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Pulse Release Documentation



Release Note ID

31372

Pulse Service Centre Number
Module

Human Resources Module

Component

Work Health and Safety

Date

 

TypeEnhancement

Module

Human Resources Module  -  Work Health and Safety

Menu Selection

Vantage    Human Resources → Health & Safety → Setup → Monthly Statistics Report(new)

Release Note Details

Import Contractor Hours: 

  • The first step of monthly statistics.
  • The system can import the contractor hours and number of contractors from a CSV file. The imported details will be used in the monthly statistics calculation.
  • A popup screen will be displayed when the active link "Import Contractor" is clicked. 


Delimiter Character                Read only field. 

Contractor import process will only accept a comma separated CSV file.

Nb of header lines                 The number of the header lines in the CSV file that will be skipped.

From Default Location           Default file location and name is configured in system option UT 37/38 and HS 97.

When the check box is ticked, the system will import the CSV file from default location.

This option will not be displayed if HS 97 is not set.

Select/Drop File                      When "From Default Location" is not checked, the file selector will be visible and allows selecting/dropping a file from PC.


Notes:

  • The contractor import process can be submitted as a batch job in Pulse Classic System (Import Contractor Hours - OHS). Menu: HSYMSEXT
  • Once the file has been successfully imported, the file is saved in the system and will be used in the MSR
  • If the same file is imported multiple times, the system will read and use the latest one


Review Site Data

  • The second step of monthly statistics.
  • The "Review Site Data" link will only be active when the OHS site code is selected. 
  • The Review Site Data is for selected site and period end. 
  • The selected site data details page will be displayed in a new tab. The page header displays the OHS site and period selected.

Populate Monthly Data

    • System will calculate the monthly data for selected site and period. Once the monthly data has been populated, the user is able to enter the report value for those statistics where the value method is "ENTERED".
    • If the monthly data already exists, the prompt shown below will be displayed. When "OK" is selected, the system will recalculate the monthly data for those statistics that have a value method of "CALCULATED".
    • The statistics calculation might take a few seconds to run. A warning message will be displayed at the top right of the page. 
    • The monthly statistics will not calculate the site data for period end dates in the future. The system returns an error message "Please select a valid month and year prior to today to be populated" which is displayed at the bottom right of the screen.


Edit Site Data

This prompt is used if you need to edit the Site Data for a specific month and site.

Otherwise, you do not need to Review Site Data. By running the Monthly Statistics Report, the system will populate the data by itself.


    • "Add" and "Delete" functions are not allowed.

      Calculated fields                                              Only "Comments" is editable.


      Entered fields > Data Type: INTEGER            "Entered Value" and "Comments" fields are editable


      Entered fields > Data Type: DATE                   "Entered Date Value" and "Comments" fields are editable.


    • The statistic items are defined in the Monthly Statistics Control Maintenance.

How to access to the Monthly Statistics Control Maintenance?

This Maintenance table is now available within the Monthly Statistics Report (New). Therefore, the Monthly Statistics Maintenance Standalone Menu in GUI can be retired.

Classic Monthly Statistics Maintenance menu in GUI - to be retired and no longer used


New Monthly Statistics Control Maintenance screen in Vantage - to access it via the Monthly Statistics Report (New)

For more details on the Monthly Statistics Control Maintenance, please refer to the below Advanced Settings Paragraph.


Submit Monthly Statistics Report

  • The final step of monthly statistics. 
  • The report will be submitted and run on the server from the back end. The system may take few minutes to calculate monthly data and generate the spreadsheet report. The report run times will be very depending on the number of the sites selected for the system to deliver the Monthly Statistics Report via email.  
  • The MSR for the selected month and for the prior 11 months will be automatically updated (re-calculated) based on the current data and if any changes have been made. The user won't need to repopulate the data for each individual month.

Updates to the New Monthly Statistics Report:

    • Monthly Disabling Injury Rate (row 38) = (Lost Time Injuries + Other Disabling Work Injuries)/(Employee Hours Worked + Contractor Hours Worked)
      Previously, only the employees' hours worked were included in the calculation. 
      This has now been updated to include the contractor hours, as well as the employee hours. 
    • The system now reads the actual mine type configuration for the selected OHS site and add the value to the related total sheets in the New Monthly Statistics Report. 
      For example, if the selected OHS site is "Open cut" mine, the new Monthly Statistics Report will populate data for this site and add the values into "OC Totals". 

      Previously in GUI version, when selecting a single site, the mine type would always be defaulted to "Underground" and the site data would be added into "UG Totals" even though that site belonged to an Open Cut Mine.
      Different users could have also had their own settings and allocate sites to either Open or Underground Mines. This has now been removed and all users are sharing the same configuration of Underground and Open Cut Mines. This is to keep consistency across the Organisation. 
    • "MCA Qtr Statistics" worksheet has been moved to the second sheet, due to the reporting tool. 


Site to Report          A drop down OHS sites selection list.

The available OHS sites will be listed.

When site to report is blank, the report will populate all OHS sites that have a Mine Type "Underground Mines" or "Open Cut Mines" assigned to. 

When the single OHS site is selected, the "Review Site Data" Active Link will be enabled.

Month End              Report ending month, where data will be populated in column "M" in the report. 

Year                        Reporting year. The year cannot be future year or earlier than 1900.

Note, the report will not populate the statistics for the future period. The system will default the period end date to the period prior to TODAY if future period is selected.

Output Options      The Vantage standard report option tool. 

Monthly Statistics Report will be generated in Excel Workbook only, regardless the File Type selected


A valid recipient must be selected


The report submit (OK) button will be enabled when a recipient is selected. 



Monthly Statistics Report will be delivered in the email attachment.



Note, the "Mine Type" parameter has been changed to global setup, not per user based. The mine types must be configured the first time the Monthly Statistics Report is run in Vantage. No data will be populated if the mine type list is blank. Mine Type can be configured in Advanced Settings.

Advanced Settings

  • The "Advance Settings" active link is located under the report parameter fields. 
  • A short list of mine type displays below the active link. The mine types must be configured in order to populate the report excel worksheets. No data will be populated if the mine type list is blank.
    Note, in GUI system, the mine type setting is per user based. Mine type is a global setup for monthly statistics reporting in Vantage. Default GUI setting will not be displayed in Vantage version. The mine type must be configured when the Monthly Statistics Report is run for the first time in Vantage.
  • When the Advanced Settings link is clicked, a new tab will display the Monthly Statistics Report configuration options:

System Configurations

  • System Configuration lists all System Options used to run the Monthly Statistics Report
  • These system settings are read only. The settings can be updated in system option maintenance area.


    Refer to Appendix A for a description of the system option usage.

Mine Type

  • Mine Type must be configured to run Monthly Statistics Report.
  • Mine Type details screen will be popped up when "Edit" is clicked. The available OHS sites will be listed and a mine type drop down selector aligned.

N/A                         The monthly statistics will not be populated.

Underground          The monthly statistics will be populated in the site data worksheet.

The monthly statistics will be added to the "UG Totals" in the report.

Open Cut                The monthly statistics will be populated in the site data worksheet .

The monthly statistics will be added to the "OC Totals" in the report.

Absence Pay Codes for Hours Worked

  • This is to define the absence payment codes which will be included/excluded from the calculation of employee hours.
  • The payment code selection screen will popup when "Edit" is clicked.
    Type of List                     Include/Exclude indicator
    Absence Pay Codes      Multi-selector of absence payment codes.

Monthly Statistics Control Maintenance

  • Monthly Statistics Control defines the statistics involved in the calculation process. 
  • The Statistics details page will be displayed within current tab.
  • All the statistics are system defined. "Add" and "Delete" function are not allowed.
  • The statistic label text and comments are editable. 
  • The "Default Last Value" is editable for the ENTERED Statistic.
    If "Default Last Value" is turned on, the system will automatic copy the previous month value to "current" month during the calculation when current month value is blank.    
  • "Populate Default Controls" function will load the system default statistics and will overwrite the customised labels.


No Longer In Use

Standalone Menu to be retired

When the New Monthly Statistics Report has been fully tested and the user is 100% satisfied with the output, the below standalone menus should be retired:

Hours Worked Maintenance

Monthly Statistics Maintenance

These two standalone menus are now available within the New Monthly Statistics Report under Advanced Settings.


System Options to be retired

CodeOptionDescription

Comments

HS62UndrergroundExtra Underground Sites not in the Site List

63

OpencutExtra Opencut Sites not in the Site List
99Site to be excludedSite code to be excluded from the MSR Repopulate option



Setup Details

Vantage menu build process is required once deployed.


APPENDIX A


CodeOptionDescriptionComments
HS

51

FatalityComma separated list of classification codes that are to be reported as fatalities.
56Medical Treatment InjuriesComma separated list of classification codes that are to be reported as Medical Treatment.
57Non Medical Treatment InjuriesComma separated list of classification codes that are to be reported as non-Medical Treatment.
58LTI Days LostComma separated list of classification codes that are to be reported as LTI Days Lost.
59Payment Code for LTIComma separated list of payroll absence codes used when employee is on LTI.
60Injured personComma separated list of ROLE codes that are to be reported as Injured Persons.
61Suitable Duties Pay CodeComma separated list of payroll absence codes used when employee is on suitable duties (restricted).
70Coordinators for Monthly Statistics Report  

Valid payroll number for the monthly Statistics Report.

This coordinator name will be displayed on the top of the "Chief Operating Officer-Report" sheet.

The site coordinator will be displayed in column N of the "Chief Operating Officer-Report" sheet.

74To be excluded from ReportComma separated list of classification codes that are to be excluded from any category.
97Directories for importing contractors

The directories and file name that the contractor hours and number of contractors are stored.

Note, the full path is combined with UT 37/38.



Test Plan 

Test Description

This test is to ensure the Monthly Statistics Report can be submitted and the statistics are calculated in run time in Vantage.

Test Plan Details

#Feature /Test ScenarioExpected ResultsResultsNotes
1

Import contractor Hours:

Click on the "Import Contractor" active link.

Select/drop a file to the file upload area.

Ensure the number of the header line is entered correctly.

Or,

Select to use default file location on server. Ensure the file exists in that location.

The contractor hours and number of contractors are imported.

The imported value should be populated in the report correctly in below testing.

(tick)


2

Advance settings: Mine Types

Click on "Advance Setting" active link.

Click on "Edit" in Mine Type section.

Select correct mine type for each OHS site.

Click "Save" button to save the setting.

The OHS sites are listed in correct Mine Type group on Setting page.

Navigate back to Monthly Statistics Report main page, and the OHS sites are listed in correct Mine Type group.

(tick)
3

Advance settings: Absence Pay Codes for Hours Worked

Click on "Advance Setting" active link.

Click on "Edit" in Absence Pay Codes For Hours Worked section.

Select Include/Exclude in "Type of List" field.

Select the absence codes.

Click "Save" to save the setting.

The selected Type and payment codes are listed correctly.(tick)
4

Advance settings: Monthly Statistics Controls

Click on "Advance Setting" active link.

Click on "Edit" in Monthly Statistics section.

The monthly statistics controls maintenance page is displayed.

Existing settings are listed correctly.

(tick)
Click on "Populate Default Controls".The system default the statistics settings are populated.(tick)
Select one statistic which value method is "ENTERED" and click "Edit" button in Actions column.

The "Default Last Value" can be updated.

(tick)
5

Advance settings

Check all the system options are set correctly.

Current system options settings are displayed correctly.(tick)
6

Review Site Data

Site to Report is blank.

The Review Site Data active link is disabled.

Select one OHS site.

Select a month and year.


The Review Site Data active link is enabled.

The Monthly Statistics Site Data page is displayed in a new tab when click on the link.

The selected OHS site code and period is displayed on top header.

(tick)
Click on "Populate Monthly Data".The statistics are calculated for selected site and period. The imported contractor hours in step 1 is populated.(tick)
Select one "ENTERED" statistic and click on "Edit" icon in Actions column.The value can be entered and saved.(tick)
7

Monthly Statics Report

Select a site to report or blank site for all sites.

Select month and year for the report ending period.

Select recipient in "To" field in Output Options section.

The "OK" button is enabled and can submit the report.

The excel report will be sent to recipient's email address.

The imported contractor hours in step 1 is populated for each period.

The statistics are calculated and updated based on any changes made.

(tick)
8Run Monthly Statistics Report in GUI for same period and sites.

Compare the result with the Vantage version, the statistics should be identical, except the row 38, since the calculation rule has been changed in Vantage.

Monthly Disabling Injury Rate(row 38) = (Lost Time Injuries + Other Disabling Work Injuries)/(Employee Hours Worked + Contractor Hours Worked)

(tick)