isrs summit user training 2

7/22/2019 ISRS Summit User Training 2

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ISRSTM Summit - User Training

ISRSTM Product Centre


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Det Norske Veritas AS. All rights reserved.

Agenda

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Introduction The purpose of this course is to provide Users with the knowledge and skills to use the ISRS

Summit software.

ISRS Summit uses the new Summit 2.0 platform which is built on Microsoft .NET internettechnology.

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ISRSSummit

ISRS Summit

Web application(online only)

ISRS SummitRecording Tool

(online or offline)

ISRS Summit has two parts. The web application is used to create new organisations, newassessments, and for analysis and reporting of results. The Recording Tool is used during anaudit for capturing scores and comments. The web application must be used online. TheRecording Tool can be used offline for example when at the clients premises.

All the data from internal and external audits is stored and continuously backed up on a securedata centre in DNV Oslo. In the future this will be used for new benchmarking services.


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Work Process Overview

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16. Analyse Results

17. Generate Report

1.Create Project

2.Create Assessment

3.Scope, language, aspects, level

4.Prepare for checkout

Web Application:

8. Print protocol report

9.Assign project assessors

10.Split Assessment

11.Prepare fro Checkout

Recording Tool:

12. Check out

13.Enter Scores and Notes

14.Upload Assessment

15.Check-In Assessment

5.Check out

6.Detailed scoping

7.Check in


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ISRS Training & Production Database

The difference between the Summit Training Database and Production Database:

Summit Training Database is used for training courses or marketing. Please clickthe following link:

https://summittraining.dnv.com

Summit production database is the real assessment. Please click the followinglink:

https://summit.dnv.com

(Note: Use database carefully!)

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Logging in to ISRS Summit

Enter the web address for ISRS Summit (see above) into your internet browser and

add to your Favourites list.

Your ISRS Summit super user will have provided you with your Login ID andpassword, enter these details on the Log In page.

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7/31Det Norske Veritas AS. All rights reserved.

ISRS Summit Home page

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1.Home

page tab

2. Assessment

tool tab

3. Organisations

tab

4. User

profile tab

5. Select

language

6. Logout

button

7. Help

button

9. ISRS Book of

Knowledge hyperlink

10. Email us

hyperlink8. ISRS Licence

Agreement hyperlink


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Create Assessment New Assessments

Your Assessment Project appears in the list on the

left, click its title. Assessment projects contain one or more

Assessments.

Complete the New Assessment field on the right withan assessment name of your choice, click Add

Assessment.

Your new assessment will appear in the list ofassessments on the left. Click its title to continue itscreation.

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Create Assessment Scoping Assessments

If you chose Level Scoring, pick your

desired level from the drop down list:

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If you chose Custom Scoring,

assign property constraints you canproceed and have free selectionover Process and Sub processcontent of assessment. Or you canchoose to Select Question

Propertiesconstraints:



Create Assessment Checkout and Launch

Now that your assessment is scoped, click the Prepare For Checkout button.

To perform the assessment and record findings electronically, click the LaunchRecording Tool button.

clicking Launch Recording Tool begins the installation of the Summit recordingtool, or if the tool is already installed, the tool will simply launch after the systemfirst checks for updates to the software.

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No admin rights are required to install therecording tool.

Once the installation / launch is complete,you are asked to log in to the Recording Tool.Enter your ISRS Summit login details



Team Assessments in ISRS Summit

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Add the team members as assessors for a specific project by using the New Assessorsection on Project Assessors.

The Project Responsible assigns control of assessments to the Project Assessor.

A Project Assessor can only have control of the assessment if this has been designated bythe Project Responsible.

To assign control of the assessment the Project Responsible must

Ensure whoever has control of the assessment has checked it in.

Select the particular assessment to be reassigned.

Select Scoping / Assign to, and from the drop down menu select the name of the desiredProject Assessor.

Select Prepare for checkout."

The designated Project Assessor is now able to check out the assessment to continueworking on it.



Split Assessment

In order to enable multiple assessors to carryout different sections of theassessment simultaneously, ISRS Summit has an inbuilt Split Assessmentfunctionality.

The entire assessment can be split by assigning the scoped processes and sub-processes to the available assessors.

Sub-Assessments can be created after selecting the split assessment button.

Each sub-assessment can be assigned.

to different assessors based on requirement.

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Split Assessment Scoping

The scoping of the assessment cannot

be modified or altered once it is split forthe assessors. So scoping should becompleted before the assessment issplit.

To ensure that the user is aware ofthis, a warning message is displayedwhen the split assessment is selected.

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New sub-assessments can be created once splitting the assessment.


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Split Assessment Sub-assessments

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Only the processes and sub-processes thatare part of the selected scope are availablefor assigning to different assessors.

The Project Responsible can assign differentprocesses / sub-processes to be part of asub-assessment.

Once one or more of the sub-assessmentsare checked-in, the reporting system ofISRS Summit automatically picks up thescore and consolidates a single report forthe whole assessment.

Press the Edit button to assign a sub-assessment to an assessor in the projectteam.


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Recording tool Checkout assessments

Once logged in, the Summit recording

tool offers you the ManageAssessments window.

Find your Assessment in the list andclick the Check Out link. Clicking thislink downloads the scoped question setfrom the central Summit server to your

local laptop / machine.

Once checked out, the assessment isavailable on your PC, so that it can beworked on offline.

Click the Assessments name to open

your assessment for scoring.

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Recording tool Scoring assessments

A new screen will appear with your assessment ready to score.

You are now working offline, until you check in back to the server.

You may now add Scores, Suggestions for Improvement, Noteworthy Efforts, andEvidence for each question.

You may now flag certain Noteworthy efforts or verifications to highlight them in the

report.

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It is always a good practice to savethe assessment regularly byselecting Save.
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Recording tool Scoring options

Edit the Process and Sub-process scope of the assessment using the tree.

- Note the locked sub process for Level scoped assessments are marked with padlocks.- Note how Possible Points changes as sub processes are added and removed from scope.

Scoring the 5 question types:

- Yes No (XO) e.g., question 1.1.1 in ISRS 8th Ed.

- Professional J udgement (PJ ) e.g., question 1.1.2 in ISRS 8th Ed.

- Part Whole List (P/W) e.g., question 1.2.1 in ISRS 8th Ed.

- Frequency (F) e.g., question 7.5.2 in ISRS 8th Ed.- Percentage (%) e.g., question 2.3.5 in ISRS 8th Ed.

Score multiple entry question with MAX or ZERO fields for speed.

Marking questions N/A. Possible points remains the same, Available points arereduced.

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Recording tool Scoring assistance

While scoring, the assessor can

- Review Guidelines tab at the bottom of the screen.- Enter Evidence in the tab at the bottom of the screen.

- Enter Suggestion and flag as Key Suggestion.

- Enter a Noteworthy Effort and flag as a Key Noteworthy Effort.

- Enter Verification Note and flag as Verified.

- Apply Filters to assist the work process, e.g., Have all questions been answered?

- Use the Find Tool to search all fields in the assessment and notes you have entered.

At any time, when you are online you use the Manage Assessments tool toUpload your assessment to the ISRS Summit central server.

EXTREME CAUTION In Manage Assessments you may use Undo Changes todelete all scores and notes since the last checkout. There is a warning message

that must be confirmed before it deletes all your scores!

To complete the process of entering scores and notes, click the Check In link inthe Manage Assessments tool.

When Check In is complete, you can close the Summit Recording Tool.

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Manage Assessment

1. Press Save button.Users are encouraged to press this periodically tosave data within their local Recording toolapplication.

2. Check in or Upload assessment inManage Assessments.

If connected to the internet, users are encouragedto do this periodically to save data on the DNVserver. If successful, a message appears in theManage Assessments window confirming upload /check in has been successful.

3. Backup data using File / Backup.Users are encouraged to do this periodically if

they are not able to upload data or if they areconcerned about data loss. This procedurecreates a zip file of assessment on a local drivewhich the user can Restore later if required orcan be used by DNV for trouble shooting. Seehelp files for more information.

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There are 3 ways to manage / save assessment data in the ISRS Summit Recording Tool


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Analysis Summary

Return to ISRS Summit web appl ication

- https://summittraining.dnv.com- Click the Assessment Tool tab

Note: ISRS Summit will send you an email to notify you that your assessment has been

check in. You can click the link in this notification email to browse directly to the

assessment, via the log in screen.

Summary Section

- This provides you with a summary graph of your assessment scores. It gives you a veryquick overview of your assessment.

- This section shows you a histogram of the % scores achieved (awarded / available x 100)at the process level.

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Analysis Detailed

Expand the Analysis area of the Assessments page.

The analysis tool allows you to build your own graphs by dragging and dropping objects ontothe graphs axes such as Aspects, Question Properties and Sub-Processes.

Click the properties button to change graph type, colours legends etc.

Advanced reporting features described in the online help files.

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Analysis Reporting

Expand the Reporting area of the Assessments page.

Verify the email address to which the report needs to be sent. Select required type of report and then Generate Report.

The report will now be emailed.

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Analysis Types of reports

You can create the following reports, which will be emailed to you by ISRS Summit:

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Workbook Report

A fully detailed report of allscores and notes on everyquestion in your assessment.

Protocol Report

A detailed .pdf report resemblingthe ISRS protocol with all theguidance, evidences.

Assessment Report

An executive report of summaryscores, graphs and notes of thecompleted assessment.


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Benchmarking Assessments

ISRS Summit allows the user to compare and contrast the performance of its units

based on the various assessments carried out at their units. Benchmarking places a certain assessment among the range of the other

assessments to be compared against.

In order to select a project for benchmarking, the Benchmark option has to beselected in the Assessment page.

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The benchmarking process is carried out under the Benchmarking tab.


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Benchmarking Comparison

The benchmarking screen is divided into three sections.

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The details of theassessment thatneeds to becompared.

The analysis section which comparesthe assessment with the availablesample set of data and gives thefollowing graphs:

Performance summary graph Performance overview graph Performance analysis graph.

The sample set of assessmentsavailable to the assessor (based onhis access rights).

Options to the user to customise thesample set based on Region,Employees, Industry, etc.


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Benchmarking Performance Summary

The performance summary graph compares the overall performance of the unit with

respect to the other units that are selected.The range from the scores of the other units are represented and the score of the

selected assessment is marked on the range to point out the relative position.

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Score of the selectedassessment.

Range of scores fromthe sample set.

Range of scores fromthe organisations units.


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Benchmarking Overview

Performance overview shows the comparison of the different processes in the

assessment against the available data.

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Benchmarking Analysis

Performance analysis compares all the sub-process of the selected process for the

assessment.The user can then select various processes to understand the sub-process level

comparison.

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Benchmarking Help

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Please refer to the help files in

ISRS Summit for more informationsuch as the calculation formula forcomparison, etc.


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