Setting up Safety Report Types

Air Maestro requires you to setup specific options for each safety report. The process for finalising the safety report requires eight steps:

Step-by-step guide

Step 1 - Setup Safety Officers

When you have assigned personnel to a safety officer role you will have the option to assign them specific responsibilities for the safety report type (sign-off, champion/investigator etc.). Assigning a safety officer role rather than an individual to specific tasks, allows you to quickly change the individual assigned once, without needing to update all the relevant safety settings.

Select General → Setup → Safety Options.
Select the tab corresponding with the safety report type (E.g. Flight Report).
Scroll to the Safety Officers pane.
Select the required safety officer for this safety report type from the Safety Officer drop-down list.
Click [Set Role].

Step 2 - Setup Report Type Options

Air Maestro allows you to customise the initial Report Info tab for each safety report type. The Report Details tab is displayed immediately to the reporter when they submit a new report.

Select General → Setup → Safety Options.
Select the tab corresponding with the safety report type (E.g. Flight Report).
Scroll to the Report Type Options pane.
Select the Display Risk Selector to Reporter tick box if the risk selector must be displayed to the reporter for this report type.
Select the required initial likelihood for the report from the Initial Likelihood drop-down list.
Select the required initial consequence for the report from the Initial Consequence drop-down list.
The Risk Level field is automatically calculated from the selected Initial Likelihood and Initial Consequence using the Risk Matrix.
Enter the prefix for the safety report type if required. The default prefix assigned when setting up the report type is automatically displayed in the textbox.
Select whether the optional fields: Category, Event Description, Event Location, Event Type and Reporter Role for the safety report type are: required, optional or hidden.
Click [Save].

Step 3 - Setup Report Tabs

Air Maestro allows you to create custom tabs to capture the required information for each safety event. For example, for an OH&S report you may wish to divide your report into the following tabs:

Report Details
Injury Details
Hazard Details.

To setup new report tabs refer to Setup Report Tabs in this guide. Once the tabs are created, you can include them in the relevant safety report type.

Select General → Setup → Safety Options.
Select the tab corresponding with the safety report type (E.g. Flight Report).
Scroll to the Report Tabs pane.
Click [+Add Tab].
Select a tab from the Tab Name drop-down list. The default options (Champion Only, Mandatory etc.) for that tab are displayed.
Complete the required options for the selected tab.
Click [Add].
Repeat Steps 4-7 to add additional tabs to the safety report.

Step 4 - Setup Initial Alerts

Air Maestro allows you to notify all required personnel when a safety report is submitted. The notification is sent via an alert within Air Maestro, an email or SMS. For each safety report type, you can specify which personnel require immediate notification of the report and these recipients can differ for each safety report.

This option is only available if the Champion Sends First Alerts tick box is selected in the Global Settings tab. If this option is selected all new reports are automatically sent to the champion/investigator for review. When the champion/investigator concludes their review of the report, they send out notifications to all personnel in the Initial Alert pane. If the Champion Sends First Alerts tick box is unselected in the Global Settings tab, a notification about the safety report is automatically sent to all users in the Report Notification pane, bypassing the champion/investigator initial review.

Select General → Setup → Safety Options.
Select the tab corresponding with the safety report type (E.g. Flight Report).
Scroll to the Initial Alert pane.
Click [
] to select the required personnel for each report risk level.
Select the required personnel from the AM Alerts, Emails and SMS drop-down lists.
Click [Update].
Repeat Step 4-7 for each report risk rating.