workforce management Archives

Scheduling – getting the most from workforce management in the transport industry

Posted on: 6 March 2024

Having the right people in the right place at the right time sounds easy. In largescale transport organisation, effective scheduling is crucial

At the heart of workforce management sits the simple sounding task of scheduling. Your organisation has shifts to fulfil and a pool of workers to fulfil them. Add staff to the rota and away you go. Such shift patterns can be sacrosanct across organisations of any size, providing clarity to workers, management and administrators alike. In largescale transport organisations, however, there are several moving parts to consider and shift patterns can be thrown off course by anything from weather to equipment failure and cancellations in the supply chain.

This blog aims to take a closer look at scheduling in transport organisations. It’s a topic we’ve covered in greater detail in our recent white paper, Tackling workforce management complexities in transport. If you would like to explore the topic in greater detail, you can download a free copy here.

There are myriad tasks that need completing across the transport industry. The complication introduced to the scheduling process often requires a lot of manual work by administrators and schedulers. People fall ill, take holidays and external events can throw a schedule completely off kilter.

Automation in workforce management

Automation of scheduling can greatly reduce the administrative burden. At its most prosaic, automation can simply assign workers to shifts in advance. This can be set out indefinitely, with new workers swapped in for departing/unavailable members of staff easily. Such a process can consider your bespoke business rules and any other factors such as the working time directive and fatigue management.

Where automation can lend a vital hand is in times of strain. We’ve seen examples, notably during the Covid pandemic, of vast swathes of a workforce being absent at once. Where a manual process exists, this resulted in inevitable cancellations of services. With carefully configured automation, it is possible to be more agile in the face of disruption.

Where a worker is absent, having a central system and a central view of your entire workforce enables swift consideration of replacements. This works for smaller examples, too. For example, if a train is delayed and members of crew onboard it are required to meet another service which they will now miss, how can this be handled?

An automated process enables identification of other members of staff who are nearby and can be reassigned, whilst at the same time handling all communications with staff members. The staff who have been delayed can then be reassigned to other tasks, ensuring that their shift isn’t wasted.

Variable demand and moving parts

Another factor to consider in the transport industry is variable demand and moving parts. A high level example of this is the change in train timetables during the Christmas period. Fewer customers means less demand for services, therefore, services can be reduced to ensure more efficient use of the network and staff time.

A more short-term example of this is in shipping. Where a port is expecting a shipment, staff need to be prepared to meet it to initiate the unloading and loading of it. Variation is frequent in such a scenario, since ships can be diverted at a moment’s notice to other ports due to factors such as storms. Another example would be the blockage of the Suez Canal. This can leave a port with a full roster of staff without a function to fulfil. This is a waste of time, money and staffing resources.

Mapping out the changes caused by variable demand in a central system can help to understand its implications. Factors such as cost can be calculated and your response to it can be better informed. Understanding where the risks of variable demand are most likely to occur can help mitigate its impact.

Another example is with revenue protection officers on trains. Understanding the demand for services helps to better utilise them. There’s little point, for example, scheduling ticket inspectors during rush hour to major stations, since moving through the train is all but impossible. Similarly, there are more likely to be barriers at major stations, so working out the best deployment of such staff is more likely to realise the ultimate aim of their work.

Overlaying tasks onto shifts

Establishing a schedule is one thing. Rosters can be worked out well in advance and communicated to staff. But what happens when they show up on the day? Often the set number of employees turn up and discover the specifics of their tasks at that point.

Utilising a workforce management system such as Cygnum helps organisations to understand the specifics of the tasks that need be fulfilled during a shift. This helps organisations to better prepare aspects such as equipment required, time needed to complete the task and where exactly they need to be.

This helps to drive better understanding and efficiency through shifts and tasks. Matching specific skills and experiences to not only shifts, but also tasks, better ensures that the right people are performing the right tasks.

Conclusion

Scheduling can be a complicated and nuanced process, especially across largescale organisations. With several moving parts, variable demand, unpredictable disruptions and the usual ebb and flow of workforce absences, managing the process can be extremely complicated. This can result in inefficiency and poor service delivery.

Introducing automation, clear communication and overlaying tasks onto shifts helps to better understand your workforce the tasks required of them and more accurately assign staff to tasks based on their skills, experience, training, availability and geographic location.

This is a topic that we’ve explored in greater detail in our recent white paper, which you can download freely here. Alternatively, if you would like more information on how Cygnum can help you with your workforce management requirements, please visit our website.

Workforce safety and the role of management

Posted on: 27 June 2023

This might seem obvious, because the role of management in overall workforce output and workforce safety is fundamental. Management decisions are at the forefront of working practices and outcomes. But when it comes to safety critical areas, it’s important to consider the way in which management structures, decision making and overall input can support, enhance and improve best practice.

It’s very easy for complacency to creep into the management of aspects such as workforce safety. Where an excellent safety record is demonstrable, aspects such as verbal and written communications can take a backseat, with a regression in their presence or simply a standing still and relying on old systems to continue working.

This goes beyond meetings and briefings and into more serious areas such as fatigue management. There have been high profile cases of fatigue management protocols not being adhered to in the transport industry, not least when Renown Consultants was fined £450,000 with £300,000 in costs by the Office of Rail and Road following the death of two its workers in a road traffic accident following the conclusion of an unacceptably long shift.

It was a failure of management to properly implement regulations. In road transportation and haulage, drivers are restricted to how many hours they can work consecutively without a break, with further rules around taking at least 11-hours rest consecutively during a given day. Again, management of drivers is investigated where infringements occur, with fines in place for discrepancies.

One of the roles of management is to seek to improve, and safety is no different. Data from CIRAS (Confidential Incident Reporting & Analysis System), which is used by Network Rail to anonymously gather feedback from its workforce, found that in 2019/20 over 60% of respondents felt that health and safety concerns were not taken seriously by management. Furthermore, only 75% said that they had received regular safety briefings.

Those numbers paint a clear picture of the need for improvement. Whilst deaths and serious injury remain low on the UK’s railway network, they do still happen. Ticking every safety box is imperative and that starts at the top.

Why are corners cut with workforce safety?

If we accept the adage that a chain is only as strong as its weakest link, then the same is true for workforce safety. A company can put in place structures and guidelines for aspects such as safety briefings as mentioned above, but if the management levels below them are not enacting them, what can be done?

Management structures on the ground face different challenges to those in the office. Works need to be conducted in time-critical circumstances, with every minute counting. It can be tempting, with that sort of pressure, to gloss over safety briefings to a team of experienced engineers and workers. They’ve been doing the job for years without harm befalling them, why would that change now?

There is also the element of human error. People make mistakes. If people are running late, or have made a mistake, then there will be a natural compulsion to make up for that, be it by skipping a briefing or working a bit longer to make up for it.

Improving processes to improve workforce safety

Recording and understanding these errors is part of the management remit. We can see from the ORR’s 2019/20 Rail Safety Report that 41% of major injuries suffered by the rail network’s workforce was a result of a slip or trip. The role of management in these risk factors is in recording and reporting them. Gathering evidence and understanding can help to reduce the likelihood of reoccurrence.

An accident like a slip or a trip can also happen to anyone at any time. When you factor that in against 60% of respondents to CIRAS’s survey stating that they don’t feel that management take health and safety concerns seriously, with 25% not receiving regular safety briefings, it’s clear that the role of management, at least in some circumstances, can be improved.

Elements such as safety briefings are crucial for reinforcing safety best practice. Monitoring that they are happening is equally as important, to ensure that they do.

Utilising workforce management software can greatly help to achieve this. Electronic recording of sessions, via handheld devices on site, allows you to record that briefings have taken place. Where they have not been recorded against a job, workflows can automate alerts to management. Leaving a reliable and transparent evidence trail helps management in understanding why accidents have occurred and if their processes have played a part in them.

Equally, such software can help management retain proper oversight of working hours and shift patterns, ensuring that fatigue management protocols and the like are adhered to.

Whilst the intentions of management decisions are always well meaning, it is vital to underpin them with a robust framework to support decision making and to help reduce the number of accidents that occur.

You can find out more in our white paper, Improving workforce safety across the UK’s rail network, which is free to read here.

Cygnum from CACI used by TfL as competency management solution for London Underground drivers

Posted on: 10 May 2023

CACI is pleased to announce that its Cygnum solution is now being used by Transport for London (TfL) to support the competency management process for its 4,500 London Underground drivers.

Cygnum is designed to assist organisations in all aspects of their workforce management, from scheduling and competency management, through to training and recruitment, helping to keep appropriately skilled, experienced and qualified staff performing tasks. Cygnum will assist TfL in gaining a holistic view of the ongoing competencies of its London Underground drivers.

“We’re delighted that TfL has chosen our Cygnum software to underpin the ongoing competency management of its tube drivers,” says Ollie Watson, Group Business Development Director at CACI. “We’re looking forward to continuing to work closely with TfL on its Cygnum solution to help ensure that its competency management programme is run efficiently and effectively into the future.”

For more information on Cygnum and how it supports businesses, please visit https://www.caci.co.uk/software/cygnum/

The importance of communication in rail safety

Posted on: 24 February 2023

A collision between a train and tractor in Kisby highlights the importance of training, briefing and communicating with all workers and operators to enhance rail safety.

Setting out safety guidelines and effectively communicating them with the workforce is paramount to creating a safe and accountable working environment. If staff aren’t briefed on safety procedures and processes whilst conducting their work, then mistakes are likely to happen. This was brought into focus on 19 August 2021 when a freight train collided with agricultural machinery being towed by a tractor at 04:10. The incident happened at Kisby, at a user worked crossing. The train was travelling at 66mph. So, how did this happen?

According to the report released in October 2022 by RAIB (Rail Accident Investigation Branch), the accident occurred because the driver of the tractor didn’t telephone the signal operator to check that it was okay to cross. Rather, they assumed that it was safe to look at the tracks to determine whether or not a train was approaching. With the train travelling at such speed, they didn’t see it, resulting in the collision.

Firstly, the incident could have been significantly worse. The train driver sustained minor injuries in the collision, with the driver of the tractor uninjured. From a collateral perspective, the locomotive and one wagon derailed, whilst the rail infrastructure sustained significant damage.

The cost of repairing the infrastructure, whilst not noted in the RAIB report, will have been significant, whilst there’s also the time the section of rail will have been out of action for to take into consideration. The stretch of line of was out of action for four days whilst the train was recovered and the tracks were repaired. This will have resulted in delayed and cancelled services.

A Class 66 locomotive, the type of locomotive involved in the accident here, has a value of around £1.5m. This is based on GBRf spending £50m on a fleet of 37 such locomotives in 2014. It’s fair to assume the repair bill won’t have been cheap.

The short-term planning, to assign engineers at short notice to track repairs, will have taken them away from other projects on the rail, resulting in other projects being affected by this incident. This, too, will have had cost implications, as well as creating scheduling issues for engineering workers, since their rosters will have had to be re-jigged.

It’s clear that the cost, time and resource implications of this incident were vast. That’s before taking into consideration just how much worse the incident could have been.

In its report, RAIB notes that the driver of the tractor wasn’t aware of the requirement to phone the signal operator to check it was safe to cross. They had not been briefed. RAIB concludes that this is most likely a result of the land owner on either side of the crossing failing to brief users of the crossing in a way which resulted in its correct use. Rail staff were unaware of this until shortly before the incident.

So, significant upheaval, in terms of time and cost, was created because of a simple lack of communication and safety briefings. How can such a situation be avoided?

Having the ability to evidence that training has been delivered, briefings have been given and that communication is recorded, is a major step in the right direction. The RAIB report notes that they were unable to find evidence of any call from the tractor driver to the signal operator, nor that the tractor driver had been briefed on the need to do so. Creating an evidence trail of such activities enables organisations to determine where failings have occurred and rectify them, preferably before an accident happens.

The technology exists to underpin such processes. Keeping a robust record of training and briefings can help to ensure that incidents such as this are avoided. And they are a lot cheaper than repairing a Class 66 locomotive.

Complete workforce management solutions can support your training, competency management, recruitment and scheduling. This helps organisations to keep a complete audit trail of activities, ensuring that tasks, such as safety briefings, are conducted. Human error, however, is inevitable, so they can also assist in the short-term rescheduling of staff to emergency activities such as track repair in the wake of such incidents.

Operating the UK’s rail infrastructure is a complex process which requires the monitoring of several moving and independent parts, as this incident highlights. It involves everyone from land owners to rail operators and anyone who needs to cross the tracks. Keeping tabs on the communication with all parties is difficult. Having a system in place to record communications and aspects such as safety briefing enables operators to keep track of who needs to know what and when.

The cost of not having such a system in place can run beyond the financial. The incident at Kisby could easily have been a fatal one. Is it acceptable that such an avoidable incident occurred through simple ignorance of the required process for safely crossing a railway track? The process can be managed and alerts can be created to ensure that everyone receives the briefings they need to receive. The cost of not doing this can be far greater than the cost of implementing the software that helps to avoid such incidents.

For more information on CACI’s Cygnum software, which helps organisations to gain a holistic view of their workforce and processes, please visit: caci.co.uk/cygnum

Effective workforce management – recruitment

Posted on: 7 February 2022

Staff turnover is an inevitability in any business. As is, hopefully, business growth. When a business expands, new recruits are needed to fulfil an expanding list of tasks. Pinpointing the skills and experience required, however, can be a challenge. It can make recruitment difficult for any organisation. So, how can you best tackle recruitment, conducting it seamlessly for the smooth running of your services?

Understanding is the vital ingredient. It’s one thing knowing that you need to bring people in, but it’s a different challenge being able to swiftly pinpoint the skills and experience required to best serve your business needs. Having a bird’s eye view of your entire workforce can help.

Knowledge driving recruitment

If you have a central system that holds all the information on your workforce, it makes the task of understanding the skills, experience and competencies available to you straightforward. You can easily run reports and gain vital insight. In industries such as construction, transport and healthcare, core competencies are vital in delivering frontline services. For example, if you have a low or dwindling number of staff appropriately qualified to administer injections, it gives you an opportunity to react before service delivery is impacted.

Now, this can of course be done internally via training programmes as we touched upon in our previous blog. The same holistic view of training and competencies across your organisation is vital in making informed recruitment decisions, too.

Where staff cannot be upskilled internally, it makes recruitment inevitable. Using a central system can make the task easier for management teams responsible for recruitment, by being able to identify specific skills and experience that are needed across the organisation. Recruitment isn’t just a numbers game and shouldn’t be left to chance.

How long will the recruitment process take?

Another crucial aspect is understanding how long the recruitment process will take. Managers will need to take time out from their usual tasks to conduct interviews; what’s the knock-on effect of this? There’s also a cost implication in terms of not having enough staff available and in terms of the shifting of resources to the recruitment process.

Diverting resources is obviously a big undertaking, so understanding the consequences upon your resources, time and budgets is fundamental. Having a central view of your workforce will again help in this regard, helping to map out your resources and their allocation.

Post recruitment

Once the recruitment phase is completed and you have new staff signed up, what happens next? The first aspect is once again linked to your competency management efforts. If someone says they have certain qualifications, particularly in safety critical environments it is a good idea to check. Evidencing certificates and obtaining references can be completed by the new staff member, with the copies then stored against their record in your system. This means that you will have oversight of their skills, qualifications and experience for the duration of their time with you. This will help your scheduling teams in being able to appropriately assign tasks to them.

Once you’re satisfied that they are appropriately qualified, they will then need to be enrolled into your organisation and the teams with which they will be working. This process may include mandatory health and safety training for new starters. Assigning this and making sure it’s completed can be done centrally, with any result again being stored against their record. This can trigger alerts for when any refresher training might be required in future, too.

Most jobs have a probationary period, something that extends beyond safety critical work and helps to ensure that people are up to the job for which you have employed them for. Similarly, it enables employees the opportunity to leave with shorter notice if they decide the job isn’t for them.

Keeping track of this probationary period is crucial. Assessments and feedback of their work will help to make informed decisions on whether or not they have passed. Storing all of this information centrally helps to give your organisation a complete view of its workforce.

Once a new recruit is up and running, they will hopefully be in a position to fulfil their tasks in the way needed. Seeing them become a regular part of your workforce asap is beneficial to service delivery. This requires careful planning and oversight of your organisation.

What specific skills and experience does your organisation need? Who will be required to recruit? How much time will be needed? What processes are in place to get new starters up and running? All of these questions can be answered when you have a bird’s eye view of your entire workforce. By linking training and competency management, you can make more informed and accurate decisions.

CACI has recently published a whitepaper, Effective workforce management to improve outcomes across your business, which explores this topic in more detail. You can download your free copy here.

Effective workforce management – the importance of scheduling

Posted on: 17 January 2022

Scheduling is the glue that keeps organisations together. It provides clarity over tasks to be completed and helps management teams in looking back to see what has been achieved. Who performed what tasks and when? How did they do? In times of employee strain, when workforces are stretched – something we’ve seen a lot of during Covid – having an agile scheduling tool is vital for firms in keeping their projects and services running. Without a robust scheduling framework, organisations are at the mercy of guesswork and good fortune.

Scheduling pervades every aspect of company life. At a basic level, the majority of working contracts outline expected hours along the lines of the 9-5 theme. From there, employees are expected to complete tasks in a timely fashion. Staying on top of individuals is easy enough, but what if you have an entire workforce to assign tasks to and track? In industries such as healthcare, transport and construction, project completion and service delivery are dependent upon the input of hundreds, sometimes thousands, of staff members.

In such organisations, a central administrative team needs to assign tasks to employees to ensure that projects and services can be delivered effectively and efficiently. It can be akin to moving chess pieces around a board, using different pieces in different ways to attack the tasks at hand. From time to time you also need to go on the defensive, when projects overrun, or services are disrupted.

To fill your tasks, an understanding of what each employee is competent in is vital. You can’t use a knight to do a bishop’s job, to labour the chess analogy. Manually researching who can step in to fill a role is a painstaking process. It’s also a waste of time, since with a robust scheduling system, it is something that can be done automatically.

Quickly filtering through employees and instantly understanding their training, competencies and experiences facilitates swift and efficient decision making. Further understanding of their existing schedule enables administrators to assign tasks within business rules and legally contractable hours.

By setting out schedules in advance, organisations can clearly communicate with their employees and enable them due oversight of their shifts and tasks. Within a centralised scheduling system, it is also possible to facilitate the swapping of schedules between staff members to provide flexibility.

Your business rules, your scheduling

Everything can be completed within the boundaries of your business rules. Each organisation has its own unique ways of working, so catering for these on a case-by-case basis is vital. This can also be true of individual departments within an organisation. For example, many contracts reward staff for longer service with the provision of extra annual leave. Holidays need to be factored in, as do the rules around when a certain number of employees can be off at any given moment.

Factoring in overtime and how that’s dealt with, in terms of overrunning projects, compensation and the impact it has on future shifts, also requires careful consideration. Considering these elements in an automated fashion facilitates not only swift decision making, but also fair and consistent decision making.

External and internal regulations also need to be factored into your scheduling process. Aspects such as fatigue management can easily get overlooked when there’s pressure on to finish projects and tasks, but ignoring them can be costly.

Renown Consultants Limited was fined £450,000 with £300,000 in costs in 2020 after being convicted under the Health and Safety at Work Act. The company had failed to ensure that two of its workers were sufficiently rested to travel home after a shift in 2013. The two employees were driving from Stevenage to Doncaster after a nightshift when the driver fell asleep, resulting in a collision which was fatal to both passengers.

Travel times to and from shifts that require safety intensive work to be conducted must be factored in. Clearly, travelling from Stevenage to Doncaster is a lengthy journey – 133 miles. Again, a robust scheduling solution can help factor in aspects such as distances and potential travel times. This can help to avoid unnecessary journeys and deploy staff more intelligently based upon their location.

This also helps in plotting out schedules for staff such as district nurses. In conducting care visits, it makes sense to reduce travel times between tasks, helping to improve efficiency and complete more visits in a single shift.

Be agile in the face of change

Navigating a global pandemic has been challenging for all and sundry. With various periods of lockdown, mandatory self-isolation and people contracting Covid-19, assigning tasks and keeping services running has been a case of swimming against the tide at times.

There have been cases at airports where entire security and baggage handling teams have been taken out, and Northern Rail had to cancel services when too many staff members were forced into isolation. These have been exceptional times, but it is possible to navigate them effectively.

With a single view of the workforce, it makes it easier to manoeuvre people and keep services running. If the worst does happen, it at least facilitates swift decision making and clear communications with end users of your services. Without a central view and the help of automation, scheduling in times of stress is time intensive and manual at best; guesswork at worst.

Plug your scheduling into your wider organisation

Scheduling is vital for every company. In managing a large workforce, it is even more important, especially where vital infrastructure and healthcare services are concerned. Having robust oversight of your scheduling links closely to your efforts to deliver services and projects, recruit new staff, train existing employees and keep on top of your competency management.

It also helps in monitoring and reporting on objectives and outcomes. If projects have overrun or performed well, having a holistic view of who managed and worked on them is vital in garnering understanding that can inform future tasks.

Fundamentally, however, scheduling is central to the very core activities of any business. Leaving it to chance, guesswork and human error is a risky process. The tools exist to enhance your scheduling, by equipping your administrative teams with the tools to help them make swift, informed and effective decisions. Without the need to manually trawl through records, it leaves them free to focus on exceptions and improvements, in turn helping to move your organisation forward.

CACI has recently published a whitepaper, Effective workforce management to improve outcomes across your business, which explores this topic in more detail. You can download your free copy here.

How competency management can underpin your workforce safety efforts

Posted on: 4 November 2021

Competency management may sound like a basic construct in the world of safety-critical work. Employees are hired, they prove that they are appropriately trained and qualified for their role and off you go. Being qualified and competent at the commencement of a role is only one aspect of competency management; a robust framework is required to ensure that all staff receive ongoing support, assessments, training and guidance for their tasks. Complying with safety protocols depends upon it.

Understanding your workforce

Having a central record and database of your workforce enables you to keep track of who is competent at what. In times of strain, for example where there might be a number of absentees at short notice (something we’ve seen regularly during the Covid pandemic with people having to self-isolate), it is crucial that you can be nimble in assigning tasks across your workforce to keep services running and projects on track.

A single view of competencies required for tasks and competencies across your workforce facilitates flexible decision making. Staff can be reassigned across your organisation, safe in the knowledge that they are appropriately skilled and competent for the task at hand, whilst remaining compliant with health and safety regulations applicable to the organisation. An easily accessible record of hours staff have worked, for example, must be maintained. Fatigue is a major cause of accidents in the rail sector and can affect staff competencies to perform their tasks. Jobs should not be allocated to staff when they have not had the required amount of rest or they will exceed a safe number of hours to work.

Central record keeping is also useful for identifying skills gaps. Where such gaps are identified, this can trigger a workflow regarding training of staff in your existing workforce and can be linked to your organisation’s recruitment efforts. This further helps to ensure that your workforce has adequate competencies to fulfil the tasks across your organisation.

Safety first

In safety critical environments, competency management can be particularly important in order to comply with safety regulations. It is vital that your workforce is regularly assessed and observed, and that where ongoing training for a role is required, it is delivered, attended and passed.

For example first aider certificates last for three years, although the Health and Safety Executive (HSE) recommend that refresher training is conducted annually. Most working environments require the presence of trained first aiders, so it is important that administrators ensure that there are sufficiently competent personnel to perform the role.

In more safety intensive environments, for example trackside work on the rail network, it is vital that all members of the workforce receive appropriate safety training and briefings to understand their equipment and environment on an ongoing basis.

Ensuring that safety briefings are delivered is crucial and then, when incidents do occur, so is the recording of them, including near misses. With a log of all activities, from briefings to incidents, it makes it much easier to gain a full view of workforce safety and to understand why incidents have occurred. This can then trigger follow-up activities such as observations, assessments and the implementation of remedial training where necessary.

Upskilling your workforce’s competencies

Having a central log of information also makes life easier for your workforce to understand their training and assessment obligations, whilst also opening up and suggesting new training opportunities to them. This helps them with their career development and helps you with broadening the competencies available to you across your organisation.

Ongoing training is a prerequisite in some roles, so using a supporting competency management software tool can help you with auto-allocation of mandatory courses and sending notifications to staff members of training opportunities relevant to them.

Where potential skills gaps are identified, you can recommend relevant courses to your workforce to encourage them to broaden their competencies, making your workforce more flexible and agile in the face of unforeseen shortfalls in staff numbers. This feeds directly into responding to short-term incidents such as self-isolation arising from Covid by equipping you with the knowledge of your workforce that facilitates quick fixes where they are necessary.

A bird’s eye view

With all competencies across your workforce logged, it is much easier to allocate relevant tasks to people in a timely and even automated fashion. A bird’s eye view of your entire workforce makes decision making much easier.

The deployment of the correct technology is crucial to this. Moving away from manually intensive processes such as spreadsheets and phone calls, to having all the relevant information made available to the relevant decision makers in an automated fashion creates great efficiencies in your competency management processes, making it simple to understand who is competent at what.

This carries over benefits to your scheduling, training and, crucially, safety protocols. It’s one thing having appropriately competent staff members when they join your organisation, but updating and upskilling their core competencies keeps your entire organisation on track in a more harmonious manner.

Having a central log of all activities and incidents also makes it much easier to schedule the necessary assessments and observations of your workforce. This central log also makes it easier to identify trends and understand why incidents occur.

Ultimately, keeping your workforce appropriately trained and competent for the tasks which they are assigned to undertake carries huge benefits to your safety efforts. If staff are being assigned to tasks for which they are not appropriately competent, accidents are more likely to occur. Having a clear evidence base and bird’s eye view of your entire workforce helps to comply with safety protocols and keep your projects moving.

For a more detailed look at improving workforce safety across the UK’s rail network, please take a look at our free white paper on the topic.

The role of rostering in workforce safety

Posted on: 3 November 2021

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.

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

Posted on: 26 August 2021

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.