Challenge Tool Site Lead Guide

Transcription

1 Challenge Tool Site Lead Guide 1) Challenge Tool Overview a. The Challenge Portal is an extension of the previously existing e-vpp Tool and serves as a centralized repository for Defense Logistics Agency (DLA) and Navy sites utilizing OSHA s Challenge Program to obtain VPP Star status. The information available through the Challenge Portal is accessible to users registered in e-vpp and assigned as a Challenge Program user. After access is granted, the user can link directly to the Challenge Portal login screen. b. Typically, only Navy and DLA sites will utilize the Challenge Portal; but users of other Service branches whose sites are utilizing the OSHA Challenge Program can request access at any time. c. Each site registered within the Challenge Portal will have a Challenge Action Plan that details the steps needed to be taken to achieve Star status using the OSHA Challenge Program. Users view the Action Plan in three stages. All actions are then subdivided into elements and sub-elements. Element and subelement categories are the same across all three stages, although the actions under each stage vary. i. Stage I is the development of plans and programs to ensure compliance with all applicable regulations/directives and determine a path forward. ii. Stage II is the full implementation of the programs and plans developed in Stage I, pushing for the excellence level. Ensuring all employees are trained and the VPP/Challenge message is marketed. Also in this stage starting to evaluate the effectiveness of programs. Culture change should begin to happen here employee involvement/empowerment. iii. Stage III is the continuous improvement stage. Review of what is being done, modify if needed. Things should be 100% up and running at the excellence level. All employees should know the tenets of VPP. Safety should be fully integrated in to how business is done, not considered another program. d. There are various user roles available through the Challenge Portal. They include: i. Challenge System Administrator ii. Challenge HQ Coordinator iii. Challenge HQ Organization Lead iv. Challenge Organization Lead v. Challenge Organization User vi. Challenge Site User vii. HQ Observer* viii. HQ Organization Type Observer* ix. Site Observer* x. Organization Observer* Note: All observer roles are read-only. Users assigned to these roles cannot manage or manipulate any information within the Challenge Portal. Additional rights can be requested by contacting the Challenge System Administrator at ctcevppdev@ctc.com. 2) Login Page a. Log in i. The information available to a user in the Challenge Portal is customized based upon their role within the site (as defined by the site s administrator). The framework for the Login Page is the same for all users.

2 ii. All users will enter the system in the same way. A user will have 3 tries to log into the system before the system locks them out. Steps to follow for log in include: 1. Enter your user name, which is your address. 2. Enter your password (at least 8 characters long with one number and one special character). During the user s first login when using the automatically generated password from the tool, it is recommended that users copy the password from the they received from the tool and paste it into the password field in the Challenge Portal login screen. 3. Click the Log In button. When your account has been created for the OSHA Challenge Portal, the portal will automatically send you a password, which may be changed by clicking the User Settings button. If you forget your password, you must contact a System Administrator, the Site Coordinator (SC) or ctcevppdev@ctc.com. 3) Home Page The Home Page screen for a Site Lead will resemble:

3 a. DoD VPP CX Button The DoD VPP CX button located in the upper left hand corner of the OSHA Challenge Portal is a clickable button, which is visible no matter to which screen a user travels. When a user clicks on this button, the user immediately returns to the Home Page. 4) Site/Organization Selection If the user only has one Site Lead role for a standalone site, the site will automatically be selected for the user as soon as he/she logs in. However, if the user has been assigned the role of Site Lead for more than one site, or if the user has been assigned the role of Site Lead for an aggregate site that contains at least one child organization, the user will need to choose the site/organization they want to manage by clicking the Choose Site/Org button that appears above the Main Menu button on the left side of the screen. After selecting the site or organization, the user can view the actions assigned to them for that specific site or organization. 5) Challenge Portal Navigation Buttons a. User Settings The User Settings button of the tool allows the user to view the role(s) to which they are assigned and the option to change their password.

4 Changing your Password It is recommended that the first time a user logs into evpp or the Challenge Portal that they change their password. The following are the steps the user must take to change their password using the Challenge Portal: 1. Copy and paste current password into first field. 2. Type the new password into second field (New Password). Please make sure to enter a password at least 8 characters long that contains at least one number and at least one special character. 3. Enter the same password in the third field (Confirm New Password). 4. Click the Change Password button. There is no limit on how many times a user may change their password.

5 Note: Changing your password in the Challenge Portal will also change your password in the e-vpp tool, if you utilize that application as well. b. Logout The Log Out button of the tool allows the user to return to the Login page of the Tool. c. Release Notes The Release Notes button will detail what enhancements have been made to the Challenge Portal during each enhancement Spiral. d. Help The Help button of the tool will allow the user to obtain Help on specific needs. e. Go to evpp Tool

6 The Go to evpp Tool button of the tool will redirect users to the e-vpp Tool. 6) Challenge Portal Menu a. Selected Site Menu The selected site menu enables the Site Lead to Manage the Challenge Action Plan, View/Edit the Challenge Action Plan, view My Actions, view Uploaded Documents List and view the Status Summary Report. b. Manage Challenge Action Plan The Manage Challenge Action Plan button allows the Site Lead to add, edit, or delete a manually input milestone. All system-generated milestones cannot be manipulated.

7 c. View/Edit Challenge Action Plan The View/Edit Challenge Action Plan button takes the user to the Challenge Action Plan for a selected site. The Site Lead can manipulate the data related to a specific action. d. My Actions The My Actions button takes the user to a filtered view of the Challenge Action Plan that only shows actions specifically assigned to the user who is logged in for the specific site chosen.

8 e. Uploaded Documents List The Uploaded Documents List displays a summary of the uploaded documents that have been associated to at least one action in the selected site or organization s action plan. This summary simply serves as an easy way to peruse all the uploaded documents that are relevant to actions the current user has been assigned. Note: Site Leads must upload files through the Edit function, which is available within the My Actions screen. Specific directions for uploading files will be provided later in this document. f. Status Summary Report The Status Summary Report button takes the users to a summary of the participant/coordinator stage X outcome, completion, and status statistics. The statistics are automatically updated when an action status is changed through the Challenge Action Plan.

9 7) Challenge Portal Left-Hand Site Navigation The left-hand side offers additional information and navigation options. a. Selected Site Data This section alerts users as to which specific site he/she is currently working on. The relevant role(s) information simply lists the role(s) the user has assigned to them that permit access to the currently selected site. b. Main Menu The Main Menu button takes you back to the Challenge Portal screen.

10 c. My Actions The My Actions button takes the user to their list of assigned actions. From this screen, the Site Lead can view, print, or edit the action(s). 8) Action Plan Functions - My Assigned Actions Selected Site The Action Plan button takes the Site Lead to the Challenge Action Plan for the selected site. There the user can manipulate the data related to the specific actions assigned to them. From the Site Lead s perspective, the only difference between the My Assigned Actions screen and the Challenge Action Plan screen (discussed in detail later in this guide) is that the My Assigned Actions simply filters the list of actions to those that are specifically assigned to current user.

11 a. Notification of New Action Items When a user is assigned an action, an is automatically generated and sent to that user to notify them of the recent assignment. The states the action ID, stage, element, sub-action, action description, and target completion date (if one has been specified). b. Stage Action Statistics The Stage Action Statistics information box displays the status of assigned actions for the currently selected stage. The date an Action Plan was started is also contained within the Stage Action Statistics information box. When using the My Assigned Actions screen, the numbers within the Stage Action Statistics box are only reflective of the actions that have been assigned to the current user and do not include actions that are not assigned to the current user. You can view data as a bar chart, time series, or more information (table) by clicking through the various tabs at the bottom of the information box. Bar Chart

12 Time Series More Information c. Baseline Statistics The Baseline Statistics information box displays information about if/when an Action Plan is baselined. Additionally, if the Action Plan has been baselined, the Baseline Statistics box shows a snapshot of the statuses of the participant and coordinator s actions at the moment the Action Plan baseline occurred. When using the My Assigned Actions screen, the numbers within the Baseline Statistics box are only reflective of the actions that have been assigned to the current user and do not include actions that are not assigned to the current user. Bar Chart

13 More Information d. Stage 1/2/3 Tracking Information The Stage Tracking Information indicates who is responsible for an Action Plan and during what time frame. e. Stage Selection The Stage Selection dropdown allows the user to select what stage information they would like to view. When the dropdown is modified The list for actions is changed to display the actions for the newly selected stage. Additionally, the information in the Stage 1/2/3 information boxes across the top of the screen are updated to show the relevant stage statistics. f. Baseline View Mode

14 The Baseline View Mode on/off selection gives the user the option to view additional baseline details for elements, sub-elements, and individual actions. g. Assignment Helper The Assignment Helper button allows the Site Lead to quickly and easily assign actions to Challenge Portal site users. h. Print Option The user has the option to print the Challenge Action Plan actions that are assigned to them. The print option allows the user to customize their print job by selecting whether they want baseline information printed and what stages should be included in the report.

15 i. Element The Element information box displays one of the four main elements of the OSHA Challenge Program, Management Leadership and Employee Involvement, Worksite Analysis, Hazard Prevention and Control, and Safety and Health Training. The last Element information box is specific to OSHA Challenge in regards to the documentation required for this process. The Element is then further broken down into Sub-Element and Action. The Element information box also shows the aggregate totals of the statuses of participant and coordinator progress made. The red, yellow, and green boxes quickly indicate the statuses of the actions that fall under the Element. When Baseline View mode is turned on, baseline coordinator and participant aggregate status totals for the Element are displayed as well. Clicking anywhere in the Element information box toggles the display (show/hide) of all the sub-element and action information that falls under it.

16 j. Sub-Element The Sub-Element information box provides the more specific goal/mission. The Sub-Element is then further broken down into Action details. The Sub-Element information box also shows the aggregate status totals of participant and coordinator progress made. The red, yellow, and green boxes quickly indicate the status of the actions that fall under the Sub-Element. When Baseline View mode is turned on, baseline coordinator and participant status totals for the Sub-Element are displayed as well. Clicking anywhere in the sub-element information box toggles the display (show/hide) of all the sub-element and action information that falls under it.

17 k. Action The Action information box provides the most specific goal/mission. The Action is then further broken down into Action details. The Action information box allows the user to view the specific details related to an action. The user can then edit specific fields related to the actions that have been assigned to them. A Site Lead or System Administrator can edit all other fields, except those reserved for the Administrator and Coordinator. When Baseline View mode is turned on, Baseline Participant Status and Baseline Coordinator Status boxes are displayed as well.

18 l. Action Description The Action Description field displays the granular goal/mission. The Site Lead is not permitted to edit this field. m. Participant Goal The Participant Goal field displays the specific goal assigned for the item. Site Leads and Site Users who are assigned to an action can edit the Participant Goal field for that action.

19 n. Participant Actions Taken The Participant Actions Taken field allows the user to describe actions that have been taken to address the Participant Goal. Information including specific dates and documentation can be referenced in this field. Site Leads and Site Users who are assigned to an action can edit the Participant Action Taken field. o. Coordinator Narrative The Coordinator Narrative field displays the information that the Coordinator has entered. Generally, this field will serve as feedback from the Coordinator after he/she reviews the progress that has been made on an action. Site Leads are not permitted to edit this field for that action.

20 p. File Attachment(s) The File Attachment(s) field displays a list of all uploaded files relevant to the specified action. Site Leads and Site Users who are assigned to an action can upload files for that action. q. Participant Status The Participant Status information box changes color in accordance with what state the action is in. The Status pictured below shows that no action has been taken. When the status changes within the Edit function, the change will be indicated within the Participant Status box. Site Leads and Site Users who are assigned to an action can update the Participant Status field for that action.

21 r. Coordinator Status The Coordinator Status information box changes color in accordance with what state the action is in according to the reviewing Coordinator. The Status pictured below shows that no action has been taken. This field will reflect the status that the reviewing Coordinator deemed the action to be at during his/her last review. Site Leads are not permitted to edit this field. s. Assigned To The Assigned To field indicates the user(s) an action was assigned. Site Leads are permitted to edit this field.

22 t. Target Completion Date The Target Completion Date indicates the date targeted for completing an action. Site Leads are permitted to edit this field. u. Completion Date The Completion Date field indicates the actual date that the action was complete. Site Leads and Site Users who are assigned to an action can update the Completion Date field for that action.

23 9) Edit Function To modify the details of an action, upload/associate documents to an action, or to review the change history of an action, users will click the Edit button that corresponds to that action. Clicking the edit button launches a tabbed modal window that overlays the action plan. a. Action Details Tab The Action Details tab displays the pertinent action information. The Site Lead can edit the Target Completion Date, Actual Completion Date, Participant Goal, and Participant Action Taken fields. All striated fields are read-only.

24 b. Assigned Users Tab The Assigned User tab displays all users associated to an action. As a Site Lead, you can edit the list. c. File Attachments Tab

25 The File Attachments tab allows the Site Lead to upload files and documents to the current action, and the review files and documents that have already been uploaded. Any user assigned to an action can edit and/or delete the any of the uploaded files.

26 Note: Existing files already uploaded to the tool can be attached to a different specific action by clicking the Existing File radio button. A list will be created which shows all the files and all the actions that file is associated with. d. Change History Tab The Change History tab contains a historical record of all changes made to the Action Details information. To view/hide the details of a specific change, click the word Show/Hide in the Details field. The red dashed box indicates the fields where changes occurred on the date specified.