OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features

1. OpSUITE v6.0 FlexiLOG, Shift Roster, EMM and IntelliPERMIT Features Henry Boshoff Principal Consultant

2. Session Objectives • Describe current state of development • Educate on new features

3. FlexiLOG • Business Rules • Enhanced Data Grid

4. IntelliPERMIT • Copy Isolation Procedures between Units • Create Isolation Procedure from Permit

5. IntelliPERMIT • Modifications to Isolation Procedure Management Screen • Edit Isolations Screen

6. IntelliPERMIT • Enhancement to functional location unit filter • Permit Priority • Email copy of permit

7. IntelliPERMIT • 16 new business rules: • Control isolation witness signatures (#40, #42, #43, #44) • Suspension of multiple permits (#33) • Warn of expiring competencies (#38) • Hold points for exceptions (#32) • Enforce isolation procedures (#35, #36, #40, #41, #42, #44, # 51, # 52, # 53) • Reviewing and editing permits (# 37, # 45, # 47) • Master/slave permit relationships (#37, #46) • Rules that pair/separate signatures (#34, #39, #48) • Notifications (#50) • Integration (#54)

8. Shift Roster • Planning of shift work • Adequate coverage of all positions/roles by competent persons • Access to “Fall back” rosters eg “A Shift Off” • Visibility on the current shift teams • See which individuals are currently filling a role • Record keeping • John Doe (qualified operator), B Shift, Unit 2 Controller, 2013/04/01, Night Shift) • Leave planning • NOTE: This is NOT a leave application and authorisation system

9. Shift Roster Calender

10. Shift Roster Report Role/Position Number of schedule conflicts for this user Colour-coded weekends and public holidays Colour-coded activities

11. User Schedule – Week View

12. User Schedule – Month View

13. “The Big Picture”

14. Key Concepts - Activities An activity is the work assigned to a person for a specified period of time. For example, “Morning Shift” is the period from 06:00 to 14:00. Activities are typically represented by short codes and colours.

15. Key Concepts – Teams and Members A team is simply a group of persons. Teams are sometimes loosely referred to as a “Shift”, short for “Shift Team”. An individual may belong to more than one team.

16. Populating the Shift Roster Select role eg U1 operator etc Colours change according to activity selected eg Morning/Afternoon/Night Select activity from dropdown Click to add new row for this team/shift Drop-down only includes users who are competent in this role

17. Changing Multiple Days Activity will only change if selected All selected shifts will be allocated to this user Right-click to add a comment

18. Validation Red indicates activity pattern is not meeting rules – yellow if names are missing. Click icon to view details of rules being broken Select alternative roster pattern eg A Shift Off; B Shift Off etc.

19. Adding Comments Comment indicator Right-click to add a comment

20. Benefits • Online access to shift roster information • Ensure that all shifts are covered by competent persons • Easily handle fall-back rosters • Maintain a history of who filled a role • Flexible

21. Changes to Electronic Shift Roster • View more than one role at the same time (multi-select from dropdown)

22. Changes to Electronic Shift Roster • Adding comments to more than one row

23. Changes to Electronic Shift Roster • Rules reminders when assigning users

24. Changes to Electronic Shift Roster • Quick User Assignment

25. Electronic Meeting Minutes • Function to delete scheduled meetings

26. Electronic Meeting Minutes • Allowing items to be captured without a target date

27. Electronic Meeting Minutes • Displaying the title of the item on the feedback tab • Order minute items by Priority

28. Thank you!Questions ? Henry Boshoff Henry.Boshoff@adaptit.co.za LinkedIn Henry Boshoff