Safety Monthly June 2024 Webinar

Looks like enough people within here and as long as you can see me and see my screen, then we should be good. For our friends who've joined us, if you don't mind either throwing a chat or raising a hand just so we know that you can see and hear us because we're just going to dive in. So, we've got two big topics to cover and I want to make sure that we have time. I'm seeing, thank you. Alright, thank you James. So, now we know you guys could see and hear us and what we are covering this June and it's crazy we're already at June, the year is just flying by, is we are talking about just a quick inspections release review, then we're talking equipment meter readings, and Gaston is going to show you custom leading indicators, and he's going to show you that live, I'm going to show you it through screenshots, but it is, I think, about to be out for equipment meter reading. So we'll go ahead and jump in. And just to help orient y'all, we've had so much stuff we've been doing to really try and supercharge y'all's inspections program because we know that with construction moving faster, with more and more equipment out there, there is a real need to be able to just have your inspections programmed the way you need and get the data that your team needs to be effective. So we've done a lot of this. Won't go too deep into it, but scan to inspect, which is the QR codes. You scan it, you can automatically see your linked inspections. We've got a lot of new improvements around hey this is the ability to see your inspection follow ups on mobile devices and we even have new equipment time card warnings and even on the time card you can click a piece of equipment and see hey so and so we'll say Gaston submitted this inspection warning. I'm sorry, the inspection. He actually did it on another device, but I can actually refresh my time card and see it on mine. So, those are just some new things. When we presented this slide and talked through it much deeper last month in May, we had a few things that were coming soon, and these are exactly what we're talking about today. So, equipment meter readings that should be in the next iOS release, which might be releasing today, tomorrow? Today, so it'll probably go out today. We always do tons of testing just to make sure, and if we have to delay today, we will, but we'll see. It also does depend on Apple. Sometimes it just takes them a little bit longer to approve than we expect. So, the equipment meter readings that I'm going be showing you all soon, you will have the option to have it in your hands really, really soon. And then custom meeting indicators, that's something Gast is going show and I'll let you talk that through on the timeline for that. So, if you have not taken a longer look at your inspections, especially on the Field app, highly recommend you just save a little time to click around to see what's new. Jumping in equipment meter readings. The HCSS platform actually has quite a few different ways that you can send in meter readings. They're really for different personas and use cases, so I just want to orient everyone. So within Equipment360, which is part of our fleet suite that's a good word, fleet suite You have mobile mechanics, so this is what your mechanics have so they can log and manage work orders and things like that. They can also capture readings, so that's great when they're out there working on something. They're able to go ahead log that. And if you have E360, you will also get the maintenance request web app. So this is something that anyone can access and request maintenance, but also log meter readings. And it's wonderful, but I've definitely heard from teams of hey sometimes it's a little bit of a challenge to remind people hey log this reading at a certain time or cadence. So really useful because anyone that you're giving to and has a login can do that, but sometimes it's a challenge to just get it in people's workflow. And then the time card on the time card itself for each piece of equipment, you tap on it in that fly out, there is the ability to enter meter readings, but if you've got four pieces of equipment on-site, they're half a mile away or something like that, people are not always logging that. Then HGSUS Telematics obviously the easiest solution, you're just getting your automatic readings in, but you're not always having that set up for each piece of equipment, and that's why we took the time to introduce meter readings on equipment inspections. This really is meant to help when you're getting inspections in, you have new fields that allow people to enter meter readings. So hopefully that is helping you get them in more often. You're able to have a better preventative maintenance program, be able to see, hey, was something running when it shouldn't have been? So, let's dig into this a little bit more. So, just walking through the workflow here, and if you all have any questions, do let me know because I know this is coming out real soon. You can go through any way you want. You can hit add inspection and then select an equipment type inspection, or you can scan QR code and you're scanning the QR code of the specific equipment QR codes so you know their equipment type inspections. And if you're sitting there wondering what are equipment type inspections? If you go into your inspection form setup on the web, you can go to your list of form types and you'll see this set type as equipment. If that is checked, that is what makes it an equipment type form, which really is just giving it in the form this drop down that allows you to select a piece of equipment. Gus, can you see my mouse? Yeah. It's moving. You're highlighting it. Also later and soon we'll add an hour meter and odometer. So right now, if you use Equipment360, you will see the meter fields that are initialized or that are associated with that piece of equipment. So in E360, you could say, okay, this piece of equipment only has hour meter or only has odometer or it has both. So, it's only showing the exactly correct fields that exist in the equipment. If you don't use E360, you know, is no real setup for this. So, you see hour meter or odometer. You just get both regardless. What you see when you first come on this page is always here is the last reading because you definitely want to have that information out there if you're looking at it and you're going the last reading was eight hundred and I'm seeing eight thousand. Something's going on here or there's been a big gap between reporting. So, that's giving you just a little bit of extra information. And so, last readings, if you're using Equipment360, it is logging sequentially in the system and is actually sending down and saving on the mobile device whenever you do a refresh, saving on all mobile devices. Here is the updated meter readings. So, when you open and you're looking at that, this last reading really is the last reading that is stored in E360 that anyone has submitted. If you don't use E360, you only see the last readings that were done on your device. So it's a little bit more limited, but it's still giving you that insight. And, of course, when it's sent into the web system, you're always seeing the most updated meter reading. That clear, Gaston? I think so. Great. So, when you click on last reading, you're clicking on that actual field, it opens up and you can enter in the actual reading. It's pretty simple, it's just a keypad, but you also have the option to use this scan meter that's right below it, and then you can actually scan your odometer, the hour meter, and it will pick up the numbers and fill it in for you. So really this is just, hey, if you're someone who really likes speed, you can essentially go from here, you click, you click scan, you scan it, it types it in, you're not worried about fat fingering it, and then you just hit done, and now it's saved. So that we find really cool. We hope that it is helpful out in the field, so do try that one out. And same thing for odometer no difference between the two fields. You log it, you do your inspection, and you send your inspection off, and then it is showing up in that PDF. So when you're getting in, you're able to see, hey, this is the readings we got in the field. If there's no reading that was entered in, it's just blank. And then of course you can get it in your Excel exports if you want to compare between things. And if you own Equipment360, it does send over and it exists within there and it's very easy in Equipment360 to see just the sequential ordering of meter readings. Also, within there you do get a difference. If it says this meter reading is from Safety, it says the name of the person and HCSS Safety. If it's from telematics or mobile mechanic, it does say that, so it is easy to trace which products, where is it coming from. So if you get something that is far above or below what you expect, You can chase down, hey, what happened there? Is that an error? Is that truth? And the other thing is Equipment360 does have validation rules that helps prevent things being submitted that might be missing a zero or have two extra zeros added to it or all sorts of different validation rules. Safety does respect that. So, if someone logs something and it's ten thousand higher than everything else and you send it in, it does give a little bit of insight there and you are getting those rules applied. So, I think the summary is all of this works together and hopefully is making it easier for your team and your shop to get your meter readings in and somewhere that you can see it. Alright, any questions came in Gaston? No questions have come in so far. Awesome, I'm going say that I've kept it clear and straightforward, and again that equipment meter readings feature that is coming in the next release, So if you like it, do let us know. If you think, hey, this could use some work, we could use some other improvements, also do let us know. And now, Gaston, I'm gonna let you take over. All right. So, we are also going to release pretty soon, not quite tomorrow or today, but pretty soon. We're going to release our customizable leading indicators. And I'm going to show it all to you in a second because it's actually ready enough in the system that I can just go click around and show it to you. It's just you're just you're just not able to see it yet. So basically, these are the type. If you're filling out a near miss or an observations, you have a type dropdown. You'll be able to customize the values in there. And it also feeds the leading indicator dropdowns whenever you're setting up an inspection form for the category or the individual items. And to set this up, we're going to add a brand new page for you that I'm about to show you. It's going to be a preferences page in your setup menu. And there may be some other preferences that start showing up there, too. Sometimes you guys ask us for little things that you can tweak about your system. Do you have thoughts about that? Go ahead and you can send them to us at some point here. You can email them to us or and we're probably going to release it within the next three to four weeks. We're trying to finish up the analytics reporting that's all tied in really, really tightly with these indicators. And that has been an interesting project to work on because everything is so tied in and there's so many little details that we keep finding more and more and more and more as we test it. So but tentatively thinking within the next three or four weeks. So let's take a look at it here. Yeah. And as you're pulling that up, just one reason why the analytics is really interesting is because the way we've built this is that you can retire leading indicators, but still retain all of your historical records. If we had you say, hey, here's ten leading indicators, rename them or things like that, your data could get very messy over the year if you had something named electrical and then later you renamed it to something else entirely. It would be a little bit of a nightmare. So, we've done this in a way that hopefully it's going to help you easily see what are the records submitted during this time, even if we're no longer using that leading indicator. Yeah, imagine especially if you've got some transition period and you start using a new one, you still want to know if you're even if you're looking at the last month, you still want to see what those previous ones that were submitted and how those were trending. And so, trying to make all of that clear and work properly has been a fun task. So, So, here we are in Safety Manager. Can see here we've got our setup menu. Oh, I guess I should confirm. You can see the setup that I'm looking at right We can see it. Yeah. One thing about Zoom is it doesn't show you what you're sharing when you're the one sharing. So, that's why we keep asking if you're wondering. So we've got this preferences screen here. And right now, the only thing that lives in there is leading indicators as a tab right here. And just to walk through the screen, the main sections of it, we have all of these little cards here that are the existing leading indicators in the system. And then you have the ability to either edit or deactivate these or you can add a brand new one. You'll notice there's a counter here, thirteen of fifteen. You can have up to fifteen active leading indicators in the system. We don't have a limit on the number of inactive leading indicators and your leading indicators are activated or inactivated by business unit. But you'll notice we also have this library button because when you make a leading indicator, say I make one here in this business unit which I have colorfully titled GK test for Gaston Kurtz test, you'll be able you can make that available to other business units to use, but it doesn't do it automatically. So say in another business unit, someone had made another leading indicator. I could hit this ad from library. I can go see what business units or at least the counts of business units have these active. So say you want the same ones and everything. This is a real quick way to know, hey, wait, only eleven have COVID-nineteen. Maybe I need to put that in there or maybe I actually need to go remove it from the other eleven. And you can you can then choose to add or remove based on what is available. What what has been created as a leading indicator company wide, whether it's active or not in other business units, you can see them all here active and inactive. And that helps you or we think it will help you with your reporting, because now instead of it being a separate leading indicator with the same name in every business unit, it is actually the same indicator in every business unit. And for you guys who do a lot of data analysis stuff, hopefully that's exciting to you. It was exciting to me thinking about data analysis. If you're not into data analysis, go talk to your data analyst. They'll probably be happy about that, I hope. I think it's easiest to sum up. You have a company wide library of leading indicators, and you're really just flexibly making them active and inactive in your different business units. If you're just all one business unit, you don't even have to worry about that because everything is a company wide library. But if you ever do grow or do a joint venture, things like that, it'll be easy to manage. So, you don't have to think too hard about the technical stuff because we've gone ahead and done that for you. So, Gaston, I think you've shown one way of adding a leading indicator if you're just adding from a library that someone else has made or has made it at some point in time. So I think now you're hitting the other way. Is that right? So if you're just gonna make one from scratch here, you can just hit this add leading indicator button and you can then type in whatever, you know, whatever leading indicator you want. And you'll notice it tells me to press enter to create. And so I'll hit enter. And I have now made this leading indicator in the system. I can add a description to it. I will note these descriptions are intended eventually to show on the mobile devices and they're meant to for you to be able to help the people out in the field know which thing to pick, however you want to describe that. They're not currently showing in mobile. And when this first releases, this screen will all be here for you to set things up. But these descriptions, you can go ahead and set them up, but they just won't show on mobile yet. Just FYI. But we're going to. We're going to show them out there. We'll be putting an indicator in here. This is a test environment. Just so you know, hey, set up the descriptions. They don't show on mobile just yet. And then remove that once mobile catches up, which shouldn't be too far out. So, and once you have this in here, can hit save. And you'll notice actually I now have this lifting in my library. So if I was to go to a different business unit, it would show up like this, right? Where it's not not selected. I could go to another business unit and I could turn it on because it's the company wide library like like Gen was mentioning. Just having that there is great because in that company library, add from library, you can quickly audit. Has anyone else been making things? Which you should probably lock this down. You can always preferences. It is a new permissions, so you can go ahead and say, oh, I'm only gonna give two people access to this setup. So just a side note there. So then, yeah, you can you can control your permissions to it just like you can your other permissions. It will show up. I think it'll show up here for me. Yeah. It'll show up as a preferences option. And then underneath it, we've got this leading indicators tab where, you know, if we add other things, then we'll add additional additional bullet points here that you could control. Let's see. So we've covered that. Okay. You can deactivate these. That will just deactivate it in the current business unit. It's functionally the same thing as if you were to come up here and deselect it in your business unit. Either way, same thing. So what is deactivating it or unchecking it on that list actually do? So what all that what that does is when people are filling out a new near miss, a new observation, or well, a new near miss or new observation is gonna remove that one from their list in the type drop down, which I can show you here. So, for example, I was going to observations here. We've got this type dropdown. That's what this is pulling from. And the same thing if you're in a near miss. Now for inspections, it's not going to automatically go and remove it from all your existing inspections. So if you if you want to go update your inspections with a new one, you need to go into your inspection setup and do that. One of the things that's important also is just because it's deactivated doesn't block someone from sending one. So say I hit deactivate here, right? And then someone out in the field hasn't refreshed yet and they fill out an observation and they pick that one. We don't want to block their observation. We don't want block their near miss. We don't want to block their inspection just because that that indicator was made inactive. So, it will actually still go through. And so, you'll still be should be good on that front. So, just to summarize, it's what this is doing is allowing you to customize those leading indicators that are visible in the observation and near miss module that people can select from. You can update it to make the words and language that you're training your teams on and get those reports in. And then for inspection templates, have the leading indicators, it's not visible on mobile. It's hidden in the background. You're able to assign to optionally assign leading indicators. So, when you're getting inspections in, you're able to get that analytics and say, oh, you know, most of the things that are failing for us are things that are related to overexertion or quality. Yep. You'll notice here in the inspections side, whenever you are editing these, we do put an inactive next to the ones that are inactive in the list. So you should be able to, you know, do a quick scan even and be able to see that these say that they're inactive if you're needing to update those. Let's see. One last thing I would mention is that you'll notice that this one and none of the others has a delete button. That's just because it's the only one in this list that has never had anything submitted against it. So, it's never had an inspection containing it and it's never had a near miss or observation where this was selected. So, we right now only allow you to permanently delete a leading indicator if it's never been used. If it's been used, then you deactivate it because deletion means we remove it, which would start putting blanks in all of your observations or near misses. And we don't want that. So for the year, you know, historical ones. Right? So, that's what the deactivate will be for is that you want to remove that from people for future use, but it preserves your historical data. Delete is, hey, this thing is just gone and you don't have to worry about accidentally deleting historical data doing this because we don't let you delete it if there is historical data associated with it. And just for anyone who you know you're going to make a lot of changes within here or you're at a type of company that likes to refresh things like this every two, three years. This list of fifteen, it's really just going to show you the active ones. All of your data is preserved so you don't have to worry about, hey is this list going to get long and overwhelming? So, no concern on that point. I think we've been able to cover most everything within here. Let's see if we have any questions in. And it looks like, Gaston, you've done a really good job. We haven't gotten any questions on this, So I think we covered everything here. Is there any other last points on this that we should make sure to update people on? There's nothing that I am thinking of. Yeah, if you have feedback on what you've seen, shoot it over to us. Now's a great time for that. Or if you have other ideas of, hey, these are other customizations that we want to exist on this preferences page. Do share that with us or share it with us through email, through whatever avenue you want to, and we'll look out for that. So I think we're all gonna get two minutes back to our day. Let's see, oh, we do have one question. Lance said, I'm not sure if it's related, but there's a way that clients make a master inspection list that's been shared between all business units. So Lance, right now there's not currently to make a master inspection list because when you first make something, you kind of have to choose those foundational things like we've done here of saying, hey, we're going make a company wide library and then the business unit is just making certain things visible and not visible. What you can currently do in inspections is, hey, you can have an inspection, you create it in one business unit and copy it over to others, but I can definitely see, hey, that that would be helpful to make it easier to manage if you've got multiple business units and making a lot of updates. Yeah. And the idea of a company wide library for inspections is one we've talked about, Jenning into the details, but just it's kind of messy when you already have everything. Because if you have you know, if you've those multiple business units, how do you decide which ones are in the library or not? Do we just say, hey, now you have ten of everything because you have ten business units and now you have copied everything to all ten. Now you've got ten of everything in a master library. Go sort it out. Just some questions. If you have thoughts on it, free to email us if you have good ideas or thoughts on that. But it's kind of a messy thing. But it does make sense. I get what you're asking for. Rosslyn asked about being able to deactivate within inspections. Technically, right now you can, but you just need to go into the inspection and change the indicator to something else. So, it's not deactivating per se. It's saying, hey, this one is using an inactive indicator. I'm going to go change it to whatever the updated one is. Because no one can see the indicators in the field for inspections. They're all in the background. It's just on the setup side. Yeah, and Rosalyn, just to make sure we're fully hitting your answer, it sounded like we're interpreting that as you're talking about the leading indicator. If you're talking about, can you just deactivate the inspection? Deactivating the inspection, there is a toggle in the inspection setup. It's called available to HCSS Field. And what that is doing is essentially the same action that is saying, hey, this is no longer available to HCSS Field. This is no longer active and they can see it on the Field app. It does exist in your system, but it's just not visible in the field. So, those are basically the same action but slightly different wording within there. Yeah. As far as changing what's showing in the inspection, you can go into the inspection revision and update Yeah. And because these are assigned per item, it's a little different than in a near miss or an observation where the user is picking which one they want to use each time. This one is assigned, right? So unless we don't have like a find and replace feature or anything like that, right? So, someone needs to come in here and say, hey, we got rid of struck by struck against and we really want this one in its place and go pick which one you want that to be. For anyone who's going, we really use this a lot. We are working on, hey, some some ability to search and locate certain leading indicators so you can quickly update your inspection templates. So that we'll start working after we've released this. So, if you're like, hey, we don't need to rush on this just yet of updating our leading indicators, you can always wait until that's out. Once you start let us know if you run into pain points. Things that are just more difficult or tedious than you can bear, then let us know and we'll look at them. Awesome. Well, looks like we don't have any other chats or questions in and we are one minute over. Thank you everyone for joining us today and we will see you next month in July. Enjoy the rest of your week everybody. Bye everyone.