TRMS Release v1.3.0.3

What’s new in TRMS 1.3.0.3

The following is a full list of features that were implemented in TRMS 1.3.0.3

Remove Job Step Dates.

We have added a global configuration setting to define whether to show/hide the ‘Date’ attribute of a Job Step. We added a new option under “Admin -> System Settings” for “Display Job-Step Dates”. This toggles whether the Date is shown in a Job Step header/title on the following screens:

• Task Risk List
• Task Risk Edit
• Task Risk Print
• Task Risk Print (One Matrix)

Archive and Delete of Risk Assessments.

We have updated the system so that a TRMS instance can be configured to allow Archiving and/or Deletion of RAs. This involved creating the following “Admin -> System Settings” and applying the selections to the appropriate screens:

• Allow Archiving of Risk Assessments
• Allow Deletion of Risk Assessments

Delete

• When “Allow Deletion of Risk Assessments” is turned off, the “Delete” button on the RA “Edit” screen is hidden.

Archive

• RA List
  • New “Include Archived” checkbox added to filter section, turned off by default.
    • NOTE: This filter will only be available if there are any Archived RAs in the system.
    • In the event that Archiving was allowed for a period and then turned off, the filter will still appear to allow viewing of previously Archived RAs.
  • Archived RAs have been configured to display as grey rows instead of the existing blue.
• RA Edit
  • When “Allow Archiving of Risk Assessments” is turned off, the “Archive”/”Unarchive” button on the RA “Edit” screen is hidden.
  • When opening the Edit screen, if the RA is currently unarchived, the button label will display as “Archive”.
    • However, if the RA is archived, the button label will display as “Unarchive”.
  • Clicking the button, regardless of the label will open a confirmation screen (consistent with the existing “Delete” method) to give the User details of what they’re Archiving/Unarchiving and getting them to confirm before proceeding.
• PTW – Permit Edit
  • The list of RAs displayed in the RA dropdown on the Permit will exclude Archived RAs.
  • In the event that an RA already linked to a Permit is subsequently Archived, it should still appear linked and in the dropdown in the Permit.

Auto Expand Risk Assessments on Edit.

A request was made to enable automatic expansion of a risk assessment when it is edited. We have updated the system accordingly, allowing a TRMS instance to be configured so that when editing a risk assessment, all subsections will be expanded and visible upon opening.

This involved creating the following “Admin -> System Setting” and applying the selections to the RA Edit screen:

• Auto-Expand Risk Assessments on Edit

When enabled, all Job Steps and Hazards appear expanded when initially opening the Edit screen.

Allow Job Step Reordering.

We have now updated the system to allow the User to change the order of Job Steps within a Risk Assessment. We have added a new button labelled “Order” to the RA Edit screen.

Clicking this displays a new screen allowing drag/drop of the RA Job Steps to define the new order.

Once set, the Job Step Ordering is applied to the following screens:

• Task Risk List
• Task Risk Edit
• Task Risk Print
• Task Risk Print (One Matrix)
• Task Risk Print (Summary)

Remove Risk Matrix from RA creation screen.

We have now enabled the functionality to allow hiding/removing the Matrix (and associated dropdown) from the initial Risk Assessment creation screen.

In the event that the Risk Matrix is not shown, the RA will default to use the first Matrix from the available list. This can then be changed on the Edit screen after the RA has been created.

What happens if I have multiple matrices defined in my TRMS system?

• Instance has 1 Matrix defined
  • RA Create screen
    • No mention of the Matrix needed as there is only 1 option and it will be used
• Instance has multiple Matrices defined
  • Added a flag to the “Admin -> Matrix -> Edit” screen for “Set as Default Matrix”.
  • This allows for 1 Matrix in the instance to be flagged as the Default.
  • RA Create screen
    • If a Default has been defined:
      • Matrix name displayed as this Default selection, read-only, suffixed with “(Default)”.
    • If no Default has been defined:
      • Matrix name displayed as the latest created, read-only, suffixed with “(Latest)”.
      • Also added a note to inform the User that if this is not the correct Matrix, set the required Default via Admin e.g.
        • If this is not the correct Matrix, please set the required Default via Admin. Alternatively, you can change the Matrix after the RA has been created.

Only allow creation of a permit when an RA is fully scored.

A request was made to prevent the Creation of Permits from a Risk Assessment on which Job-Steps have Hazards where the Initial or Residual matrices haven’t had a value defined. On the PTW side, the Risk Assessment dropdown will not contain RAs unless they are Full-Scored/Complete.

We have added a global setting for “Only Completed & Fully-Scored Risk Assessments can be used to Create Permits”.

When the above setting is enabled, the “Create Permit” button doesn’t show against an RA on both the List and the Edit screens.

PTW updated so that when the setting is enabled, the RA List for the Area/Location doesn’t include non-Fully-Scored/Complete RAs (unless already saved against the Permit).

Job Steps to be set up with Default Hazards.

Allow configuring of ‘master’ Job Steps with default child Hazards, which can then be selected and assigned to RAs. This therefore allows for RAs to be set up with Job Steps without having to manually create them and assign Hazards each time a new one is raised.

• Admin -> Job Steps
  • Functionality consistent with existing Admin screens e.g.
    • Add/Edit/Delete Buttons
    • Column-Ordering
    • Unique names
    • NOTE: “In Use” will always read as “No” due to the wat we use the Job-Steps in a RA i.e. details are copied rather than directly linked
  • Edit screen allows for input of the Job Step name and selection of the associated Hazards
    • At least 1 Hazard is required to be selected before saving
• Risk Assessment -> Edit
  • Original “Add” button renamed as “Add Custom”
    • This allows the User to create a one-off, bespoke Job Step specific to the RA without it being added to the Master Job Step list
  • New “Select Existing” button added
    • This provides a checkbox list of the Master Job Steps which can then be assigned to the RA, along with all underlying Hazards, etc.
    • A button for “Create New Job Step” is available for Users with the appropriate rights
    • This then allows for a new Master Job Step to be created, as well as new Hazards, Effects, Controls, etc.

Add permit details on the PDF print out for a Risk Assessment.

We have updated the system so that all prints, either displayed in TRMS or sent to PTW, now include the “Connected Permit” if there is one. If the RA has no connected Permit, the print looks as it did before, with no row for that data.

The following is a list of enhancements that were implemented in TRMS 1.3.0.3. The list includes bug fixes and new functionality.

• TRM-108 – Method Statement creation and association inside TRMS
• TRM-162 – Only allow Create Permit Button on a Fully-Scored/Completed TRA
• TRM-161 – Removing Risk Matrix from TRA creation screen
• TRM-163 – PTW/TRMS Sites and Areas Mapping
• TRM-157 – Allow Job Step Reordering
• TRM-154 – Remove Job Step Dates
• TRM-164 – Job Steps to be set up in Admin with default Hazards
• TRM-156 – Auto-Expand TRA on Edit
• TRM-155 – Archiving of TRA’s – Remove Deletion
• TRM-175 – Summary and Full PTW PDFs Revision Numbers
• TRM-174 – Method Statement and Delete Risk Assessment checkboxes
• TRM-173 – Each Job Step must be marked as a Significant Risk to appear in the RA when creating a new MS. This is not very clear from the UI
• TRM-172 – Investigate Connected Permit character max length
• TRM-166 – Error when cancel button is used in Admin – Job Step Creation
• TRM-171 – Add permit details on the header of the PDF that goes to PTW from TRMS
• TRM-168 – When an RA is connected to a permit, updates are permitted without needing risk scores in place.
• TRM-170 – Clarification is needed on the effect of enabling the “Show Risk Matrix on Risk Assessment Creation screen” checkbox in the Risk Assessment Creation screen within Admin/System Settings.
• TRM-163 – Technip – PTW/TRMS Sites and Areas Mapping
• TRM-169 – Reordering job steps in an RA does not flag the change as an edit
• TRM-167 – The full TRMS PDF sent to the PTW system still contains the dates for job steps.
• TRM-158 – Open PTW button on header menu should always be visible
• TRM-159 – Connected Permit field should show in the Edit RA page as well.

Pisys Update Process

For an overview of our update process please refer to the link below:

https://pisys.co.uk/our-update-process/