What is it?

The ability to create SPIs based on data not already being collected in Baldwin.

Who can create/manage manually entered SPIs?

Any user who is a Form Owner can manage manually entered SPIs.

How can these SPIs be created/managed?

Manually Entered SPIs can be created in the Safety Performance Management (SPM) feature.

Select Safety Performance under the Reports section.

Select the Safety Performance Indicators tab.

Select +New Manually Entered SPI.

Here you can name the SPI, set caution and warning levels, and add data entries.

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.
• Entries: Here you can manually enter the data that will appear on the 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.