Create measures

About Measures

Measure management is carried out from Risks > Measures. From this screen, you can manage all measures and tasks created from any Smartosh module.

Note

The only measures that do not appear in Risks > Measures are those created from Non-Conformities or Opportunities.

Viewing Registered Measures

Filtered Search

• Scope, Activity, Team/Installation.
• Position: measures whose responsible person holds a specific position.
• Observer: Yes, No or Search… to filter by observing person.
• Effectiveness: closed with effectiveness marked or closed without effectiveness.
• Tag.

Display Modes

• Management: detail by Title, Implementation status, Implementation responsible, Progress degree, Dates, scopes and Information for CAE.
• Planning: simplified view by Implementation status, Progress degree and dates (start, due, planned end).

Tip

The Planning view is especially useful for identifying which measures are planned and assigning a planned end date to those that should appear in the planning report.

Where Measures Can Be Created

Measures can be created freely from Risks > Measures, or linked to records from the following modules:

Module	Screen
Tasks	Origin
Questionnaire	Risk factor
Risks	Risk factors, Measures, Safety visit
Leadership and employee participation	Participations, Meetings and talks
Management systems	Non-conformities / Opportunities, Objectives, Measures, Audits
Accidents	Accident / incident investigations
Clients and suppliers	Claims, Satisfaction surveys

Note

• If the measure is created from an accident investigation, its origin will be that investigation.
• A measure created from Measures in the Risks module will be a free measure (without origin).
• A free measure can cease to be so by associating it with an origin (risk factor, non-conformity, objective, questionnaire, etc.).

How to Create a Free Measure

1. Go to Risks > Measures and click New.
2. Complete the general data of the measure (next section).

How to Create a Measure Associated with an Origin

1. Enter the screen of the corresponding module. For example, Risks > Safety visits.
2. Click New or access the desired record.
3. In the detail screen, go to the corresponding tab: Risk factors, Actions or Non-conformities and click New or Link.
4. Select the Measures tab and click New or Link.

Completing the General Data of a Measure

1. Access the measure detail screen.
2. Complete the general fields:
   • Class: Corrective measure, Containment measure, Improvement action/Opportunity.
   • Category: Technical or Organisational.
   • Type: depends on the category (e.g. Studies, analyses and measurements, Signage, Collective protection, Individual protection).
   • Subtype: depends on the type (e.g. Installation protection, Machinery and equipment protection).
   • Catalogue: optional, to use a measure from the catalogue.
   • Title: identifies the measure (appears in the extended and table-type report).
   • Description: detail (appears in the extended report).
   • Observations: do not appear in the report.
3. Tick the checks that apply:
   • Information to the worker: so it appears in the Job position sheet and the Employee risk sheet.
   • Information for CAE: to be communicated in the CAE process.
   • Periodic measure: for automatic periodic generation (configurable in Planning).
   • Measure that DOES NOT generate tasks: so that an associated task is not automatically created.
4. Complete the associated tabs (next section).
5. Click Save or Save and close.

Note

• The fields Class, Category, Type and Subtype are configurable.
• Fields marked with an asterisk are mandatory.
• If Measure that DOES NOT generate tasks is unchecked, a task with the same title as the measure will be automatically created, manageable from the Tasks tab.

Tabs in the Measure Detail Screen

Scope

Indicates Company, Site, Section, Position, Activity, Team/Installation or External company where it applies.

Caution

You must obligatorily link the measure to one of the main scopes: Company, Activity or Team/Installation.

Planning

• Start date: day the measure management begins (by default, the creation date).
• Due date: deadline for implementation. If the measure is associated with an assessed risk factor, it coincides with the risk factor’s due date.
• Planned end date: expected closing date. Only measures with this field completed and within the defined period appear in planning and monitoring reports.
• Completion date: actual closing date.

If the measure is periodic, manage the Generation periodicity and Interval here.

Implementation Responsible

Indicates the responsible person. Only one person can be added. You can also indicate only the position.

Observers

Add workers with access to the measure. You can add as many as you wish.

Tasks

Create, link and view tasks associated with the measure.

Attachments

Link additional external documentation.

Origin

View the origin of the measure or indicate it manually. By default, in a free measure the origin appears empty.

SmartStatus

Automatic alerts of the record (problems or informational notes).

Permissions

View which workers have direct permission. It is not common to modify this section.

Calls

If the measure is training-type (for example, Provide training in load handling), link calls created from the Training and information module.

Economic Data

Indicate the available budget and the final cost of the measure. You can specify different concepts (signage, training, protections, etc.).

Associate a Measure with a Risk Factor

1. Go to Risks > Risk factors and enter the desired record.
2. Open the Measures tab and click New or Catalogue.
3. Complete the data and click Save.

Note

• Measures created this way are always associated with the risk factor and have it as their origin.
• Only measures associated with the risk factor from the catalogue appear in Catalogue.

Create a Measure from the Catalogue

1. In the measure detail screen, click the search icon in the Catalogue field.
2. Select the measure and click Accept.
3. The following will be automatically filled: Category, Type, Subtype, Catalogue, Title, Description and the checks Information to the worker, Information for CAE and Measure that DOES NOT generate tasks.
4. Complete the scope and save.

Note

If you have filters in Category, Type or Subtype, only measures that meet those filters will appear in the list.

Add Measures to the Catalogue

From the List Screen

1. Go to Risks > Measures and select the measure.
2. Open Operations > Add to catalogue.

From the Detail Screen

1. Go to Risks > Measures and enter the measure.
2. Open Operations > Add to catalogue.

Create Directly in the Catalogue

1. Go to Risks > Configuration > Measures catalogue and click New.
2. Complete the data: Risk type, Risk factor, Name, Description, Observations, Category, Type, Subtype, Position.
3. Tick the necessary checks: Measure that does not generate tasks, Information to the worker, Information for CAE.
4. (Optional) Complete the Tasks, Periodicity and Economic data tabs.
5. Click Save.

Note

• Only the Name is mandatory.
• You can create measures without associating a risk type or factor.
• Risk factors created from this screen are associated with the risk factors catalogue.

Measures Configuration

From Risks > Configuration you can manage:

• Measure classes.
• Measure categories.
• Measure types.
• Measure subtypes.
• Measures catalogue.
• Effectiveness values of measures.
• Economic data concepts.