Task Compliance

This user guide introduces the Task Compliance enhancements of Fewzion.

Step-By-Step Guide

This guide provides instructions on:

Task Compliance

Tasks in Fewzion may have to meet special criteria to be compliant. The Task Compliance system provides a configurable method of handling these cases.

Compliance has three main elements:

    1. Ability for the client to configure their own compliance requirements (Compliance Policies)
    2. Ability to see non-compliant Tasks on the UI
    3. Ability to report on non-compliant Tasks

Compliance Policies Summary

 

Compliance Roles

Task Inspector: A Task Inspector is a User who can confirm a required inspection has been completed on the Shift Plan, they are not necessary the person who completes the inspection.

Compliance Officer: A User who will be able to authorise tasks with Compliance Breaches.

Non-Compliant Tasks

Consequences of a non-compliant task:

    • A non-compliant task will not print on a Shift Plan report
    • A non-compliant task will not print on a Task list Report
    • A non-compliant task will not be visible on the Actuals screen (Touch UI)

A non-compliant task is indicated by

    • A red outline around the task on the Process Board screen and Schedule screen
       
    • A red Compliance Breaches panel on the Edit Shift Plan Task Screen, with the Compliance Breach logged beneath (detailing the breach’s name, description, date and status)
       
    • A red line around the task on the Edit Shift Plan screen
       
    • Listed on the Compliance Breaches screen. The Compliance Breaches screen can be accessed via the Process Plan Screen screen by clicking on "Compliance Breaches" button found on the top right hand corner
       
    • And the Schedule screen by clicking on "Compliance Breaches" button found on the top right hand corner
       

Permit To Work (PTW)

The link between PTW (Permit to Work) and compliance is that some tasks need a PTW; if such tasks do not have a PTW attached, they are non-compliant. These tasks are displayed with a purple "PTW" tag and a red outline around the task.

 

Upon creation of a new task, a user must complete a predefined checklist of questions that are used to determine whether the task requires a PTW. To save a newly created task, the checklist must be completed.

If the checklist is not completed the task will not save, and the unanswered questions will be outlined in red.

 

If it is determined a PTW is required, a PTW is required to be attached to the task for the task to be compliant.

How to resolve a PTW Compliance Breach

To solve the PTW Compliance Breach, a PTW is required to be attached.

Attaching a PTW:

    1. Click on Attachments on the Edit Shift Plan Task screen
    2. Click on Add
    3. Click on Safety documents
    4. Search for the relevant PTW
    5. Select the relevant PTW
    6. Select the PTW tag from the Tags drop down list (The PTW tag is how Fewzion recognises the attachment as a PTW)
    7. Click Save

 

The resolved Compliance Breach is indicated by:

    • A green "PTW" tag and the removal of the red outline around the task on the Process Board screen and Schedule screen
       
    • A grey Compliance Breaches panel on the Edit Shift Plan Task Screen, with the logged Compliance Breach status set to "Resolved"
       
    • The removal of the red line around the task on the Edit Shift Plan screen
    • The removal of the Compliance Breach from the "Compliance Breaches screen"

Inspection Required

If a task requires an inspection, tick the "Inspection Required" box found on the bottom left hand side of the Edit or Add Shift Plan Task Screen.

 

Tasks with "Inspection required" will be indicated by a purple icon (configurable by the client) on the Process Board screen, Schedule screen and Actuals (TouchUI) screen. Such tasks will require a User with a Task Inspector role to tick "Inspection Completed", to confirm the required inspection has been completed.

 

Tasks that require inspection and are not inspected when the shift has started will become non-compliant.

 

 

How to resolve an Inspection is not completed Compliance Breach

To resolve an Inspection is not completed Compliance Breach, a User with a Task Inspector role is required to tick "Inspection Completed" box found on the left hand side of the Edit Shift Plan Task screen.

 

Alternatively, to confirm an inspection has been completed a Task Inspector can click on the purple icon on the Task Panel, to change it to green.

The resolved Compliance Breach is indicated by:

    • The purple icon changing colour to green
    • The removal of the red outline around the task on the Process Board screen and Schedule screen 
    • A grey Compliance Breaches panel on the Edit Shift Plan Task Screen, with the logged Compliance Breach’s status set to "resolved"
    • The removal of the red line around the task on the Edit Shift Plan screen
    • The removal of the Compliance Breach from the "Compliance Breaches screen"

 

 

Tasks added after Shift Plan approval

Any Tasks added after Shift Plan approval are non-compliant.

 

How to resolve a task added after Shift Plan approval Compliance Breach

To resolve a task added after weekly plan approval Compliance breach, a User with a Compliance officer role is required to authorise the non-compliant task by:

    1. Double clicking on the logged breached found on the Edit Shift Plan task screen, in the Compliance Breaches section
    2. Clicking "Ok" on the Authorise pop-up screen. If required textual notes for the authroisation can be added, however it is not mandatory
    3. Clicking "Ok" on the Edit Shift Plan Task screen

 

The resolved Compliance Breach is indicated by:

    • The removal of the red outline around the task on the Process Board screen and Schedule screen 
    • A grey Compliance Breaches panel on the Edit Shift Plan Task Screen, with the logged Compliance Breach’s status set to "Authorised" and the Compliance Office name appears in the "Authorised by" column
       
    • The removal of the red line around the task on the Edit Shift Plan screen
    • The removal of the Compliance Breach from the "Compliance Breaches screen"

Authorising non-compliant tasks

If required, a Compliance Officer can authorise any non-compliant task regardless of the compliance breach, by following the How to resolve a task added after Shift Plan approval Compliance Breach steps.

A Compliance Officer can also authorise a non-compliant task via the Compliance Breaches screen by:

    1. Double clicking on the logged breached found on the Compliance Breaches screen
    2. Clicking "Ok" on the Authorise pop-up screen. If required, textual notes for the authroisation can be added, however it is not mandatory
    3. Clicking "Ok" on the Compliance Breaches screen

 

When a compliance breach has been authorised, it is removed from the Compliance Breaches screen. Ideally, the Compliance Breaches screen should be blank at the beginning of each shift.

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