The role of rostering in workforce safety

Scheduling your workforce goes beyond simply ensuring that tasks are being performed by certain members of staff. Of course, fulfilling tasks is a minimum requirement, but having a holistic view of your workforce, its specific skills, competencies and experience can help you to drive deeper understanding. It is also critical in understanding hours worked, where further training is required and in giving management relevant information on each staff member.

Scheduling workforce safety

This links back to workforce safety, too. Simply by understanding hours worked and hours planned, makes it much easier to comply with fatigue management protocols for workers in safety critical environments. With real time information from out in the field recorded into a single system, overtime and over-running tasks can also be considered as and when they occur and dealt with accordingly. This includes communicating delays in good time and understanding the workforce implications on overlapping and future tasks.

Responding to short term changes

With a central pool of information to call upon, schedulers can begin to automate swathes of their scheduling, with a rules engine matching staff members to tasks based upon specific criteria. This allows scheduling and administrative teams time to focus on more cumbersome areas such as exceptions and reacting to short-term changes in the workforce.

Short-term changes have been brought sharply into focus by the Covid pandemic, with the need for people to self-isolate upon coming into close contact with anyone who has contracted the illness, or having to isolate upon receipt of notification from the NHS app. This has led to scenarios where entire teams have been out of action; something of a challenge in scheduling staff and meeting deadlines.

This was brought into focus for Northern Rail, which experienced a number of positive Covid tests across its workforce, with other colleagues having to isolate as a result of contact with them. The company had to issue a warning to passengers that services would be disrupted.

With a holistic view of your workforce, it’s much easier to see who is available to step into a role, based on their experience, qualifications and other tasks they are expected to perform. This helps to create a more fluid and efficient scheduling system that also enables you to put safety front and centre of the whole process.

It also helps to understand who has been in contact with whom, which can further help with workforce safety regarding Covid. If necessary, like Northern Rail, having a complete understanding of the workforce enables swift decision making as regards the need to amend timetables and cancel services. Having flexibility in such times is crucial to being able to make the right decision for the safety of the workforce and the smooth running of services.

Who can fill in where?

Competency management also has a big role to play here, in tandem with scheduling. It enables schedulers, where necessary, to consider personnel from other areas of the organisation who might be able to help with other tasks. Having the support of a system with a holistic view of your workforce also removes the element of human error in assigning tasks to other people.

This rounded view of competencies and skills can also facilitate the reintegration of staff members who have been isolating or have been off work. Where a colleague has stepped in to cover their tasks, they can be reassigned to other teams. Their return to work can be planned in, ensuring that appropriate protocols have been accounted for and that they’ve supplied things such as a negative Covid test before returning to work.

Rostering solutions to help

In these highly complex and fluid scenarios, a robust rostering solution is paramount in order to keep projects moving and to maintain workforce safety, with the need to be able to adapt at short notice and make best use of available staffing resources.

The deployment of a rostering solution facilitates the central recording and all-encompassing view of the entire workforce. With aspects such as auto-scheduling and auto-allocation of tasks, it frees up schedulers’ time to work on exceptions and deal with issues as and when they arise. As we’ve seen, it helps to be in a strong position to react to unforeseen circumstances.

CACI’s Cygnum software is designed to do all of this. We help transport operators to schedule their workforce and understand their resources, bringing scheduling, training and competency management together in one place. This helps to not only schedule and understand workforce patterns, but to implement training and move staff around to fulfil tasks as necessary.

Our white paper on improving workforce safety in the rail industry further explores the ways in which technology can help organisations to maximise workforce efficiency whilst implementing high safety standards. It is free to view here.

Effectively managing your fatigue management process

Effectively managing your fatigue management process

Fatigue management protocols are commonplace in labour intensive industries which require prolonged periods of physical or mental exertion. If you’ve got engineers or drivers keeping services moving, their working hours need to be carefully monitored in order to ensure that they don’t become fatigued, thereby impairing their ability to perform to the best of their abilities. Providing appropriate rest breaks during shifts and ensuring that they get enough time to rest in between is paramount. So, how can management teams effectively manage this process and ensure that workers are getting enough rest and adhering to your company’s fatigue management protocols?

The role of management

The role of management is fundamental to ensuring that fatigue management procedures are in place, first and foremost. There are usually industry standard guidelines depending upon your sector, for example the number of hours a train driver can consecutively drive for, or be on a shift for, is closely monitored to best ensure that they are in good condition to drive.

More broadly, where safety critical work is being conducted, there is a requirement that there be a 12-hour break between one shift ending and the next one beginning.

Putting these procedures in place is one thing. Enforcing them, however, is another.

The role of technology

Technology can make the process of establishing and adhering to fatigue management protocols much easier for management teams. If your workforce can sign into and out of shifts via their mobile device, then real-time, archivable records can be kept with notifications established where infringements occur.

This enables management teams to better understand the shifts undertaken by the workforce and to take action where required.

Furthermore, by linking your fatigue management protocols to your workforce management structure, you can understand the circumstances of each worker to better combat fatigue. For example, you could link a team member’s domestic address to their shifts, better understanding their travel commitments to get to and from the location of work.

This may not sound important, but Renown Consultants were fined £450,000 by The Office of Road and Rail, with £300,000 in costs, after two of its workers were killed in a road traffic accident on the way home from a shift. Fatigue management protocols had not been adhered to and the two workers had to travel a significant enough distance home for this to prove fatal.

A holistic view

Understanding your workforce and the shift patterns of your workers is crucial to implementing an effective and robust fatigue management framework. Deploying all the information available to you and considering all the aspects will also help in implementing and maintaining your protocols.

Setting shift patterns and rosters is one thing, but then monitoring how they are conducted is another. Receiving real-time data from out in the field gives you a plethora of information.

Not only will it reveal how many hours are being worked, but it will also offer performance indicators where projects are concerned. For example, a set number of hours will be assigned to complete a given task – if this timeline is not met, understanding why is important.

Your fatigue management protocols can plug in to and interact with the rest of your processes in this way, which can help in revealing strengths and weaknesses in your processes to inform other decisions. You will also be able to identify where work is unlikely to be completed within the allocated time, in advance. All the while, you will be able to enhance the safety of your workforce.

Cutting corners with workforce safety is unacceptable and fatigue management is a central component of that. Understanding your workforce’s shift patterns and linking them to their external circumstances can play a fundamental role in ensuring that you have a robust and manageable fatigue management framework in place.