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Page 1: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating
Page 2: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

PURE® Safety:Tips and tricksSteph Hyde

Page 3: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

OVERVIEW

In this session we will cover ….

Presentation 1. Risk of non-conformance: mitigating the headache with effective action management • A high level review of action tracking across the Pure Platform

• Stephanie Hyde - Product Specialist

Presentation 2. EHS Tips and Tricks • A deeper dive into broader system functionalities from an implementation standpoint

• Kelvin Loke - Implementation Team Leader

Page 4: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

RISK OF NON-CONFORMANCE:How to mitigate the headache witheffective action management

Page 5: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating
Page 6: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

CONTENTS

Monitoring and Measuring Non conformance corrective

and preventative actionRecords

Periodic Internal EHS audits

Page 7: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

HOW DO YOU BETTER MANAGE ACTIONS?CLIENTS ARE MANAGING ACTIONS FROM ACROSS THE PURE PLATFORM

• Safety events

• Near misses/ observations

• Vehicle /property incident

• Environmental events

• Risk management

• Quality/complaint

• Regulatory compliance

• Permits / licenses

• Audits/ walk-arounds

Page 8: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

Permit breech

Incidents

Audit management

Investigations

Root cause analysis

CAPA

Effectively analyse

Non-conformance reporting

ControlProcess

Identify

AnalyseCorrect

Page 9: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

CAPAs

• Due Dates/ estimates

• Priority

• Action type

Page 10: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

MANAGING CAPAs

Define your filter criteria Quick chart

Page 11: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOW LOGIC

Page 12: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

COMPLIANCE TRACKING

Create a policy or regulation at corporate level and roll it down to sites

Page 13: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

COMPLIANCE TRACKING (2)

Rolls down to site level legal register Site level managers raise actions against each requirement

Page 14: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

SCHEDULED ACTIONS

Manage reoccurring actions in the scheduling tool Raise regular actions such as sampling or reporting

Page 15: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

LINK IN TO THE AUDIT TOOLS

Raise audits within the permit viewAddress a scheduled action and meet permit conditions

Page 16: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

SITE MANAGER DASHBOARD

View ‘my actions’ from across solution areasScheduled actions automatically reoccur

Page 17: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

RISK MANAGEMENT

– Identify risks from across your business– Add controls and actions– Report inherent and residual impacts

Page 18: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

FINAL THOUGHTS

Page 19: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

You can enter incidents and conduct audits via our apps

Page 20: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

VISUALLY ENGAGING DASHBOARDS

Page 21: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

EHS Tips and Tricks:Data PrivacyKevin Loke

Page 22: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

DATA PRIVACY

Page 23: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

DATA PRIVACY

Page 24: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

DATA PRIVACY

Page 25: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

HR Import framework :Auto population of fields

Page 26: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

HR IMPORT FRAMEWORK– AUTO-POPULATION OF FIELDS

Automatically allows to create users and import user data from your HR systems

Page 27: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

HR DATA FEED – AUTO-POPULATION OF FIELDS

Page 28: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

HR DATA FEED – AUTO-POPULATION OF FIELDS

Benefits:• Ease and speed of

Data Collection

Page 29: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

HR DATA FEED – AUTO-POPULATION OF FIELDS

Benefits:• Ease and speed of

Data Collection• Data Integrity

Page 30: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

HR DATA FEED – AUTO-POPULATION OF FIELDS

Benefits:• Ease and speed of

Data Collection• Data Integrity• Case Management

Page 31: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

Linking Event records

Page 32: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

LINKING RECORDS

Page 33: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

LINKING RECORDS

Page 34: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

LINKING RECORDS

Page 35: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

LINKING RECORDS

Page 36: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

Colours in dropdown lists

Page 37: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

COLOURS IN DROPDOWN LISTS

Page 38: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

COLOURS IN DROPDOWN LISTS

Page 39: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

Workflows:Mandatory field message

Page 40: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – MANDATORY FIELDS MESSAGE

Page 41: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – MANDATORY FIELDS MESSAGE

Page 42: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

Workflows:Automated transitions

Page 43: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Page 44: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Page 45: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

* Minimum time: 1 hour

*

Page 46: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Page 47: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Page 48: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Page 49: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Page 50: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Transition happens based on custom logic

Page 51: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

WORKFLOWS – AUTOMATED TRANSITIONS

Alert triggered based on custom logic

Page 52: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12-13th September 2018

Saving uncompleted records

Page 53: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

CONNECT18Cambridge | 12 -13th September 2018

SAVING UNCOMPLETED RECORDS

Mandatory fields after a specific workflow state

Mandatory fields on save

Page 54: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

ulehssustainability.com

Q A&Don’t forget you can upload questions to sli.do

Page 55: Tips and tricks - UL EHS Sustainability · CONNECT18 Cambridge | 12 -13th September 2018 OVERVIEW In this session we will cover …. Presentation 1. Risk of non-conformance: mitigating

ulehssustainability.com