User Manual HSE Monitor 1

Contents

CONTENTS .................................................................................................................................3
HSE monitor............................................................................................................................4
Users........................................................................................................................................5
Logging on and browsing the application............................................................................6
Homepage...............................................................................................................................8
Menus......................................................................................................................................9

DATA ENTRY 10

Introduction...........................................................................................................................11
Data entry..............................................................................................................................13
Import of values....................................................................................................................16
Case of data rejected by the validator ................................................................................22
Viewing Collected values .....................................................................................................24
My entries .............................................................................................................................25

DATA VALIDATION 27

Introduction...........................................................................................................................28
Data validation ......................................................................................................................29
Refusal...................................................................................................................................31
Modification of a validated value ........................................................................................32
My validations.......................................................................................................................33

ANALYSIS 35

Introduction...........................................................................................................................36
Indicators analysis ................................................................................................................36
Reports ..................................................................................................................................39
Indicators comments............................................................................................................42
Monthly report ......................................................................................................................43

DOCUMENTATION 45

Introduction...........................................................................................................................46
Indicators tree .......................................................................................................................46
Organizations tree ................................................................................................................48
Users directory .....................................................................................................................49
Information ...........................................................................................................................51

GLOSSARY 53

In the interests of simplicity and readability the language of this document is as far as possible gender neutral. Where
applicable, the masculine includes the feminine.

User Manual HSE Monitor 3

Introduction to HSE Monitor

HSE monitor
A HSE reporting tool
HSE Monitor is a reporting tool meant for following and entering the
Health, Safety, Security and Environment (HSE) indicators of the OMV
Group. Its purpose is to address the following objectives:
ƒ improve the reliability of the data collection circuit
ƒ make reporting more simple
ƒ make report drafting easier
ƒ allow the certification of the HSE data
ƒ offer an operational control tool
ƒ manage a multilingual and multi-units environment
ƒ allow an autonomous administration of the application

Use
HSE Monitor allows the users to:
ƒ enter data (“Data collector” profile)
ƒ validate data ( “Data validator” profile)
ƒ edit reports (“Data analyst” profile)
It relies on an organizational model for consolidation of data and an
indicators model.

Organisational model
Three organization axes are defined by:
ƒ Business axis (OMV E&P, OMV Gas, OMV Aktiengesellschaft…)
ƒ Emission Trading sub-axis
ƒ Geographical axis (Africa and Middle East, Austria)
The organizational model for a given year is an Organization version
(OV).

Indicators model
Indicators are grouped in 10 domains (Business Activities, Energy,
Occupational Health…)
These domains are divided in sub-domains (Production, Sales,
Occupational Health) which contain indicators.
The indicators model for a given year makes up a Protocol Version (PV).

Collection campaign
Data collection of a set of indicators on a set of organizations is called a
campaign. A campaign is conducted on a given period of time.

4 User Manual HSE Monitor

Introduction to HSE Monitor

Users
User account
A user account is defined by:
ƒ a login
ƒ a password
ƒ information (name, surname, title, email …)

Users
Pages in the HSE Monitor application are customized according to the
role of the user. Only the functionalities a user may access according to
his/her profile are displayed.
The 3 tasks of the users in charge of data collection and validation are:
ƒ data collection (user enters data)
ƒ data validation (user confirms data)
ƒ data analysis (visualization of data and edition of reports)

Data collector
A data collector is granted the data collection and data analysis profiles.
The user enters data, can visualize them and edit reports.

Data validator
A data validator is granted the validator and data analyst profiles. The
user confirms data, can visualize them and edit reports.

Data analysis
A user can be granted only the data analysis profile. In that case, his
role is to follow the data and edit reports.
The following table is a summary of the functionalities available to each
profile.

Administrator
Is in charge of supervising the application.

Scope
The scope is the working area (in terms of indicators and organizations)
that a given user can access. The data collection scope of a user is the
set of indicators he may have to enter on a given set of organizations.

User Manual HSE Monitor 5

Introduction to HSE Monitor

User profile

Profile Role Tasks

Data Collection In charge of entering data Data entry for a campaign

into the application Checking data

Data validation In charge of validating the Validation of data for a campaign

data that are entered Checking data

Data analysis In charge of editing reports Visualizing indicators

(possible on validated data Creating reports
only).
Administrator In charge of managing the Administration campaigns
application Administration of users
Supervision of the application

Logging on and browsing the application

A Web application
HSE Monitor is a Web application.
Therefore, it is supported by an Internet browser (Explorer 6 preferably).
It makes use of the usual browsing tools available in your Internet
browser.

Accessing the HSE Monitor application

The URL is:
http://somvat002221/prod/page.aspx/en/usr/login
In order to log in and have access to all
functionalities, please enter your login and
password.
Your password was defined by the
administrator.
You can change it in My Account.
Alternatively, you find a link on some versions of
your OMV Portal (Über OMV > Gesundheit,
Sicherheit, Umwelt > HSE Monitor).

6 User Manual HSE Monitor

Introduction to HSE Monitor

Browsing and saving data

Please use the button rather than the “Previous page” or
“Next page” of the Internet browser. If you don’t, messages may be
displayed that require the user to reload the page. Data may be lost.
Main buttons
Back to previous page
Save Saving of the entry or action
End Saving of entry or action and closing of the window/ popup
Close Closing of the window/ popup without saving the data

It is absolutely essential that you save any entry or action

before you leave the active page. If you don’t, the entered
data or action may be lost!

My account
Access: My account/My account
In this menu, the user can modify:
ƒ his/her personal information,
ƒ his/her password.
When first logging in, the password is “sg”. You will be required to
enter a new password.

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Introduction to HSE Monitor

Homepage

Homepage
(1) The OMV logo is for returning to the homepage. It can be found on all pages of the application.

(2) The menus give access to all the functionalities of the application.
They are displayed according to the profiles granted to the logged-in user (data collector, data validator, data
analyst).
They can be found on all pages of the application.

(3) Frames that give direct access to some functionalities.

Left-hand side:
- Current collecting processes (data collector profile only): link to the open campaigns
- Domains: expand and visualize indicators
- Reports : Access the Indicator analysis window for visualizing and creating reports
- General reports: access users’ templates accessible to all users
- Drop-down menu: report templates
Right-hand side: HSE Monitor Documentation and directories

(4) The following icons can be found on all pages of the application:

Logout : disconnect from the application.

OMV Home : Back to homepage.

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Introduction to HSE Monitor

Menus
The following table is a summary of the menus of the application.
Profiles that can access them are indicated. By default, data collectors
and data validators are granted a data analyst profile on their scope.

Menus accessible by profile

Menu Functionality Data collector Data validator Data analyst

Collection Data entry X

Import of values X

View collection values X

Validation Validation of entries X

Analysis Indicators analysis X X X

Reports X X X

Indicators comments X X X

Monthly report X X X

Documentation Indicators tree X X X

Organizational tree X X X

Users directory X X X

Information X X X

My account My account X X X

My entries X

My validations X

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Data entry

D a t a e n t ry

10 User Manual HSE Monitor

Introduction
Role of the data collector
The role of the data collector is to enter data in collection campaigns
that are periodically launched by the central administrator.
The data collector must check the data collection form as long as the
data that he/she entered are not all validated. He can:
ƒ Enter data
ƒ Submit them to validation
ƒ Check that all entered data have been validated

Entering data
The administrator defined the collection scope for the data collector.
This scope represents the indicators ([BACT_1] Throughput ,
[ENE_28] Electricity Output …) for which the collector has to enter data,
and concerned organizations.

Submitting to validation
Once the collector is sure about the data he has entered, he checks the
Submit to validation box. This enables the validator to proceed with the
validation of these data.
The values can be entered and then submitted for validation at another
time. In that case they remain at the In progress status (the value is
entered but not yet submitted to validation).

Checking that all the entered data have been validated (case of refused
values)
If a value on the Submit to validation status is refused, it is switched
back to the In progress status. It is up to the collector to correct it if
necessary and move it back to the Submit to validation status.

When the end of the campaign is close, the collector who has
not completed the data entry and has not submitted all the
values for validation receives a mail from the administrator.

Indicators
Indicators come in 4 different types (see Typology of indicators, page
47):
ƒ Math-field
ƒ Yes/ no
ƒ Full-text
ƒ Single or multiple selection indicators.

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Data entry

Examples
Symbol Examples of indicators

[BACT_1] Throughput
Math-field indicator

[ET_1] Methods Used

Full-text indicator

[ET_22] Other Certificates Traded

Yes/ no indicator

Single or multiple
selection indicator

Computed indicators ( ) use indicators in calculation formulas and

they are not found in the Collection menu (see Indicators analysis).

Direct data entry or data import

The collector can use 2 different ways to save data in the HSE Monitor
application:
ƒ enter the values in the data collection form, or
ƒ import them massively.
The two methods are described below.

12 User Manual HSE Monitor

Data entry
Access: Collection/ Data entry
If the user is concerned by several campaigns, click on one in the list.
If just one campaign is open on his scope the following window opens:

► Opening the data collection form

Note: This window can be directly accessed from the homepage,
section Current collection campaigns.
1. Click on a campaign for which you need to enter data. Its
progress status is displayed in the Data entry window.

Data entry window

(1) Selection of the campaign
Drop-down menu for selecting the campaign

(2) Domains or sub-domains

Names in bold represent a domain (Business Activities, Energy, Occupational Health…)
The other rows represent a sub-domain (Production, Sales, Health…)

(3) Indicators status

Progress status of the indicator:
Not started: no value has been yet entered.
Refused: the value was refused by the validator. The data collector will have to enter a new value.
In progress: values have been entered but not yet submitted to validation.
Submit to validation: values have been entered and are submitted to validation.
Validated: the value has been validated and will therefore be made available in the reports.
The fraction represents the number of indicators with this status, divided by the number of indicators of the sub-
domain to be entered in the campaign.

2. If necessary, click on the drop-down list Campaign to display the

selected campaign.
3. Click on the selected domain or sub-domain to enter data. The
data collection form is displayed.

User Manual HSE Monitor 13

Data entry

Data collection form window

(1) Filter
Collection campaign: drop-down menu for selecting the campaign.
Domains: list of sub-domains for the campaign.
Indicators: List of indicators for the selected sub-domain (All or just one),
Organization: list of organizations covered by the campaign.
Status: select the statuses of the selected indicators (or check them all).
- All: whatever the status
- Not started: no entered value
- Refused: the value was refused by the validator. The data collector will have to enter a new value.
- Entry in progress: a value has been entered but not yet submitted to validation.
- Submit for validation: validation required.
- Validated: the value was confirmed by the validator. It can be seen in Indicators analysis.

(2) Indicator
- The organization for which the data must be entered is in bold.

- : access to the detailed description of the indicator: hover to display the balloon help or click on it to open a
popup containing the description.
- Code and label of the indicator.

(3) Value
Fields available for data entry. The Submit to validation checkbox is accessible only after data has been entered
(enter a value and click out of the field; the Submit to validation checkbox can be accessed).
Previous value
Last value entered in a previous campaign.
Submit for validation
Checkbox for submitting the value to the validator.

addition of comments to the value of the indicator. The icon then turns to . (Note: the comments can
contain attached files.) These comments can be seen by the validators, and comments can still be added
after validation.
access to the computed indicators associated to the indicator.

access to the record of the indicator over the previous periods of time.

(4) Save
Click on this button once the data have been entered or a modification made

14 User Manual HSE Monitor

► Entering values and submitting them to validation
1. Click on the drop-down lists on the upper part of the screen to
filter the indicators you wish to display.
2. Enter the data in the format shown below according to the type
of indicator:
- math-field: enter a number
- Yes/ no entry
- Full-text: enter text
- Single or multiple selection in checkboxes
3. Click out of the fields after the last entry so that the Submit for
validation checkboxes are available for the corresponding
indicators.
4. Click on Submit for validation if you wish to submit the value to
the validator. Since the validator will not receive a specific alert
when data submission is completed, it is recommended to
inform or notify your validator.
Check the Submit for validation in the table header to submit all
displayed indicators for validation.

5. Click on Save in the lower right corner to save the entry.

The Status column is updated (set from Not started to Entry in
progress, or Submit for validation if a value has been saved and
the Submit for validation box checked).
Submit for validation data can no longer be modified. Uncheck
the Submit for validation box so a modification can be made on
the corresponding indicator.
Note: A validated value can no longer be modified by a data
collector but can be exceptionally modified by a data
validator

Any data that are not saved are lost. Make sure you click on Save after
completing your entry.

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Data entry

Import of values
Access: Collection/ Import of values
Note: It is not possible to import values for single or multiple selection
indicators
Note: Imported values are automatically saved with the Submit for
validation status
The data collector can import values for a given campaign into the
application using a Excel formatted file. The collector saves time. He
also can save the file on his own computer so that he can use it for the
following campaigns.
The import includes 2 successive steps:
1. Step 1: definition by the data collector of the format of the file
and downloading of the standard file.
2. Step 2: entry of values in the file by the data collector or by
automatic treatment and import of the completed file into the
application.
The format of the file depends on the scope of the import:
ƒ number of indicators: one or several (an Indicator Code column
if several indicator values need to be entered)
ƒ the selected organizational scope: one organization, or several
(an Organization code column if several organization need to be
entered)
ƒ addition of a Comment column
ƒ unit of the indicator value
► Step 1: Defining the format of the file
Access: Collection/ Import of values
This step must be carried out if the file does not already exist on the
user’s computer.

In the Import parameters section:

16 User Manual HSE Monitor

1. Select the campaign if it is not displayed in the Collecting
process drop-down menu.
2. Leave -- Select -- in the Indicator drop-down menu. This creates
the Indicator code column of the formatted file.
Note: The data collector can select an indicator. In that case,
there will be no indicators criterion, hence no Indicator
code column.
3. Select the organization for which you need to import the
indicators in the Entity drop-down menu
Note: The data collector can leave -- Select – in the drop-down
menu. In that case, there will be an organizations criterion,
hence an Organization code column.
4. Leave -- Select -- in the Unit drop-down menu. This creates the
Unit Code column of the formatted file.
Note: The data collector can select a unit. In that case, there will
be no units criterion, hence no Unit code column.
5. Check Comment column to add a text column to the file.

6. Click on to download a formatted file. It consists of a table

with an Indicator code column, a Data column (value of the
indicators), a Unit code column and a Comment column. In the
Windows © popup, click on Save and Open.
7. The Excel file opens.

8. Delete the sample values while leaving the first row untouched
(column headers). Enter the indicator codes and the values
Note: If the Code unit column is present, do not enter anything
in order to select the default unit, or if the indicator does
not require one.

User Manual HSE Monitor 17

Data entry

To easily find the list of indicators and their respective label in the HSE
Monitor application, click on the corresponding column header
(Indicator code) in the File format section. It gives you access to the
concerned indicators’ code or organizations’ code or units’ code in a
Values table popup.
If necessary, download it in the Excel format so you can copy/ paste the
codes in the imported file.

9. In Excel, click on File/ Save as and save as a csv file by selecting

*.csv as a format file in the Save as popup in Windows ©.

18 User Manual HSE Monitor

10. Click on Save in the Save as Windows © popup.
11. A warning is displayed. Click on Yes to save the file.
12. The file is now saved as a csv file on your computer.

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Data entry

Step 2: Importing data in HSE Monitor

The file that contains the entered or pasted data must have been saved
as a csv file.

If you have gone through Step 1 and you may want to go through Step2
later, you will have to select the import parameters again as they define
the format of the file to be received by the application.
Access: Collection/ Import of values
To import the Excel file once the data have been entered:
1. Click on Browse (or Parcourir) to locate the completed file on
your computer.
2. Select the file (popup Windows ©) and click on Load in the HSE
Monitor application. A message in a yellow banner at the top of
the window indicates that the import is successful.

A message informs you if an error occurs.

Failed imports are kept for the record. They can be accessed through
the My failed imports links (see page 21).

20 User Manual HSE Monitor

Failed imports
In the event of an error when the file is imported, a message keeps you
informed.
Failed imports are kept for the record. They can be accessed through
the My failed imports link. Failed imports are displayed at the bottom of
the page.

They include 3 elements:

ƒ Import # xxx: number allocated to the import in the application
(the higher number is the last failed import)
ƒ Download button: opening of the corresponding file. Errors are
detailed row by row
ƒ Delete button: deletion of the recorded failed import

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Data entry

Case of data rejected by the validator

Access: Collection/ Data entry
The role of the validator is to confirm or refuse the values submitted by
the data collector.
In the case of a refusal, the data collector must enter a value again.
The list is displayed if the user is concerned by several campaigns: click
on the selected campaign. If just one campaign is open on your scope,
the Data entry window will be directly displayed.

► Display the refused value and correcting it

Click on a campaign. Its progress status is displayed in the Data entry
window. Click on a sub-domain to display the Data collection form.

A value that was refused by the validator can be changed.

The colour of the icon shows that a comment has been added (by
the validator who explains the refusal, for example).
1. Click on to display the comments.

22 User Manual HSE Monitor

 2. Insert your own comments in the text domain and add a file if
necessary by clicking on Add a file.

3. Confirm by clicking on Save.

4. Enter a new value if necessary and check Submit for validation
and click on Save.
The indicator switches from Refused to Submit to validation.
Any data that are not saved are lost. Make sure you click on Save after
completing your entry.

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Data entry

Viewing Collected values

Access: Collection / Viewing collected values
This functionality allows the data collector to display the history of
entered values on his scope The history includes all campaigns whether
they are open or not.

► Viewing collected data

1. Use the drop-down lists in the upper part of the windows to filter
the entered values you wish to display by indicators and
organization (Indicator and Entity drop-down menus).
2. If necessary, filter by entered data (Realized) or target and
threshold values in Data type.
3. Click on Search.
4. If necessary, sort the displayed values by clicking on the column
headers (Indicator, Entity and Modification date)

24 User Manual HSE Monitor

My entries
Access: My account/ My entries
The menu allows the collector to display all the indicators on his scope.
Data are about all campaigns whether they are open or not. All
indicators are listed whatever their status.
Entered data are only those that were entered by the current logged-in
user.
The collector can display the indicators that he will have to enter in
campaigns to come. Therefore, he can prepare his work accordingly.
The data collector can easily find all the data on his scope by filtering
by:
ƒ Collection campaign,
ƒ Indicator status (check the statuses you need : value not yet
entered, entered, not yet validated, validated, refused),
ƒ Organizations and indicators (only those within the scope of the
data collector),
ƒ Organizational level or organization (only those within the scope
of the data collector).

► Displaying my entries
1. Use the drop-down lists and the checkboxes in the upper part of
the window to filter the entered values or values to be entered
for a campaign.
2. Click on Search.
3. If necessary, sort the values displayed by clicking on the column
headers Collection campaign, Sub-domain, Affected indicator,
Level and Organization.

User Manual HSE Monitor 25

 D a ta va lid ati on

User Manual HSE Monitor 27

Data validation

Introduction
Role of the validator
The role of the data validator is to confirm the data entered by the data
collector in periodic collection campaigns (the campaigns are organized
by the central administrator).
The administrator has defined the scope of the validator. This scope
represents which indicators ([ENE_1], [ET_17] …) the validator has to
confirm, and for which organizations (management, subsidiaries,
agencies …).
The validation step logically comes after data entry. The specific screen
for validation displays the indicator of a current campaign. Their status
indicates whether he can confirm them.
The value of an indicator switched to Submit to validation allows him to
confirm or refuse it (see table Status of indicators, below in the
description of the Data Validation Detail window).
A value that was entered by a data collector but not yet switched to
Submit to validation cannot be seen by the validator.
Confirming
Once the values have been confirmed, they can be:
ƒ visualized (indicator analysis) by a user with the data analysis
profile in the Indicators analysis/ Indicator analysis menu;
ƒ be used for creating reports by a user with the data analyst profile
in the Indicators analysis/ Report menu.

Refusing
The validator can refuse an indicator value, thus requiring the data
collector in charge of this indicator to enter a new value or enter an
explanation.
The collector receives a specific warning by email when a value is
refused and the value is switched from Submit to validation to Refused.
The validator enters comments meant for the data collector.

28 User Manual HSE Monitor

Data validation
Access: Validation

Validation
A list is displayed if the validator is concerned by several campaigns:
click on one. If just one campaign is open on your scope, the following
window will be directly displayed.
► Opening the Data validation Detail window
Click on a campaign. Its progress status is displayed in the Data
validation Detail window.

Validation window
(1) campaign
Drop-down menu for selecting a campaign.

(2) Domains and sub-domains

Names in bold represent an domain (Business activities, Energy …).
The other rows represent a sub-domain (Production, Sales, Water; …).

(3) Indicator status

Progress status of the indicator:
Not started: no value has been yet entered.
In progress: a value has been entered but not yet submitted to validation.
Refused: the value has been refused by the validator. The collector will have to enter a new value.
Submit for validation: a value has been entered and is submitted for validation.
Validated: the value has been validated and will therefore be made available in the reports.
The fraction represents the number of indicators with this status, divided by the number of indicators of the sub-
domain to be entered in the campaign.

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Data validation

► Confirming entered data

1. If necessary, click on the drop-down menu Collection campaign
to display the selected campaign.
2. Click on an domain or sub-domain. The Data Validation Detail is
displayed.

Data validation Detail window

(1) Filter
Collection campaign: drop-down menu for selecting the campaign.
Domain: list of sub-domains for the campaign.
Indicators: List of indicators for the selected sub-domain (All or just one).
Organization: list of organizations covered by the campaign.
Status: select the statuses of the selected indicators (or check them all).
- All: whatever the status
- Not started: no entered value
- Entry in progress: a value has been entered but not yet submitted to validation
- Submit for validation: validation required
- Validated: the value was confirmed by the validator. It can be seen in Indicators analysis.
- Refused: the value was refused (indicators for which a value has to be entered again by a data collector)

(2) Indicator
- The organization for which the data must be entered is in bold

- : access to the detailed description of the indicator: hover to display the balloon help or click on it ot open a
popup containing the description
- Code and label of the indicator

(3) Value: Value entered by the data collector for data entry. The Validated and Refused checkboxes are accessible
only after data has been submitted by a data collector.
Previous value: Valeur saisie lors de la campagne précédente
Validated: Checkbox for confirming the value (the analysis is then possible on the indicator).
Refused: checkbox for refusing the value. Insert a comment using the icon .

addition of comments to the value of the indicator. The icon then turns to . (Note: the commentaries can
contain attached files), and commentaries can still be added.
access to the computed indicators associated to the indicator.

access to the record of the indicator over the previous periods of time.

30 User Manual HSE Monitor

 (4) Save: Click on the button once the values are confirmed or refused

3. Click on the drop-down lists in the upper part of the window to

filter the indicators you wish to display.
4. Use the corresponding checkboxes to confirm values.
5. Click on Save on the lower right corner to save the entry. The
Status column is updated (Validated).
Any data that are not saved are lost. Make sure you have clicked on
Save after completing your entry.

Refusal
Access: Validation
When a value has been refused by the validator, it has to be entered
again by the data collector.
He inserts a commentary (icon ) for the data collector. The
corresponding indicator is switched to the In progress status on the
Data collection form (seen by the data collector). The data collector
enters a new value, possibly a comment, and then submits the value for
validation.
► Opening the Data validation Detail window
Click on a campaign. Its progress status is displayed in the Validation
window.
A detailed description of the Validation window is available on page 29.
► Refusing a value and inserting a comment
1. Click on the selected domain or sub-domain. The Data Validation
detail window is displayed.
A detailed description of the Data validation detail window is
available on page 30.
2. Check the Refused box for a selected indicator. A text field
opens. Enter an explanatory comment for the data collector.

3. Click on Save.
The icon on the row of the selected indicator changes colour and
turns to (click on the icon to display the comment that was just

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Data validation

entered).
The status of the indicator switches from Submit for validation to
Rejected.
The same status will be displayed on the data collector’s screen.
Any data that are not saved are lost. Make sure you have clicked on
Save after completing your entry.

Modification of a validated value

When a value has been confirmed by the validator, the corresponding
indicator can be viewed by users with the data analysis profile.
However, the value can still be modified. The validator has to uncheck
the Validated box and check Refused (see Refusal above). The indicator
can then no longer be visualized by a user with the data analyst profile
as long as it has not been switched back to Validated.

32 User Manual HSE Monitor

My validations
Access: My account/My validations
The menu allows the validator to display all the indicators on his scope.
Data are about all campaigns whether they are open or not. All
indicators are listed whatever their status.
Entered data are only those that were confirmed/ refused by the current
logged-in user.
The validator can display the indicators that he will have to confirm/
refuse in campaigns to come. Therefore, he can prepare his work
accordingly.
The data collector can easily find all the data on his scope by filtering
by:
ƒ Collection campaign,
ƒ Indicator status (value not yet entered, entered, not yet validated,
validated),
ƒ Organizations and indicators (only those within the scope of the
validator),
ƒ Organizational level or organization (only those within the scope
of the validator).

► Displaying my validations
1. Use the drop-down lists in the upper part of the window to filter
the entered values or values to be entered for a campaign.
2. If necessary, sort the values displayed by clicking on the column
headers Collection campaign, Domain, indicator, Level and
Organization.
.

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 A na lys is

User Manual HSE Monitor 35

Analysis

Introduction
The data analyst profile has access to the indicators analysis and
reports menus. Their purpose is to offer the tools for visualizing data
and edit reports.
ƒ Menu Analysis/ Indicators analysis: visualization of management
charts on one indicator
ƒ Menu Analysis / Reports: visualization of management charts on
several indicators
ƒ Menu Analysis / Indicators comments: display of comments
entered by the users
ƒ Menu Analysis /Monthly report: specific and pre-defined report on
the group or business division level
All information is limited to the data analysis scope of the user. Only
validated indicators can be seen.

Indicators analysis
Access: Analysis/ Indicators analysis
The user with a data analysis profile has access to the list of all the
indicators and organizations included in his data analysis scope
(organizations and indicators).
This functionality allows the user to visualize management charts on
one indicator.

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Indicators analysis
(1) Drop-down lists are for filtering indicators, years and period of time.
It is also possible to search by keywords on the label of the indicators.

(2) Domain section: drop-down lists are for defining the organizational scope in which data are to be visualized. They
are limited to the data analyst scope.

(3)
List of indicators according to the selected criteria ( : description of the indicator) shown on 5 columns:
Domain: domain to which the indicator belongs.
Indicator: code and label of the indicator.
Value: value of the indicator. This number stands for the number of texts entered as far as full-text indicators are
concerned.
Unit: unit of the indicator.
Coverage index: progress percentage of the indicator.

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Analysis

► Visualizing and extracting a report for one indicator

1. Start a search or define filters.
2. Click on the icon or the name of the selected indicator to
visualize it. The screen below is displayed.

Use the scope selection criteria (Filter section) to change the

management chart.
3. Change the visualization mode on the same screen in the lower
left corner using the available menus:
- Details by: visualization of the information by organisational
level (by Group, Branch, subsidiary… according to the data
analysis scope)
- Graph type: selection of the visualization mode (bar charts,
splines…)
4. Click on Generate report to visualize the management chart in a
chart (title, editing …) and print it if necessary.
5. If necessary, click on Excel extraction to extract the data in an
Excel table.
Note: You can also display the target value and the minimum and
maximum threshold by checking the corresponding boxes.
Use the Reset button to cancel all filters and selection criteria of the
management charts.

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Reports
Access: Indicators analysis/ Reports
Reports are management charts on several indicators. This functionality
allows the user to visualize data reports on several indicators. It is
limited to the data analyst scope (organizations and indicators).
The creation of report functionality is for creating report templates that
can be used from one campaign to the next.

Raports
(1) The filters are for filtering by year and period of time.
Report label: title of the report / General reports: check this box to make your report available to all users.

(2) Scope section: drop-down lists are for defining the organizational scope in which data are to be visualized. They are
limited to the data analysis scope.

(3) Selection of the visualization mode.

(4) Select the indicators: expand it and check the indicators to select them.
Comment : comment added to the report.
General Reports; My reports : pre-defined reports, either accessible to all user or just with this login.

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Analysis

Visualization, printing and extraction of a report

The user can visualize a report with graphs in a popup and print it. He
also can extract values in an Excel table.
► Visualizing a report, printing or extracting it
1. Filter by Year.
2. Check the indicators that you wish to include in the reports
(Select the indicators section).
3. Use the scope selection criteria (Scope section) to change the
management chart.
4. Change the visualization mode on the same screen in the lower
left corner using the available menus
- Details by: visualization of the information by organizational
level (by Group, Branch, Subsidiary… according to the data
analysis scope) and/ or period (semester, year…),
- Graph type: selection of the visualization mode (bar charts,
splines…).
3. Click on Generate report to visualize the management chart in a
chart (title, editing …) and print it if necessary.
4. If necessary, click on Excel extraction to extract the data in an
Excel table.
Note: You can also display the target value and the minimum and
maximum threshold by checking the corresponding boxes.

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 Managing reports
Pre-defined reports have pre-defined criteria and are used as templates.
Each report generation comes up with a report that refers to these
criteria for the latest indicator values.
If you wish to save a report as a report at a given time, you need to save
it on your computer. Report generation does not create a history.
One report can be used in successive collection campaign if the scope
remains the same.
Generated reports can be saved under your user account (My reports)
so you can use them later.
They also can be saved and made available to all users (General
reports).
► Creating a pre-defined report
On the same screen:

1. Enter the title of the report in Report label.

2. Check General report if you wish to share the report with all the
users.
3. Expand the indicators tree and check the indicators that you wish
to include in the reports (Select the indicators section).
4. Use the scope selection criteria (Scope section) to change the
management chart.

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Analysis

5. Change the visualization mode on the same screen in the lower

left corner using the available menus.
- Details by: visualization of the information (by organisational
level (by Group, Branch, Subsidiary… according to the data
analysis scope) and/ or period (semester, year…),
- Graph type: selection of the visualization mode (bar charts,
splines…).
6. Click on Save. The report is saved as a template.

Icons are available for managing the reports:

ƒ : deletion of a report
ƒ : visualization in a popup and printing of a report
ƒ : extraction of a report in Excel
Click on the name of a report to display its criteria (indicators are in
bold and organizations can be seen on the left-hand side of the screen).

Indicators comments
Accees: Analysis./ Indicators comments
The list of comments enables the user to display all the comments that
were entered during campaigns on indicators for specific organizations.
The list is an information source that can help during data collection,
validation or report editing.
Available comments are limited to the data analysis scope
(organizations and indicators) of the user.

Filter by indicator, organization and year to locate the comments on an

indicator, for an organization, over a given period.

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Monthly report
Access: Indicators analysis/ Monthly reports
This report focuses on Health, Safety and CO2 emission. The report is
pre-defined and cannot be acted on.
Values are viewed on a Group level, by year and month. For some
users, values can be seen on a business division level.

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 D oc um en tat ion

User Manual HSE Monitor 45

Documentation

Introduction
The documentation menus allow the data collectors, the validators and
the data analysts to access various information menus.
The Documentation tab gives access to:
ƒ the indicators tree: it is the model that includes all the basic and
computed indicators
ƒ the organizational tree: it is the organizational model that includes
all the organizations of OMV for the application
ƒ the users directory: full list of users (details and scopes)
ƒ the information base: contents classified by type (HSE
Organisation, Reports – new, …)

Indicators tree
Access: Documentation / Indicators tree
A protocol version is an indicators tree for a given year.
All campaigns rely on this model for that year.
It includes 10 domains: Business activities, Energy, Occupational
Health…
The 10 domains contain sub-domains (Production, Sales, Health …) in
which the indicators are grouped.

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► Displaying a protocol version
1. Click on the drop-down list Protocol version to display the
indicators tree for a given year.
2. Expand the tree. The 5 possible types of indicators are defined in
the following table.

Typology of indicators
Symbol Type of indicator Description

Computed indicator Expand the indicator to show the basic

indicators used for their calculation
Math-field indicator Used for entering numerical values

Full-text indicator Used for entering text-type values (8000

characters max.)
Yes/ no indicator Yes or no checkbox

Single or multiple choice Used for selecting one or several values in a

indicator defined choice list

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Documentation

Organizations tree
Access: Documentation / Entities tree
The indicator tree includes all the organizations of OMV for the
application.
An organization version is the organizations tree for a given year. It is
made of 2 organization axes:
ƒ by Business Division Axis (E&P, Gas, OMV Aktiengesellschaft …),
ƒ by Geographical axis (Africa and Middle East, Austria…),
ƒ by Emission Trading sub-axis.
The tree permits consolidation along 3 different axes.

► Displaying an organization version

1. Click on the drop-down menu to display the organizations tree
for a given year.
2. Expand the tree.

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Users directory
Access: Documentation / Users directory
The directory allows a user to search for a user and display:
ƒ his general information (professional details)
ƒ his scopes

Users directory
(1) Search by profile and keywords section.
Search button: starting the search.
Reset button: cancellation of all filters and criteria.

(2) Filter by scope(s)/entity(ies)

Search by organizations and scopes (Data collection, validation, analysis and administration).

(3) List of results

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Documentation

Searching for a user

The search can be a simple search using profiles and keywords.
It can also be an advanced search that takes into account the
organizational scope (what site for example) for a specific profile (data
collection, validation, data analysis, administration).
► Simple search
In the search by profile and keywords section:
1. Select a profile in the drop-down list Filter by profile (leave --All –
if profiles are not a criterion).
2. If necessary, search by keywords on the surname, first name and
login of a user.
3. Click on Search. The list of results is displayed.
► Advanced search by scope
In the Filter by scope(s)/ entity (ies) section:
1. Expand the organizations tree so as to locate the selected
organization/ organizations and check the corresponding boxes.
2. In the upper part of the section, check the selected profile on this
organizational scope (here: Data collection).
3. Click on Search. The list of results is displayed.

► Displaying the information about a user

Click on the name of the user in the list of results to display the
matching information in a popup:
ƒ the general information about the user
ƒ the scopes of the user

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Information
Access: Documentation/ Information
This functionality offers contents classified by topics: Report – new,
Help…
Some can be accessed from the right-hand side of the homepage.
They make up a knowledge base meant for the users. The contents can
be searched by keywords.

The Relation column indicates:

ƒ whether the content is linked to a particular indicator
(INDICATOR: …..)
ƒ whether the content can be seen on the homepage (SECTION:
Main)
If a content is linked to an indicator, it is included in the description of
this indicator (icon during data collection or validation of an
indicator).
► Displaying a content
Click on the title of a content to display.
(Note: the attached file, if it exists, can directly be accessed in the File
column ). The Display contents window opens.

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Documentation

Left-hand side of the window

Depending on what the data collector entered, the Display contents
window contains a descriptive text, attached files, links to websites.
Right-hand side of the window
The frame offers a direct access to the other contents. They are
classified by topics.

52 User Manual HSE Monitor

 G los sar y
C
(Collection) campaign : Collection of indicators launched by the central administrator
Collection : Profile that allows the collection of indicator values in campaigns
Computed indicator : Indicator that is a calculation involving several basic indicators. A computed indicator
cannot be entered. Its is automatically calculated.
D
Data analysis : Profile for visualizing indicators and creating reports
Data collection form : Screen meant for entering values. It is a screen that can be displayed by data
collectors
Data collector : Person in charge of collecting data
Data validation detail : Screen meant for confirmation of indicators. It is a screen that can be displayed by
validators
Domain ; One of the 10 groups made of sub-domains of indicators (Energy; HSE
management…)
E
Entity : Organization in the model of OMV
I
(Basic) indicator : Indicator whose value is entered during a campaign
Import of values : Loading of data into the application through a formatted file
O
Organization : One unit of the organization tree (a business unit, a site…)
Organization version : Organizations tree for a given year (organization version 2005, organization version
2006 …)
Organizational scope : Scope in terms of covered organizations
P
Profile : Set of authorizations that define the role of a person (data collection profile, validation
profile, data analysis profile). The authorizations determine the menus that can be
accessed by the user
Protocol : All indicators
Protocol version : Indicator tree for a given year (protocol version 20005, protocol version 2006 …)

S (Collection, validation, data : Set of organizations and indicators for data collection, validation or data analysis
analysis) scope
Sub-domain : Sub-group of one of the 10 domains (Waste, Water, HSE trainings…)
V
Validation : Profile authorizing confirmation of data entered by a data collector
Validator : Person in charge of confirming data entered by a data collector

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