Resource Center

On the left navigation pane of Safety 360 Elite you will find the Project Control portal as shown below. From the main page click the “Scope of Work” button.

Scope of Work is the Rules engine behind Permit To Work (PTW). Here you can build rules for all the activities you want to monitor on Site. These can be applied internally and externally to connected companies.

The Scope of Work register will be empty by default. You can click the + icon shown above to start adding rules.

Scope of Work rules will focus on 2 aspects: Employee Competence Requirements and Checklist Requirements. What do the people that need to perform an activity require in terms of team composition and competence requirements? And when they perform that activity, what checklists do they need to complete?

The building process will start with a unique Scope of Work name (1). Here you will label the activity. You will also link it to Company Scope of Work type from the dropdown menu (2). This builds a profile of what your company does.

Copy From Existing Scope (3) allows you to make copies of Scopes you have already built. Once you are happy with input, click “Add” to finalise.

Scope of Work – Dashboard

You will now be taken to the Scope of Work Dashboard. This will show you Scope details (1), which you can update at any time, as well as the Scope Requirements (2) and Scope Checklist (3) sections. Here you can find the Scope History log (4) all changes and updates store here.

Scope of Work – Dashboard – Details

The details section will display Scope Name, Minimum Team Size and Scope Type. Here you can also edit these details (1) as well as Archive the entire Scope (2).

Any changes made will display in the History log.

The message above is displayed on Scope Dashboard. This will affect Internal and External Permits. The Permit Controller would need to refresh permit to reaffirm compliance.

Scope of Work – Dashboard – Scope Requirements

Scope Requirements manages Training, Compliance and Appointment requirements of the users on Site. In Slide 38 we added a min Team Size. These Scope Requirements would be applicable to ALL team members.

To start, click the + Icon shown above. This will open the Add Requirement Group box.

Scopes of Work Requirements uses Groups to differentiate between sets of Requirements. Each Group can have multiple different files. Groups have an AND relationship and different Files have an OR relationship. The first step would be creating a Group, giving it a Description (1) setting if Dependent Group (2) exists, if yes which Group. This is also where you set to how many members of the Team this group is applicable too (3).

For our Example we will make Group 1: Medicals, Required by ALL Members. Once completed click Add.

Now you will see the created Group (with CHARCOAL color). There you will find the following options.

For our example, we will add Entry Medicals and Annual Medicals as File Types.

Adding Files (Requirements) to the Group will open a box where you can search for desired file Type. 

Once you have added all the Files (Requirements) to the Group they will show below Group Heading.

Group heading in color with Management option, all the Files (Requirements) listed below. You can click the Trash Icon to remove a specific File (Requirement).

You can now repeat these steps to add more Groups. These Groups can include Drivers Licences, Training and Competence (Risk Assessor/First Aider/SHE Rep/Incident Investigator/SASTRAC/SAMTRAC etc) as well as Appointment Documents.

A completed Scope of Work should look something like this.

Here we have multiple Groups covering all our Requirements. These Files (Requirements) can also include Appointment Letters.

Scope of Work – Dashboard – Scope Checklists

Scope Checklists are used to specify which Checklists are mandatory for this Job Type (Scope of Work) You can add any of your created and approved Checklists here.

To start, click the + icon shown above. This will open the Link a Checklist box shown below. From here simply click the Checklist you want to include in this Scope.

Scope of Work – Dashboard – History

The History log will capture any updates, changes, removals and additions to the Scope of Work Dashboard. These entries contain User who made changes, what was changed as well as when it was changes.

Once you have built all your Rules, the Register will look something like this.

You can click any Line Item to open Scope of Work Dashboard.