SMART Summit OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features Henry Boshoff Principal Consultant 1
SMART Summit Session Objectives Describe current state of development Educate on new features
SMART Summit FlexiLOG 3 Business Rules Enhanced Data Grid
SMART Summit IntelliPERMIT 4 Copy Isolation Procedures between Units Create Isolation Procedure from Permit
SMART Summit IntelliPERMIT 5 Modifications to Isolation Procedure Management Screen Edit Isolations Screen
SMART Summit IntelliPERMIT 6 Enhancement to functional location unit filter Permit Priority copy of permit
SMART Summit IntelliPERMIT 7 16 new business rules: Control isolation witness signatures (#40, #42, #43, #44) Suspension of multiple permits (#33) Warn of expiring competencies (#38) Hold points for exceptions (#32) Enforce isolation procedures (#35, #36, #40, #41, #42, #44, # 51, # 52, # 53) Reviewing and editing permits (# 37, # 45, # 47) Master/slave permit relationships (#37, #46) Rules that pair/separate signatures (#34, #39, #48) Notifications (#50) Integration (#54)
SMART Summit Shift Roster Planning of shift work Adequate coverage of all positions/roles by competent persons Access to “Fall back” rosters eg “A Shift Off” Visibility on the current shift teams See which individuals are currently filling a role Record keeping John Doe (qualified operator), B Shift, Unit 2 Controller, 2013/04/01, Night Shift) Leave planning NOTE: This is NOT a leave application and authorisation system
SMART Summit Shift Roster Calender
SMART Summit Shift Roster Report Colour-coded activities Number of schedule conflicts for this user Colour-coded weekends and public holidays Role/Position
SMART Summit User Schedule – Week View
SMART Summit User Schedule – Month View
SMART Summit “The Big Picture” Teams, Members, Roles, Activities, Patterns & Rules Configuration (once) Link roles and units, set period and process Process Roster (annual) Define and allocate competencies Assignment of roles Populate Roster (continuous) User schedule Reports View (on demand)
SMART Summit Key Concepts - Activities An activity is the work assigned to a person for a specified period of time. For example, “Morning Shift” is the period from 06:00 to 14:00. Activities are typically represented by short codes and colours. ActivityPeriodCode Morning Shift06:00-14:00M Afternoon Shift14:00-22:00A Night Shift22:00-06:00N Off00:00-23:59O Leave00:00-23:59L Morning 12hour Shift06:00-18:00M12 Night 12hour Shift08:00-06:00N12 Training00:00-23:59T Sick00:00-23:59S
SMART Summit Key Concepts – Teams and Members A team is simply a group of persons. Teams are sometimes loosely referred to as a “Shift”, short for “Shift Team”. An individual may belong to more than one team. JohnA ShiftJaneA ShiftB Shift
SMART Summit Click to add new row for this team/shift Drop-down only includes users who are competent in this role Colours change according to activity selected eg Morning/Afternoon/Night Select role eg U1 operator etc Populating the Shift Roster Select activity from dropdown
SMART Summit Right-click to add a comment Changing Multiple Days Activity will only change if selected All selected shifts will be allocated to this user
SMART Summit Validation Select alternative roster pattern eg A Shift Off; B Shift Off etc. Red indicates activity pattern is not meeting rules – yellow if names are missing. Click icon to view details of rules being broken
SMART Summit Right-click to add a comment Comment indicator Adding Comments
SMART Summit Benefits Online access to shift roster information Ensure that all shifts are covered by competent persons Easily handle fall-back rosters Maintain a history of who filled a role Flexible
SMART Summit Changes to Electronic Shift Roster 21 View more than one role at the same time (multi-select from dropdown)
SMART Summit Changes to Electronic Shift Roster 22 Adding comments to more than one row
SMART Summit Changes to Electronic Shift Roster 23 Rules reminders when assigning users
SMART Summit Changes to Electronic Shift Roster 24 Quick User Assignment
SMART Summit Electronic Meeting Minutes 25 Function to delete scheduled meetings
SMART Summit Electronic Meeting Minutes 26 Allowing items to be captured without a target date
SMART Summit Electronic Meeting Minutes 27 Displaying the title of the item on the feedback tab Order minute items by Priority
SMART Summit Thank you! Questions ? Henry Boshoff LinkedIn Henry Boshoff Henry Boshoff LinkedIn Henry Boshoff 28