Setup
Introduction
This section describes the setup tasks to be completed before you can work with Risk Assessment in your maintenance department. The Risk Assessment module is used by Managers to create and manage Risk Assessments in EAM-BC to ensure safety for your maintenance workers.
Risk Assessment is used to identify and mitigate the risks involved in carrying out maintenance work on machines and other types of equipment in your company.
When you purchase the Dynaway Safe Work app, the Risk Assessment module is included in the Dynaway Safe Work license. The Safe Work app fully integrates with EAM-BC.
- Prerequisites
You have installed and set up Enterprise Asset Management (EAM-BC) for Business Central.
You have downloaded the Dynaway Safe Work app from Microsoft AppSource.
- Audience
- Sysadmin, Partner Consultant, Risk Assessment Manager, Maintenance Manager
Safe Work Setup
General setup includes setting up a number series for automatic numbering of Risk Assessments and how to handle descriptions on a Risk Assessment record.
- On the Safe Work role center, select Safe Work Setup > Safe Work Setup, or search for "safe work" and select Safe Work Setup. Number series can also be set up from Settings > Assisted setup > Get started with Dynaway Safe Work.
- On the Numbering FastTab > the Risk Assessment Nos. field, select a number series.
- On the Risk Assessment FastTab, select description modes for Hazard Description and Precaution Description, which are used on Risk Assessment records. Refer to the test case "Setting Up Description Mode" below for step-by-step instructions on this part of the setup.
- On the Risk Assessment FastTab, activate the Archive Risk Assessment on Release toggle button if you want to automatically save a version of a Risk Assessment in an archive list each time the Risk Assessment is updated to status "Released".
Setting Up Description Mode
Steps 4
On your role center, search for "safe work".
Select Safe Work Setup in the list.
On the Risk Assessment FastTab, make a selection in the Hazard Description Mode drop-down.
"Allow Changes" - the hazard description is editable.
"Disallow Changes" - the hazard description is not editable.
"Free-Text Only" - hazards will have only descriptions created by the user.
On the Risk Assessment FastTab, make a selection in the Precaution Description Mode drop-down.
"Allow Changes" - the precaution description is editable.
"Disallow Changes" - the precaution description is not editable.
"Free-Text Only" - precautions will have only descriptions created by the user.
Expected
The user can change how hazards and precautions are added to Risk Assessments and decide if descriptions are editable.
Set Up Hazards
Hazards are used for hazard identification and analysis when you create a Risk Assessment. A hazard is any potential damage or harm that may be done to a person or an asset in a work situation. Here a few examples:
- Extreme temperature
- Extreme pressure
- High-voltage equipment
- Equipment malfunction
- Insufficient machine guarding
In EAM-BC, you first set up Hazard Categories, which are types of hazards such as biological or chemical, and then you create the Hazards that should be available when you create a Risk Assessment.
Refer to the test cases below for step-by-step procedures on how to create Hazard Categories and Hazards.
In the screenshots below you see examples of Hazard Categories and Hazards.
Creating a Hazard Category
Steps 4
On your role center, search for "Hazard Categories".
Select Hazard Categories in the list.
Select New in the Ribbon.
Enter data in the Code and Description fields.
Expected
The user can create a hazard category.
Creating a Hazard
Data Requirements
- At least one Hazard Category exists.
Steps 5
On the Safe Work role center, select Risk Assessment > Risk Hazards.
Optional: If you are on another role center, search for and select "Risk Hazards".
In the Risk Hazards list, select New in the ribbon.
Enter data in the Code and Description fields.
Select a Category Code.
Expected
The user can create a risk hazard.
Set Up Risk Calculation
When you work with Risk Assessment, an important part is to identify and calculate the initial risk. In the Safe Work module, we use this formula for risk calculation:
Impact x Probability x Frequency = Initial Risk
The setup includes creating codes for each of the areas
- Impact
- Probability
- Frequency
including assigning a value to each code. The number of codes you set up for each area, and which values you assign, depend on how you work with Risk Assessment in your company.
The screenshot below shows a Risk Matrix with calculation examples.
Risk Impact
Impact defines the consequences of a risk event. You can measure impact in different areas, for example
- Cost
- Time
- Quality
Refer to the test case below for a step-by-step procedure on how to create Impact codes to be used for risk calculation.
The screenshot below shows an example of Impact codes based on costs.
Creating Risk Impact
Steps 4
On your role center, search for and select "Risk Impacts".
In the Risk Impacts list, select New in the Ribbon.
Enter data in the Code and Description fields.
Enter a number in the Value field.
Expected
The user can create a risk impact.
Risk Probability
Probability defines the likelihood of a risk event occurring, for example
- Low
- Moderate
- High
Refer to the test case below for a step-by-step procedure on how to create Probability codes to be used for risk calculation.
Creating Risk Probability
Steps 4
On your role center, search for and select "Risk Probabilities".
In the Risk Probabilities list, select New in the Ribbon.
Enter data in Code and Description fields.
Enter a number in the Value field.
Expected
The user can create a risk probability.
Risk Frequency
Frequency defines how often a risk may occur on average, for example
- 1 / 5
- 1 / 10
- 1 / 100
Refer to the test case below for a step-by-step procedure on how to create Frequency codes to be used for risk calculation.
The screenshot below shows an example of Frequency codes.
Creating Risk Frequency
Steps 4
On your role center, search for and select "Risk Frequencies".
In the Risk Frequencies list, select New in the Ribbon.
Enter data in the Code, Description fields.
Enter a number in the Value field.
Expected
The user can create a risk frequency.
Set Up Precautions
Precautions are steps taken before starting work on a maintenance job, with the purpose of reducing or eliminating hazards in a work area.
Here are a few examples:
- Wear protective equipment
- Remove liquids
- Inspect tank
- Check ventilation
You create the Precautions that should be available for selection on a Risk Assessment.
Refer to the test case below for a step-by-step procedure on how to create Precautions.
In the screenshot below you see examples of Precautions.
Creating a Precaution
Steps 4
On the Safe Work role center, select Risk Assessment > Precautions.
Optional: If you are on another role center, search for and select "Risk Precautions".
In the Risk Precautions list, select New in the ribbon.
Enter data in the Code and Description fields.
Expected
The user can create a risk precaution.