• Enterprise (100+ employees with multiple sites)
• Gold (21-about 100 plus employees)
• Express (less than 20 employees)
• Release notes for version 7 or later

H&S Compliance Manager Enterprise

Version 6
Release 6.028
19 March 09

• Staff holding certificate and licence types may be displayed and printed by certificate type from menu / training / browse certificates by type.
• Meeting actions on screen after creating a new meeting showed the actions from the copied meeting rather then the new meeting. This is now corrected. The meeting report always showed correct actions.
• Contractor approval date now shown at top of contractor scopes window in Enterprise edition. The Supplier list also shows the name of approver with approval expiry date
• Facility to import up to 3 iPayroll staff CSV files added. To use this contact iPayroll support to make the H&S Compliance Manager export report available. Print the report and save contents to a folder. In H&S Compliance Manager File options / payroll import options select import from CSV file and select the iPayrol report CSV files. Before importing, the QSE.INI configuration file needs to be edited in notepad adding the following under [IMPORT] section because iPayroll CSV files are not standard and each line ends only with a line feed character: For CSV files 1,2 or 3 add
  StaffCsvFileEOR=LF
  StaffCsvFileEOR2=LF
  StaffCsvFileEOR3=LF
• Hazards may now be linked to multiple locations, tasks, processes and substances. Likewise now so may can staff so that reports may select hazards staff me be exposed to from what they do and where they work. All selection windows and reports have been updated.
• HR staff turnover reports has a new item showing staff without a business unit or job category so that the total in lines matches the "all staff" total.
• Employee HR review now includes disciplinary actions and notes during the review period for the employee.
• Training competency levels may now be either alphabetic or numeric. If a training competency level code is changed from the Edit / training competency levels table via the update form - all current staff training with the old competency will updated to the new competency level value. However, training history will not be altered.
• NZQA training module has had more memory allocated as we had received a report that when used for an extended time (hours) it could it could cause the application to run short of memory and close.

• Hazards may now be associated with multiple hazardous substances. The hazardous substances reports include all associated hazards as well as a summary of PPE required for all hazards.
• Hazardous substances now directly associated with selected employees from the employee details record. The individual employee hazard exposure report searches for all hazards that an employee is exposed to based on tasks (the employee may do), processes (the employee may be involved in), job types, locations and hazardous substances.
• Multiple locations for Hazards added. Previously generic hazards did not have a location specified but now all locations where people may be exposed to the hazard may be selected.
• Contractor approvals shown in the order of latest approval change date to help for auditing purposes. Also contractor approval dates now refreshed in window properly after being changed.
• Supplier and contractor contacts position field has been added.
• Health Monitoring program now has related hazards so that monitoring may be terminated when hazards have been eliminated.
• Meeting may have incidents and accidents linked. These are linked to the individual meeting not the meeting group and are printed in brief in the meeting report. This could be used for bringing accidents and incidents to the attention of staff. Also, in the minutes ........ has been replaced with the word minutes.
• Health monitoring employee order tabs for last/first name, first/last name and department as well as ex employees have been added.
• Employee reports to may now be selected outside of user security area by checking "show all staff" in selection.
• Payroll Department and Payroll Position in the employee HR employment tab may be edited now. These are the values imported from the payroll and normally left as is. If importing from a payroll and these are not blank they will overwrite the edited values. Note: The Payroll Position ( the person's status) is not necessarily the same as the Job Type, which is for associating the job to tasks, processes and training. The Payroll Department in a payroll is often a cost centre and may be different from Department in HSE.
• If a terminated employee is the approver for suppliers, an action and possibly an email will be sent to the person terminating the employee, saying that someone should reapprove the supplier so that the system knows who to send contractor approval reminders to.
• In the employee record, associated tasks, processes, work locations and hazardous substances now show a list of those chosen to help see the important ones. To change the selections press the associated change button and tag the new selection.
• Incident costs and Lost time entry has been made a easier. When a costing template* is selected in an incident, it has 3 levels: 1. Cost Category, 2 Cost Type and 3. Cost item. The ability to add/change or delete Cost Category and Cost Type has been removed to make the process easier to use. Only the Cost Item may be added/changed or deleted. In addition
  Also
  - The button to include a costing template is in a more prominant position.
  - The cost type entry that lost time is inserted under now has a comment to indicate this.
  *Note: organisations may create their own cost / lost time templates that have fewer entries if required.
• Incident entry window rearranged to make it more intuitive. After the new incident wizard has been completed the selections normally set by the pre-incident wizard have been moved to a tab behind the current incident status on the right of the window.
• Those dreaded VCR controls have been removed from most lists, browses and lookups. These were a previous "Windows Standard" that were supposed to look like the buttons on a VCR player - and were about as intuitive too.
  
  We will continue removing these as we come across them during other changes.
• Facility to lock an employee's department against automatic updates from a the payroll import. To activate check on Lock Department in the employee / employement tab. Only change for version 6.022 released 15 July 08.
  

H&S Compliance Manager Gold and Express

Version 6 Release 6.021
11 Jul 08

• Staff turnover report updated with more options.
• Employee birth dates and ages output to Excel. From browse staff, select the tab for a report order then press the HR reports button. Select the Employee Ages to excel report.
• NZAQ units and qualifications updated rather than overwritten so any user entries will be retained. Note, if non NZQA unit numbers are added use 99000+ as it is unlikely NZQA will use high numbers.
• Clone security group facility added.
• Employee middle names are stripped off and placed into a middle names field in the employee record when importing from a payroll. A middle name is after the first blank in the payroll first name field.
• New default email report to SMTP facility created. From release 6.021 the company setup can specify SMTP+pdf as the default for emailing reports. The report will be emailed to the currently logged user who may redirect it another recipient.
• New user email report to SMTP facility. In addition to the default method of emailing reports, each logged on use may have their own method for emailing reports specified in their individual login details.
• Imported payroll employees may be routed to a department based on either their pay center or both the pay center and the particular file imported. This means if there are duplicates pay centers in imported pay companies that may be separated. See payroll import options.
• Slow line facility for individual users (hse.exe "/S") or all users:
  [Options]
  SlowLineSpeed=YES
  This will also turn off the splash screen at the start of the application.
• Customised application wallpaper file may be added for a company. Edit configuration file QSE.INI
  [Options]
  WallPaper=filename .......... Default is to stretch the image over the window
  WallPaperPos=Centered .....(Optional - center the image)
  WallPaperPos=Tiled ...........(Optional - tile the image)
  ---
  Wallpaper files may be a .GIF, .BMP or .JPG.
  

• Repeat employee actions, hazard actions and (general) actions added. If a repeat frequency in months is specified when adding or changing an action a new action will be generated for the appropiate date after the current action is completed. The repeat frequency will be carried forward to the new action. To stop an action repeating set the repeat months to zero. Also general actions now show a tick when completed.
• Enterprise and HR system evaluation option added to trial edition. Call CSL to run through this option before running the trial the first time.
• Added ability to access HR setup tables from Edit menu - Agreement types, Business units, Benefits and allowances, Job categories, Job functions and Review types.

• Customisable incident investigation focus elements facility added.
• HR administrator is identified in the company setup.
• HR adiminstrator may optionally enable other users to access HR information either globally or their own department (user login security).
• Email notifications may now be sent to the "Reports To" person for an employee. This allows emails for certian events to be directed to the employee's manager or supervisor.
• Email notifications may be sent to the HR Administrator. The HR Administrator is set up in the Company information along with the Safety Administrator (renamed from Safety Officer).
• HR Module now available to all Enterprise users. If you would like to start using the new HR module features please call support for a new access key.
  The HR module currently includes the following features:
  
  

  Export employee information to Excel Employee notes and actions report Employee disciplinary report Employee period disciplinary summary report Export employee pay rates and review dates to Excel Query employee information facility (queries may be saved and reused) Extended employee HR information such as: business unit, job function, job category, agreement types, termination type and comments, pay details, employee benefits and allowances, last and forecast review details Employee reviews of different types may be created and assigned to reviewers Automatic email reminders when reviews due Reviewer may update information online. HR review, completed reviews, make notes and lock reviews against change. Review reports printed or emailed to reviewers if required. Job turnover and labour turnover reports for company, business units, job functions and job categories within business units.

  ... And there are more features coming ... as you request them.

  NOTE: If Gold or Express users are interested in the HR module please contact us to discuss this.

  
  

Release 6.015
2 April 2008

• Added facility to assign an action to an employee outside of current view of staff (setup in login security - applicable in the Enterprise edition). For example, the current employee may be restricted to a set of departments but needs to assign the action to be performed by someone in a department they normally do not have access to. In the employee lookup tick the check box to look up all staff.
• Added ability to update hazard checks for a group of tagged hazards at one time. This makes it easier to update hazards with changed conditions individually, then update hazards where conditions have not changed all at one time.
• Contracts module - extended length of the contractor services field.
  NOTE: The contracts module is standard in the Enterprise version and optional in Gold and Express editions. It extends the suppliers module by adding contractor reviews and notifications, contractor scopes, individual contracts and documents and notifications to contract supervisors when contracts need reviewing. Call for more information.
• Contracts module - contractor browse now shows expiry dates rather than last review dates. In addition, the system administrator may select an employee who will be able to approve the contractor. If no one is selected, the (default) approver will be the person setting up the contractor. This is the person who will receive contract review email notifications.
• Added search for a supplier and contractor by supplier names as well as contractor scopes (eg: show all roading contractors).
• Training competency levels now shown in the Export Training to Excel report in square brackets (eg: [4]).
• Tagged equipment may now be checked at one time and next check date set. For example all equipment issued to a person can be tagged and the next check date set.
• Equipment check reports extended. Can print with any of the criteria now shown on the window. Can also now print all equipment for a department or person.
• Equipment types may now have an expected life (in months). If it is set, the equipment browse and equipment issue reports will now show the expected replacement date as the issue date plus the expected life.
• Job Type is now consistently named where it was sometimes called Job Title before. Job Type is used to link to tasks. The HR section contains the actual Job Title passed from the payroll but job Type may be different from this.
• New report to show all the places a task is referenced. From Edit / Tasks, tag the task required and print the report Where are tasks used.
• Comacc Payroll interface updated for Comacc 2008. The Comacc interface now supports importing up to 3 companies which may all have different versions of Comacc software. Comacc interface requires the Microsoft Visual Foxpro driver - Download driver from:
  http://msdn2.microsoft.com/en-us/vfoxpro/bb190233.aspx
• MYOB Payroll interface added. MYOB interface requires the Microsoft Visual Foxpro driver (see above).
• MYOB pay rates (pay type, hourly rate, equivalent salary, salary and frequency) may be imported from the payroll if users have the HR Module. From import payroll options, in the HR tab, turn on import pay rates. This is used for salary reviews.
• Severity and Location tabs in accident statistics did not show in some versions. This has now been fixed.
• Added facility to turn off / on the default login prompt of LoginID=DEMO - from File / Security.

Release
6.001
24 Aug 2007

• HSENotifier versions now runs as process or service on the server providing escalating automatic emails for events even when no one is logged on to the server. (Note: HSENotifier.exe is the version that runs as a task and HSENotifierC.exe runs as a service. Help contains instructions or call for help in setting this up.)
• Thin-client version of H&S Compliance Manager updated to latest version which allows access to application and database from remote sites via Internet.
• Training topic SOP's and version control enables the procedure name on all training topics and the current version of the procedure eg:SOP-406-201 Ver sion 3. After changing the SOP/WOP version you will be able to see all employees who need to be notified or retrained.
• Library publications now contain SOP/WOP procedure names enabling SOP's to be stored in the library for access by employees.
• Save incident graphs as files that can be placed in word documents.
• MYOB Payroll 2007 interface added.

Release
5.016
9 May 07

• Supplier contracts window now included for all suppliers where previously it was only included for contractors. This allows individual supplier contracts to be monitored along with supplier incidents, scopes and contract and contractor renewals. (Supplier contracts is in Enterprise version only)
• Query incidents changed to prevent incidents without any mechanism being included with incidents with the selected mechanism. Note this may be used to select any combination of incident data to tag incidents to be included in reports.
• Actions reports added. From Action menu item or actions window, selected actions or actions summary may be printed.
• Full actions details now printed for incidents, hazards, rehabilitation, employees actions, health monitoring and general actions - in addition to the brief description.
• Employee individual training report altered to give more room for large training topic names without overflowing to a new line.
• Employee previous name field added. When an employee name has been changed, eg due to marriage, manually or via payroll import the previous name is shown.
• Training date field size increased to accommodate dates with month name specified.
• Training topic change from within the training window now shows new details on the training window.
• Training provider in a course is now optional.
• Employee licences and certificates may be updated from Edit menu and training window now so employees may enter their own drivers licence information without needing access to other employee data.
• MDI window can not be opened error fixed. Occurred sometimes when starting application on some workstations. The database verification task started before the main window had fully opened. If you encounter his error again please call.
• Removed default employement type of 'Permanent' when adding new employee. Now must be selected (unless imported from payroll).
• H&S Compliance Manager tested well under Windows Vista . Note: each user requires administrator rights to install or run the application beacuse it can creator sub folders and files. If you need more information please call us.
• Option to suppress employee address and telephone ability from payroll imports added.
• Hazards reports for tasks, processes and job types, available from registry menu item, have been reformatted because some printers were truncating report on right side.
• Employment types browse and update available from Edit menu
• Facility to prevent individual users starting the Event Notifier. This allows IT to run the notifier on server and ensures users cannot start the notifier under a Citrix or Terminal Server. To apply, edit QSE.INI and line under the options section (note the case is important)
  [Options]
  UserStartEventNotifier=NO
• Removed facility to upgrade from version 1 . Upgrading from versions 2 and 3 now must be performed by CSL. Version 4 is now the minimum version supported.

• Employee contacts browse and update changed to enable modifying work, home, crisis contact and medical information. This is useful for branches to update contact information without needing access to other employee records. A new payroll import option may be set to prevent the payroll import from overwriting home and telephone contact details.
• Training history summary report changed to note that training totals may include training for employees that have subsequently left.
• Help user updated to latest version. Note: Help contains training videos to assist users learning the application.
• Issue equipment to employee from within an employee now shows equipment cost at time of issue. Before this was captured but not shown.
• Incidents not yet investigated in department incident investigation times graph now shown in red.
• Update Employment types added to edit menu.
• Email report toggle no longer needs a subject. This may be added in Outlook.
• Employee disciplinary information may now only be changed by administrators. Employee discipline reports reformatted.
• HSE Thin-client version updated to latest release.
• Employee crisis contact extended for medical information including practice, medical alerts and medical notes.
• Licences , licence IDs as well as classes and endosements now shown in employee individual training report. Also useful for tracking passports.
• Incident serious harm notification updated for Department of Labour, Maritime Safety and CAA. Lookup for 'notified by whom' and 'report sent by whom' fixed.
• HR Module - Added employee last pay review rates and date, forecast pay rates and date.

• IMPORTANT - Ace Payroll 3.28+ support updated - This release of ACE Payroll changed the ACE employee.dta file. If you have updated your ACE Payroll, H&S Compliance Manager version 5.012 update or above must be applied before running H&S Compliance Manager to import employee changes from ACE.
• HR Module beta 2 - Comacc employee review date imported.

• Employees without contact details may be queried and tagged.
• Email Notifier updated. No significant changes.
• HR Module - Report to summarise salary and wages to Excel added.
• Payroll Interface option to import salary and wages from Comacc, IMS Payroll Patrner and CSV file. ACE payroll import not updated yet.
  Note - the default to not import any $fields has not changed.
• Hazard summary report 1 changed so description does not overwrite next line.
• Issued equipment report has own security entry so supervisors may have access to report without ability to change issued equipment.
• Employees may be deleted only if they have been terminated first.
• Staff discipline/notes now only accessible by an administrator.
• Print training topic report, from training screen, can now print tagged training.
• Hazard update tabs for extra training and staff notice only show if they have data entered. Data should be moved from these areas to work instructions and then deleted to close the tabs.
• Help windows now may open while application is running.
• Query Employees fixed so that certificate and training displays results.
• Thin-client/Server version updated release 5.011. The thin client/server version has a tiny security module at the client end which connects via internet to a server. The application actually runs on the server end. It is a bit like Citrix or Terminal Server but faster. From the user's perspective it looks just like the Windows version, except for a few restrictions, so there is no change in user training.

• H/R module Beta 1 (For Enterprise beta testers only at this stage). H/R module may be available for other organisations after testing is complete.
• User defined Employee Employment types & Termination types (all versions) added.
• User defined Business units, Job categories, Job functions and Agreement types (H/R Extension only) added.
• Simple hazard summary report list with Id , Review date, Description, Department, location, Risk rating added.
• Incident statistics reports now for tagged tagged incidents as well as date range.
• Incidents may be tagged by any incident related criteria for reports.
• Email event notifier task - new version 5.010.
• Adobe PDF reader 7 support added.
• Internet Explorer 7 support added.

• New insurance claims report format (access from Registry/ Insurance claims)
• New incident list report to give brief list of incidents.
• All actions window now identifies the id of the entity the action is for - e.g. hazard ID, incident id, person...
• Equipment checks - last date equipment checked now kept as well as next date. Also shows on equipment check report for QA auditors.
• Training - removed ability to add training for a blank topic.

(5006)
31 Oct 2006

• Login name extended to 50 characters and password to 20 characters.
• Create automatic logins option when adding employee from CSV import file (see CSV employee import file specification pdf).
• Original payroll department and job title saved to new additional fields in employee record when importing employees, even if these options are normally off. This allows both original department and job title to be accessed even if different one used for H&S.
• Overdue training by topic report added.
• Employee home phone and cell phone report added.
• Last equipment-check date retained along with the next due date so this information may be shown to auditors for quality assurance. These are also printed on equipment check reports.
  

Version 5

• New training report lists all employees trained for a selected training topics (or all training topics). Accessed from Menu/Training .
• Spell checking added throughout entire application. Pressing the F7 key invokes a spell check on the field being edited. Each employee who can log on has their own custom spelling dictionary which is removed when the employee logon is removed.
• Only a terminated employee may be deleted. This is to ensure that all events the employee were scheduled for are rescheduled to someone else or removed.
• Employee individual training report includes training history for topics that are no longer required (see #649 in release 4.024). In addition all NZQA units and qualifications passed are included.
• Incident details report - investigation layout changed.
• Email reports with attached PDF in the email. The upgrade changes this to the default method for emailing reports. Previously it used attached RTFs. This option can be changed from the company setup.
• Incident investigation times report changed to only show departments the logged on employee has access to (Enterprise).
• New incidents query and search used to tag incidents based on any information contained in them. Accessed from browse incidents screen. Tagged incidents may be returned to browse list and reports generated.
• New NZQA training module added, in addition to normal training. Records units and qualifications along with level credits . Includes full lists of all NZQA units and qualifications (saves entering these).
• Meeting report changes. Several cosmetic improvements.
• Meeting report attendee comment printed against attendee name.
• Incidents by user category. Display was not using to and from dates.
• Terminated employee entries in the calendar are either removed, if applicable, or rescheduled to another person.
• Changing job type training now ignores any terminated employees.
• Summary of incidents reports - swapped total incident counts for quality and security incidents. This is fixed.
• Meeting window attendees spelling on member corrected.
• Message attempt to use OS2Perso before opening when starting application - fixed.
• Message unable to open MDI on thread when starting application. This is a timing issue when starting on some computers - fixed.

• Changed training to record Certificate ID and Personal ID.
• Added training topic report with employee photos e.g. to show all first aiders with photos
• Changed licences and certificates to record endorsements and ID.
• Added online application help and training videos. By default, when the toolbar help button or menu help is selected, the software will link to online help on our web site. If required, local help, installed with the application, may be selected by turning this on in Update Company Information. This was required because of the recent Microsoft XP security patches which have disabled HTML application help. This is not an HSE error, it is a network setup option and the ability to display HTML help can be turned back on by removing the patches that prevented HTML help from displaying. See Microsoft knowledge base http://support.microsoft.com/kb/896358.
• Added Contracts Module (Enterprise only at this stage), review contractors and contracts and add attachments for contracts.
• Added asset module to record assets and link assets to property incidents.
• Fixed security issue that sometimes disabled actions and other functions when updating to version 4028.
• Fixed issue emailing notifications to email address with an embedded "-".
• Changed staff disciplinary actions reports to print all information.
• Changed staff qualifications unit standards to display units with larger numbers.
• Added export hazards to XML file for displaying in browser (Enterprise only).
• Added facility to turn off facility to broadcast messages to all users. Edit QSE.INI file in Notepad and add lines below (note the case is important) then save the QSE.INI file. This will turn off notices to users. You must be on version 4.025 or above to do this.
  In Col 1 add the following lines
  [Options]
  Messages=NO

(4027)
(4028)

• Changed incident details report so any details may be included or excluded in report. This allows selected incident details to be printed for staff.
• Added facility to configure new incident wizard options (File/options/wizards/update). Note the wizard is created the first time a new incident is entered after the addition of version 4.027. Wizard options are:
  (a) Wizard required (default = on, can be turned off)
  (b) Prevent cancelling out of wizard before all questions answered (default on, can be turned off)
  (c) Protect answers returned from wizard so only a system administrator may change them after the wizard has completed (default on, can be turned off)
• Explanations for New Incident wizard questions may be added by the system administrator so staff can be prompted at each choice. For example this could be helpful in defining what a serious harm is or what level of incident must be reported. Also it is possible to change the order of wizard questions and suppress questions. Take care when changing questions as the software relies on answers to enable/disable parts of the incident form.
• Changed meeting report minutes so that each agenda item may have minutes printed after the item. Note: previous meeting's minutes appear at the end of agenda items.
• Added facility to export employee names and addresses to Excel for mail merge and other uses. Note: for Enterprise, users may only export employees they have security access to see.
• Changed training window to be able to order employees by Staff ID and also training topic report to show staff ID's. (4028)

• #654 Added support for Adobe Acrobat 7 Reader. Updating to release 4026 is required if you have updated to Acrobat Reader version 7.0 otherwise Library publications with a local pdfs or a url's pointing to a pdf will not display correctly.
• #688 Changed Incident Summary report to now show the names of the person opening the incident and the person involved.
• #723 Changed Incident Details report so that each section in the report can be included or omitted by selecting check boxes before entering the report.
• #724 Corrected Incident Details report, two spelling typos.

• #681 Fixed - Training topic frequency when reduced set wrong next date due
• #673 Fixed - Health monitoring report did not show people to be monitored after 1st monitoring event
• #674 Fixed - Employees' details for health monitoring and rehabilitation in Enterprise edition were not being filtered based on site.

• #649 Changed - Employee individual training history report now prints all history even if topic no longer required
• #660 Fixed 4024- Error message -could not open ImportPub.csv when updating from any previous version. If HSE was installed on network folder with a drive mapped to the folder then the file was found but could not be opened. This has been corrected.
• #651 Added certificate/licence ID field added to entry forms and email notifications contain certificate / licence ID.
• #650 Changed 4023 - Insurance claims internal claim number can be overwritten.
  646 Fixed - Employee Query tag all employees with outstanding training was not reporting all employees correctly.
• Added - Ability to remove the DEMO login prompt.
  1. Locate the folder where the application is installed. To do this, log in to the software then go to File / Registration / View Registered Options. "Installed Here" shows where this folder is.
  2. From Explorer or My Computer, go to the folder then locate and edit the file called QSE.INI. (The extension may not always be shown). To edit the file double click to open it in Notepad.
  3. Locate the section [Options]. If it is not there go to the end of the file and on a new line key in - starting in column 1 add the lines below (note the case is important)
  [Options]
  LoginPrompt=NO
  4. Save changes - File / save. Exit notepad and restart application.

• A new publications library linking to PDF's, HTML documents, URL's to Intranet and Web sites and Flash videos
• New calendar of activities and events from all through the system
• System of escalating alert notifications for events due or overdue
• Automatic emailing of alert notifications
• New HTML help with embedded Flash Video for using the software
• New employee training section - all training updated from one screen
• Access to H&S Compliance Manager from home, a remote site or branch via Internet / Intranet or from a notebook or in the field with mobile internet. Not available for Express. Requires extra license for Gold. Standard for Enterprise. Call for details.
• Gold version may be upgraded to Enterprise version which separates departments/sites but with central reporting
• New section for employee warnings
• Reports updated and new reports added
• Outlook 2000+ for emailing reports
• Incidents expanded to include safety (serious and non-serious harm & near misses), property, quality and environmental damage and security incidents
• Insurance claims database
• New interfaces for payroll files, IMS, Comacc and ACE payrolls and the addition of a csv file employee import.

Upgrading from version 2 or 3

Updating from version 1.0, 1.2, 1.3 and 1.4.

Finally