Heatmap & KPIs - In the same way as the Safety module this area houses the ability to view a heatmap and view / create KPIs for reporting.
If a single AOC it will sow the organisation values as a whole. If your site has multiple AOCs or departments the analysis will only be for that specific sub-system. An overall organisation ‘Tab’ is created that holds this information for an organisational perspective.
Heatmap
In the same way as the Safety module houses the ability to view a heatmap and view / create KPIs for reporting.
If a single AOC it will sow the organisation values as a whole. If your site has multiple AOCs or departments the analysis will only be for that specific sub-system. An overall organisation ‘Tab’ is created that holds this information from an organisational perspective.
Clicking on the Heatmap displays the results based on any findings and the categories that are used during initial raising of the finding.
These areas are expandable by clicking on the arrows next to the name.
Highlighted ’R’ meaning a Repeat finding
The heatmap can be filtered using the top tool bar area
The heatmap can be configured using the Configure Matrix area
KPIs
Clicking on the KPI button directs you to the KPI landing page.
Within this page you can create a template, a collection of reports grouped together that can be generated at the click of a button or a One-off report.
Creating a Template
1. Click on the ‘+ New Template’ button
2. Put a number indicator in the Number box (this can be alpha numerical, numerical, or alphabetic and will determine where it sits in the KPI landing page) and a Name of your template in the Name box, the description box is optional
3. When completed, click on the ‘Save’ button
Once this is done you are able to select two different types of reports.
‘+ Add New Classic Item’ – This allows you to add in a report that contains predefined values within it, these are fixed lists within the classic style.
7. Select the KPI from the dropdown list available.
8. Select the granularity.
9. Select the From Date
10. Select the To Date
11. You can give your reporting output a title if required
12. Click on the ‘Save’ button
Once a KPIs selected alongside the granularity you are provided with further options.
Chart Set-Up
Show As - How you want your data presented, a bar chart or a line chart
Totals – Clicking this box will allow the chart to display a total per column depending on the selection made
Filter - This area allows you to filter your results by adding in specific filters.
Breakdown - The ability to select from a dropdown list to further interrogate the data
'+ Flex Report'
Unlike the classic report the flex report contains no predefined reports, it is therefore possible to create your own report depending on how you configure it.
Chart set-up
Report on – Finding, Audit, Actions, References (Choose what you are reporting on)
With – Selectable options that change depending on the selection made in the Report On box
a ‘Report on’ value will enable the ‘with’ box, this will display the useable selections available in the dropdown box
From Date – To Date - Allows you to select a time value, within the previous.
Bar chart - The type of chart you wish to create
Split or Comp. – Split, If the bar chart is split to show two totals, Comp, If the bar chart is side by side as a comparison
Value – Count, the number & Score, the score
Axis - What value to select on the Axis line
Show - What value you want displayed plus a check box to ‘Show All’
With - The ability for multiple categories to be split equally or count as double
Filter
Filter by - Filter through various options including category items, …and
Refine your search by adding in additional filters.
Once all areas have been completed (or a selection of areas) the ‘Update Chart’ button is used to generate the chart.
Reference Values
Within the KPI area is a button titled ‘References’
Within this area you can create your own reference values that sit outside of the categories within Safety. Once created you are able to pull reports for these. The entry for these values once created is a manual process.
Setting up references
1. Click on the ‘References’ button, this will open the reference values area.
2. The reference headings are created within the ‘Define References’ button, click on the ‘Define References’ button
You are able to edit existing reference headings by clicking on the ‘Edit button’, making any necessary changes and clicking on the ‘Save’ button
3. To add a new reference title, click on the ‘Add’ button
4. Input both the singular and Plural for the title
5. Click on the ‘Save’ button.
As in other modules the double ended lines allow you to move the order of the references. A standard value can be set within this area.
Once the references have been defined you can go back to the references landing page and start inputting any values required.
1. From the KPI page click on the ‘References’ button
There is an ‘overall’ classification within this page, if set to overall Centrik will use these vales as an overall value for your organisation. If you have a multi organisation and multi-AOC and want to split out these values per organisation or AOC, then clicking on the ‘overall’ word for each reference will open a screen allowing this reference value to be split via a ‘Break down’ button (A warning box will be displayed).
Proceeding to click on the ‘Break Down’ button will give you the ability to split between organisations.
Adding in reference values
1. Click on the ‘Edit’ button, enabling the area to which values can be entered into each box.
2. Enter in the numerical values for each month where required.
3. Click on the ‘Save’ button.
When values have been entered you are able to pull reports on these by using the ‘References’ selection in the KPI breakdown.
When you have created several reports they will be saved within your template.
On the overview screen of the templates the ‘details’ button will show which reports are used within this template. The ‘use’ button will allow you to use this template and pull up the reports it contains.
Consolidated Schedule – The ability to see the schedule for all audits within that tab as an overview summary
Coverage Reporting – The ability to view and download regulations and where they have been referenced against in different audits
Further details can be viewed by clicking on the ‘Show’ button
IOSA Reporting – The ability to view and download IOSA reporting areas and where they have been used across audits
Further details can be viewed by clicking on the ‘Show’ button
Regulations – The ability to view and search for Regulations (if subscribed to)
Actions – Any actions that are created from audits within this area