Classify Risk
As long as the Safety Manager has all of the information required for this incident they are able to classify this particular case.
1. Clicking on the Classify Risk area will move you into the Classify Risk phase.
2. Clicking on the ‘Edit’ button allows the Safety Manager to categorise and classify the case as follows.
Assessment result – This area will be populated with an ERC score when the case has been assessed.
Org/Department – Contains details of the organisation and department that submitted the report.
Categories – These areas can be configured by Centrik, it is these categories that enable the analysis and reporting functions of Centrik. These are individual to each Centrik site but usually contain item such as Fleet, Location, Risk Category and Human Factors. If enabled there can also be a link to an organisations Risk Register.
MOR Classification – This is the area where a Safety Manager can decide if this is a Mandatory Occurrence Report (MOR) and is therefore reportable to the Regulator or not an MOR, therefore not reportable to the Regulator.
If selected as an ‘MOR’ Centrik flags this safety case and starts the timeframes associated with reporting MORs, 72hours to report an incident, 30 days to investigate and 90 days to close this safety case.
Events (if configured) – Provides the ability to select the event type that is related to this case.
Classify Risk – Provides the ability to classify the risk of this incident and provide it with an ERC score, the ERC score is driven from the ARMS methodology configured to each Centrik site.
There is also the ability to add in any attachments, add a Risk Assessment related to this safety incident (if you have sufficient access rights to do so), add additional comments and add in any feedback through the available buttons.
Additional buttons are available to Safety Managers at the bottom of the page.
Delete Entire Case – Deletes this safety case.
Clicking on the ‘Delete Entire Case’ button will delete this case, there will be a system prompt to ask you if you wish to delete this case. Clicking on ‘OK’ will delete the case
Publishing Safety Reports
Publish – The ability to publish this safety case, if a case is assessed as an MOR this button will be ‘orange’ in colour. For non-MOR cases it will be ‘grey’ in colour.
1. Click on the ‘Publish’ button, this displays the narrative of the safety case (copied from the description box within the capture phase).
There are selectable areas for the Investigation Actions and Investigation Findings as well as an area for Safety Managers comments to be entered.
These areas can be expanded / collapsed by clicking on the arrow next to the appropriate heading.
Within the Investigation Actions and the Investigation Findings areas there are two text boxes.
Internal – the investigation written from an internal perspective.
To be Published – This is the area that is published to the Regulators, you can remove any names for confidentiality reasons from this report
You are able to copy the internal notes to the To Be Published area via the 'Copy All' button, you are also able to free type or copy all and make slight adjustments in the To Be Published section, such as removing any names.
To Copy all data
1. Click on the Investigation Actions area to expand it.
2. Click on the ‘Copy All’ button
3. Click on the ‘OK’ in the on-screen prompt this will copy the information across to the ‘to be published’ area)
To copy and amend data
1. Click on the Investigation Actions area to expand it.
2. Click on the ‘Copy All’ button
3. Click on the ‘OK’ in the on-screen prompt this will copy the information across to the ‘to be published’ area)
4. Click on the ‘Edit’ button.
5. Make the amendments required.
6. Click on the ‘Save’ button
Follow the same process for the investigation findings area. Alternatively you are able to type without copying the information by simply clicking on the ‘Edit’ button, entering the required information and clicking on the ‘Save’ button.
The Safety Manager can also enter in comments under the Safety Manager Comments area by clicking on the ‘Edit’ button, entering any required information and clicking on the ‘Save’ button.
There is also an Export function where this case can be downloaded or sent as E-mail.
Publishing the case
You can publish the case at any stage from classify onwards. If you have completed the investigation phase and any additional phases it will contain more detailed information.
1. Click on the ‘Publish’ button.
2. Click on the ‘Publish Case’ button.
If you have amended any information to be published from the investigation phase a warning box will make you aware of this.
3. Click on the ‘Continue’ button.
4. You now have the ability to select which Regulator you would like to publish your case to, simply click on the checkbox next to their name (if a Regulator does not appear please contact Centrik)
As well as selecting a Regulator you can choose to publish to Centrik Contacts (those individuals who are within your Contacts module) and External Contacts (those individuals not within your contacts module). When selecting a checkbox there is a preview message provided
5. Once all the checkboxes required are selected under the Report Status area there is an option to select ‘Open’ or ‘Closed’ check box, this denotes the status of the safety case (‘Open’ the case is still being investigated or ‘Closed’ the case has been closed)
6. Once all areas have been completed clicking the ‘Publish Case’ button will publish this case to those selected via the checkbox
Merge Safety Reports
The ability to merge this case to another safety case. There will be occasions where more than one individual submits a safety report that relates to the same incident, event or occurrence. In this instance it is necessary to merge these reports into the same safety case. If the events occurred at a different date and or time or a different aircraft, then they aren’t the same incident and should not be merged.
To merge a case with another case.
1. Click on the ‘Merge’ button.
2. From the Created in the past.. area, select from the dropdown list when the report to be merged with was created
3. From the Containing this in the Case Number or Title area, enter a case number or title in the search box and click on the ‘Search’ button
4. From the case(s) found dropdown, select the case from the dropdowns available.
5. Click on the ‘Merge’ button.
Once the case has been found clicking on the ‘Merge’ button will merge these cases together.
Move – The ability to move this safety case to another sub-system (the same report type needs to be available in the sub-system that you want to move this case to).
Clicking on the ‘Move’ button will display the additional sub-systems that are available to move this case into. Simply select the appropriate one from the dropdown list and then click on the ‘Move’ button.
Delegate a Safety Case
The ability to delegate this safety case to another individual. It is possible to delegate a safety case at various points throughout the phases.
Within the classify phase you have the ability to delegate the entire case to another individual or just the investigation phase.
Delegate the entire case.
1. Click on the ‘Delegate’ button.
2. Enter in the Name or Role for delegation and the reason for delegating this case (additional individuals can be added using the ‘+Add’ button)
3. Click on the ‘Save and Notify’ button
Delegate the Investigate phase
1. Enter in the Name or Role for delegation and the reason for delegating this case (additional individuals can be added using the ‘+Add’ button)
2. Click on the ‘Save and Notify’ button
Information on who the case is delegated to will be displayed and individuals notified by Centrik.
Clicking on the ‘Save’ button at the bottom of the classify phase completes this phase.