assessor.com.au

1.Plant Risk Assessment User Help

Conducting Assessments

Logging in to Plant Assessor 2

Saving Plant Assessor as a shortcut on your home screen 3

Find or Add a machine 4

Creating an assessment 5

Completing an assessment 6-9

Home screen options 10

Creating Safe Operating Procedures

Creating an SOP 11

Plant Risk Assessment User Help

How to Access Website and Login

All users should familiarise themselves with the Plant Assessor website www.assessor.com.au which contains lots of helpful information. We speci�cally recommend you visit the Plant Safety Obligations section.

Login to Plant Assessor

Plant Assessor is accessed via our website www.assessor.com.au

How to Login - 1. Go to www.assessor.com.au 2. Login using main login button OR 3. Login using '�y out menu'

Pop-Up Blockers

In the unlikely event that you experience trouble viewing/printing reports you may need to adjust pop-up blocker settings in your browser. If you need help please contact Plant Assessor on 1300 728 852.

assessor.com.au

Logging in to Plant Assessor

2.Plant Risk Assessment User HelpCONDUCTING ASSESSMENTS

This is not mandatory, however it will make launching and using Plant Assessor a much easier experience. On your mobile device open your internet browser, go to www.assessor.com.au and log into Plant Assessor.

APPLE1. Click on the arrow icon

2. Click ADD TO HOME SCREEN

3. SET NAME for icon on home screen

ANDROID1. Click on the MENU at the right side of url

2. Click ADD TO HOME SCREEN

3. SET NAME for icon on home screen

assessor.com.au

Saving Plant Assessor as a shortcut on your home screen

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3.Plant Risk Assessment User HelpCONDUCTING ASSESSMENTS

Adding a new machine is simple.

Options include:

1. Setup machine only (no assessment): SAVE2. Setup machine and conduct assessment: As above, plus enter assessment details and click CREATE ASSESSMENT

3. Setup machine and schedule next assessment*: As above, rather than clicking create assessment, click SAVE

*Only available if membership has assessment scheduling switched on. Not relevant for machinery dealers.

assessor.com.au

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NOTE: Use the keyword searchto check whether the machine you want to assess is already in Plant Assessor.

4.Plant Risk Assessment User Help

Find or add a machine

CONDUCTING ASSESSMENTS

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This is for when you have already set up a machine in Plant Assessor, and now want to conduct an assessment.

1. Keyword Search2. Edit3. Enter details in pop-up window4. Click Create Assessment

assessor.com.au

Creating an assessment

NOTE: This is how machinery user clients complete a scheduled assessment as part of their risk assessment plan.

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5.Plant Risk Assessment User HelpCONDUCTING ASSESSMENTS

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6.Plant Risk Assessment User Help

1. MACHINE DETAILS TAB: Your unit details will be pre-populated in the Machine Details and Assessment Purpose tabs of the Assessment screen. If applicable, adjust or add further details and click SAVE 2. ASSESSMENT PURPOSE TAB: Choose assessment purpose, state, enter assessor and other details as required. Click NEXT to proceed..3. ..OR if required, print a paper copy of the survey

assessor.com.au

Completing an assessment

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CONDUCTING ASSESSMENTS

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Volvo

L150F

Loader, Wheel

Completing an assessment

NOTE: HOME screen and clicking ENTER ANSWERS

4. MACHINE SPECIFICATIONS TAB: Enter or modify your machine specs if require and click NEXT5. MACHINE EXTRAS TAB: NEXT

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7.Plant Risk Assessment User HelpCONDUCTING ASSESSMENTS

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Completing an assessment

6. ASSESSMENT QUESTIONS TAB: You must answer all questions. You can add comments on individual questions. Once you have completed ALL questions click NEXT. You can only proceed if you have completed ALL questions.

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TIPS: - You can choose to click SAVE button on bottom right hand of screen and complete later.- When you have completed a section you can choose to minimise the blue bar by using the - symbols

7. ASSESSMENT NOTES TAB: Enter any additional notes regarding the machine and add images or documentation that are relevant to the survey if applicable and click NEXT

TIPS: To add imagesor documents choosea category, enter acaption and select a�le from your computer

8.Plant Risk Assessment User HelpCONDUCTING ASSESSMENTS

Completing an assessment

8. O/S ACTIONS AND REPORTS TAB: Editable outstanding actions will be displayed for the machine. You can choose to view and/or print PDF of the reports shown below. By clicking CLOSE you will be taken to the home screen.

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TIPS: You can do almost anything related to this machine in this screen. Manage outstanding actions, print reports and order safety labels.

9.Plant Risk Assessment User HelpCONDUCTING ASSESSMENTS

10.Plant Risk Assessment User Help

assessor.com.au

Home Screen Options

CONDUCTING ASSESSMENTS

1. Add new machine: Replaces the “create new unit,” when you want to set up a machine and do a risk assessment

Choose what you want in your list 3. Keyword search:

4. Filtering tools: Filter by assessors, owners or use advanced search for any combination of make,

5. Set future assessment schedule: Set next assessment date, assessor, assessment purpose & state for one or more machines

6. Export machine data: To excel for further analysis 7. Custom reports: Produce pre-operational checks & safe operating procedures 8. Intuitive machine & assessment status: At a glance, you know what the machine’s status is, and will be prompted to progress that machine in line with your plan

9. Enter answers: A one click option to complete an assessment 10. Print assessments: Print direct from the home screen with one click 11. Edit & manage machine: Click here to manage this machine - including updating next assessment date, 12. Create SOPs: Select machine and click on Safe Operating Procedures button (left of screen)

A B C Machine Level F(Free)

Machine Level 3

Machine Level 2= Complex machinery

The edit button displays the machine type (ABC) & level (colour)

= Workshop/hand held

= Simple self propelled & trailing

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DEMO CO PTY LTD.SITES

11.Plant Risk Assessment User Help

assessor.com.au

Creating an SOP

1. Select the machine you wish to create an SOP for 2. Click SAFE OPERTING PROCEDURE 3. The Safe Operating Procedures document will open in another window - print or save pdf

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TIPS: Use the keyword searchto quickly locate your machine

CREATING SAFE OPERATING PROCEDURES