Who is this article for?

Administrators responsible for driving user adoption.

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This article includes:

1. Features
2. Adoption Drivers
   1. Adoption Drivers Key Indicators
   2. ROI Key Indicators

1. Features

• Investigation - Leverage investigation workflow configurations

  • Benefit - While all incidents and near misses should be investigated, the focus and depth of the investigation should be on the most severe or with the potential to be severe. Do not overwhelm staff by requiring the same level of investigation (full investigation) for all.

  • Tip - Encourage customers to make investigation steps optional for low risk near misses (i.e., near misses without potential to be severe).
• Investigation - Encourage periodic review of configured Contributing Factor and Root Cause look-up values
  • Benefit - Conducting periodic reviews of Contributing Factor and Root Cause look-up values is essential for maintaining the effectiveness, relevance, and accuracy of incident investigations.

• Risk Point - Ensure Risk Point is enabled, and images are uploaded in location setup for all the locations

  • Tip - In case of multiple floors/buildings in a location - Create an image with multiple floor/building plans. Risk point image can then be enlarged when reporting to identify the incident locations accurately.

  • Benefit - Easily identify clusters of risk within a facility and ensure controls are used

• Mobile - Ensure customer is using mobile app for reporting
  • Tip - Encourage customers to use a Kiosk for reporting if using individual mobile devices is not possible.
  • Benefit - Using mobile app to report incidents and near misses can enhance the overall safety culture of an organization by promoting transparency, efficiency, and proactive risk management.

• IMS/RA Customers - Insure Risk Assessment Verification enabled

  • Benefit - Associate risk assessments with incidents. Reference risk assessment during investigation and identify hazards not identified, failed controls, etc. 

• IMS/Training Customers - Insure Training Verification enabled

  • Benefit - Associate employee training records with incidents. Reference training records during investigation and identify insufficient training. 

• Investigator's Report - Encourage customers to use investigator's report while conducting incident investigations 

  • Benefit - Investigator's report incident investigation teams by easing the ability to identify trends, patterns, and potential problem areas, leading to better quality incident investigations.

• Lessons Learned Report - Encourage customers to create and share the lessons learned reports with key stakeholders

  • Benefit -  Sharing lessons learned from an incident with key stakeholders will prevent incident recurrence and promote safety culture. 

  • Tip - Lessons learned reports can also be shared directly from the system using email addresses.

• Lessons Learned Applicability Review - Encourage corporate/regional personnel to assign lessons learned from an incident across the organization

  • Benefit - Assigning lessons learned reviews across the organization creates accountability and helps to proactively prevent recurring incidents in an organization across different geographies.

• Goals - Insure goals are configured in setup
  • Benefit - Provides ability to easily compare TRR performance to goal
• Notifications - Ensure notification are configured correctly involving key stakeholder for various events, especially incident checkpoints
  • Benefit - Sending timely notifications to key stakeholders is essential for ensuring a prompt and effective response to incidents, maintaining regulatory compliance, managing risks, and fostering a safety culture within an organization.
• Groups - Encourage customers to configure and use groups where possible
  • Benefit- Using groups enhances the usability and reduces some administrative burden

2. Adoption Drivers

2.1. Adoption Drivers Key Indicators

• Hours Reporting - Reporting monthly hours.

• Investigation - % Investigations Complete/Incomplete.

• Investigation - Days to complete investigation.
• CAPAs - % of overdue CAPAs.
• Claims - % of Claims Submitted/Not Submitted.
• Claims - Days to Submit Claims.
• Case Management - % Case Management Closed/Open.
• Case Management - DAW/RW Cases without end date.
• Case Management - Time lapse between DAW/RW end date and Case Status updated to closed.
• OSHA 301 - Completion of 301 screen for recordable injuries.
• Lessons Learned - # of Lessons Learned Reports Completed.
• Lesson Learned -  # of Lessons Learned Assigned vs Reviewed.
• Near Miss - Near Miss Records to Injury/Illness Records Ratio (High Ratio 10:1).

2.2. ROI Key Indicators

• Total Recordable Rate - Injuring less people.
• Claim Dollars - Reducing money spent.
• Near Miss Reporting Rate - Identifying more issues before incidents occur.
• Investigations Completed - Identifying root causes to prevent similar occurrences.
• CAPAs Created - Actions to reduce risk.
• CAPAs Closed - Risk reduction (hazards remediated).