⚠️ Note: The Occupational Safety function will undergo functional and visual updates in the coming months. Please check the release notes regularly to stay up to date.
🔍 Contents
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Why this topic matters
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Prerequisites
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Step-by-step: Using the Occupational Safety KPI
1️⃣ Understanding the detail view
2️⃣ Entering KPI values
3️⃣ Reporting a deviation
4️⃣ Defining non-working days -
Tips & Best Practices
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FAQ
📌 Why This Topic Matters
The Occupational Safety KPI provides transparency on safety-related incidents and helps teams identify risks early and implement preventive measures.
ℹ️ Note: This KPI is predefined in the system, available in multiple languages, and can be used in all safety-relevant teams.
✅ Prerequisites
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🔐 Permission: Team membership in the respective team to record values
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📘 Knowledge of internal company safety processes
🛠️ Step-by-Step: Using the Occupational Safety KPI
1️⃣ Understanding the Detail View
In the detail view, you’ll find:
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📅 Month navigator
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🔲 Safety cross (current month)
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🧮 Counter “Accident-free since (days)”
Color logic of the safety cross:
| Color | Meaning |
|---|---|
| 🟥 Red | Accident reported |
| 🟨 Yellow | Near miss |
| 🟩 Green | Accident-free |
| ⬜ Gray | Non-working day |
📸 Screenshot: Safety cross
2️⃣ Entering KPI Values
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Click on the desired date in the safety cross.
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Select the status:
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🟩 Green = Accident-free
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🟨 Yellow = Near miss (reason required)
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🟥 Red = Accident (reason required)
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⬜ Gray = Non-working day
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ℹ️ Note: Yellow and red statuses cannot be saved without a reason.
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Save the entry.
📸 Screenshot: Input form with reason field activated
3️⃣ Reporting a Deviation
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After entering a reason, the “Deviation” button appears.
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Click it – the reason will automatically be used as the deviation title.
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Confirm creation.
✨ Tip: Use this feature before the shop floor meeting for quick incident documentation.
4️⃣ Defining Non-Working Days
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Open the KPI editor in system administration.
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In the Occupational Safety tab, define which weekdays are non-working by default (e.g., Saturday, Sunday).
ℹ️ Note: Changes only apply to future calendar days.
✨ Tips & Best Practices
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Use the KPI as an early indicator for necessary safety measures.
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⚠️ Ensure all incidents are recorded promptly and completely.
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💡 Link the KPI to the PDCA cycle to systematically eliminate safety issues.
❓ FAQ
Can I enter past accidents retroactively?
→ Yes, any calendar day in the safety cross can be edited retrospectively.
What happens if I don’t provide a reason?
→ Yellow or red statuses cannot be saved without a reason.
Who can change non-working days?
→ Only system administrators with access to the KPI editor.