Quality, Safety & Risk Module

Overview / Getting Started

Susan Bullington
Quality Manager and SME for OnPoint QSR Module
Management Services Group
Contents
Overview of OnPoint-PMD
Introduction to Q/S/R module
Getting Started
Overview
OnPoint-PMD
Core Capability -- OnPoint PMD
Program Management Dashboard - Analytics
• Provides a set of standard dashboard panels, by module, for program
management.

• Dashboards allow
Program Managers and
supporting staff to
actively manage and
make decisions based on
data

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OnPoint expanded capabilities

Work Order Module Property Module

People Module Quality, Safety & Risk

Module
Procurement Module Bid Board Module

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OnPoint expanded capabilities

Customer Satisfaction eForms Module

Survey Module

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Introduction
Quality/Safety/Risk Module

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Homepage

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Records & Information
Standard Forms
RISK
PREVENTIVE ACTION
CORRECTIVE ACTION
NEAR MISS
OBSERVATION
INSPECTION

AUDIT

Reports

Stored
Data
Dashboards

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Records & Information
Standard Forms
RISK
PREVENTIVE ACTION
CORRECTIVE ACTION
NEAR MISS
OBSERVATION
INSPECTION

AUDIT

Reports

Stored
Data
Dashboards

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Quality Summary Dashboard

• Scheduled Audits by Month & Department

• Audits Completed by Month

• Inspection Activity by Month

• Corrective Action Aging

• Open Corrective Actions by Department

• Open Risks by Department

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Accountability

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Reporting & Stakeholder Communication

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Reporting & Stakeholder Communication

Department Focus Area Name Location Title Status Start Date Completed Date

8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-088 - Active 6/1/2017 6/1/2017
Property Physical Inventory
8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-055 - Active 3/29/2017 3/29/2017
Property Reports
8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-040 - Active 2/8/2017 2/8/2017
Property Closeout/Disposal
8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-021 - Closed 11/28/2016 11/28/2016
Property Relief of Stewardship
8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-038 - Closed 1/31/2017 1/31/2017
Property Receipt/Identification
8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-030 - Closed 1/9/2017 1/9/2017
Property Acquisition
8301 – O&M/Log Ext Audit - Audit - Prop - MM-17-130 - Active 9/27/2017 9/27/2017
Property Utilization

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Reporting & Stakeholder Communication
Quality Summary Dashboard

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Risk Management

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Getting Started

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 Begin with ‘Lookups’

1. Review the ‘Lookups’ related to your Business Organization

Departments can be
a) Department - subordinate hierarchical [parent / child]
organizational entities –
• A means to associate
OnPoint data with cost
centers.
• Must be applied consistently
across all of the records your
program creates in OnPoint.

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Business Org Locations

2. Locations – sites where the

business organization operates

• [Parent] site and, if applicable, sub

[Child] locations within the site such
as buildings or areas

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Business Organization - People

3. Fields where you enter a person’s name will automatically lookup

the Employee list in the People module of OnPoint

• Ensure that program people who may be assigned Quality/Safety/Risk

management Tasks have been set up as Employees in the People module.

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Process-related Lookups

Focus Areas – are the major

processes you will
a) audit to improve their
effectiveness or
b) inspect to verify outputs
(products / services) conform
with AQLs or specifications.
– They are the basis for your audit or
inspection schedule

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Process-related Lookups: Authorizers
People within the Business Organization who have the authority to
Authorizers assign work. This field appears in the Corrective Action and
Preventive Action forms.

Enables the program to Implementers see that they

demonstrate management are authorized and
reviews, approves and responsible for completing the
assigns tasks assigned to them.

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Process-related Lookups: Risk Categories
Risk Categories Types of risks your program needs to identify, prioritize, mitigate
and plan contingencies for.

Default Risk Categories

Budget
Schedule
Human Resources
Compliance
Supplier

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Process-related Lookups: Observation Type

Used to categorize Observations related to a process.

Observation Type
May also be used for other types of observed information.

Examples of Observation Types:

Positive
Negative
Lesson Learned
Opportunity for Improvement Employee
Employee Suggestion
Customer complaint
Non-conformance
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Toolbar

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Add

Opens up a blank form you can fill in and save.

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Remove

Remove is used to delete an item that was created in error or is

not needed, such as a duplicate of a pre-existing item.

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Copy

Copy allows you to copy an item, modify some information

in it, and save it as a new item.

Saves time if an existing item contains a lot of the same

information as the new one you need to create.

You would do this instead of clicking Add.

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List View

List View is the report of all items of a type that have

been created by your Business Org.

There is a standard List View for each type of Form.

You can modify the standard view and save it as a User View.
User Views can display different data as needed for status
tracking and reporting requirements.

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Creating a User View

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Refresh

Refresh updates the information in

the List View.

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Excel Tool

Excel Tool allows you to do

two things:
1. Export the List View to a
spreadsheet.
2. Download an Import
Template. This template
is a special kind of Excel
file that formats your data
so it will upload to
OnPoint.

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Import Template

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Print

Print to hardcopy or to
Adobe .pdf.

Consider how this

feature can be used to
meet reporting
requirements or to
communicate with
people who don’t have
access to OnPoint.

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Add or Remove a Shortcut

Add Shortcut links a

List View to your
homepage. Create
shortcuts for things
you access
frequently.

Remove Shortcut
takes the shortcut
off your
homepage.

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Conclusion

Please send feedback to

[email protected]
Appendix

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Importance of Records Management
• The management and control of documents and records has always
been an explicit requirement in best practice frameworks such as ISO
and CMMI.
• Now in industry and government, Records Management is
increasingly viewed as an important component of an organization’s
Risk Management framework.

Record Life Cycle Phases Generally Accepted Recordkeeping Principles

The Q/S/R module meets records management needs in all three phases of
the records life cycle.
Procedures:
Records Management & Retention Procedure and Records
Retention Schedule - AECOM Global
The Records Retention Schedule identifies the types of project information
considered to be records (includes Quality and Safety).