by dsawyers

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Compliance 3 0 Roadmap.pptx

Published Oct 8, 2013 in
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Presentation Slides & Transcript

Presentation Slides & Transcript

geoforce: Geoforce Compliance 3.0Let customers define and manage Compliance PoliciesRule-based Compliance PoliciesClear audit trail of any changes madeDirect support for different compliance roles: Operations: anyone that needs compliance infoCompliance Administrators: responsible for defining compliance policiesCompliance Personnel: responsible for maintaining equipment compliance and for maintaining compliance documentationSimple, fast user experience for all users

Compliance 3.0 Roles

Compliance 3.0 Roles

Compliance 3.0 Roles: Compliance AdminCompliance Admin is responsible for Defining Compliance PoliciesManaging transition to new Compliance PoliciesReviewing audit trail of Policy changes as needed

Compliance 3.0 Roles: Compliance AdminDefining Compliance PoliciesA Compliance Policy is a collection of rules like “All [Baskets] must have a [Lift Test] every [2 years]”where[Baskets] is an Asset Group[Lift Test] is a Certification Requirement[2 years] is a Validity Period

Compliance 3.0 Roles: Compliance AdminDefining Compliance PoliciesA Compliance Policy may be in one of several states as it moves from concept to reality to retirementOnly one Policy may be ACTIVE at a time

Compliance 3.0 Roles: Compliance AdminManaging Policy transitionsCompliance Admins may ACTIVATE a new Policy (which deactivates the currently ACTIVE Policy)Before doing so Compliance Admins can view in detail the before / after affects of the Policy change on a Policy Comparison screen

Compliance 3.0 Roles: Compliance AdminReview Policy audit trailCompliance is important for operations and safety and as a result Compliance Policies are important and highly visibleWhen questions inevitably arise about why certain assets are in or out of compliance or when specific Policies came into effect, the Compliance Admin has access to acomplete audit trail of Policy changes

Compliance 3.0 Roles: Compliance OperationsGeoforceCompliance 3.0?

Compliance 3.0 Roles: Compliance OperationsCompliance Ops are responsible for keeping the required amounts of equipment in compliance at all timesView compliance status vs goalsSearch and filter assets’ detailed compliance statusView detailed audit trail of asset compliance history

Compliance 3.0 Roles: Compliance OperationsCompliance Ops can track overall compliance status versus goalsTop line compliance status (numbers and percentages) by asset group and locationDrill-down to view assets in specific asset groups and/or locations with specific compliance certifications or gaps

Compliance 3.0 Roles: Compliance OperationsCompliance Ops can search and filter assets by compliance status, asset group and locationAll assets have both An overall compliance status across all required certifications (OK, WARNING or VIOLATION)A specific compliance status for each individual required certificationFind assets in specific groups at specific locations lacking specificrequired certifications over specific timeframes

Compliance 3.0 Roles: Compliance OperationsCompliance Ops have access to a detailed audit trail ofEach time a test was performed, a certification was updated and by whomCompliance status changed due to pending or expired renewals

Compliance 3.0 Roles: Cert ProcessingGeoforceCompliance 3.0?

Compliance 3.0 Roles: Cert ProcessingCert Processing is responsible for maintaining accurate and up-to-date compliance documentationCompliance 3.0 provides a simple, fast workflow for certification uploads to reduce errors in this critical functionUsers in this role do not have access to Policy setting or overall inventorystatus

Compliance 3.0 Roles: Cert ProcessingGeoforceCompliance 3.0

Compliance 3.0 Roles: Operations PersonnelOperations Personnel require fast access to the latest compliance informationFind assets in specific locations with specific certifications with specific validity periodsQuickly find specific assets by serial numberQuickly find specific certifications by document number

Compliance 3.0 Roles: Cert ProcessingGeoforceCompliance 3.0

Compliance 3.0 Roles: Operations ManagementOperations Management want to ensure that compliance does not impede rental sales or operationsView overall compliance levels over time by location and asset group

Define Compliance Policies: 1 of 3This is a Policy – a collection of Certification Requirements:Asset Type + Certification + Renewal Period

Define Compliance Policies: 2 of 3Policies may be created as copies of existing PoliciesPolicies may be DRAFT, PROPOSED, ACTIVE, INACTIVE or RETIRED:

Define Compliance Policies: 3 of 3All actions on Policies are logged in a comprehensive audit trail:

Define Compliance Policies: 1 of 3Understand the detailed implications of a Compliance Policy before putting it into effectWhat is overall impact of policy on assets’ compliance status?What is impact on, for example, Baskets?What is impact on Baskets in Houma Yard?What is impact on Lift Test status of Baskets in Houma Yard?What is impact on Baskets on Job Sites?

Implement Compliance Policies: 2 of 3

Implement Compliance Policies: 3 of 3View all assets impacted by a proposed Policy change and what specifically would cause the change in compliance status:

Implement Compliance PoliciesCompl