Plant Risk Assessment User Help

Transcription

1 Plant Risk Assessment User Help Conducting Assessments Logging in to Plant Assessor 2 Saving Plant Assessor as a shortcut on your home screen 3 Find or Add a machine 4 Creating an assessment 5 Completing an assessment 6-9 Home screen options 10 Creating Safe Operating Procedures Creating an SOP 11

2 Logging in to Plant Assessor How to Access Website and Login All users should familiarise themselves with the Plant Assessor website www. which contains lots of helpful information. We specifically recommend you visit the Plant Safety Obligations section. Login to Plant Assessor Plant Assessor is accessed via our website www. How to Login - Go to www. Login using main login button OR Login using 'fly out menu' Pop-Up Blockers In the unlikely event that you experience trouble viewing/printing reports you may need to adjust pop-up blocker settings in your browser. If you need help please contact Plant Assessor on

3 Saving Plant Assessor as a shortcut on your home screen This is not mandatory, however it will make launching and using Plant Assessor a much easier experience. On your mobile device open your internet browser, go to www. and log into Plant Assessor. APPLE Click on the arrow icon Click ADD TO HOME SCREEN SET NAME for icon on home screen ANDROID Click on the MENU at the right side of url Click ADD TO HOME SCREEN SET NAME for icon on home screen

4 Find or add a machine Adding a new machine is simple. Options include: Setup machine only (no assessment): SAVE Setup machine and conduct assessment: As above, plus enter assessment details and click CREATE ASSESSMENT Setup machine and schedule next assessment*: As above, rather than clicking create assessment, click SAVE *Only available if membership has assessment scheduling switched on. Not relevant for machinery dealers. NOTE: Use the keyword search to check whether the machine you want to assess is already in Plant Assessor. 4.

5 Creating an assessment This is for when you have already set up a machine in Plant Assessor, and now want to conduct an assessment. Keyword Search Edit Enter details in pop-up window 4. Click Create Assessment Site 4. NOTE: This is how machinery user clients complete a scheduled assessment as part of their risk assessment plan. 5.

6 Completing an assessment MACHINE DETAILS TAB: Your unit details will be pre-populated in the Machine Details and Assessment Purpose tabs of the Assessment screen. If applicable, adjust or add further details and click SAVE ASSESSMENT PURPOSE TAB: Choose assessment purpose, state, enter assessor and other details as required. Click NEXT to proceed....or if required, print a paper copy of the survey Loader, Wheel Volvo L150F 6.

7 Completing an assessment NOTE: HOME screen and clicking ENTER ANSWERS C 4. MACHINE SPECIFICATIONS TAB: Enter or modify your machine specs if require and click NEXT 5. MACHINE EXTRAS TAB: NEXT

8 Completing an assessment 6. ASSESSMENT QUESTIONS TAB: You must answer all questions. You can add comments on individual questions. Once you have completed ALL questions click NEXT. You can only proceed if you have completed ALL questions. TIPS: - You can choose to click SAVE button on bottom right hand of screen and complete later. - When you have completed a section you can choose to minimise the blue bar by using the - symbols ASSESSMENT NOTES TAB: Enter any additional notes regarding the machine and add images or documentation that are relevant to the survey if applicable and click NEXT 7. TIPS: To add images or documents choose a category, enter a caption and select a file from your computer 8.

9 Completing an assessment 8. O/S ACTIONS AND REPORTS TAB: Editable outstanding actions will be displayed for the machine. You can choose to view and/or print PDF of the reports shown below. By clicking CLOSE you will be taken to the home screen. 8. TIPS: You can do almost anything related to this machine in this screen. Manage outstanding actions, print reports and order safety labels. 9.

10 Home Screen Options Add new machine: Replaces the create new unit, when you want to set up a machine and do a risk assessment Keyword search: Choose what you want in your list 4. Filtering tools: Filter by assessors, owners or use advanced search for any combination of make, 5. Set future assessment schedule: Set next assessment date, assessor, assessment purpose & state for one or more machines 6. Export machine data: To excel for further analysis 7. Custom reports: Produce pre-operational checks & safe operating procedures 8. Intuitive machine & assessment status: At a glance, you know what the machine s status is, and will be prompted to progress that machine in line with your plan 9. Enter answers: A one click option to complete an assessment 10. Print assessments: Print direct from the home screen with one click 1 Edit & manage machine: Click here to manage this machine - including updating next assessment date, 1 Create SOPs: Select machine and click on Safe Operating Procedures button (left of screen) SITES DEMO CO PTY LTD The edit button displays the machine type (ABC) & level (colour) = Workshop = Simple self A B C /hand held propelled & trailing = Complex machinery Machine Level F(Free) Machine Level 2 Machine Level 3 10.

11 Creating an SOP Select the machine you wish to create an SOP for Click SAFE OPERTING PROCEDURE The Safe Operating Procedures document will open in another window - print or save pdf TIPS: Use the keyword search to quickly locate your machine CREATING SAFE OPERATING PROCEDURES 1