Welcome November 2022 Update
New Feature!!
Site Master – Email External Interested Parties
Do you have clients who required updated insurances annually and you find this a bit of a pain in the…
Well, thanks to a new client Niks Ready Mix in Gympie, Melissa expressed her feelings about this process which lead to this new feature, which I know you will all appreciate.
So, in People > Human Resources > Site Master – Attachments, this is where your company insurances should be uploaded with the expiry date. Against each listed insurance, you will see the ‘envelope’ Action button – Add Recipients
When you click on Add Recipients, you can either Add Recipient OR Import from Excel
I recommend in the first, you Import from Excel and Download Template
Populate the spreadsheet with a list of companies that request your insurances, company certificates or relevant operational licenses annually.
Once this is populated, then for each Attachment, use the Import Site Attachment Recipient file.
Then, as new interested parties that you do business with require insurances, you would use the Add Recipient button.
New function provides for the updated Attachment to be emailed to the listed Recipients upon the record being update.
Be sure to assign this task to the relent person and you may want to include a new inspection type to review this on an annual basis. Or this can be done through annual Management Review as part of agenda item: Insurance.
I will update the Document Template – Insurance Management Procedure this week to include the above information.
Improvements
Incident Management > Injury Register – Email notification
New email notification for when an incident is logged for the following incidents, whereby the Injury Register has not been completed within 1 hour.
When the User logs an Incident for any of the following Incident Types and the Injury Register has not been completed within 1 hr, an email is sent to the Reported To Person as a reminder to Complete Injury Register.
Injury Types:
- Fatality
- Illness
- Injury
- Injury – Contractor
- Injury – Non Work Related
- Injury – Patron / Visitor
- Injury – Student
- Injury – Volunteer
General Fixes
Loading times for Risk Module has been reviewed
New Hazard Type – Psychosocial
Would suggest a risk assessment to be completed within the business.
Issue Management
Issue Type – Dropdown included for Fault
Notification mail to be sent to those listed in User Roles and the Reporting To person.
Email Notification
Licensed Expired Information update so that it provides workers the instruction to update through My Profile on in the Sherm Mobile App.
Monthly Data Analysis Report
Training Needs Analysis
- Company Training Needs updated to display only those person who are DUE for training for the period selected OR are Overdue.
- If they are overdue, data will display in RED font.
Site Master Expired Records
- A new table has been included to display Expired Site Documents
REMINDER – FORM BUILDER
Attached is the information sent out in Sherm Update – August 2022.
If you required this service, please complete the Form Builder Order Form and email this through to me or [email protected]
