Contributor Role Day in the Life

Welcome to the Contributor Point of View of the Self-Guided Onboarding Program!

If you do not see any of the modules or features discussed in this article in your eCompliance instance and are interested in adding them, please contact your Customer Success Manager or shared email:csoffice@ecoonline.com

 

Lesson Objective

In this lesson, the focus is on the frontline employee experience (or what we call the Contributor permission in eCompliance), with the end goal being that you know how to achieve your day-to-day in the system.

 

Note: The Contributor permission is a default permission in eCompliance, however the system allows the ability to create custom permissions so there may be slight differences based on if your company gave you a custom permission.

 

Getting Started (Mobile)

Login to your eCompliance mobile app via one of two ways:

1. Email and password
2. Username and password

 

 

Note: Username is for those that don't have a work email.

 

Setting Up Preferences

Utilizing the left-hand hamburger menu you will want to ensure that the mobile app is setup for you.

Click on Settings to:

• Update your preferred display language in the app
• Update your phone number (if applicable)
• Toggle on Save Captured Images to Gallery if you would like photos taken within eCompliance to be saved to your device
• Toggle the two Download Reference Documents options to impact the behaviour of reference documents embedded in certain form templates

 

 

If you know that you will be going into an area with limited or no wifi/cellular connection:

1. Have your mobile app open allowing it to sync in the event that there were any changes from the previous day that need to be applied
2. Download any of your training certificates or documents (SDS, manuals, etc) that you may need

Form Workflow

Any forms that you need to fill out whether it is a daily inspection, weekly toolbox talk or an impromptu near miss, click on Forms followed by the Plus button to select form template that you need to fill out.

 

 

Tip: Any forms that you had not completed can be found on the screen prior to clicking on the Plus button for you to finish and submit.

 

 

Site Selection

 

Depending on your work you may be at one site everyday or you could be moving to different projects week after week, no matter the case when you select the form template you will be prompted to select the site that you are filling this form out for.

If you are not prompted that would mean that you only have access to one site so you don't need to select where the form is being filled out.

 

 

Asset Attachment

If your company is utilizing the Assets module you will have the ability to search and attach an asset to either the form in the header field or attach an asset to a specific question.

 

Asset Look-Up Header Field

 

 

Asset Look-Up Question Attachment (Paperclip Icon beside each question)

 

 

 

Form Submissions

 

Each form has different types of questions broken up by sections, fill out the form answering the questions asked.

 

 

If you encounter an issue in your inspection or want to add additional information to your answer you can do the following:

• Add freeform text to accompany the answer
• Take a picture that you can then mark up
• Create and assign an action item for an employee to complete

 

 

You have a few options with the form as you fill it out:

1. If you need to come back to it to finish later, you can click on Save as Draft in the Submit button
2. If the form is ready for peer review, click on Submit for Sign-off in the Submit button
3. If you need to send the form to a customer or contractor who isn't in the system, click on the 3 vertical dots in the upper right corner and use the Email Pdf function

 

 

Note: Your form is auto-saving drafts as you complete it and when a form is submitted, it will notify the manager of the site the form was completed for.

 

Action Items

As you create and assign action items you may also be the recipient of an action to complete. The Action Items module will display both the action items that you have assigned as well as display the actions requiring your attention.

 

 

Search for the action and tap on it to review the current status or make your update.

 

Create Action Item (This action should be rare as most corrective actions will stem from the form workflow)

 

 

Action/Update Assigned Action Items

 

 

Training Certificates

The My Training module is your go-to for:

• Reviewing training that you have recently been assigned or training that will be expiring soon and uploading your certificates
• Pulling up completed training certificates if required by a manager, customer or auditor
• Launching and completing eLearning courses (if applicable to your account)

Note: Confirm with your admins on whether you will be uploading your certificates or if this is something your manager will handle.

 

 

Updating a Non-eLearning Training Requirement

 

 

Launching an eLearning Training Requirement

 

 

Document Acknowledgement

The My Documents module is where your company send:

• Documents such as new policies that require you to read and acknowledge
• Documents that don't require to be read, but are made accessible for review when needed such as SDS or equipment manuals

 

 

Getting Started (Web)

The mobile app will be your main interaction with eCompliance, however, in the event you are using a computer here is how you can complete your tasks.

Login via the web browser at my.ecompliance.com utilizing the same credentials as the mobile app.

 

 

Form Submissions

When filling out forms on the web, forms are categorized into 3 different modules:

• Inspections
• Incident/Hazard
• Meetings

 

 

Depending on the type of form you are filling out, go to the corresponding module and click on "Start New (Form Type)"

 

 

From here you proceed to complete the form as you usually would filling out the answers and adding additional notes, images, or assigning action items as required.

 

Note: When utilizing the picture functionality on the web you no longer have the ability to take pictures on the fly, however you can attach documents.

 

My Stuff

Whereas the web splits up the form module from the mobile app, it does the opposite for the other possible day-to-day actions covered in the mobile app section above.

• Action items assigned to you that require an update
• Training certificates required
• Public documents to review when needed
• Documents that need to be read and acknowledged

All these actions can be completed within the My Stuff module which you could treat as a to-do list.

 

 

This wraps up Contributor Role Day in the Life where we walked through the workflow of a typical frontline experience to help you get started and find success with the tool.

 

Remember: If you run into any technical issues with the system not working as expected, contact our Technical Support Team:

• 1-800-686-1915 Option 2
• Submit a Request