NZ794442A - Methods and Systems for Providing and Receiving Information for Risk Management in the Field - Google Patents
Methods and Systems for Providing and Receiving Information for Risk Management in the FieldInfo
- Publication number
- NZ794442A NZ794442A NZ794442A NZ79444217A NZ794442A NZ 794442 A NZ794442 A NZ 794442A NZ 794442 A NZ794442 A NZ 794442A NZ 79444217 A NZ79444217 A NZ 79444217A NZ 794442 A NZ794442 A NZ 794442A
- Authority
- NZ
- New Zealand
- Prior art keywords
- job
- user
- permit
- document
- computing device
- Prior art date
Links
- 150000002500 ions Chemical class 0.000 claims description 18
- 230000000875 corresponding Effects 0.000 abstract description 5
- 238000000034 method Methods 0.000 description 26
- 238000004891 communication Methods 0.000 description 17
- 230000002730 additional Effects 0.000 description 12
- 230000000694 effects Effects 0.000 description 11
- 239000002253 acid Substances 0.000 description 6
- 238000009412 basement excavation Methods 0.000 description 6
- 238000010586 diagram Methods 0.000 description 6
- 239000003973 paint Substances 0.000 description 6
- XLYOFNOQVPJJNP-UHFFFAOYSA-N water Substances O XLYOFNOQVPJJNP-UHFFFAOYSA-N 0.000 description 6
- 239000010425 asbestos Substances 0.000 description 5
- 230000002354 daily Effects 0.000 description 5
- 229910052895 riebeckite Inorganic materials 0.000 description 5
- 230000000007 visual effect Effects 0.000 description 5
- 238000005516 engineering process Methods 0.000 description 4
- 230000004048 modification Effects 0.000 description 4
- 238000006011 modification reaction Methods 0.000 description 4
- 239000000126 substance Substances 0.000 description 4
- 238000006467 substitution reaction Methods 0.000 description 4
- 239000003086 colorant Substances 0.000 description 3
- NLZUEZXRPGMBCV-UHFFFAOYSA-N Butylhydroxytoluene Chemical group CC1=CC(C(C)(C)C)=C(O)C(C(C)(C)C)=C1 NLZUEZXRPGMBCV-UHFFFAOYSA-N 0.000 description 2
- 230000037250 Clearance Effects 0.000 description 2
- 206010022114 Injury Diseases 0.000 description 2
- 229940035295 Ting Drugs 0.000 description 2
- 230000005540 biological transmission Effects 0.000 description 2
- 230000035512 clearance Effects 0.000 description 2
- 238000004590 computer program Methods 0.000 description 2
- 238000010276 construction Methods 0.000 description 2
- 230000001276 controlling effect Effects 0.000 description 2
- 230000001419 dependent Effects 0.000 description 2
- 239000011159 matrix material Substances 0.000 description 2
- 238000011084 recovery Methods 0.000 description 2
- 238000010079 rubber tapping Methods 0.000 description 2
- 230000003442 weekly Effects 0.000 description 2
- 206010063659 Aversion Diseases 0.000 description 1
- 206010013932 Dyslexia Diseases 0.000 description 1
- 235000002407 Jessenia polycarpa Nutrition 0.000 description 1
- 244000232488 Jessenia polycarpa Species 0.000 description 1
- DBMJMQXJHONAFJ-UHFFFAOYSA-M Sodium laurylsulphate Chemical compound [Na+].CCCCCCCCCCCCOS([O-])(=O)=O DBMJMQXJHONAFJ-UHFFFAOYSA-M 0.000 description 1
- 150000007513 acids Chemical class 0.000 description 1
- 238000004458 analytical method Methods 0.000 description 1
- 238000009435 building construction Methods 0.000 description 1
- 238000004364 calculation method Methods 0.000 description 1
- 230000005611 electricity Effects 0.000 description 1
- 230000002708 enhancing Effects 0.000 description 1
- 230000003203 everyday Effects 0.000 description 1
- 239000000446 fuel Substances 0.000 description 1
- 230000001939 inductive effect Effects 0.000 description 1
- 238000007689 inspection Methods 0.000 description 1
- 230000002452 interceptive Effects 0.000 description 1
- 239000000463 material Substances 0.000 description 1
- 231100000647 material safety data sheet Toxicity 0.000 description 1
- 238000005065 mining Methods 0.000 description 1
- 230000035515 penetration Effects 0.000 description 1
- 238000003825 pressing Methods 0.000 description 1
- 230000002250 progressing Effects 0.000 description 1
- 230000000717 retained Effects 0.000 description 1
- KISFEBPWFCGRGN-UHFFFAOYSA-M sodium;2-(2,4-dichlorophenoxy)ethyl sulfate Chemical compound [Na+].[O-]S(=O)(=O)OCCOC1=CC=C(Cl)C=C1Cl KISFEBPWFCGRGN-UHFFFAOYSA-M 0.000 description 1
- 230000003068 static Effects 0.000 description 1
- 230000000152 swallowing Effects 0.000 description 1
Abstract
method and a system have been configured to: select a job to be performed by a person in possession of a portable device; download information related to the job to a portable device, the information comprising permits required for the job, plans for implementation of the job, risks associated with the job, equipment used in relation to the job; displaying a corresponding indicia for selection of each one of the information; receive a selection of one of the indicia; display at least a portion of the downloaded information according to the received selection; receive input to the portable device relevant to use of the displayed information in relation to performance of the job by the person; upload the input, whereby a record of use of the displayed information in relation to performance of the job by the person is able to be stored. th the job, equipment used in relation to the job; displaying a corresponding indicia for selection of each one of the information; receive a selection of one of the indicia; display at least a portion of the downloaded information according to the received selection; receive input to the portable device relevant to use of the displayed information in relation to performance of the job by the person; upload the input, whereby a record of use of the displayed information in relation to performance of the job by the person is able to be stored.
Description
A method and a system have been configured to: select a job to be performed by a person in
possession of a portable device; download information related to the job to a portable device, the
ation comprising permits required for the job, plans for implementation of the job, risks
associated with the job, equipment used in relation to the job; displaying a corresponding indicia
for selection of each one of the information; receive a selection of one of the indicia; display at
least a portion of the aded information according to the received selection; receive input
to the le device nt to use of the displayed information in relation to performance of
the job by the person; upload the input, whereby a record of use of the displayed information in
relation to performance of the job by the person is able to be stored.
NZ 794442
Methods and Systems for Providing and Receiving Information For Risk
Management in the Field
Field of the Invention
Disclosed are methods and systems for providing and receiving information
for risk management in the field, and more particularly, methods and systems for
accessing permits, plans, risk assessments, meeting minutes, alerts, hazard &
incident reports and equipment information, auto-populating documents ing
via the use of searchable, selectable and expandable lists of method steps, tasks,
risks and ls and for receiving notifications based upon user-specific location,
activity and authority as well as s in each.
Background
Current field risk management practices e a plethora of
regulations, codes and standards with regard to ee health & safety,
environmental tion and quality management. Every company must comply
with all of the requirements - but compliance is ularly difficult when employees
are involved in activities that:
A) are remote from an office or desk (‘front line’ or ‘field’ employees)
B) occur across multiple sites or sites that change daily (eg. plumbers, electricians,
mobile cians, mobile health care services);
C) involve building construction, mining, civil construction or any other 'high risk'
tasks.
In short, compliance generally requires front line employees to either:
1. Complete a checklist of safety checks and implement prescribed controls prior to
undertaking specific tasks
2. Undertake a 'risk assessment' before they do any job. In its simplest form, a risk
ment involves:
A) identifying all of the hazards for each step in the job;
B) choosing controls for each ;
C) determining (through a 'qualitative' assessment) the 'residual' risk level;
D) only proceeding with the job if:
i) the residual risk is appropriate and
ii) all of the controls have been implemented.
The great majority of these checklists and risk assessments are paper-based - and
the volume of paperwork generated is very large. As an example, the following provides a
summarised list of the forms front line employees complete on a daily basis:
A) Equipment Pre-Starts for Vehicles, Trucks, Capital ent & Plant: A list of about
maintenance checks that must be completed before an employee es equipment.
B) Job Safety Assessment (JSA): A detailed risk assessment of all of the steps in a
project or job. The JSA is written for each job and reviewed at least daily. A basic JSA takes
up to 60 minutes to develop and up to 20 minutes to review. Every employee involved on the
job must review and sign the JSA before they start work each day.
C) Take 5 Assessment: A check of about 30 hazards before an employee starts a
specific task.
D) Meeting Minutes for Daily and/or Weekly risk management gs
E) Hazard & Incident Reports for new and/or uncontrolled hazards and for incidents
F) Permits: A detailed list of safety checks and ibed controls that must be in place
before specific activities are undertaken. For example, permits are generally ed before
employees can:
i) Attend any site to do any work;
ii) Penetrate any surface (eg walls);
iii) Excavate (manually or mechanically);
iv) Enter a confined space;
v) Work at heights (defined as a risk of fall from a level to another level - which
can be less than a foot);
vi) Undertake ical works
vii) Undertake hot works;
viii) Clear any fIora;
ix) Undertake high pressure water jetting;
x) Use a concrete cutting saw.
Of , front line employees have a natural aversion to paperwork, especially
when they have done the same task or job hundreds of times. The key faults of the
paperwork are:
A) Front line employees struggle to remember all of the risks and controls able to
each task
B) It's a lot like telling front line employees to ‘write lines' every day.
C) Front line employees don't respect the paperwork - so they arbitrage it.
D) It's extremely inefficient. For example:
i) The data from completed ork must be manually input by administrative
staff into central s (eg. asset management systems, training systems,
records of hours on-site, amount of fuel consumed etc.).
ii) Because front line ees can arbitrage the paperwork, safety
investigators must attend the front line to check the paperwork.
Any references to documents that are made in this specification are not intended to
be an ion that the information contained in those documents form part of the common
general knowledge known to a person skilled in the field of the invention, unless explicitly
stated as such.
hout the specification and claims, unless the context requires otherwise, the
word "comprise" or ions such as "comprises" or "comprising", will be understood to
imply the inclusion of a stated integer or group of integers but not the exclusion of any other
integer or group of integers.
Summary of the ion
Disclosed are methods and systems for providing and receiving information for risk
management in the field, and more particularly, methods and systems for accessing
permits, plans, risk assessments, meeting minutes, alerts, hazard & incident
s and ent information, auto-populating documents including via the use
of searchable, selectable and expandable lists of method steps, tasks, risks and
controls, and for transmitting data and receiving notifications based upon user-specific
on, activity, authority as well as changes in each. The disclosed s and
methods for risk ment provide tools to support and engage front line employees in
the s of risk management and encourage them to complete the risk management
tasks in an appropriate manner.
One embodiment of the disclosed systems and methods provides:
1. The ability for front line employees to complete their risk management documents via
a portable computing device, such as an iPhone/ iPad/Android. This includes: Equipment
Pre-Start Checklists, Job Safety Assessments (JSAs), Take 5's, Permits, Meeting Minutes,
Hazard & Incident Reports, etc.
2. Access and review of:
a) Personnel qualifications;
b) Material Safety Data Sheets (commonly MSDS or SDS);
c) Logbooks;
d) Equipment Risk Assessments, Registers and Manuals;
e) Job Plans, Specifications, Method Statements, Notes, Photos etc.;
f) Company Procedures; and
g) Company and Job-Specific Risk Alerts.
3. The tools engage front line employees by:
a) Prompting them to consider er and/or job-specific Lists of Method
Steps, Tasks, Risks and Controls populated and managed by oversight
employees. They also have the capacity to add any item to each of the Lists
with such additions being automatically reported to oversight ees.
b) Enabling them to search and select any nt and appropriate Method
Steps, Tasks, Risks and ls;
c) Assessing the residual risk;
d) Providing a 'score' for each upload; and:
i) Keeping a record of employee scores that may be linked to
performance reviews and compensation;
ii) Creating a company-wide leader board.
e) Offering safety competitions and e forums for risk improvement ideas.
4. Improvements in the timeliness and accuracy of risk information by:
a) GPS tracking the time and location of each access/ upload
b) ting front line employees from commencing a task before controls are
in place (eg. the time stamp of the Pre-Start must be before the time stamp of
equipment movement or time logged on the equipment)
c) Cross-referencing GPS and time stamp data with incident investigations,
ance audits, customer invoicing etc.
. The ability to create a se of real-time front line risk management data including
changes in safety thinking across various factors.
6. Enables oversight employees to complete tical and other analytics on the data
to identify patterns and 'lead indicators' of risk incidents.
According to a first aspect of the present invention there is disclosed a method of
providing information for risk management on a mobile computer device including a
processor, a memory, a network interface, and a touch display screen, the method
comprising:
receiving at a work site, in the processor via the network interface, first information
identifying permits, second information identifying plans, third information identifying
risk assessments and fourth information identifying ent;
displaying on the touch display screen the first information identifying permits, second
ation identifying plans, third information identifying risk assessments and fourth
ation identifying equipment;
providing access to data relating to permits, plans, risk assessment and equipment
respectively with a touch on the touch display screen proximal to displayed first
information identifying permits, second information identifying plans, third information
identifying risk assessment and fourth information identifying equipment;
upon receiving a touch input proximal the displayed third information identifying risk
assessment, displaying one or more fifth information identifying job safety
assessments identifiers; and
upon receiving a touch signal on the touch display screen proximal to the displayed
one or more fifth ation identifying job safety assessment identifiers, providing
access to data relating to permits, plans and equipment associated with respect to a
particular job safety assessment identifier.
Also sed are methods and systems for providing information for risk
management executed on a mobile computer device including a processor, a memory, a
network ace, and a touch display , the method sing:
displaying an icon indicative of information identifying a process period;
upon receiving a touch signal on the touch display screen proximal to the displayed
icon, receiving and displaying on the touch display screen one or more information
identifying log queries;
upon receiving a touch signal al one or more displayed information identifying
log queries, transmitting to a remote server one or more data relating to the received
touch signal;
the remote server ing sing to auto-populate the one or more data relating
to the received touch signal proximal to one or more displayed information identifying
log queries into a document having a log form; and storing the document having a log
form.
Also sed are methods and systems for risk management executed on a mobile
computer device including a sor, a memory, a k interface, and a touch display
screen, including:
receiving, in the processor via the k interface information identifying permits;
displaying on the touch display screen the information identifying s; receiving a
touch signal proximal the displayed information identifying permits; upon receiving a
touch signal on the touch display screen proximal to the information identifying
permits, receiving and displaying on the display screen one or more information
identifying specific permits, wherein the information identifying specific permits
includes a indicating whether the permit is in force or whether the permit has
expired.
The disclosed methods and systems can also include GPS tracking and can include:
at a remote location, tracking the location of the er via the GPS;
at the remote location, processing whether permits relating to jobs at the location of
the computer have d;
if the permits relating to the location of the computer have expired, transmitting a
notification of the same for delivery to the computer.
According to another aspect of the invention there is disclosed a method comprising:
selecting a job to be performed by a person in possession of the portable device;
downloading ation related to the job to the portable , the information comprising
permits required for the job, plans for implementation of the job, risks associated with the job,
equipment used in relation to the job;
ying a ponding indicia for selection of each one of: the ation ng to
permits required for the job, the information relating to plans for implementation of the job,
the information relating to risks associated with the job, the information relating to equipment
used in relation to the job;
receiving a selection of one of the indicia;
displaying at least a n of the downloaded information according to the received
selection;
receiving input to the portable device relevant to use of the displayed information in relation
to performance of the job by the person;
uploading the input, whereby a record of use of the displayed information in relation to
performance of the job by the person is able to be stored.
According to another aspect of the invention there is disclosed a portable device
comprising a processor configured to perform:
selection of a job to be performed by a person in sion of the portable device;
downloading information related to the job, to the portable device, the information comprising
permits required for the job, plans for entation of the job, risks associated with the job,
equipment used in relation to the job;
displaying a corresponding indicia for selection of each one of: the information relating to
permits required for the job, the information relating to plans for implementation of the job,
the information relating to risks associated with the job, the information relating to equipment
used in on to the job;
receiving a selection of one of the indicia;
displaying at least a portion of the downloaded information according to the received
selection;
ing input to the portable device relevant to use of the displayed information in relation
to performance of the job by the person;
uploading the input, whereby a record of use of the displayed information in relation to
performance of the job by the person is able to be stored.
In an embodiment the selection of the job ses selection of a job type. The job
type ects the information to be downloaded according to the job type from a library of
information available.
In an embodiment the information comprises information from a form that is to be
completed when a job of the job type is to be performed and the input is information to be
completed on the form when the job of the job type is about to be med or has been
completed.
In an ment the information comprises one or more checks that are able to be
performed by the portable device so as to indicate to the user whether or not they are
permitted to perform the job according to the input ed in respect of the information
displayed. In this manner the person is not permitted to perform the job until, for example, all
of the safety checks have been performed for that particular job and they have checked off
the safety checks by input into the device. Additionally upload of the input allows for
compliance monitoring.
According to another aspect of the invention there is disclosed a system comprising a
processor configured to:
select a job to be performed by a person in possession of a portable device; download
ation related to the job to the portable device, the ation comprising permits
ed for the job, plans for implementation of the job, risks ated with the job,
equipment used in relation to the job;
displaying a corresponding indicia for selection of each one of: the information relating to
permits required for the job, the information relating to plans for implementation of the job,
the information relating to risks associated with the job, the information relating to equipment
used in relation to the job;
receive a selection of one of the indicia;
display at least a portion of the downloaded information according to the received selection;
receive input to the portable device relevant to use of the displayed information in relation to
performance of the job by the person;
upload the input, whereby a record of use of the displayed information in relation to
performance of the job by the person is able to be stored.
In an ment the sor is further configured to:
provide one or more s to the user for selection;
receive a selection of one of the actions;
transmit the selection; wherein the transmission of the selection initiates the selected action
and blocks selection of one or more actions d to the selected action by other users until
the selected action is completed.
In an ment the sor is further configured to:
provide one or more actions to the user which ordinarily are available for selection;
receive a block communication from a remote system when a related action is initiated;
block selection of at least one of the actions until the related action is completed;
receive an unblock communication indicating that the related action is completed and then
allowing selection of one of the s.
In an embodiment the processor is further configured to:
lock the uploaded input from change unless the user has a role that permits a change to the
uploaded input.
In an embodiment the sor is further configured to:
allow changes to be made to the uploaded input and for the changed uploaded input to be
submitted when the user has a role that permits change to the uploaded input;
disallow changes to be made to the uploaded input when the user has a role that does not
permit changes to be made to the ed input.
In an embodiment the sor is further ured to:
receive from a data repository expected answers that indicate safe work conditions;
check that each received input represents a received answer from the user that matches the
respective received expected answer;
indicate that work conditions are unsafe if one or more of the checked answers does not
match the expected answers.
In an embodiment the system comprises a database hierarchically structured by job,
and within each job there are fields related to an organisational ure for performance of
the job and a tasked structure for performance of the job. In an embodiment the
organisational structure ses one or more of: information on procedures, risk limits,
nel, chemicals, equipment and lists. In an embodiment the lists comprises one or
more of: method steps, tasks, risks and controls. In an embodiment the job structure
comprises one or more of: job details, client details, job roles, plans/specifications and risk
alerts.
In an embodiment the database further comprises communications records. In an
embodiment the communications further comprises one or more of: meetings, reports,
completed forms and alerts. In an ment the completed forms comprises one or more
of: permits, plans, equipment and risk ments.
In an embodiment the database further comprises permissions for actors to create,
edit and access the database. In an embodiment permissions are set ing to whether
the actor is an oversight employee, a project manager, a site supervisor or field personnel. In
an embodiment some permissions are set ing to whether the actor is a permit ,
permit holder, field operator working in relation to the permit or an oversight employee, a
project manager, a site supervisor.
In an embodiment the database further comprises:
one or more s for the user to select after information is uploaded;
a record of whether each of an action related to the selectable actions is pending;
wherein the se is configured to transmit to the portable device a block for action when
the related action is pending or permission to select the action when the related action is
completed.
In an embodiment the database further comprises:
a record indicating whether the uploaded input is to be locked from change unless the user
has a role that permits a change to the uploaded input.
In an ment the database further comprises:
expected answers that indicate safe work ions; wherein the portable device can check
that each received input represents a received answer from the user that matches the
respective ed expected answer so as to indicate that work conditions are unsafe if one
or more of the checked answers does not match the expected answers.
In an embodiment the field nel access the present invention via a mobile
application. In an embodiment the site supervisors access the present invention via a mobile
application. In an embodiment the project managers access the present invention via a
mobile application and/or a personal er. In an embodiment the oversight personnel
access the present invention via a mobile application and/or a personal computer.
In an embodiment project managers have permission to define and allocate plans to
achieve the job requirements. In an embodiment all actors are able to view the plan.
In an embodiment specific actors (with appropriate qualifications) have permission to
create permits and authorise field personnel to perform work under a permit. In an
embodiment the specific actors have permission to allocate a holder of the permit who is
qualified to hold a permit and will be responsible for meeting the conditions of the permit. In
an embodiment a project manager and a site supervisor have permission to view a permit
issued in on to the job they have responsibility for. In an embodiment the specific actors
can share a permit with r qualified permit issuer. In an embodiment the permit holder
has permission to view and accept a permit allocated to them. In an ment field
personnel have permission to view and accept work under the permit. In an embodiment the
permit holder has permission to transfer a permit to another qualified permit holder if the
transference is accepted. In an embodiment the permit holder has permission to add other
personnel to perform work under the permit.
In an embodiment site supervisors and project managers, have permission to create
Job Safety Assessments (JSAs). In an embodiment field personnel have permission to
accept or suggest a change to a JSA.
In an embodiment all actors have permission to complete a pre-start checklist. In an
embodiment the checklist is prescribed. In an ment site supervisors and project
rs can view all completed pre-start checklists.
In an embodiment where a pre-start checklist is not successfully completed, the
system is configured to create an alert in relation to the failed checklist.
In an embodiment field personnel have permission to create a quick risk assessment.
In an embodiment site supervisors and project managers can view all completed quick risk
assessments.
In an embodiment where a quick risk assessment is not successfully completed, the
system is configured to create an alert in relation to the failed quick risk assessment.
In an embodiment oversight nel have permission to create a register. In an
embodiment other actors have permission to view the register.
In an embodiment oversight personnel and project rs have permission to
create an alert for all actors on a job.
In an embodiment field personnel have permission to create a hazard report or an
incident report. In an embodiment users have permission to access the report.
In an embodiment the system is configured to display four major icons on a mobile
device for selection on a home screen, where the icons each represent s, plans,
equipment or risk assessments, tively. In an embodiment viewing of information and
entry of information related to one of these is hierarchally displayed or received. In an
embodiment menu options under these headings are presented, with a tial
progression from one screen to the next to complete one or more forms relating to these
types of information.
In an embodiment the system is ured to provide a communications icon on the
home screen which enables access to communications tools. In an embodiment the
communications icon also represents when a communication is requiring the attention of the
actor.
In an embodiment the mobile device is configured to synchronise data with the
system database when network communication is re-established after k
communication is broken.
In an embodiment the mobile device is configured with searchable and expandable
lists of information.
In an embodiment the system is configured to log data entered and then match
completion of forms with commencement of and completion of tasks to ensure compliance
with safety protocols. In an embodiment the logs comprise time stamps. In an ment
the logs comprise location recording. In an embodiment the logs may comprise other input,
such as barcode scan or bear field device scan.
In an embodiment the system is configured to test a validity period of one or more of
a permit or plan or other requirement, and to create an alert if the current time is not within
the validity period.
In an embodiment the system is configured to test the applicability of a valid locality of
one or more of a permit or plan or other requirement, and to create an alert if the current
location is not within the valid location when an action is commenced requiring the tive
permit, plan or other requirement.
In an embodiment the system is configured to check the requirements for issuance of
a permit against records of the actor who intends to issue the permit and records of the
actors to which the permit is intended to be , and in the event that the requirements
are not met raises an alert that the requirements are not met. In an embodiment the system
is configured such that if permit requirements are not met then the permit is unable to be
issued.
In an embodiment the system is configured to create a JSA by receiving a selection
of method steps in the ty for which the JSA is being created, ing a selection of
risks applicable to the selected method steps, receiving a selection of controls to mitigate the
selected risks; receiving a selection of a risk rating for each of the selected risks; receiving a
selection of one or more personnel to which the JSA is applicable.
In an ment the method steps may be selected from a predefined list of method
steps. In an embodiment the risks may be selected from a predefined list of risks. In an
embodiment the controls may be selected from a ined list of controls. In an
embodiment the risk ratings may be selected from a predefined risk rating . In an
embodiment the personnel may be ed from a predefined list of personnel assigned to
the job for which the JSA is being created.
In an ment each of the selected personnel are sent a message to request
acceptance of the JSA.
In an embodiment the system is configured to create a risk assessment by receiving
a selection of a task to be performed; receiving a selection of possible risks that may be
applicable to the selected tasks; receiving a selection of controls to mitigate the selected
possible risks.
In an embodiment the task may be selected from a predefined list of tasks. In an
embodiment the possible risks may be ed from a predefined list of possible risks. In an
embodiment the ls may be selected from a predefined list of ls.
In an embodiment the system is configured to display information about checks to be
performed before use of an item of equipment (pre-start); providing a check box for each part
of the item of equipment to be checked; receiving a selection when the part is checked; and
displaying a message that the item is unable to be used until the checklist is successfully
completed. In an embodiment if an item in the check list is selected as a failure of the prestart
check, the system is configured to create an alert. In an embodiment the item of
equipment may be flagged in the database as out of service until it is repaired or replaced.
In an ment the pre-start comprises identifying the item of equipment, for
instance by a bar code scan, entry of a serial number or by other means.
In an embodiment the system is configured to display information relating to the item
of equipment or part to be inspected, or how to inspect the part.
In an ment assignment to a job can r on of a geofence by val
of information from the database about which actor is carrying the mobile device either
should not exit or should not enter; and the mobile device checks the location t the
geofence and creates an alert when the geofence is crossed.
According to another aspect of the invention there is disclosed a system comprising:
a communication channel to a portable device;
a processor configured to e a selection of a job to be performed by a person in
possession of the portable device;
wherein the sor is configured to retrieve and send to the portable device information
related to the selected job, the information sing permits required for the job, plans for
implementation of the job, risks associated with the job, equipment used in relation to the job;
the information being suitable for display by the portable device;
wherein the communication channel is configured to receive from the portable device an
input received by the portable device relevant to use of the displayed information in relation
to mance of the job by the person;
a storage for storing a record of use of the displayed information in relation to performance of
the job by the person.
According to another aspect of the invention there is disclosed a method of providing
a nt to a user of a mobile computing device, comprising:
identifying a user of the mobile device;
receiving one or more jobs that the user is allocated to from a data repository;
selecting a job from the received jobs;
receiving a role of the identified user in respect of the selected job from the data tory;
selecting a document type;
retrieving a template of the selected document type from the data repository according to the
selected job and the selected document type;
displaying the template document to the user;
providing one or more actions to the user for selection;
ing a selection of one of the actions;
transmitting the selection; wherein the transmission of the selection initiates the selected
action and blocks selection of one or more actions related to the ed action by other
users until the selected action is completed.
According to r aspect of the invention there is disclosed a method of ing
a document to a user of a mobile computing device, comprising:
identifying a user of the mobile device;
receiving one or more jobs that the user is allocated to from a data repository;
selecting a job from the received jobs;
receiving a role of the identified user in respect of the ed job from the data repository;
selecting a document type;
retrieving a completed document of the selected document type from the data repository
according to the selected job and the selected document type;
displaying the document to the user;
providing one or more s to the user which rily are available for selection;
receiving a block communication from a remote system when a related action is initiated;
ng selection of at least one of the actions until the related action is completed;
receiving an unblock communication indicating that the related action is completed and then
allowing ion of one of the actions.
According to another aspect of the invention there is disclosed a method of providing
a document to a user of a mobile computing device, comprising:
identifying a user of the mobile device;
receiving one or more jobs that the user is allocated to from a data tory;
selecting a job from the received jobs;
receiving a role of the identified user in respect of the selected job from the data repository;
ing a nt type;
retrieving a template of the selected document type from the data repository according to the
selected job and the selected document type;
displaying the template document to the user;
submitting the document;
g the document from change unless the user has a role that permits a change to the
According to another aspect of the invention there is disclosed a method of providing
a document to a user of a mobile computing device, comprising:
identifying a user of the mobile device;
receiving one or more jobs that the user is allocated to from a data repository;
selecting a job from the received jobs;
receiving a role of the identified user in respect of the ed job from the data repository;
selecting a document type;
retrieving a completed document from the data repository according to the selected job and
the selected document type;
displaying the completed document to the user;
allowing changes to be made to the document and for the d nt to be
submitted when the user has the received role that permits change to the document;
disallowing changes to be made to the document when the user has a received role that
does not permit changes to be made to the document.
According to another aspect of the invention there is disclosed a method of providing
a document to a user of a mobile computing , comprising:
identifying a user of the mobile device;
receiving one or more jobs that the user is allocated to from a data repository;
selecting a job from the received jobs;
receiving a role of the identified user in respect of the selected job from the data repository;
ing a document type;
retrieving a template of the selected nt type from the data repository ing to the
selected job and the selected nt type;
displaying the template document to the user;
receiving one or more inputs from the user to answer questions in the document;
receiving from the data repository expected answers that indicate safe work conditions;
checking that each received answer from the user matches the respective received expected
answer;
indicating that work conditions are unsafe if one or more of the checked answers do not
match the expected answers.
In an embodiment the method r comprises submitting the completed document.
In an embodiment the method further ses preventing change of the answer
unless the nt is submitted or an acknowledgement is provided that the previous
answer was an error or that the conditions have changed.
Description of Drawings
In order to provide a better understanding, embodiments of the present invention will
be described, by way of example only, with reference to the accompanying drawings, in
which:
is a flowchart that s an embodiment of the home screen and illustrates where
the four different functions lead to in the systems and methods;
FIGs 2-13 are flowcharts that depict ments of the disclosed systems and methods;
depicts an embodiment of the document flow between actors;
FIGs 15-56 depict screen shots of main pages as shown for example in permit pages,
assessment pages and equipment pages;
is a schematic block diagram of a system according to an embodiment of the present
invention;
is a schematic block diagram of a portable device according to an embodiment of the
t invention;
is a relational diagram of a database according to an embodiment of the present
is a art that depicts an embodiment of the operation flow;
is a flowchart that depicts an embodiment of the long term permits flow;
is a flowchart that depicts an embodiment of the short term permits flow;
is a flowchart that depicts an embodiment of the job safety analysis flow;
is a flowchart that depicts an embodiment of the action block flow; and
FIGs 65-200 depict flow charts and screen shots of alternate flows of other ments of
the t invention.
Detailed Description
The instant disclosure is provided to explain in an ng fashion the best modes of
making and using various embodiments in accordance with the present invention. The
disclosure is further offered to enhance an tanding and appreciation for the invention
principles and advantages thereof, rather than to limit in any manner the invention. While the
preferred embodiments of the ion are illustrated and described here, it is clear that the
invention is not so limited. Numerous modifications, changes, ions, substitutions, and
equivalents will occur to those skilled in the art having the benefit of this disclosure without
departing from the spirit and scope of the present invention as defined by the following
claims.
It is tood that the use of relational terms, if any, such as first and second, up
and down, and the like are used solely to distinguish one from another entity or action
t necessarily requiring or implying any actual such relationship or order n such
entities or actions.
Much of the inventive functionality and many of the inventive principles are best
implemented with or in software programs or instructions and integrated circuits (ICs) such
as ation specific ICs. In the interest of brevity and minimisation of any risk of obscuring
the principles and concepts according to the present invention, discussion of such software
and ICs, if any, is limited to the ials with respect to the principles and concepts within
the preferred embodiments.
Disclosed are methods and systems for providing and receiving information for risk
management in the field, and more particularly, methods and systems for accessing permit,
plan, risk assessments and equipment information, auto-populating documents, and for
transmitting data and receiving notifications based upon permit availability and location. As
discussed above, the disclosed systems and methods enable field-based personnel to
manage the risks associated with their works. Compliance monitoring is improved (for
example, by GPS and time tracking ties).
Other tools for field operators are provided by overall structure and navigation
s that provide:
a) Effective selection and implementation of risk controls; and
b) The timely and ent tion of risk documentation, for example, by autopopulating
logs.
The following disclosed structures and navigation systems and methods e
processes for navigation, auto-populating, alerts for permit and plans status, equipment prestart
visual prompts, database tapping, real time auto alerts, equipment heavy usage checks,
equipment tagging auto reminders and paint colour substitution.
Each document that requires an action (eg; agreement or signing) will have an action
button that allows the user to perform the action. The action to be performed is adapted
according to the status of the document, and the role the user has in relation to the document
and the job. When ed, a copy of the nt before actioning is saved and a new
document created. A document can be locked while another requirement is pending. For
example if a permit is in the process of being transferred from one holder to another, a field
personnel will not be able to accept the permit or close the permit.
Definitions of terms used are provided with embedded references. For example, a
risk can be selected and the definition and other information related will be explained.
In an embodiment the tools of the present invention are provided via an application
operating on a mobile computing device, such as a smart phone. It is known that a smart
phone is a mobile computing device which has a processor, memory, a display screen which
is also an input device in the form of a touch screen and a network ication device(s).
Typically the smart phone is loaded with a computer program stored in the memory, which
when executed by the sor forms the application. Put another way the computer
program comprises instructions for controlling the processor to configure the mobile device
as a system according to an aspect of the invention. When the er programs
ctions are executed, the mobile device ms a method according to another aspect
of the invention.
It will be appreciated that the invention can be implemented in a number of ways.
One way of implementing the invention is according to the embodiments described below.
In an embodiment an aspect of the tools are provided on a more general computing
device, such as, but not limited to a laptop or desktop personal computer. The term personal
computer is not intended to be limiting as it could be implemented on a portable computing
device, although when used in an office environment, size, weight and ility more
generally are less constraining. Some of the aspects of the present invention need not be
implemented in the field, as will be explained in more detail below. Such implementation can
be provided by software led on the personal computer, or they can be implemented by
software at a remote location which is assessable from the personal computer, such as via a
browser installed on the personal computer. Such implementation is commonly ed to as
a software as a service model or software in the "cloud".
Referring to Figure 57 there is shown a system 1000 according to an embodiment of
the present invention, the system 1000 comprising a processor 1002, a database 1004,
memory/storage 1008, a network interface 1010 connected to a er network 1012
(such as the et). The network 1012 comprises a mobile telephone k 1014, (or
other wireless network) which ts to a plurality of portable computing s 1020,
1022 and 1024. The network 1012 also connects to a personal computer 1030.
Executing on the processor 1002 are a mobile user application interface 1040 and a
backend user application 1042. The mobile user application interface 1040 interfaces with
the portable devices 1020, 1022 and 1024 by communication channel 1052 via the network
interface 1010, the network 1012 and 1014. The ication channel es a
communication 1054 into the mobile telephone network 1014 and wirelessly by
communication 1056 between a base station and the mobile devices 1020, 1022 and 1024.
The backend user application 1042 has a communication l 1050 to the personal
computer 1030 via the network 1012.
The personal er 1030 gives offsite personnel access to the present invention.
Whereas the mobile user application interface 1040 gives onsite users of the personal
devices 1020, 1022 and 1024 access to the present ion. The mobile user application
1040 is able to ct with and exchange information with the backend user application
1042 by communication channel 1056.
Referring to Figure 58, each personal computing device 1020, 1022 and 1024
comprises components 1100. These components 1100 comprise a processor 1102,
memory/storage 1104, network interface 1106, a screen 1110 and touch input 1108 which is
typically a touchscreen combining elements 1108 and 1110.
ing on the processor 1102 is a mobile user application 1120 which
communicates by network interface 1106 and antenna 1112 with the mobile telephone
network by wireless communication 1134. As an alternative to the mobile telephone network,
a Wi-Fi network or other wireless network may be used instead. The mobile user application
interface 1040 is able to communicate with the mobile user application 1120 by a
ication channel 1130. The mobile user application 1120 is able to store data via
communication channel 1132.
In an embodiment the database 1004 is structured as shown in Figure 59 and is in
the form of the job library 1210. The job y 1210 comprises an sation database
1212 and a job database 1214. The sation database 1212 comprises information on
procedures 1220, risk limits 1222, personnel 1224, chemicals 1226, and equipment 1228. It
also includes lists 1230 such as for e method steps, tasks, risks and controls. The job
database 1214 comprises job details 1240, client s 1242, job roles 1244,
plans/specifications 1246 and risk alerts 1248. The job library 1210 also includes stored
communications 1270 which include meetings and reports, and completed paperwork 1280
including permits, plans, equipment and risk ments. The job library 1210 is able to be
viewed by making a query 1260 to view the job library by actors, including project managers,
site supervisors and in the field operators.
Referring to Figure 14, the t invention facilitates indication of risk assessments
by actors using the present invention, these actors include oversight personnel 1302, project
managers 1304, site isors 1306 and field operators 1308. The oversight personnel are
usually located in a company head office. Figure 14 shows a schema 1300 by which these
actors can communicate ation and provide risk assessments. The schema 1300 is
provided in the context of a job which these actors have been assigned to. For this job there
will be allocated: one or more oversight personnel 1302, one or more project managers
1304, one or more site isors 1306 and one or more field operators 1308.
The project managers 1304 may use any of a personal computer 1030 or one of the
le devices 1020, 1022, or 1024 to define and allocate plans 1320 to achieve the job
requirements. For a known type of job the plans may be relatively consistent between each
of those types of job, although they may be tailored according to the specific job
requirements. Also a plan maybe individually crafted according to the job requirements.
When specified, plans are loaded into the database 1004 for that particular job and are able
to be accessed by all of the actors assigned to that job.
Oversight personnel 1302 may specify which site supervisors are authorised to issue
which permits. Site supervisors that are authorised, can create permits 1340. Some permits
will require acceptance by a project manager or by a specific permit issuer. Where a change
occurs to permit 1340, the project manager 1304 should be advised. Permits can be shared
between site supervisors 1306. Some s 1340 have to be updated (closed) at the end
of the job, such as a permit to work. Some s 1340 have to be updated when ions
change. Permits 1340 can be shared with project managers 1304, site supervisors 1306 and
field operators 1308, and subsequently the project managers 1304, site supervisors 1306
and field operators 1308 need to accept the permit. Generally, permits may be Long Term
s or Short Term Permits, which are bed r below.
Site supervisors 1306 can also create Job Safety Assessments (JSAs) 1330.
Typically the JSA 1330 has to be accepted by ne working on the job site and in
particular field operators 1308. A JSA 1330 can be updated, including by adding risks
observed on the jobsite. When a JSA 1330 is updated all of the personnel who accepted it
should be automatically ed of the update. The project manager 1304 is also alerted to
any changes to the JSA 1330.
The project manager 1304 can perform all the operations that a site supervisor 1306
can perform.
Field operators 1308 can create a pre-start checklist 1334. Field operators 1308 can
only access their own pre-starts 1334 which allows them to be tailored to the individual. The
site supervisor 1306 and project manager 1304 can access all of the pre-starts 1334 for a
ied job. For high-risk tasks, when ing is not right according to the ist
provided in the pre-start, other personnel on site can be automatically alerted of the problem.
The field operators 1308 can also take their own quick risk assessment, called a Take
. A “Take 5” generally involves: 1) stopping to look and listen to observe the work area and
focus on any potential problems or risks; 2) review the task to be performed; 3) identify the
risks; 4) manage the risks; 5) perform the work and assess the work and work area once
completed. The field operator 1308 can access their own Take 5, but other field operators
1308 are not able to access other people's Take 5s. The site supervisor 1306 and project
manager 1304 can access all Take 5s for a specified job.
A site supervisor 1306 can perform all the functions of field operators 1308.
The oversight personal 1302 can create a register 1324. The register 1324 is
uploaded from the personal computer 1030 into the memory 1104 and is accessible by use
of the mobile user application 1120. The ght personnel 1302 and project manager
1304 can be alerted when something is changed in the register 1324.
Head office can create alerts 1322, which is when they need to notify on site
personnel 1308 of an important piece of information. The alert 1322 will be pushed to the app
1120 where it is able to be drawn to the person's attention and inspected to find out the
details of the alert 1322. A field operator 1308 can also create a hazard, or an incident report
1350 where they specify that a hazard has been observed or an nt has occurred, this is
then shared from the mobile application 1120 with head office by being pushed from the
mobile device 1020, 1022 and 1024 to the mobile user application 1040 then to the backend
application 1042 for display on to the personal computer 1030 accessible by oversight
personnel 1302.
The system 1000 and method 1300 allows for sending the approval of permits,
sending off for reviewing acceptance of risk assessments and permits, sending and transfer
of ownership permits, g to ne to enable access to ers and plans, sending
to the project manager and site supervisor to enable access to Take 5s, JSAs and pre-starts
and notification about the document updates to JSAs, registers, permits and allows sending
of warnings (alerts).
Referring to Figure 1, which schematically shows operation of the application 1120 on
one of the personal s 1020, 1022 or 1024. Starting at 5, the field employee (including a
project manager, site supervisor or field or) logs in, so that their identity is known.
Additionally they may be allocated to a job. If they are working on multiple jobs at a time,
then they are able to select the job that they are working on in this context. Depending on the
selection of the jobs, the information ible in the data base 1004 through the
application 1120 will be specifically tailored to the job.
Irrespective of the type of job, the presentation of information is intended to be
consistent. A home screen 12 is shown which comprises four major icons representing
ent types of information. From the home screen 12 a user of the mobile computing
device can navigate to a number of tools represented by major icons. The first icon
represents information about permits (top left-hand corner). The next icon in the top right
hand corner represents information about plans. The next icon in the bottom right hand
corner represents information about equipment. The final icon in the bottom left hand corner
ents information about risk assessments.
By selection of one of these icons, the user of the application is taken to a screen
representing permits 14, plans 16, equipment 18, or risk assessments 20, respectively.
In each of these respective screens 14, 16, 18 or 20 the operator of the mobile device
is presented with information specifically related to permits, plans, ent or risk
assessments, respectively. From there, the person may make another selection and is then
taken to a further , such as for example further equipment screens 24 and 26 or
further risk ment screen 22. The user is also able to access settings on setting screen
. This provides ation about the user and the user can change settings in this menu.
The home screen 12 is shown in more detail in Figure 15. It comprises a message
icon 31 in the top right-hand corner which alerts the field personnel user of the mobile device
(such as field operator 1308 or site supervisor 1306) when there are messages that are
waiting for viewing, much in the same way as a mobile phone indicates when a text message
is waiting for viewing on the messages icon. The icons for permits 42, for plans 44, for risk
assessment 46 and equipment 48 are shown. There are also minor icons for other access to
other useful information 50 as will be described further below.
Navigation between the menus in the present invention is chical. When a
ion is made, the user is taken to the next level of menu down in the hierarchy with the
ability to select from information to be entered or viewed. Selection of an item in a menu can
be made by touching the respective area in the normal manner that a touchscreen operates.
Data can be d by touching a screen to select a check box / radio button, or by entering
of text into a text box by typing, or by using voice to text to enter information into the text box.
Information is presented in a way that prompts the memory of the user by providing a
prompt to fy method steps, tasks, risks and controls using searchable and expandable
lists. For example there are a number of risks associated with acids. They include: exposure
to the acid, inhalation of the acid, spillage of the acid, swallowing of the acid etc. The user is
ted with these risks upon keying in "acid" and can access information about these
risks. The user can see the list of risks associated with that risk category and can select
information about a particular risk in a consistent and hierarchical manner.
strators can access backend ation to perform tasks such as controlling
tes and searched risks lists, adding the personnel including permit issuing authorities,
managing the use of procedures, qualifications and material safety and data sheet (MSDS)
information as well as issuing global alerts.
Project managers can access the desktop front-end to perform tasks including
creating jobs, allocating personnel to jobs, setting job roles within defined authority, attaching
job plans and issuing job alerts (that is an alert to people operating on a particular job) or in
relation to a particular aspect of the job.
The mobile application running on the portable computing device is also accessible
by project managers, site supervisors and field personnel, so that they can perform tasks
including issuing in transferring permits if authorised, holding work outstanding by testing and
closing permits, creating signing ng transferring closing JSAs, creating Take 5s, prestart
lists for equipment and taking equipment out of service, viewing alerts recording
gs and records of meetings and g reports, viewing machines, viewing MSDSs,
viewing qualifications, viewing registers and during procedures, using ators and safety
thinking challenges.
Navigation
A) Communication activities (including Risk ; Daily Pre-Start Meetings;
Weekly Toolbox Meetings; Hazard & nt s; Non-Compliance
Reports & Idea Logs) can be accessed through an icon at the top right hand
corner of the mobile device. Importantly, this icon can remain fixed in position
so it can be accessed from any screen within the interface.
B) Risk tools as seen in the home screen 12 in Figure 1 can be selected by
selection of a main button of one of the four main icons. The selection is in the
normal manner of touching an adjacent portion of the touch screen. In the
embodiment of Figure 1 the screen tions to a respective screen 14, 16,
18 or 20 representative of the major functions of the present invention:
1. Permits. This icon directs the user to all of the potential Permits that
may be required including, but not d to:
a. Permits to Work;
b. Work at Heights;
c. Confined Space Entry;
d. Hot Works;
e. Asbestos l;
f. Excavation;
g. Penetration;
h. Quick Cut ;
i. High Pressure Water Jetting;
j. Environmental (Flora or Fauna);
k. tion Clearing;
l. Cultural Area Access;
m. Works on Heritage Structures
2. Plans. This icon directs the user to all of the Plans that may be
required including, but not limited to:
a. Construction Schedules;
b. Method Statements;
c. Dial Before You Digs (DBYDs);
d. Contaminated Sites;
e. Environmental (Flora or Fauna);
f. Cultural Areas;
g. ge Structures;
h. Inspection & Test Plans;
i. Bypass Plans.
3. Risk Assessments. This icon s the user to all of the Assessments
that may be required including, but not d to:
a. Contract Risk Assessments;
b. JSAs;
c. Task Assessments;
d. Take 5s
4. Equipment. This icon directs the user to all of the Equipment
documents that may be required including, but not limited to:
a. Equipment Risk Assessments (including templates specific to
each type of equipment);
b. Equipment Pre-Starts (including templates specific to each type
of equipment);
c. Equipment Registers including, but not limited to:
i. Asset Registers;
ii. Electrical Registers;
iii. Portable Ladder Registers;
iv. Lifting Gear Registers;
v. Harness and Recovery Equipment Registers;
d. In addition, all Registers have "Out of Service Tag" functionality.
C) Less frequently used risk tools can be ed through 1 of 5
subsidiary links as shown in Figure 76:
1. Chemicals or MSDS cal registers and MSDS sheets
including the ability to source updated MSDS );
2. Calculators (real time calculation tools for calculations
commonly completed in the field);
3. Training (access to current qualifications with auto expiry
4. ncies (Step-by-Step Emergency and Evacuation
Instructions);
. Procedures (access to review the employer's ng
procedures).
D) All risk management documents are attached to a job . In
addition however, risk documents can also be attached to, and
embedded within, a specific JSA. This enables field employees to
access all of the risk documents applicable to their job directly h
their JSA.
Auto-Population
The described auto-populating of the log document during the process period helps
eliminate a challenge in field risk management by ensuring field personnel complete Take 5s
(a process period) and Logbooks (a log document) in a timely manner. Take 5s should be
completed before the commencement of a new task. Logbooks of each employee's activities
should be maintained for specific high risk tasks including Excavator ion, Dogging,
Crane Operation, Long ce Driving etc.
The disclosed systems and methods es auto-populating logbooks based on
Take 5 data entries and equipment pre-starts. In short, the Take 5 template requires the user
to confirm if they will be undertaking any activities for which a logbook should be maintained.
If the user selects one of these activities from within the Take 5 template, a pop-up box
s additional information from the user and employs this additional data to pulate
the user's relevant logbook.
Alerts for permit and plans status
ent Permits and Plans have different validity periods. For example, some
Permits and Plans are short term and are valid for several hours whilst others are long term
and are valid for 30 days or more. An issue for field personnel is the renewal or re-issue of
Permits and Plans to ensure the timely, continuous and safe completion of works. The
disclosed systems and methods can provide:
a) Applying a Red Cross against Permits and Plans listed in the JSA that have expired
or are about to expire;
b) Permit and Plan Expiry Auto Alerts and also, based on GPS and time stamp data.
Permits are issued to perform certain tasks where certain qualifications, experience
or training is required in order to perform the particular job. Permits may have roles assigned
to them including a permit issuer, a permit holder, other personnel falling under the permit, a
permit tester and a permit clearance provider. Permits may also have responsibilities
conveyed by the permit, a start time/date an end time/date and may have time limits.
Examples of permits include a permit to work on a particular job site, a permit to perform
excavation, a permit to perform asbestos removal, a permit to perform hot works, a permit to
work in a confined space, a permit to work at heights, a permit to work in the vicinity of high
voltages, a permit to use a quick cutting saw and a permit to use ressure water jetting.
Other permits can be provided as required.
The permits menu 14 is shown in more detail in Figure 16. This screen includes the
screen heading 38. For permits it also includes an information bar 32 h the screen
heading 38 that indicates the job for which the listed permits are applicable. It also includes
an option to switch jobs by selection of 34. The heading also includes a back-arrow 36 to go
back to the home screen 12. It also includes the message icon 30 so that the arrival of
messages can be seen from this level.
The permits for this ular job are listed, and in this example, where the job is the
replacement of a sewer main, the s are to: operate a quick cut saw 60, permit to work
at heights 62, permit to work on the site 64, permit to use a class B water g 66, permit to
perform hot work 68, permit for excavation 70 and s to work in a ed space 72.
The permit to work 64 can be selected by pressing in the vicinity of 74. This will open up
information about this particular permit, as seen in Figure 17. Figure 17 shows a shot
displayed by the mobile application on the type of device display screen, at the top is the
heading of the permit 80, which is a permit to work. There is a menu bar 82 that shows
details about the permit. The user can select different types of categories of information
about the permit. In this case there is permit data 84, nts about the permit 86 and
bilisation checks 88. Each of these can be selected. In this instance the permit data
tab is highlighted and in the window 90 information about the permit to work is provided. The
permit has a time frame within which is valid, starting from the date indicated by 94 and the
valid-to date indicated by 96. The highlighted area 96 is selected so that this date can be
changed. Furthermore the description of the work performed can be selected 92 so as to
define the type of work to be performed. Data accessible by the field personnel is able to be
tically loaded into memory of the le device and then yed because it is
automatically retrieved from the database. The expiry of the permit may be reset to a
maximum d period.
The issuer of the permit holds responsibility for checking all of the permits. The issuer
of the permit can be guided by references checks and interventions. The holder of the permit
holds responsibility for checking work is performed according to the permit.
Referring to Figure 18, which shows an example of a work at heights permit displayed
in the title bar 100 and the menu item "Access Equipment & Mode" in menu slider 102 is
selected and highlighted. This provides information to the user including a visual guide as to
the nature of this permit and what is required in order for it to be issued and all constraints
required for this permit. There is a requirement to restrain the person falling as indicated by
104. There is a visual guide as to what the permit entails at 106 and equipment required to
operate in this environment is displayed at 108.
Referring to Figures 19 and 20, which are examples of a Hot Work Permit, as
indicated in the heading 110. The items of a checklist for the permit can be selected in bar
menu 112, and the items are listed in window 114. A checklist item asks "does the task
involve hot work of walls, gs or in closed equipment?" If that is the case, the yes box
116 can be d as indicated. This may bring up additional ements related to that
situation.
Referring to Figure 20, which shows further s of the checklist 114'. When an
item required to be checked is not so, as indicated by 116, then a notice 118 may be
displayed indicating that the work cannot proceed because all the requirements, as per the
checklist, are not met. This allows field nel to know what the requirements are, and to
go through a process of checking that requirements are met. If any of the items required are
not met, then they are given notice that they are not allowed to proceed with the work. This
also allows the person to change the answer if the circumstances change. In this example
where the requirement of the checked item can be met, that will then interactively and
automatically change the notice 118.
ne on the permit can receive role-specific notices. Personnel allocated to the
permit may be listed and reminders can be provided so that the user is able to know what
sort of permit is required in order to perform the job. The user may be required to review and
actively accept a permit, so that they indicate they understand and there is a record of the
tanding of the permit, that it has been allocated to them and they are accepting their
responsibilities for their role in the risk related to this particular permit.
A new permit can be issued as shown in Figure 4. For e if an asbestos
removal permit is required as indicated by 150. A create new permit icon can be selected in
152. The user is taken to screen 154 which provides the permit details including job details
and tasks required for the permit. They can then advance to the next screen 156 which is to
identify the type of asbestos removal ed as indicated in Figure 21, which more clearly
shows some of the information required. In this screen the user is able to enquire whether
the removalist holds the correct and current licence "less than 10 m2 of not friable asbestos".
Other details are provided as indicated at 156. Once entered the user is able to progress,
and to provide information about the job requiring the permit and risk particular to this job in
screen 158. Information is able to be entered into checks boxes or as free text in screens
160 and 162.
Another example of the creation of the permit is shown in Figure 5 which is to create
a confined space entry permit, cing at 172 shown in more detail in Figure 22. The
basic information about the permit is shown in 174 including job s and tasks required for
the . Personnel are allocated to the permit at 176 and as shown in Figure 22.
Information about the safety requirement for the permit are entered in 180 and 182.
A r example of a permit for excavation is shown in relation to Figure 6. Creation
of the permit begins at 190 and then progresses to 192 where basic ation about the
permit request is displayed including job details and tasks ed for the permit. Tasks
required and requirements of the tasks including clearance requirements in relation to the
excavation are entered in windows 194, 196, 198, 200 and 202. Figure 23 shows a portion of
196 in more detail. In this menu item information can be entered by selecting checkboxes.
A further example of on of a permit for high-pressure water jetting is shown in
relation to Figure 7, which commences at 210 with details about the permit being shown in
214. The process progresses to more entry of more detail in 216 and as shown in Figure 24.
Information about the requirements for this permit can be entered by the completion of
checkboxes.
A further example of on of a hot work permit is shown in relation to Figure 8,
which commences at 220. Basic information about the permit is shown in 224. Information
about the job is then entered in 226 and as shown in more detail in Figure 25. Precautions
about the work and a person permitted to assist in performing the hot work are also entered
in 228, 230 and 232.
Figure 9 shows an example of the issuance of a working at heights permit,
commencing at 270 and then progressing to 272 and then 274 where basic information is
provided. Information about the nature of the work required is entered in 276, which is shown
in more detail in Figure 26. Further ation is entered at 278, such as a rescue plan and
information on a stand by person, in 282 and 284.
An example of a general Permit to Work is shown in Figure 29. Each permit to work
that is used in relation to various nel, such as indicated in Figure 27 indicates the list
of nel permitted to work in the te. The list may be generated so as to only show
personnel to whom the permit holder may be transferred if the holder is seeking to transfer
the permit. The list may be generated so as to only show personnel to whom the permit
holder may add personnel able to perform the work of the type for which the permit is given.
Each person involved in each permit is provided with reminders of the need to review and
sign each permit to work that es them, as indicated in Figure 28.
The term of the permit can be tracked and prior to the expiry of the permit, the holder
can be ed so that action can be taken if an ion or new permit is required. When
the work undertaken under a permit is finished, the permit may be closed. The permit holder
and issuer are notified when there are changes made in relation to the permit.
Risk Assessments
Figure 30 shows the home screen 12 and ion of risk assessments by touching
the screen in the area indicated by 402. This then takes the user to the menu 20, also shown
in Figure 31. The consistency of presentation is trated, with the heading at the top
410, with the back-arrow and message icon. The job is listed underneath. Then slide menu
bar 412 allows the user to select the type of risk assessment being made. In an embodiment
the types of risk assessment are JSA or Take 5. Take 5 is selected and therefore highlighted.
A list of existing risk assessments is provided at 416. A search of existing Take 5s by task or
date can be entered at 414. A new Take 5 can be entered at 418. Take 5s will be described
further below.
JSAs can be issued, updated, or transferred until closed. When JSA is selected as
the risk assessment and an ng JSA is selected, the device will display basic information
about the JSA in window 438 of Figure 32. The Basic Information option is selected in the
slide menu bar 434 under the name of the JSA in the heading 432. Other options aside from
basic information in the menu 434 are risk assessment nel. The JSA is provided with
an identification number indicated in the main menu top menu 432. There are also s to
sign the JSA or close the JSA and Update the JSA as indicated by 440.
Figure 33 shows a window 510 in which method steps of the risk assessment are
able to be selected. Selection on the highlighted area 512 opens the "All times on site" as
indicated by 520 in Figure 34. This then allows the user to add risks to the risk assessment.
Upon ing the add risks area 522, a list of risks is displayed at 530 in Figure 35. A user
is able to select from those risks and add them to the risk assessment. The user is then able
to swipe over the controls as indicated in the next menu item next to the risks item 532. This
opens controls ble to mitigate against risk as indicated by 540 in Figure 36. The
controls heading is highlighted in menu 542. The user is then able to select a risk rating, in
550 of Figure 37. When an unselected risk rating is selected, a pop up risk matrix opens 560
in Figure 38. The choices ble depend on the impact and the likelihood as each axis of
the matrix. The impacts are selected from minor, medium, serious and major. The likelihood
is selected from very likely, likely, unlikely and very unlikely. The sections on these axes
determine the risk . The impact of minor has been selected as indicated by 564. This
opens a pop up shown in Figure 39 describing the meaning of a minor impact in terms of
health and safety and environmental impact. Figure 40 shows all of the risks selected have
been given risk ratings.
The assessment of the risks can then progress to allocation of personnel as per
Figure 41. Personnel impacted by this JSA can then be listed at 590, which also includes
s of the site supervisor. The JSA can be submitted by selection of the submit button
592. This then issues a notice as indicated in Figure 42 to all of the personnel listed in Figure
41, which shows in their reminders as ted in Figure 42. They are can review and sign
the JSA. Should circumstances indicate, they may be able to update the JSA.
Figure 10 shows the process of creation of a new JSA. When selected from the main
menu the process starts at 450, which as noted above is also shown in Figure 31. Basic
information about the New JSA is shown in 452, also shown in Figure 43. Method steps are
entered in 454, also shown in Figure 44. Risks are then chosen from a list. An e of
search for risks in the list is shown in Figure 45, with selected risks listed in Figure 46.
Controls and Risk rating are then made in steps 460 to 466 and then personnel allocated in
step 468.
Take 5s are specific to the user, but are still retained centrally, and are still with the
dynamic interface of the documents. The user assesses the risks for themselves before
commencing a task. Figure 11 shows the process, which starts by selection to perform a
Take 5 as indicated by 710. The user can select which jobs they are g on at 712.
Details of the job come up at 714, and then if they select the job, further details of the job are
presented at 716. Figure 47 shows the screen form. The user can then select 742 a task to
be performed from a list of common tasks. The user can scroll or search the list.
Figure 48 shows a list of risks that might apply to the selected type of task. The risk
can be selected at 722. Then a list of controls that can mitigate the risk can be shown in 724.
Additional menu options in Figure 49 provide information about what the risks might
entail and a reminder to monitor for the risk. This is also able to monitor risks and if
something changes they can then make the user te another Take 5 and reassess the
risk and what controls might be d to mitigate the risk.
Equipment Pre-Start Visual Prompts
When completing Equipment Pre-Starts, personnel can become confused about
which component of the equipment a specific check relates to. This is particularly the case
for personnel that struggle with reading (eg. dyslexia). The disclosed systems and methods
provide:
a) Diagrams of the equipment with each component numbered ing to
equipment check numbers;
b) Highlighting (via colour change) the component that each check relates to.
For example, in the Quick Cut Saw Pre-Start template, check number 11 s to
the cutting blade. A diagram of the quick cut saw therefore numbers the blade "11" and as
the user scrolls over the blade check questions, the blade in the diagram changes colour.
From home screen 12, equipment can be selected and us provided 800 as
seen in Figure 12. The menus comprise a list of equipment provided or available for use on
the job. The user can select an item of ent to perform arts, risk ments or
view registers in Figure 50. A list of equipment used for the selected job is shown in window
802. Alternatively the user is able to search at 804 for particular items of equipment. Risk
assessments in relation to particular equipment and registers are static, but pre-starts checks
are specific and dynamic. When a pre-start item of equipment is selected a templated set of
checks is shown, that is able to be interactive. For example, if the user selects a quick
summary of the item given in 818, then a set of control information then appears as shown at
Figure 51 and item 820. The user can then see specific details about that item of ent.
The user can go through basic information about this ular item of ent that can
include checkboxes of things to check in order to ensure that the item of equipment is in
good working order. The user can answer the questions indicated in 852. If one of the
answers indicates that the equipment is not in good working order, as is per menu item 822
and as shown in more detail in Figure 52, the user will be provided with information that the
equipment is not in good working order. For example, in the case shown in Figure 52 that the
item of equipment has an oil leak as indicated by 862 and is in this ce out of order.
These are items for the user to report, including to the site supervisor and tagging equipment
as being out of service. The reports can be automatically sent by the selection of the "send
report" button 600 and 864, which by virtue of the information already provided allows open
areas of the form to be automatically completed.
Returning to Figure 12 the item for selection shows that if the user requires use of a
skidsteer 808 which is r item of equipment needed, then another pre-start is used. The
process then proceeds from 830 to 840 to go through and check the pre-start requirements
for that piece of equipment.
ent Heavy Usage Checks
When completing an Equipment Pre-Start, users are asked whether their use of the
equipment on that day will be particularly heavy or intense. If the user indicates in the
positive, the Equipment Pre-Start requires additional checks to be completed. For example,
in a Vehicle art, users are required to complete additional checks for long distance or
off-road driving.
Database Tappinq
Safe completion of works may require access to third party ses such as Dial
Before You Dig (DBYD)s, Contaminated Sites etc. Plans are generally sourced by office
personnel and provided in paper format to field personnel. The described systems and
methods:
1. Enables field personnel to view pdf files of Plans applicable to their works
(through either the Plans icon or through the JSA cover screen). These pdf
files are lly sourced and loaded to the application by office personnel;
2. Also contemplated is sourcing Plans directly from third party databases (for
example, DBYD and Contaminated Sites ses).
Real Time Automatic Alerts
Auto Alerts (audible and vibratory) can be provided to field personnel during their field
activities (which are GPS tracked through their personal mobile device and/or le
technology):
a. When tions approach the vicinity of underground services prescribed in
DBYDs;
b. When activities approach the ty or boundaries prescribed in specific
Permits and Plans (for example, Environmental Permits);
c. When personnel enter the vicinity of ic operating plant or equipment
(such as excavators) (in this case, an alarm is issued to both the operator and
the relevant ground personnel);
d. When specific noise levels are detected by the device;
e. When specific vibration levels are detected by the mobile device;
f. When specific ambient temperatures are ed by the mobile device.
Referring to Figure 3 the creation of a new report is shown which may be
automatically generated such as in the case of reporting failure of an item of equipment, or it
may be created because of the observance of something that ts a risk or is an incident
that requires reporting, as indicated by item 922. The completion of the report comprises
completion of ation by selecting oxes, for example whether it is a problem
involving electricity, whether this is a health and safety risk, whether this is an environmental
risk, as well as other factors, such as whether there are any injuries and whether there are
other persons involved. This can be entered in boxes 924. In the event that there was an
injury involving a , details can be entered in 926.
The ation can be entered to report such as shown in Figure 13 and the nature
of the item can be selected at 820. At 870 the summary of the severity of the equipment
failure is included in the information is provided in boxes 834 and 836. A photograph of the
problem can be taken and uploaded.
In addition to prompt users about risks, the present ion is able to provide a
platform for publication including providing alerts information about meetings of reports
shown in Figure 2. Figure 53 shows a on menu 932 is opened by selection of the
ation icon at the top right corner. This shows that there are alerts waiting and that when
selected menu opens showing the alert in relation to a particular job, as indicated by job list
934. In Figure 54 it shows that there is a cyclone update issued 940. The user can select the
e update to access additional ation 944 about the cyclone alert in Figure 55.
Information is also able to be provided on the home screen as indicated in more detail
in Figure 56. This shows a list 964 of information such as documents videos and tools under
the headings chemicals which provide access to MSDS; a calculator which is available to
users to perform compilations in order to perform the job; access to training information such
as emergency procedures, and protocols as well as more general procedures. Also under
the job tab 960 is a list of documents created (permits, JSAs, Take 5s etc) in relation to the
job, as well as reminders of documents that need to be accepted and or .
Figure 2 shows a wild fire alert. A notification box appears under the main title. When
selected the alerts menu drops down listing an alert in 904. The alerts window is open in 906
and then the listing of the fire alert appears. This can be opened in 908 to see the wild fire
alert and obtain ation about it.
Equipment Tagging Auto ers
The disclosed systems and methods can include auto reminders for all equipment
tagging requirements. For example, auto reminders are issued for the quarterly tagging and
checking of electrical equipment, g gear, portable ladders, harnesses and recovery gear.
Paint Colour Substitution
When field operators are electronically locating underground services in the field,
there is a set of 'common practice' colours that are used to mark the surface with high
lity paint marks. For example, it is common practice to mark the surface with:
A) Blue lines for water;
B) Green or black lines for sewer;
C) Orange lines for power;
D) Yellow lines for gas etc.
In practice however, crews often run out of the required coloured paint and they
vise' with other available colours.
The disclosed Excavation Permit enables the user to ibe the colour they have
used to mark each type of round service by selecting a coloured dot for each service.
This is different to paper-based systems which generally dictate the colour for each service
(which field operators ignore if paint colours are not available).
Meetings
The application also allows actors to complete gs including:
a. Adding topics for discussion at the meeting;
b. Using voice to text to record meeting minutes;
c. Allocating Action Items to ic personnel and setting deadlines for each
Action Item;
d. Personnel that attended the meeting then receive two notices:
i. A reminder to review & sign the meeting minutes;
ii. A reminder for each Action Item allocated to them.
When there are pending risk alerts the site supervisor and or the project manager
may be prompted to raise these at the meeting.
Signing
Every time a user 'signs' a nt, they must first positively confirm one or more
statements (eg; "I have reviewed, understand and agree to comply with this JSA"). The
statements are specific to each document and specific to each user's role under each
document. If they have a signing nding, the need to do so will remain in the reminder
until it is attended to.
The disclosed methods and s for providing and receiving information for risk
management in the field, and more particularly, methods and systems for accessing permit,
plan, risk assessments and equipment information, auto-populating documents, and for
transmitting data and receiving notifications based upon permit availability and location
provide tools to engage field operators in the process of risk management and encourage
field operator to complete the risk management tasks in an appropriate manner. The
disclosed structures and navigation systems and methods include processes for navigation,
auto-populating, alerts for permit and plans status, equipment art visual prompts,
database tapping, real time auto alerts, equipment heavy usage checks, equipment tagging
auto reminders and paint colour substitution, furthermore provide tools to engage field
operators in the process of risk management and encourage field operators to complete the
risk management tasks in an riate manner.
From their personal mobile device:
a. nel can see:
i. All of the Plans etc. ed to the Job Library (via the desktop
application),
ii. All of the documents they have created or signed onto;
b. Site Supervisors and Project Managers can see all of the above - as well as
all of the documents created or issued by anyone else on the Job.
General Operational
The tools of the invention may be provided as three applications. These applications
are a desktop backend, a desktop frontend, and a mobile application. Each of these
applications have different ional functions and access ent sets of information
found in the organisation database 1212 and the job database 1214 that form the job library
1210.
In an embodiment, general ion of the invention s a method 1400,
illustrated as a flowchart in Fig 60.
Establishment of the method 1400 occurs at stage 1402, when head office company
oversight nel (COP) 1302 access the desktop backend. Upon access at stage 1404,
the oversight personnel 1302 te the organisation database 1212 with organisation
information. The information includes organisational hierarchy, documents, and lists.
Hierarchy is established at stage 1404, wherein the oversight personnel 1302 populates
actor information into the hierarchy. The actor information is used to e actor access to
the desktop backend, desktop frontend, and mobile application. Additionally, the actor
ation is used to dictate actor permit issuer (PI) authorities. The actor information
includes details on all employees relevant to the organisation, such as employees and onsite
supplier ees. In an example, one or more project managers 1304 are ed
access to the desktop frontend, the mobile ation, and all permit issuer authorities.
Following the establishment of the method 1400, at stage 1406 the project manager
(CPM) 1304 accesses the desktop frontend. Upon access, the project manager 1304 may
create one or more jobs for storage in the job database 1214. The project manager 1304
populates the job with relevant information, such as details and files, and establishes the job
hierarchy including Job Project Manager (JPM), Job Site Supervisor (JSS), Job nel
(JP) and Permit Issuer (PI). The job chy dictates actor authority to access jobs using an
ation, issue single user or multi user documents, and ated documents and
permits. In an example, one or more site supervisors 1306 are ed access to the mobile
application, the ability to issue multi user documents, and view all job documents and
permits.
Once the one or more jobs have been populated with information, the information is
stored in the job database 1214 of the job library 1210 at stage 1410.
Actors can access the information stored in the job library 1210 using the mobile
application at stage 1412. Following this, at stage 1414 the actors can select jobs drawn from
the job library 1210 based upon individual authority. Upon selecting a job at stage 1416,
actors may initiate an operational action, based upon individual actor authority. The
operational action is limited to the viewing of job data and alerts, the creation of single user
or multi user drafts, and the creation of draft permits. In an example, a field operator 1308
has selected a job and this allows him to view all job data and alerts, and create single user
drafts for equipment pre-starts and hazard & incident reports. The subsequent operational
actions made available to actors at stage 1418 are dependent upon the operational action
taken at stage 1416. These subsequent ional actions include, issuing single user or
multi user documents, issuing permits, and viewing all documents and permits. In an
e, the project manager 1304 has previously created a draft permit for working in
enclosed spaces. The project manager 1304, upon determining the time frame of the permit
and allocating a field or 1308 to the permit, will issue the permit to the field operator
1308 for signing.
Following the execution of actions in stage 1418, the ated documents and/or
permits detail are blocked from unauthorised editing at stage 1420 and are stored in the job
library 1210.
Actors can conduct additional actions at stage 1422, based upon stored actions from
stage 1420. The additional actions are dependent upon actor authorities established at stage
1406. The additional activities include:
a. g reminders at stage 1424 related to:
1. Signing documents/permits;
2. Permit transfers;
3. Expiration of permits; and
4. Reviewing action items.
b. g own documents and s at stage 1426.
c. Accessing documents for further actioning at stage 1428, wherein the further actions
1. Signing documents;
2. Updating documents;
3. Adding onal information;
4. Logging time; and
. Closing documents.
d. Collecting manual signatures at stage 1430, wherein the collection of signatures is in
relation to documents and permits.
e. Accessing permits for further actioning at stage 1432, wherein the further actions
include:
1. Reviewing permits;
2. Transferring permits from one Permit Holder (PH) to another;
3. Deciding the transfer for permits;
4. Adding additional actors to s;
. Logging time;
6. Logging results;
7. Extending permit length; and
8. Closing permits.
Following the execution of actions in any of stages 1424 – 1432, the associated
documents and/or permit s are locked from unauthorised g at stage 1420 and are
stored in the job library 1210. Once locked, the permit details are then distributed to the
relevant actors authorised to receive the permit details.
Long Term Permits
Fig. 61 illustrates the process for creating long term permits. Long term permits in
relation to jobs can be created using the mobile application. Creation of the long term permits
typically comprises completing template questions at stage 1416a, adding additional terms
and ls, and selecting qualified actors. Actors with sufficient actor authority may also
issue long term permits to other actors at stage 1418a. After the creation and issuance of
long term permits, the permit details are locked from unauthorised editing at stage 1420a and
are stored in the job library 1210.
Additional s are made available to actors at stage 1420a following the creation,
issuance and e of the long term permit. Most of these additional actions require
ion for the job to progress. The permit holder is reminded at stage 1440 to sign the
permit to demonstrate action, following which the permit holder can view the permit at stage
1442, and sign the permit at stage 1444. Additionally, the permit issuer may manually collect
the signature from the permit holder using their own mobile application at stage 1448.
Prior to the g of the permit by the permit holder, the permit issuer will receive
additional actions at stage 1446, allowing the review, transfer or extension of the permit.
Following the signing of the permit holder, the actors acting under the guidance of the
permit holder are required to e additional actions. These actors will be reminded at
stage 1450 to sign the permit to demonstrate action, following which the actors can view the
permit at stage 1452, and sign the permit at stage 1454. Additionally, the permit issuer and
permit holder may ly collect the signatures from the actors using their own mobile
applications at stage 1458.
The permit holder will receive r actions at stage 1456, allowing the addition of
personnel, and closure of the permit. Additionally, the permit holder will receive a reminder at
stage 1460, when the permit is within a day of expiration. The updated permit details are
then distributed to the relevant actors authorised to receive the updated permit.
Short Term Permits
Fig. 62 illustrates the process for creating short term permits. Short term permits in
relation to jobs can be created using the mobile ation. Creation of the short term
permits typically ts of ting template questions at stage 1416b, adding additional
terms and controls, and selecting qualified actors. Actors with sufficient actor authority may
also issue short term permits to other actors at stage 1418b. After the creation and issuance
of short term permits, the permit details are blocked from unauthorised editing at stage
1420b and are stored in the job library 1210.
Additional s are made available to actors at stage 1420b following the creation,
issuance and e of the short term permit. Most of these additional actions require
execution for the job to progress. The permit holder is reminded at stage 1462 to sign the
permit to demonstrate action, following which the permit holder can view the permit at stage
1464, and sign the permit at stage 1466.
Additionally, the permit issuer may manually collect the signature from the permit
holder using their own mobile application at stage 1468.
Following signing by the permit holder, the actors acting under the guidance of the
permit holder are ed to execute additional actions. These actors will be ed at
stage 1470 to sign the permit to demonstrate action, following which the actors can view the
permit at stage 1472, and sign the permit at stage 1474. Additionally, the permit issuer and
permit holder may manually collect the signatures from the actors using their own mobile
applications at stage 1478. ing the signing of the actors, the actors will receive further
actions at stage 1480, allowing them to log time or log test results.
The permit holder will receive further s at stage 1476, allowing the addition of
personnel, g of time and test results, and closure of the permit. Additionally, the permit
holder will receive a reminder at stage 1482, when the permit is within one hour of expiration.
Job Safety Assessments
JSAs 1330 can be edited by the project manager 1304 or the site supervisor 1306
using the mobile application, as demonstrated in Fig. 63. The edits are either the addition of
a new actor to the JSA or the update of information and/or requirements.
Upon selection of the JSA 1330 at stage 1422c, the project manager 1304 or site
supervisor 1306 is provided with the two options for editing the JSA 1330.
If the JSA 1330 requires the addition of the new actor, such as an additional field
operator 1308, the project manager 1304 or site supervisor 1306 will execute the action in
stage 1484. In stage 1488, the mobile application will allow the personnel section of the job
to be edited while owing any g of the risk assessment section. Upon completing
the addition of the new actor at stage 1490, the new actor will receive a er at stage
1492 to sign the JSA 1330 prior to job commencement.
If the JSA 1330 requires the update of information and/or requirements, the project
manager 1304 or site supervisor 1306 will execute the action in stage 1486. In stage 1502,
the mobile application will allow both the personnel and risk assessment sections to be
edited. Upon completing the update of information and/or ements at stage 1504, all
actors associated with the JSA 1330 will receive a call to action at stage 1506 to sign the
d JSA 1330.
The project manager 1304 or site supervisor 1306 who edited the JSA 1330, may opt
to collect manual signatures using their own mobile application at stage 1500 from all actors
ated with the JSA 1330.
Action Block
Fig. 64 illustrates a flowchart of action blocks that can occur after storage of permits
and multi user documents in the job library 1210. These blocks are a type of lock in that the
document can be locked while another requirement is pending, as described at paragraph
Once permits and multi user documents are stored in the job library 1210 at stage
1420d, conflicting actions can occur at stage 1422d due to tion of permits, transfer of
permits, and closure of permits and documents. To stop conflicting actions from occurring,
action blocks can be ished. These action blocks are generally in the form of the
inability to e any onal actions, and a message outlining the reason for the
ion of the action block. The inability to perform additional actions may be implemented
in some or all of the affected action buttons being “greyed out” and inoperable or simply
removed, while the block is in effect.
The application at stage 1508 may determine that a permit has d. Upon
determination, the application will activate the action block at stage 1510, comprising
disabling additional actions relating to the permit and displaying a message to inform the
actor of the expiration of the permit.
The ation at stage 1512 may determine that a permit has been closed. Upon
determination, the application will activate the action block at stage 1514, comprising
disabling additional actions relating to the permit and displaying a message to inform the
actor of the e of the permit.
The application at stage 1516 may determine that a document has been closed.
Upon determination, the application will activate the action block at stage 1516, comprising
disabling additional actions relating to the nt and displaying a message to inform the
actor of the closure of the document.
The application at stage 1520 may determine that a permit authority has been
transferred to a transfer recipient who has yet to accept or reject the transfer. Upon
determination, the application will activate the action block at stage 1522, comprising
disabling additional s relating to the permit and displaying a message to inform the
actor of the pending transfer. Once the transfer recipient accepts or rejects the transfer at
stage 1524, the application will deactivate the action block at stage 1526.
Figure 67 illustrates a flow chart with the flow of an equipment pre-start being
created. In ular, at F there is an intervention described. Interventions will occur if any of
the fields requiring user tion are not completed in accordance with pre-set
requirements. These pre-set ements ensure that the answers selected will lead to a
safe work environment. If the answer selected does not lead to a safe work environment,
then an intervention will occur. The equipment pre-start example is r illustrated in
Figures 69 and 70. Figure 69 shows the intervention wording for a particular deemed unsafe
answer that was selected, in this instance ‘Sorry – you cannot use this equipment. Describe
the unsafe fault and Submit,’ which is also at Step 2A of the flow chart of Figure 70. Once the
user submits the equipment pre-start (in this example), the user can then go back and
change their answers to the questions if the work conditions change and the work
environment becomes safe to work within. The updated equipment pre-start is then
submitted and the terms locked and logged with a new date and time stamp.
Referring to Figure 70, once the user overcomes the intervention by ng a safe
work condition and enters the t security pin 4, 4A, the terms of the ent pre-start
(in this example), which the user has completed are locked 6, and the ent pre-start
data are subsequently updated 7 and the updated pre-start data is provided to the relevant
users as shown in Figure 71. The locking of the terms prevents unauthorised editing of the
equipment pre-start (in this e) as the terms are logged with a date and time stamp
and stored in the job library 1210. Authorised unlocking and editing of the equipment prestart
can occur after locking if the user has the appropriate authorised role.
With reference to Figure 74, the creation of a JSA is illustrated in flow chart form.
Only a Project Manager (PM) or a Site Supervisor (SS) is able to create a JSA. Figures 75-
82 illustrate via screen shots, the creation of a JSA.
Figure 83 illustrates at 1B the intervention check, to ensure that all information
d in each field utilised meets pre-defined requirements. Various examples of
ention wordings are described at 2A-2D. Once the intervention is overcome by deemed
safe work answers, then the confirmation that all personnel have been delivered a site
induction is required at 3. The confirmation is then sed through ng a security pin
at 4A, checking the user ID at 5, checking that the PM and SS are both current in their
position, and again intervening if it is not a PM or SS who are trying to submit the JSA. Once
the correct PIN is entered 6B or the JSA signed 6C, then the JSA terms are locked similarly
to the equipment pre-start terms being locked, and logged with a date and time stamp in the
job library 1210. The JSA data is then distributed to the relevant users as shown in Figure
84. These relevant users then receive an action button requiring their signature (signing) of
the JSA as shown in Figure 87, 1. Once the JSA has been signed by the relevant personnel,
the updated JSA data is then buted to the relevant users, as illustrated in Figure 88. The
adding of users to the JSA and ng the JSA after the JSA has been signed is illustrated
in Figures 90-100.
If the JSA has an intervention, then once the work conditions are safe and the JSA
has been updated with the new safe work conditions and submitted, the new JSA will also
have its terms locked and logged with a new date and time stamp.
If the circumstances of the JSA change, then an authorised actor, such as the PM or
SS, can unlock the JSA and edit it. Currently ble competing products permanently lock
the document, such as for example turning it into a pdf. By allowing the document to be
changed when circumstances change, and with the right permission, this provides a
significant advantage. This suffers from the limitation that circumstances can change, but the
document cannot.
Figure 101 illustrates the flow chart ated with a PI creating a long term permit.
At F, an intervention is indicated whereby if any field is not completed in a manner deemed
safe for work according to predefined requirements, the user will be prevented from
continuing the application further and therefore prevented from performing the work. This is
shown in the screen shots of Figures 102-106, in particular at Figure 103, which shows the
intervention wording ‘Sorry- you cannot proceed’.
Figure 107 illustrates the checks med by the system at 5, in order to ensure the
user submitting the permit is authorised. Once the permit has been submitted, the terms of
the permit are locked at 7 and logged with a date and time stamp and the permit data is
distributed at 8 which is shown in detail at Figures 108-112. Again, if circumstances change,
such as an actor is away unexpectedly, the permit can be changed to accommodate the
change in circumstances, without g to issue a new , which is what occurs in
current systems. For example, a ement worker can be added to a permit by the PH.
If the permit has an intervention, then once the work conditions are safe and the
permit has been updated with the new safe work conditions and submitted, the new permit
will also have its terms locked and logged with a new date and time stamp.
Figures 113-119 shows the flow and screens shots which occur once the PH receives
the permit and signs it; the permit personnel receive the permit and sign it.
Figures 1 illustrate the expiry of a permit as described previously herein.
s 122-125 illustrate the flow and screen shots of how a permit that is going to
expire can be extended. This has an implicit or explicit unlocking step. The permit extension
action buttons will only be available pre-expiry of the permit. xpiry action buttons will
not be present.
Figures 9 illustrate how a permit can be closed. Figures 130-133 illustrate how
permit personnel can be added to a permit.
s 134-137 illustrate how a PI can be transferred from within a permit.
Figures 138-140 trate how a PI who has been erred a permit (new
permit issuer) can reject the transfer.
Figures 3 illustrate how a new permit issuer who has received a permit is able
to accept the transfer of the permit.
Figures 144-145; Figures 146-147, and Figures 148-150 show the transfer of a permit
holder; the new permit holder rejecting the transfer; and the new permit holder accepting the
transfer respectively.
Figures 151-158 illustrate a permit issuer creating a permit in relation to short term
permits. In particular, in Figures 153 and 155 an intervention similar to long term permit
creation is indicated. At F in Figure 153 the intervention is indicated, and an example of
wording is shown in Figure 55 ‘Sorry – you cannot proceed’. Figures 159-164 illustrate the
submission of a short term permit by a PI. Again, the terms of the permit are locked once all
checks are performed, and the permit terms are logged with a date and time stamp. The
d permit data is distributed to the nt users. Similarly, the permit holder then
signs the short term permit, as shown at Figures 165-168, followed by the permit personnel,
standby and gas testers as shown at Figures 169-172.
If the short term permit has an ention, then once the work conditions are safe
and the permit has been updated with the new safe work conditions and submitted, the new
permit will also have its terms locked and logged with a new date and time stamp.
The expiry process of a short term permit is illustrated in Figures 173-174, and the
closing of a permit is illustrated in Figures 175-177. As with long term permits, short term
permits may also have personnel added to the permit, as shown in Figures 178-181.
Logging of a gas test is illustrated in the flow chart of Figures 182-185. In particular, in
Figure 182 at 4A an intervention is rated, which prevents the log of the gas test from
occurring if the required answers have not been received.
Logging of time of personnel is illustrated in the flow chart of Figures 186-189. The
possibility of g time and placing it into standby is illustrated in Figures 190-193.
Figures 194-198 illustrate a user creating a Take 5. In ular Figure 194, at E
indicates that interventions will occur if fields are not completed in ance with
predefined answers for safe work conditions. This is similar to the long and short term permit
interventions. Figure 197 illustrates the intervention ‘Sorry - you cannot proceed’.
Figures 2 illustrate the submission of a Take 5 by a user. The intervention and
ID checks are also present in the Take 5 submission as shown at 1B in Figure 199.
This disclosure is intended to explain how to fashion and use various ments in
ance with the technology rather than to limit the true, intended, and fair scope and
spirit thereof. The foregoing description is not intended to be exhaustive or to be limited to
the precise forms disclosed. Modifications or variations are possible in light of the above
teachings. The embodiment(s) were chosen and described to provide the best illustration of
the principle of the described technology and its practical application, and to enable one of
ordinary skill in the art to utilise the technology in s embodiments and with various
modifications as are suited to the particular use contemplated. All such modifications and
variations are within the scope of the invention as determined by the appended claims, as
may be amended during the pendency of this application for patent, and all lents
thereof, when interpreted in accordance with the breadth to which they are fairly, legally and
bly entitled.
Claims (4)
1. A method of providing a document to a user of a mobile computing device, comprising: identifying a first user of the mobile device using the mobile computing device; receiving one or more jobs that the user is allocated to from a data repository at the mobile computing device; ing an input to the mobile ing device for selecting a job from the received jobs; receiving an input to the mobile computing device for receiving a role of the identified user in respect of the selected job from the data repository; receiving an input to the mobile computing device for selecting a nt type; retrieving a template of the selected document type from the data repository at the mobile computing device according to the selected job and the selected nt type; ying the template document on the mobile computing device to the identified user; receiving input from the identified user to complete the template document and saving the completed template document as a completed nt in the data repository; retrieving the completed document from the data tory according to the selected job and the selected document type; displaying the completed document to the first user or to a second user; allowing changes to be made to the document and for the changed document to be submitted to the data repository when the first user has the received role or the second user has a role that is of a role type that permits change to the document; owing the mobile computing device to make changes to be made to the document when the first user has the received role or the second user has the role that is of a role type that does not permit changes to be made to the document.
2. A method according to claim 1, further comprising: receiving one or more inputs from the identified user to answer questions in the document with the mobile computing device; receiving at the mobile ing device and from the data repository expected answers that indicate safe work ions; checking that each received answers are as expected by the mobile computing device comparing the ed one or more inputs and the expected answers; indicating that work conditions are unsafe if one or more of the inputs do not match the ed answers by displaying the indication on the mobile computing device.
3. A system comprising a processor configured to: Identify a first user of the mobile device using the mobile computing device; receive one or more jobs that the user is allocated to from a data repository at the mobile computing device; select a job to be performed by identified user; download information related to the job to the portable device,; e an input to the mobile computing device for receiving a role of the identified user in respect of the selected job from the data repository; receive an input to the mobile computing device for selecting a document type; retrieve a te of the selected document type from the data tory at the mobile ing device ing to the ed job and the selected document type; display the template document on the mobile computing device to the identified user; receive input from the identified user to complete the template document; save the completed template document as a ted document in the data repository; allow changes to be made to the completed document when the user has a role type that permits change to the uploaded input; disallow changes to be made to the completed document when the user has a role type that does not permit changes to be made to the uploaded input.
4. A system according to claim 3, wherein the processor is further configured to: receive from a data repository expected answers that indicate safe work conditions; check that each received input represents a received answer from the user that matches the respective received expected answer by comparing the received inputs and the expected answers; indicate that work conditions are unsafe if one or more of the checked answers does not match the expected answers on a display of the portable device.
Applications Claiming Priority (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
AU2016904642 | 2016-11-14 |
Publications (1)
Publication Number | Publication Date |
---|---|
NZ794442A true NZ794442A (en) | 2022-11-25 |
Family
ID=
Similar Documents
Publication | Publication Date | Title |
---|---|---|
JP7576863B2 (en) | System and portable device for providing and receiving information for risk management in the field - Patents.com | |
JP7473985B2 (en) | Method and system for providing and receiving information for on-site risk management - Patents.com | |
US20030153991A1 (en) | Compliance management system | |
AU2017100943A4 (en) | Methods and Systems for Providing and Receiving Information For Risk Management in the Field | |
AU2017100560A4 (en) | Methods and Systems for Providing and Receiving Information For Risk Management in the Field | |
NZ794442A (en) | Methods and Systems for Providing and Receiving Information for Risk Management in the Field | |
NZ794449A (en) | Methods and Systems for Providing and Receiving Information for Risk Management in the Field | |
CN104408568A (en) | Method and device for processing task information of owner project department | |
CN115796426A (en) | Safety management system and method for maintenance operation and electronic equipment | |
KR102726726B1 (en) | Method for process safety management report writing | |
Klein et al. | Implementing an effective conduct of operations and operational discipline program | |
US20240152830A1 (en) | Method for presenting data about a construction site | |
Rizwan et al. | Safety Mangement in Oil & Gas Industry-The How's and the Why's | |
Backlund et al. | From Compliance to Commitment: Redefining HSE Metrics Through SIF Prevention Strategies | |
de Freitas et al. | Safety Artifacts in Oil and Gas Industry: An Analysis of Permit-To-Work Process | |
Banghea | HSEQ Development in OMV Petrom | |
Urquhart | Workplace Health and Safety Management Systems: DIY Guide | |
Early | Contractor and Client Relations to Assure Process Safety | |
Howitt | Process Safety PS Metrics Driving Change and Behavior | |
Thiveos | TECHnically safe | |
Mines | Argyle Diamond Mines Rebecca Knol | |
Razi et al. | Fundamental Safe Work Practices (FSWP) Assessment through FAsT Application in Chevron-Sumatera Operations | |
Downs | An environmental, health and safety performance assessment process designed for continuous improvement |