How to Create a Classifications SPI
What is it?
The ability to create SPIs based on Classification data being collected in Baldwin.
Who can create/manage Classifications SPIs?
Any user who is a Form Owner can manage Classifications SPIs.
How can these SPIs be created/managed?
A Classification SPI can be created in the Safety Performance Management (SPM) feature.
Select Safety Performance under Reports
Select the Safety Performance Indicators tab.
Select +New Submission Classification SPI.
Here you can name the SPI, set caution and warning levels, and select the associated Classification.
Complete the following fields to create the SPI:
- Title: Display name for SPI
- Published?:
- Toggle "Yes" to allow SPI to appear on the Quick Risk Safety Profile (QRSP)
- Toggle "No" to not have the SPI on the QRSP
- Caution & Warning Levels: (optional)
- Indicates the level of criticality for exceeding thresholds.
- The system monitors these safety indicators within the organization. Should the monthly value exceed the set thresholds, form owners will receive a monthly notification of these exceedances.
- Note: Setting a warning level lower than a caution level means an exceedance happens when the monthly value is too low.
- For example: An organization has a safety objective to have an average of 20 submissions per month. To monitor this objective, they would create a submission activity SPI, set the Caution Level to 15 and the Warning Level to 10. Form owner receives the monthly notification alerting them that they are below their goal.
- Caution Level: Set a desired caution level to appear on the SPI graph. This will appear yellow on SPI gauge/graph.
- Warning Level: Set a warning level to appear on the SPI graph. This will appear red on SPI gauge/graph.
- Classifications: Here you can select which Classification you want to track on your SPI graph.
After entering all relevant information, click Save. You can then view your SPI as a graph in the SPI tab.
The SPI can now be tied to a Safety Objective or to keep as a monitoring SPI, leave as is.
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