit of work performed by an individual. Usually comprises a logical and necessary step in the performance of a duty, and typically has an identifiable beginning and end. Task Element: The smallest step into which it is practical to subdivide any work activity without analyzing the separate motions, movements and mental processes involved.

7. Winter Session 2002PHED 38067 PDA Definitions: Elemental Motion: Very specific separate motions or movements, as used in time-methods analysis procedures in industrial engineering. Function: Broad subdivision of a job comprising a group of tasks that are somewhat related because of the nature of the work or the behaviour involved.

8. Winter Session 2002PHED 38068 PDA Definitions: Function: supervisory: as in organizing, planning, directing, developing, etc. direct:as in maintaining, repairing, operating, etc. One of the major characteristics of a task is that it is directed towards an objective, a common goal, or outcome, and that it is an orderly, homogeneous grouping of goal-oriented human activities applied methodically to things or equipment and usually performed by one person in less than a day.

9. Winter Session 2002PHED 38069 PDA Definitions: Job Analysis: A process of investigation into the activities of work and the demands made on the workers, irrespective of the type or level of employment. Job description: A written statement of the main duties and responsibilities which a job entails.

10. Winter Session 2002PHED 380610 PDA  Ergonomic Job Analysis  A scientific study of the relationship between a worker, work, and the work environment. It incorporates physiological and physical engineering principles to enhance safety and efficiency.  Frequently performed as a mechanism for identifying aspects of a job which have caused injury or have the potential to cause injury.

11. Winter Session 2002PHED 380611 PDA Physical Demands Analysis. (or Job Site Analysis). Utilizes the principles of ergonomics to analyze the individual components of a job, not specific to one employee. It breaks a job down, detailing the physical requirements of job-related tasks. It identifies and specifies such physical requirements as lifting, walking, positioning, etc.

12. Winter Session 2002PHED 380612 PDA To gather data on a job, for development of a treatment plan, or a work hardening program. To compare an injured worker’s functional abilities (see FCE) with job task demands in an effort to facilitate return to work or document incompatibility. To recommend modification to equipment or work habits to enhance an employee’s tolerance to perform job tasks. To assess options for “reasonable accommodation”. To assess equipment and environmental factors ie. specific tools.

13. Winter Session 2002PHED 380613 PDA Who gets involved with a PDA: Supervisor Injured worker Health and Safety representative Union representative Other workers Plant manager Human resources representative

14. Winter Session 2002PHED 380614 PDA Preparation: Receive referral / authorization of payment Consult with injured worker to review job demands (may have been done already as part of rehab process). Contact supervisor: To explain need to document job tasks and required physical demands To identify the best time to schedule visit (plan for travel time and on-site time) Gather background information about the industry or occupation. Conference with employer prior to observing the job operation so as not to interfere with overall productivity.

15. Winter Session 2002PHED 380615 PDA Tools (What to bring): backpack large plastic bucket force gauge scale stop watch / countdown timer lap counter rope tape measure camera video camera clipboard safety shoes hard hat safety glasses ear plugs

16. Winter Session 2002PHED 380616 PDA What to measure: Physical Demands may include: Sitting Standing Reaching horizontal Reaching vertical (overhead, bended) Dexterity Lifting Carrying Pushing Pulling Stooping Kneeling Crouching (squatting) Crawling Walking Climbing Balancing Foot / hand controls

17. Winter Session 2002PHED 380617 PDA What to measure: Quantifications may include: Weights Distances Height, width, depth Repetitions Durations Minimums / maximums (extremes) Averages Quotas or rates Starting points End points Temperatures Noise levels Light intensity Distractions Stressors Vibrations

18. Winter Session 2002PHED 380618 PDA Terminology: Never Rare: 0-10% of a shift (40 minutes of an 8 hour shift) Occasional: 11 - 33% of a shift (2 hours of an 8 hour shift) Frequent: 34 - 66% of a shift (4.5 hours of an 8 hour shift) Constant: 67 - 100% of a shift

19. Winter Session 2002PHED 380619 PDA Essential PDA (Ontario Ministry of Labour, 1981) is the term given by the Ontario Ministry of Labour to a simplified but effective method of recording the physical demands of various jobs. Although it was developed specifically for use in placing impaired and disabled workers it has useful applications in determining the physical demands of a job for general purposes. In practice the preparation for the analysis, followed by observation and interview, are conducted as previously described for other methods. The results, however, are recorded on a one-page form, which, although vastly curtailed in comparison with those used in other methods, provides much of the information that might be required for suitable placement.one-page form

20. Winter Session 2002PHED 380620 PDA Pounds if needed: Where appropriate, the maximum number of pounds to he moved for each factor should be recorded to ensure that a worker will have the ability to meet the maximum demands. Frequency: Despite its name this item refers to the number of hours, or fractions of an hour, that the item is needed. Essential function: This column indicates whether a factor should be modified. Possible accommodation: This column is completed during or after interview with a handicapped applicant. Only those factors which have been previously noted as not limiting should be considered.

21. Winter Session 2002PHED 380621 PDA Other, less distributed formats: Detailed checklist Simple choice tabular format VERY detailed (beyond what is typically needed) Mentions specific employee Narrative checklist Check-box format with room for unlimited comments Good balance of detail that suits most users’ needs Can be accompanied by summary sheetsummary sheet