Safety Monthly August 2024 Webinar

So I think we are starting. We're one minute behind. Yep. See participants starting to pop in. There were some still in the waiting room, I think. So. Awesome. Well, welcome, guys. Well, we'll be a little bit of a slow start, but, we do have a bit to to cover, but this should not be one of the webinars where we go over time. We try to be really respectful of your time. So, let's go ahead and just start talking about our agenda as I see more people joining. So, it is August, it is halfway, more than halfway through the year, which is crazy. So we're going to hit on a few things that are related to themes we've been working on for the first half of the year. I'll be presenting the first half, then Gaston will take it over, and for anyone who doesn't know, I'm Gen, I'm the product manager for, HCSS Safety. And Gaston? Technical product manager for HCSS Safety. I get to do the stuff she thinks of. He gets to help make sure that everything, you know, is just done the right way. So, what we'll be talking about today is descriptions that show on mobile for custom leading indicators. So, we've talked a little bit about this, shown a little bit about this, but this is out and there's an improvement to allow people to just know what the leading indicators really mean. We also will be talking about follow ups and this will be within the mobile follow ups, repeated reports of the same issues and a grouping around it. And that's going to help your teams just be able to better see the unique items. And then we'll be talking about an improvement on the time card. We've added in in the past the ability to see, hey, this is the piece of equipment on the time card, is there an inspection associated with it? And if not, there's an add inspection button. So we've hooked that into the scan to inspect workflow, which Ghastra is gonna cover. So if you don't know what any of these terms mean, we will cover that. The last thing is we'll be talking about the web follow ups page. So, think I've given enough cover for people trickling in and I can just kick things off. Custom leading indicators. We've talked a bit about this as we were working on it, but it was released I think about mid July. And what custom leading indicators are leading indicators has been a part of the HCSS system for years, probably about eight years, something like that. But what we've done is make it so you can customize your leading indicators. And what we wanted to achieve with this is to give teams the ability to use the same terminology that you're training on, that the field is familiar with. And better data from the field, better identification means better data in the office. Also, this gives you the ability to change your leading indicators over time, and what that means is you can say, hey, last year we were tracking fall slip trip, this year we want to break those out in two separate categories, because we've seen an increase in fall, or we've seen a decrease in one of these, and we want to put more intention elsewhere. So a lot of scenarios, a lot of things to think through, and if you haven't updated them already, definitely start thinking about that. You might be familiar with where they are in observation history, they're called types, same thing in near miss. Hopefully you can see my mouse kind of circling, see who I'm referring to. And then within your inspection setup, you also have leading indicators that you can select per inspection item. And just to make it even more clear, I'm actually going to pop over to oh, the Zoom bar is making us difficult. Okay. Can you see my preferences page? Yep. That's what I'm seeing. Awesome. For anyone who is this screen is unfamiliar to you, if you are an admin, you can go to it and it's within setup and it's the last item. It's the newest one. It's preferences. And if you go within here and you can't see it, you need to ask someone who's an admin, a Safety admin as defined in administration on your team to add you to it. And once you're in here, there's a lot of different things you can see. You can see your leading indicators, yours will look more like this because I've added in just a few descriptions to start off with. And just a quick overview for anyone, you can add a leading indicator, so you can enter a new one, you type it in, you enter it in. If you have multiple business units, this is important. You can add from your company wide library and even see how many business units are using which custom leading indicator. So I could very easily say I want to add in other into this business unit, seven other business units are using it, we want to all be using the same thing. This is also a great place for an audit if you have multiple business units to see are people adding in electrical and electric and other things like that, so you could just keep everyone using the same items. So quick note on that, if you're in here and you say I want to be able to edit the descriptions, you just hit the edit button and this description affects all business units. If you want to add one, you just hit edit, you type it in here, and you have two hundred characters that you can use. And two other quick notes. If you don't want to use something like I deactivated other in COVID-nineteen because I felt like that's not relevant to my test environment, you just hit deactivate, and all that's going to do is remove it from this business unit, and you can add it again from the library. And if you've never recorded It doesn't remove it from history. So it'll stay on those recorded transactions. You're not messing up the stuff in the past. It's just removing it from selection list for the future. That's a great point. It is not removing it forever. It's you still have those transactions. Although if you add so I added in fire. I haven't recorded any transactions against this since I just added it. I can delete this currently since it has no records. So, just a note, if some of you haven't jumped into this, but let's hop back to our new update, which is, well, our newest update, custom leading indicators is very fresh. So in the field, what they see when they enter an observation near miss is they see this list and these are your leading indicators. So now you can customize it and you can add descriptions. So you can add up to two hundred characters per description. Also, apologize, I thought the screenshots were good, they're a little blurry. So you can add up to two hundred characters and you can see here under administrative, like that's two hundred characters is a meaty amount of information. And you can add that if it's very important to clarify if you need to give multiple examples or maybe you need to give extra instructions. But I would definitely consider keeping it shorter, keeping it five to ten words, maybe a sentence. So, it's totally up to you and your team to fight out and decide. One quick question for the audience. Would we prefer if there is no description put in for it to actually show no description in the list here, like overexertion, or would you prefer it to be blank or just dashes? So share in the comments or Q and A if you had a feeling on that. I don't know if we're just being too picky and overthinking this. Yeah, and I wonder if, I don't know, maybe there's somebody who doesn't wanna use the descriptions and then they just have no description all the way down the line. Or, you know, since this is a kind of a newer thing, probably a lot of you guys don't have descriptions yet, so that's what it would say right away. Do share your thoughts on this. Give us some feedback on this. Give us feedback on any of this. But this is something that we have to decide very soon, so let us know. Got a couple of answers. Thanks, Sarah and Renee saying. Prefer no description. Prefer the text, no description. Yeah. Yes. Yes. We could say, the text, no description versus just leave it blank. There's nothing there. So if you do prefer it to be blank, then throw that out there for us. Yeah. And, we'll definitely be having a few conversations on this in this next week. So also reach out if you've got stronger feelings on this or anything else. Second topic of the day, so another theme is follow ups. We've done a lot of work on follow ups in the last seven months now, and one thing that this new follow-up work allows you to do is on mobile you can see what things have been assigned to me, what follow ups are open to the field, they've not been closed, they exist, and you can see all the follow ups for the jobs you have access to. And that level of oversight is great for letting you as Safety Professionals know what's happening on the job site, for letting foremen know what issues exist on the job site, but it can be overwhelming. So one thing we wanted to do was try to make the open follow ups and closed follow ups list a list of unique items, because if like in this example, you have basically twelve things that it is the same inspection item reported twelve times, that's eleven plus one, that can get overwhelming. That's going to fill like two big scrolls, maybe three. So what we wanted to do was actually group things. So what this does is it checks is this the same job, the same inspection item, and if it's an equipment, same equipment and if yes, then it groups them on this modal and to be even more clear, you hit this plus whatever more and you can see these are all the repeated items. So, you can go in and manage them one by one, you can check on the status of over time. We really do want feedback on if this is helpful, because one improvement we'd like in the future is to add within here a mass close all, so that you're not having to sit here and close all twelve of them at once. It would take the same grouping and put it enclosed. So this is something that we hope helps make it easier to quickly see the unique items that need to be addressed in the field. Yeah, is there anything, Gaston, I'm missing on this? I feel like it's comprehensive. No, I think that's pretty straightforward. So the things to remember is just same job, same inspection item, and if it's equipment, same equipment. Alright. I think it is your turn, Gaston. Let me switch over to my screen here. You know, part of me wanted to see if I just tried to take it over from you and I had the same slide up, would it have been Seamless. Would anyone be able to tell? I don't know. Okay. Alright. So are you seeing my ad inspection workflow Awesome. So this is not a super complex thing that we've done, but I'm hoping it's helpful. And we do have some questions around it or some future improvements and love to hear your feedback on So a little while back, we added this fly out. And actually, I'm gonna switch over to my mobile device so you can see it live. So we added if you tap on the inspection, you can see whether an inspection has been held for the day. And if I switch to today, I actually have one. And there's an add inspection button, you know, here so that you can add one if there wasn't one already. And that's checking inspections, by the way, just for more context. This is checking inspections not just on this device, but an inspection sent from anyone on any device, whether it was sent from my field, by the operator, or whoever it might be. It's just checking everywhere as long as you have an Internet connection to refresh that. So if I tap add inspection, the new thing we've added, it's coming out in .15, which is coming out very soon, 2024.15 version. Because if you tap that and you have a linked inspection, it will just open it up just as if you had scanned the QR code or or used the scan to inspect workflow. And if you have more than one inspection form linked to that piece of equipment, then it'll actually, you know, it'll open that list and filter it down to just the ones that they're supposed to pick. And if anyone is thinking, hey. I never wanted to get started with a QR code, so I've never set this up. It's very easy to go and link inspection forms to your equipment in Safety Web. You just go to, I think it's setups and equipment, and then you can filter if you have your equipment types or just link them one by one. You can I should clarify, some people have asked, can you mass link to multiple pieces of equipment? And you can't. You just have to select the the major checkbox. Yeah. Select them like this, hit link, and now you can link to multiple all at once. And you don't have to have the QR code to use this linking as you saw. I didn't scan a QR code. I just have to add inspections right from the time card, and it pulled up the linked inspection. And the same thing works even I guess I could show it here. Even if you're not scanning the QR code, you can you can pick the equipment and and filter to that. Let me get back to my time card here. Any questions about that improvement that we just re or we're about to release, I should say? This right now, by the way, for those of who use TestFlight, I'm showing you in TestFlight right now. So it's there if you wanna look at it. Not so far, but, I know that we have some questions around, improvements on when you have an inspection and the type of information it it shows. Yes. And that is the next thing we wanna talk about. So, basically, if we go back to a time card that already has an inspection and I tap on the inspection that shows here on the right, we have this this little pop out that has some information about the inspection. And we're wondering what should we do to improve this and make it more useful, and to reduce the workload and the clicks and the searching that a a foreman out in the field might have to do to go look into an inspection or to know if they should look further into an inspection. You'll notice right now, we've got the date, the job, equipment, the inspector, operator, who recorded it, and then we have the main inspection notes. So it's not the per item notes. And we don't have any information right now on the individual items or anything like that. Switch to the next slide here because I have maybe some things that we've been thinking about would be useful, but we don't want to just start throwing stuff onto this screen here without some feedback on what you guys think is the most useful. I don't know. We may we may do an an app survey or something like that at some point also, but you guys are here now. It's a great chance to see what you think about it. You know? Should we put little counts that show number of past failed? Should they be able to link to go find the follow-up or or to go view the inspection items? You know, do we need to list out every failed item? We don't wanna overload with information here, but we wanna make sure we give, you know, the guys in the field the information that they need to help make their life a little easier and and help them take whatever action. I think that's the main thing. We want them to be able to take their next action and know when they need to take an action, and make it as easy as possible for them to do that. Yeah. And we are getting a few comments, and it looks like there's some interest in pass fail. And some other people are saying they're gonna ask for input on this from their team. A link to an actual inspection would be fantastic, and add any follow-up notes. So, it sounds like we're getting a mix of a few potential improvements, it sounds like linked to inspections, so you can see it all, the ability to see the actual follow-up notes, and some people want to see passfail. So we might send a few notes out to some of you all just understanding the value of that, the why. List of most recent failed items. Okay, so we're seeing there's definitely something here and this is good. We want this feedback so we know what should we be showing within here. And is it something we can show to everyone or just a few people, few types of personas? Awesome. I will answer live real quick the QR code question that Sid asked. I was about to get to that. Oh, yeah. So this is a great one. So the question was, why are the QR codes that you get in Equipment360 different than the QR codes that you get in HCSS setups or HCSS Safety? And the basic answer is the QR codes from E360 are a little bit older and they're simpler and they're meant to quickly find an equipment code using the Mobile Mechanic app. But then we realized we wanted to do more with that. We didn't wanna just ditch and get rid of those other QR codes because people were using them. And so we made some that have a great deal more functionality. So and those are the ones if you guys are using a HCSS setups, then you can go get download them there, or you can go where I actually, I'll show you here. You can go here just in case anybody doesn't know. You can go into equipment and oops. You can download or view a QR code right here. So those QR codes that we made for safety and setups are going to work in the Mobile Mechanic app, or maybe they just released it. They're either about to release it or they just released it. So the basically, you can just use the ones that are in Safety and not use the ones in the Mobile Mechanic, and you'll have the same functionality in Mobile Mechanic. It'll still work seamlessly as if you were using the ones natively from E360. And it will also work for things like scan to inspect or, you know, whatever other things we end up using, the equipment details page and stuff like that. Did I miss anything, Gen? Did that cover it? I think that was a good overview. We have ten minutes left, Gaston. I know this is a one where you said, oh, we'll finish early on this. We got a few, who are saying, yep. They're gonna go check on, what their teams think. Thank you guys very much. You can email that to to Gen and myself. It's just our names at or, firstname.lastname@hcss.com. You can get that over to us, and we greatly appreciate that feedback. Do we have time for the next topic? I think we have two topics left. Oh, yes. We do have time for the next topic. How about I go to that because that's supposed to be me talking about that? I know. It it there's a lot of comments. This is why I need Gen to keep me on track so that my brain doesn't get all down some random lane sidetrack. Okay. So this one's pretty straightforward. We're revamping the web follow-up page, and that also means that it's a good time. If you guys have particular feedback on this page, then let us know. It's a good time. We're we're literally just now starting to rewrite it. And we're updating the look behind the scenes. We're updating the technology behind it, which is not something that you're gonna see, but it enables us to do some things. The one main sorry. My voice is messing up. The one main thing that we wanna do is add the ability to pick from your employee list when assigning that follow-up. And to do that, we needed to change all the technology behind the whole patient. We're so we're doing that, and we're making it look a lot nicer, I think, at the same time. While you pull that up, Gaston, correct me if I'm wrong, but I believe we have in outstanding items in HCSS Field. We have updated to where now you're no longer having to assign someone by typing in their email, or using your phone contacts, your tablet contacts. Now it is, hey, you hit that dropdown, you can see your list of everyone, you can select it, or type in someone if it's someone who's not actually set up as an employee. And this is the last place where it did not have that functionality and we're adding it in. Almost. So, almost. So, HCSS Field, yes. Totally done. It's ready. It shows your list. You can also freehand type in employ email addresses if you want, and we've been updating the follow-up, tab in inspections so that you can see the difference between those. But in outstanding items, we're still kind of in a halfway place for that. We're about to do the other piece. So right now in outstanding items, if you have assigned an email address to an employee in their setup record, then when you start to type there and outstanding items to assign, it will pop down that list and try to auto complete for you, and you can pick an employee. But if an employee doesn't have an email address and outstanding items, it doesn't show yet. We're about to do the same thing here where it'll show your entire employee list and outstanding items, and you can pick them whether they have an email address or not. And then, which, by the way, you could have a phone number in there for them, and they could still get a text message. Maybe they don't really use email. And you wanna put a phone number in there, you want them to get text message text messages about their follow ups. That's one of the main workflows I think we're trying to enable here is is to do that. But the the full employee list and outstanding items, coming soon. I should notate, when Gastra just said, hey. The ability to get text messages, you have to put their phone number in setups. So just a just a quick clarification there. And if any of that was confusing, don't worry too much about it. This is basically in probably a month, maybe two at the latest. You will have the ability to be able to just go into anywhere where there's a follow-up and see your list of people and select an employee. And I do see Anthony said, will that employee list ever apply to observations? And Anthony, you know exactly what we're thinking about. This is definitely a theme. So we actually have some mock ups of how we want to, make a few updates on observations on mobile. You're welcome to talk to us about that or anyone else who's interested in that, but we do wanna make that same update for observations. Yep. We have some observations improvements definitely in the works. I guess we're not ready to show those yet. But I'm assuming at a webinar a webinar soon coming to you that those will be popping up here on your screen, and you can look at it and see what you think about it. Exactly. I don't there's not really a whole lot different here as far as what what I could show you. This is a prototype. We haven't actually built this page yet. The same information is here. The only difference is that this assigned to is going to let you pick from your employee list or freehand enter an email address for someone who's not in your employee list. And anyone who's looking at this and isn't aware what web follow-up means, It just is follow ups have the ability to be shared with people who are not actually a credentialed user. They don't have a login. So, this might be crew members who they exist in HCSS setups, but they don't actually have a login. Or it could be someone who is administrative, is outside of your Safety team, but wants to be able to see certain things. So a mechanic maybe or someone else just outside of the credentialed team. So this allows them to come in, make edits, add notes, add photos, and manage it the same way a credentialed user does. This is the current page, by the way, which you can access from your inspections PDFs or, you know, if the follow-up is assigned, it sends in the link currently to this page. So that's what we're gonna we're gonna update. I see we have a few other, questions. So let me run through those because I know we are right at time. Well, almost right at time. So Matt asks, is it possible when you get to the end of an inspection and you have missed an item to have it highlight for ease of identification. I believe right now it might just be for required notes, but Matt, I'm going to check on this right after this. It will sometimes give an asterisk that's red, but I can completely understand that that is not easy to see, especially if you've got a long list or you're in bright sunlight. So, I'll take a look at that. I can understand that would be an issue and you'd have to hunt to be able to find it. So, it sounds like your suggestion is highlight that area in some way. Matt also shares, is it possible to add a stop in HeavyJob for Safety items such as a meeting or inspection on a per time card basis. For us, usually whoever's doing the time cards has the responsibility of conducting safety functions. Great question, Matt, and we actually do have this functionality. So the three Safety time card points, I think came out maybe around March ish, March, April, is you can have a time card warning for meetings. So what this does is check, is there a meeting associated with this job? I believe also for this foreman per time card. So on that per time card basis, it does exactly that. Same for JJ, so there's a meeting and a JJ time card warning. And what Gastron was showing earlier of the ability to select a piece of equipment and see the inspection related to it, that is the third that's related to the third time card warning, which is a per equipment time card warning to check. Does this piece of equipment on the time card have an inspection associated with it? So there's three time card warnings meeting JHA and per equipment inspection. For the meeting in JHA, it's checking on your local device to see, hey, did this person on this device, this tablet, whatever, did they do a meeting? Did they do a JHA? Is it there for this day and for this job? Or the inspection, it's able to check across all devices as long as they've actually been submitted. You know, it can't look at the device, but it can look on the Internet. And so as long as you have Internet and the person who did the inspection has actually sent it in and you've been able to refresh, then it'll pull it up there. So that great clarification. The equipment one uses internet because we know a lot of people are using MyField and your operators are sending in inspections that don't exist on your device. We're trying to handle the divide between making sure you have enough offline functionality, but still giving you some connection to the Internet when needed, and trying to limit the amount of data you're having to pull out so it's not taking forever for your refreshes. And Anthony had a suggestion, hyperlink the failed item at the top of the inspection automatically to take the user to the failed item. Actually, might be a great idea there. So, I'm definitely going to go check that out on my own device. And I think we are done with questions and we are right at time. So thank you guys for giving us so much feedback and sharing a lot information. For some of you, you said you're going to check-in with your team to give us feedback on what information we should be showing on that time card inspection model, do let us know, and we will take some of your feedback on the other items. So thank you guys, and have a great August. Have a great day, everybody. Bye, guys.