1. The Online Safety & Compliance Electronic Reporting System Users Manual

2. How to use the manual While in the PowerPoint SlideShow format, you can click on the link in the Table of Contents to be brought directly to that page. To return to the table of contents, simply click the return button at the bottom left corner of each page. While in the PDF format, you may print out the manual on demand and refer to each section by page number.

3. Table Of Contents Introduction Introduction ……………………………………………. What is the OSCER SystemWhat is the OSCER System?…………………............. Accessing E-DRIVER FILE for the first timeAccessing E-DRIVER FILE for the first time............ Step one- Initial Navigation to website………………….Initial Navigation to website Step two- Passwords……………………………………..Passwords Step three- Contact Information………………………….Contact Information Adding Active Employees & VehiclesAdding Active Employees & Vehicles............................ Adding an Active EmployeeAdding an Active Employee........................................... Entering Employee DataEntering Employee Data................................................ Start Menu Drop Down CodesStart Menu Drop Down Codes....................................... Adding a New VehicleAdding a New Vehicle.................................................... Entering the Vehicle DataEntering the Vehicle Data.............................................. Searching for a Specific EmployeeSearching for a Specific Employee................................ Adding an Employee EventAdding an Employee Event............................................ Creating Monthly Fleet MileageCreating Monthly Fleet Mileage...................................... Adding an AccidentAdding an Accident......................................................... On Screen System ReportsOn Screen System Reports............................................ Recordable AccidentsRecordable Accidents..................................................... New Driver ChecklistNew Driver Checklist...................................................... I Page II III 1 2 3 7 9 13 16 18 20 23 25 28 35 44 49 53 54

4. Table Of Contents Active Driver ComplianceActive Driver Compliance......................................... Rank & Rate Rank & Rate................................................................ Safety Activities ReportSafety Activities Report............................................. Safety Competition DataSafety Competition Data............................................... Log ReportLog Report.................................................................... Batch Process Batch Process............................................................... Assign Multiple Drivers for TrainingAssign Multiple Drivers for Training............................... Library of FormsLibrary of Forms............................................................ Links to Suppliers/VendorsLinks to Suppliers/Vendors............................................ ContactContact.......................................................................... Profile UpdateProfile Update............................................................... User ListUser List........................................................................ I Page 58 61 63 64 65 66 68 74 75 76 77 78

5. Introduction to The OSCER System This User’s Manual to The OSCER System is to help orient new clients who may be using OSCER for the first time. Throughout the manual, we assume the reader has a working knowledge of how to use a web browser and has used other types of computer programs in the past. If you have questions pertaining to any aspect of the system after reviewing the manual, please contact SafetyFirst so that we can answer your questions and provide additional insight about the program. II

6. What is The OSCER System? The Online Safety and Compliance Electronic Reporting System (O.S.C.E.R) is a database designed to store, sort, and display information about employees who drive Buses for MARTZ. The system also searches for key information and sends reports via email to supervisors in a timely manner for them to take action in order to stay in compliance. We maintain this database at our offices on a secure server that allows convenient, remote access to authorized managers within the MARTZ GROUP and no one else. The database is accessed via internet using a current version Web browser such as Internet Explorer or Netscape Navigator. III

7. Chapter 1 Accessing O.S.C.E.R for the first time. 1

8. Open your web browser (Internet Explorer) Go to https://secure.safetyfirst.com/martz/ You may want to save this link as a favorite At that page, you’ll enter your ID and password, and click on the Login buttonhttps://secure.safetyfirst.com/martz/ 2

9. PASSWORDS Since your initial password is only a temporary password, you’ll need to choose and save a new password. Also, you’ll need to confirm your location data as presented (some may find mostly blanks). Update these fields with the correct information and click the “save” button… 3

10. Once you enter your temporary password you will be prompted to the Profile Screen 4

11. There are several critical tips about maintaining your passwords: Passwords must be a minimum of seven (7) characters and contain three (3) of the following: * CAPITAL LETTERS * lower case letters * numbers, and/or * special characters like: @ # % & 5

12. Once the password is changed, it will be valid for 90 days. ** Passwords must be changed at or before the 90 day mark to ensure continued access. You can not re-use the same password until you have used at least five other, unique passwords. In other words, Passwords cannot be duplicated for (5) generations. 6

13. Contact Information This is for your Primary work location –Work Address (Street) –City, State, ZIP, Phone and Fax –Your work email address –Legacy Company If the data as presented is correct, you are done. If not, just enter the correct information and hit “save” 7

14. Now you should see the “Home Page” 8

15. Chapter 2 Adding ACTIVE Employees & Vehicles 9

16. At the Home Page there are several areas of the system that you can choose to enter. The first thing you want to do is verify that you are in the correct database. Once you login to the system, it will automatically route you to your appropriate Company and Location. Depending on the users privileges some areas may not be accessible. 10

17. To the far left of the Home Page there are several links that are highlighted. Above each set of links are the section categories: ACTIVE Area of employees & vehicles that are currently ACTIVE within MARTZ. INACTIVE Area of employees & vehicle’s that are no longer ACTIVE within MARTZ. REPORTS Area to create and retrieve all different types of Reports and Data Downloads. SYSTEM Area to assign Training Events and to logout out of the system. 11

18. In this section of the manual we will be discussing the ACTIVE portion of the program. Under the ACTIVE category you will notice two links. The first one is Employees and the next one is Vehicles. 12

19. Adding an ACTIVE Employee to the System At the Home Page of the screen in the ACTIVE category select “Employees” 13

20. Once you select Employees this action will bring you to an Active Employee list. At the left hand side of the list there are four (4) highlighted links. Select Add Employee 14

21. After selecting Add Employee this form will populate. At this screen you will need to enter the new employees information. Some fields are “required” data – you will not be able to add the record unless these fields are complete. Once done, click “Add” 15

22. Entering the Employee Data After you have added the employees information to the database the Employee will be added to that Company and Locations list. Make sure you select the correct Company and Location while adding that employee. Drop downs are provided on the Employee form for this information. 16

23. At the bottom of the Edit Employees section notice there is a field called Location Info. This is where you will select the Company & the Location the new employee will be assigned to. In the Details section you will notice an area called Status with a drop down menu. You must select one of the employee types before moving forward. The system will not add the employee information if not selected. *These fields are required. 17

24. Status menu drop down Codes: Active– Employee is Active in one of the companies listed. Disqualified– Individual did not meet the requirements to qualify. Full Time– Employee is full time. InActive- Employee will be placed in the InActive area of the system. New Driver- Qualified to drive for one of the companies listed. Part Time- Employee works only part time. Terminated- Employee has been released. 18

25. Clicking on the Driver’s name will access their data also: Review all driver data on the form. Wherever data is missing or needs to be updated, enter the correct information. Click the Update Button. The screen will refresh once the data has been updated (a moment or two). Click the Close button when you are finished (this will return you to the list of “Active Employees”) 19

26. Adding a New Vehicle At the Home Page of the screen in the ACTIVE category select “Vehicles” 20

27. This action will bring you to an Active Vehicle list. At the left hand side of the list select Add Vehicle. 21

28. After selecting Add Vehicle this form will populate. At this screen you will need to enter the new vehicles information. Once done, click “Add” 22

29. Entering Vehicle Data After you have added the vehicle information to the database the vehicle will be added to that Company and Locations list. Make sure you select the correct Company and Location while adding that vehicle. Drop downs are provided on the vehicle form for this information. 23

30. Clicking on the vehicle number will access the vehicles data also: Review all vehicle data on the form. Wherever data is missing or needs to be updated, enter the correct information. Click the Update Button. The screen will refresh once the data has been updated (a moment or two). Click the Close button when you are finished (this will return you to the list of “Active Vehicles.”) 24

31. Searching for a Specific Employee From the Active Employee List you can search by: Last Name First Name Employee ID Once you enter the particular method you want to search by (In this example it’s by Last Name), click the Refresh button. 25

32. Searching for a Specific Employee cont. Once you select Refresh the system will search for that employee or any employee ending with that name. TIP: If you need to print ANY screen within the system, you can do so by holding down the “Ctrl” key and hitting the “P” key 26

33. Searching for a Specific Employee cont. If you are not certain of the correct spelling of a name, the system will automatically display all names starting with the same first three or more characters; however, You can also select “By Any Character” to broaden the search. 27

34. Chapter 3 Adding an Employee Event 28

35. An Employee Event List is created once you add a new employee to the system. All changes that are made to the employees file are saved in the events list.. What is exactly saved as an Event? Accidents Training Events Driver Observation Disciplinary Actions Relocations Employee Status Recertification 29

36. There are two different ways that you can add an event. (1) At the Home Page select Add Events on the right hand side of the screen. 30

37. Once selected you will be prompted to this screen: At the top of the page there are two (2) drop down boxes. Employees and Add Events. 31

38. Employees click the arrow for the scroll down menu and the list for that location will populate in alphabetical order. (You MUST select an Employee to create an Event) Once the employee is selected you must then select what kind of event you want to assign him/her to. 32

39. Once the event is selected. It will automatically route you to that events page. 33

40. There are three (3) other areas where you can create an event: Vehicle Accidents By selecting a vehicle from the drop down it will automatically route you to an Accident Form. Creating a Handicap Service By selecting a location from the drop down you can create a Handicap service in any location. 34

41. Create Monthly Fleet Mileage By selecting a location from the drop down you can create a monthly fleet mileage event in any location. ** Again you MUST select an Employee before you can create any Events. 35

42. (2) At the Home Page select the Employees link under ACTIVE. Once selected this will bring you to the Active Employees List. Once the list populates you want to locate the employee you are looking for. 36

43. Once you locate the employee, to the far left you have two (2) additional columns: One is EVlist and the other has CKList. Select EVList. This action will take you directly to the Employee Events List. 37

44. As you review the Employee Event List you will notice there are several other areas you can choose to enter to from this form: 38

45. The Links to enter are as follows: This form is to be completed for examinations and treatments. 39

46. This form is to be completed when Disciplinary action is necessary. 40

47. This form is to be completed when an employees Employment Status Changes/ or they Relocate. 41

48. This form is to be completed when an employee needs training. This form is to be completed when an employee is up for Rectification. 42

49. This form is to be completed when an employee needs to be Observed. 43

50. Chapter 4 Reports Adding an Accident 44

51. Adding An Accident At the Home Page of the system under Reports select “Accident Report” 45

52. This action will take you to the Accident Page on the system. At the top of the page select “Add Accident” 46

53. At this screen, you’ll need to fill out all required information: Most fields are “required” data – you will not be able to save the record unless these fields are complete. Once done, click “Add” 47

54. From the Accident Page you can perform a search by: Accident Number Last Name Bus Number * If you are not certain of the correct spelling of a name, the system will automatically display all names starting with the same first three or more characters. 48

55. Chapter 5 Reports On Screen System Reports 49

56. On Screen System Reports At the Home Page of the system under Reports select “On Screen Reports” 50

57. This action will bring up this screen: 51

58. There are seven (7) different types of Reports: Recordable Accident New Driver Checklist Status Active Driver Compliance Safety Activities Report Safety Competition Data Log Report While most of these reports are reasonably self-explanatory once you open them and review their data, some highlight specific issues: 52

59. Recordable Accidents Accidents listed here are considered DOT Recordable. When you select this report it will bring you to this screen: 53

60. New Driver Checklist This report shows new drivers that are going through the DOT qualification process: 54

61. New Driver Checklist cont. One area of concern is to be certain that each driver has scheduled or completed their Medical Exam 55

62. New Driver Checklist cont. The last column on this screen, marked “Last CL Date” simply shows the last time the new driver checklist has been updated 56

63. New Driver Checklist cont. Click on the driver’s name to access details about their qualification status and progress towards completing the process 57

64. Active Driver Compliance. Alerts you of Important dates that are close to expiration. 58

65. Active Driver Compliance cont. The columns are color coded to match the number of days until the expiration date. Green = 45+ days until expiration Yellow = 30 days until expiration Orange = 15 days of expiration RED = Expired 59

66. Active Driver Compliance cont. By clicking on an issue or by selecting “Total Issue” you are able to see a more detailed summary report. If an expiration date shows as a “blank”, then there is a problem that needs to be investigated (A date should be in place for each issue and for each “active” driver) 60

67. Rank & Rate This screen is a summary of how many Active Employees are located in each location. It also gives you a break down of: Employee Accidents. Vehicle Accidents Driver Observations 61

68. Rank & Rate There are four additional columns that are color coded: PE – Past Expiration 15 Days within Expiration 30 Days within Expiration 60 Days within Expiration 62

69. Safety Activities Report This Report takes total calculations of all areas of Safety Activities. 63

70. Safety Competition Data This Report summarizes eight (8) Major areas and calculates data Month to Month or Year to Date. 64

71. Log Report In this section of the system you can run your Log Report. Each report is listed by: User ID Log Detail Date/Time 65

72. Chapter 6 Batch Process 66

73. Batch Process In this area of the program you can assign Multiple Training Events A the right hand side of the screen select “Add M-Trn Event” 67

74. Chapter 7 Assign Multiple Drivers 68

75. This brings you to: The Assign Multiple Driver Screen 69

76. At this screen you can select the Company and Location you want to perform your search and it will bring up that locations employee list only. 70

77. Once you locate the employee/employees you would like to assign training you can choose a Date & Time to schedule the training. There is also a section to select the Code/Description for the training. A drop down menu is provided where you can choose from. 71

78. In the window you will notice the list of drivers. They are listed in alphabetical order and by classification. When selecting the driver click on the drivers name until the Driver Need Assign counter registers the number. 72

79. Once you have selected all the drivers for that event select “Save Assign” If you forgot to add a driver you can always come back and add that driver Once you add the driver then select “Modify” 73

80. Other Areas of the program: Library Of Forms 74

81. Links Here are several direct links to MARTZ Associates and Suppliers/Vendors. 75

82. Contact List Access by authorization only 76

83. Profile Update At this sceen you are able to change your personal information and password. 77

84. Users List The users list contains all information for all users. Unfortunately this screen is for Corporate and Management ONLY. 78