BCSA Client Portal
Envisioning the Future Portal
I worked with BCSA leadership to visualize the future client portal. The goal was to build shared context among the developers, managers, executives and board and to secure funding support for ongoing client portal development.
Role-Based Layout
Since Contractor and Asset Owner users have different concerns, the displayed content is expected to change within a stable structure. On the home page, the items in the main menu and the dashboard modules change based on role.
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Asset Owners are primarily concerned with operating permits and invoices that need to be paid.
Contractors are primarily concerned with installation permits and their value, licences and certifications.
Safety Score
The idea of calculating a safety score and presenting it to users was to take data available to the organization and marshal it to encourage participation in the safety system.
Metrics considered to contribute to the safety score include:
- Inspection pass rate
- Average rating of ‘as-found’ hazards
- Number of non-compliances found
- Number of days that non-compliances remained unresolved
- Number of enforcement actions taken
- Number of expired permits
- Number of complaints
The challenge was to present these metrics in a unified display, but also enable each to be read independently.
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Iterations of the summary safety score display – First with bar color to indicate severity, then experiments with different bar colors and value treatments, and finally with scale and marker.
Iterations of the detailed safety score display – First adding historical data in the small graph and context of the averages (the blue rectangles), then adding interactivity and a textual summary.
Exploration of Safety Score presentation in terms of letter grades.