Welcome to the Sherm Update for September 2023!
Hope all is going well!! Please review the below update related procedures and communicate relevant changes to your work groups.
Any issues, please do not hesitate to get in touch!
Fixes
Contractor Register– inactive contractor / supplier will not be sent email notification for insurances.
Workplace Inspections– remove the double up on the completed inspection notification. You should not receive an email of a completed inspection without the attachment.
Incident Investigator–listed alphabetically and will update alphabetically as new people are enabled for this function.
Improvements
Training Needs Analysis
Include a Filter for Position in which multiple positions can be selected and will only display training required for those positions.
Post review of this, any gaps can be addressed by updating People>Human Resources>Manage Positions.
Training and CAT Register – Filter for Position added with ability to select more than one position in Search.
User Management –Manage Employee “Site Only” or “Reporting To” options can be added. This is helpful when a manager is located at one site, however, has people located at various other sites who they are responsible for. This is only relevant to PRIVATE SITES.
By default, it was set to Site Only when pushed on to production so please just check this for private site clients.
Report > Site Master
New report to run a check on Attachments that are uploaded against the Site Master.
Any expired attachments will also display in the Monthly Data Analysis Report sent out to relevant persons on the 3rd day of the following month as per User Notifications.
Contractor Register
Deleting a Contractor or Supplier
When DELETING a Contractor or Supplier their Status will change to Do Not Use and the Date they became inactive will be recorded. Any workers linked to the Contractor or Supplier will be made INACTIVE and the same date applied.
Note, the Inactive Date recorded against the Contractor Worker will be recorded also when you make this worker inactive.
Re-engaging a Contractor or Supplier
In the event of want to re-engage a Contractor or Supplier that has been deleted, open the Filter and select Status of DO NOT USE and click Search.
Click on the Edit Action button and change Contractor/Supplier Status from Do not Use to one that fits based upon information you have at the time.
Then check which workers are listed for that Contractor/Supplier and either Edit and make active ones listed or Add Contactor/Supplier Employees as per usual process.
Reminder: The Contactor/Supplier Employees listed contribute to your Subscription.
Report > Corrective Action
Added Filter for Category. The category reflects the Type selected i.e. hazard, incident, Issue and Inspections.
Work In Progress
Mobile App – design in Flutter
The team will soon release to me their work on the mobile app which is being updated in Flutter. This will provide more flexibility in the future for any development work in this space and easier to maintain code wise. Will keep you posted on this but should be release early October!
Manage Employee
Filter not sticking should be released this week so when navigating through pages, the filters are to hold.
Report > Employee Active / Inactive History Report
New report to enable use to get information regarding the workers start date and duration of employment.
Sherm Updates
Please remember all the Sherm Updates are located at the Safety for Life Website > Sherm Software > Software Updates and communicate relevant changes to your work groups.
Stay happy, healthy and free 😊
