Implement Safety Inspections

A user can create and manage inspections by navigating through Home > My Client Groups > Health and Safety > Health and Safety page > Inspections. You need to do the required setup to enable users to access the Health and Safety page. For more information about enabling safety inspections and assignment rules, refer to the customer connect post titled Prepare your environments for safety inspections and assignment rules. You can easily search for this post by typing the title directly in the main search bar in Oracle Customer Connect.

Inspections Setup

These are the security related setup steps to complete:
  1. Enable ORA_ASE_SAS_INTEGRATION_ENABLED security Profile. To do this you need to login as a user who has access to the Setup and Maintenance work area. A user with the Application Implementation Consultant or IT Security Manager job role can set the profile value. These are the steps to do so:

    1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.
    2. In the Profile Option Code field enter ORA_ASE_SAS_INTEGRATION_ENABLED and click Search.

    3. The profile option appears in the search results. In the row for the Profile Level column, highlight the Site row and select Yes in the Profile Value field.
    4. Click Save and Close.

  2. Enable Health and Safety landing page by setting the value of the profile optionORA_HNS_HEALTH_AND_SAFETY_LANDING_PAGE_NAV_ICON_ENABLED to Y. A user with the Application Implementation Consultant or IT Security Manager job role can set the profile value by doing these steps:

    1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.
    2. In the Profile Option Code field enter ORA_HNS_HEALTH_AND_SAFETY_LANDING_PAGE_NAV_ICON_ENABLED and click Search.

    3. The profile option appears in the search results. In the row for the Profile Level column, highlight the Site row and select Y in the Profile Value field.
    4. Click Save and Close.

  3. Enable Permission Groups on ORA_HNS_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB by following these steps.

    Note: This is a one-time step.
    1. Log into security console with a user ID having the IT_SECURITY_MANAGER role.
    2. Go to Tools > Security Console > Roles and search for ORA_HNS_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB in the Roles section. Click Edit. Click Enable Permission Groups in the Basic information tab. Click Next till you reach the last step. Click Save and Close. Log out now. This will cause users having the ORA_HNS_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB role to be synced with SAS.
    3. Go to Tools > Security Console > Roles and search for ORA_HNS_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB in the Roles section. Click Edit. Go to Users tab and search for users that need the Safety Inspections functionality. Select and delete the users. Click Next till you reach the last step. Click Save and Close and log out.

    Enable Permission Groups on ORA_GTG_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB by following these steps.

    Note: This is a one-time step.
    1. Log into security console with a user ID having the IT_SECURITY_MANAGER role.
    2. Go to Tools > Security Console > Roles and search for ORA_GTG_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB in the Roles section. Click Edit. Click Enable Permission Groups in the Basic information tab. Click Next till you reach the last step. Click Save and Close. Log out now. This will cause users having the ORA_HNS_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB role to be synced with SAS.
    3. Go to Tools > Security Console > Roles and search for ORA_GTG_ENVIRONMENT_HEALTH_AND_SAFETY_MANAGER_JOB in the Roles section. Click Edit. Go to Users tab and search for users that need the Safety Inspections functionality. Select and delete the users. Click Next till you reach the last step. Click Save and Close and log out.

    Enable Permission Groups on ORA_GTG_RISK_MANAGEMENT_PARTICIPANT_JOB by following these steps.

    Note: This is a one-time step.
    1. Log into security console with a user ID having the IT_SECURITY_MANAGER role.
    2. Go to Tools > Security Console > Roles and search for ORA_GTG_RISK_MANAGEMENT_PARTICIPANT_JOB in the Roles section. Click Edit. Click Enable Permission Groups in the Basic information tab. Click Next till you reach the last step. Click Save and Close. Log out now. This will cause users having the ORA_GTG_RISK_MANAGEMENT_PARTICIPANT_JOB role to be synced with SAS.
    3. Go to Tools > Security Console > Roles and search for ORA_GTG_RISK_MANAGEMENT_PARTICIPANT_JOB in the Roles section. Click Edit. Go to Users tab and search for users that need the Safety Inspections functionality. Select and delete the users. Click Next till you reach the last step. Click Save and Close and log out.
  4. Run the ESS job import user and role application security data. To do this, log in to the security console using the IT_SECURITY_MANAGER role. Go to Tools > Security Console. Go to Scheduled Processes and run the specified ESS job import user and role application security data.

These are the further steps in the inspections setup:

  1. Use the Manage Environment, Health and Safety Incident Completion Dates task in the Setup and Maintenance work area to set the target completion dates.
    Note: Only users with the EHS Manager role can edit target completion dates.
  2. Use the Manage Environment, Health and Safety Configuration Settings task in the Setup and Maintenance work area to search for ORA_HNS lookup types and configure the lookup values.
  3. Use the Manage Environment, Health and Safety Risk Assessment task in the Setup and Maintenance work area to manage the risk matrix. You can update the consequence, likelihood, and risk score values and their descriptions using this task.

    Note: Only users with the Environment Health and Safety Incident Manager role or Environment Health and Safety Manager role can edit the risk matrix page. Changing the risk matrix will impact future risk assessments completed in Safety Incidents.