Accessing the Safety module
We will explain the differences for the Safety module from two perspectives, the end user perspective, selecting and submitting reports and the Safety Manager perspective of reviewing and processing reports.
For an end user:
Having selected the Safety module on the left sidebar, the Safety Dashboard will be displayed by default. The Dashboard includes:
- Configurable widgets which can be activated / deactivated using the ‘Show Settings’ button.
- Drag and drop functionality to relocate widgets, creating a customizable view.
The Dashboard also incorporates the ‘My Tasks’ area, making it quick and clear for users to understand what they need to be doing.
In addition to the Dashboard tab, there are other tabs visible at the top of the page:
- My cases
- My drafts
These were formerly buttons in Centrik 4.
A key difference is that tabs no longer represent subsystems. If users have access to more than one subsystem, these will now appear as subheadings in the left side bar. By default, they are hidden, but can be revealed by selecting the arrow down indicator.
Starting a new safety report
It is now possible to start a new safety report from the Safety Dashboard, and from the ‘My cases’ tab.
In addition, the Safety Dashboard offers a new ‘frequently used’ feature, allowing users to select and start the intended report, with fewer clicks.
Navigation
When a report is started, you will notice that although the general functionality and layout is similar, there are obvious visual improvements and better use of screen space and navigation.
Phases are now displayed horizontally on the right (instead of across the top) and offer more granularity.
You can see that within each phase, there are subheadings representing sections within the report. Each section can be selected, making it simple to navigate directly to the appropriate area.
Symbols and hover prompts have also been introduced to enhance clarity and usability.
Completing a safety report
Fields linked to hierarchies can now be modified by clicking anywhere (on the box), where previously in Centrik 4, the specific arrow indicator (play button) had to be selected. This functionality change is not limited to the Safety module only, however it’s common place to find hierarchy type fields.
Further examples of improved explanations / instructions can be found during the process of completing a report, for example fields such as ‘Last departure point’ and ‘Planned destination’ will now present an icon and text response (No match found), instead of relying solely on meaning through colours.
SAF#06
The ‘Attachments’ section now appears before the ‘Finish and Submit’ section and the ‘Save Draft’ button has been moved to a more logical position, formerly at the top of the page in Centrik 4.
There are clearer, centralized system prompts when an important action takes place, for example clicking ‘Submit’ or ‘Save Draft’.
For Safety Managers:
Users with ‘See Cases’ and ‘Manage Cases’ access rights will have access to more functionality in the Safety module and will therefore see additional screens / features.
There are more tabs to consider for Safety managers, for example access to Heatmap and KPIs, which were formerly buttons, are now more accessible as tabs.
Viewing all cases (Cases, My Cases, Inbox, MORs, SIRAs)
Viewing cases now has a more consolidated view, with everything included in a single location, within the ‘Cases’ tab.
Using the dropdown, users can still view specific types of cases, for 'Cases', 'My Cases', ‘Inbox’, ‘MOR’s’ and ‘SIRAs’ (these are the SIRAs created within the reporting module). This removes the need to have separate individual buttons.
The ‘Cases’ tab also offers enhanced filtering – through ‘Show filters’. Previously, it was only possible to filter the ‘All Cases’ page, but now it’s possible to filter any of the views.
Furthermore, the filter options are more organized in logical sections.
Classify Risk phase
Similar to the Capture phase, navigation is easier and offers greater granularity. Beneath the Classify Risk heading, there are interactive subheadings representing each section of the phase.
When it comes to choosing the appropriate Event Risk Classification, the process has been simplified. Safety Managers can click directly on the editable area and make the selections for the ‘Most Credible Outcome’ and the ‘Effectiveness of Barriers’ in one transaction, to determine an immediate risk score.
It’s important to highlight that access to the full risk matrix definitions are still available (view definitions), but the overall process should mean less ‘clicks’.
Activating optional phases, such as ‘Investigate’ and ‘Act’ now happens on the right. The option to add phases is clearer with appropriate add buttons. Before, the only way to know if a phase was active / inactive was by colour.
Side by Side Case view:
A new feature utilised only in Centrik 5 provides the ability to create a side by side view within a Safety case. This dynamic feature allows an individual with the necessary access rights to view different phases of a case in a side by side view by using a Pin icon.
Selecting a pin for the relevant phase, this saves valuable time when assessing a case.
Safety Feedback via email:
Providing feedback to individuals after they have submitted a safety case is vital in keeping an open communication channel to staff or teams. This feedback can assist an organisation in improving the quality of the reports that they receive.
Centrik 5 allows for the creation of feedback templates that can be used during the Close phase of a safety case. By introducing a new panel Safety Managers can send feedback to a user, or users that relates specifically to a report that they have raised.
If you want to check out the high level details mentioned above then click the video to view.