ErgoSuite’s Management Tools – ES Pro Workstation Assessments

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The Document Repository | ES Pro Workstation Assessments

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Workstation Assessments For The Most Demanding Professionals

ES Pro Assessments is a powerful and convenient tablet tool (e.g. iPad, Surface, Android, etc…) for professionals to use when performing workstation assessments for employees.  ES Pro is easily used on notebooks and laptops also.

ES Pro enables you to do much more in less time and produce great-looking professional reports which are easily understandable by employees.

Already have your own assessment process flow you’re comfortable with?    ES Pro can adapt to your flow with ease so you can maintain your familiar routine.

ES Pro helps you simplify and streamline the workstation assessment process, centralizing the resulting consistently-structured information which is seamlessly integrated within your ErgoSuite Data Warehouse for reporting, analysis and follow-up.

     ES Pro

Overview and Typical Usage

ErgoSuite provides employers with a unique and effective way to leverage technology to address potential issues related to technology use. 

ErgoSuite’s widespread success is due to how it empowers employees with easily understandable information and self-managed tools with which employees can understand and improve their workstation and their daily behaviors.

Regardless of the high numbers of employees who will be able to identify and resolve their own issues, there will inevitably be some cases remaining where the help of an ergonomics professional is required to assist with performing a professional workstation assessment and improvement.   This is where ES Pro comes in.

Most often, the professional assessment meeting itself might be 30-60 minutes where the bulk of the time may involve your interaction with the employee confirming and updating information, improving their workstation, explaining why each element is being adjusted and taking brief private notes.  Then at a later time, you can add report notes and recommendations for the final report.

1. Let’s start with a real-world need to best describe ES Pro.

For whatever reason, let’s say it’s determined that a computer-using employee is “in need of an ergonomic workstation assessment”.

2. You or someone from your office contacts the employee and either:

   A meeting is scheduled for you to visit the employee where, while performing your assessment, you can use your tablet to take digital pictures of the employee working at their workstation to be included in the resulting report, or

•   Arrangements are made, in the case of remote employees such as telecommuters, for the employee to take digital pictures of their offsite workstation which will be emailed to you for use during a remote-mode telephonic ergonomic workstation assessment.

As a standard, you might also ask the employee to first take any or all of ErgoSuite’s General Assessment, SmartRULA Postural Assessment and ErgoTutor Office Ergonomics eLearning Course (with workstation self-assessment) prior to performing your workstation assessment.

The results of these tools will be available to you on your portable device prior to and during the actual workstation assessment.

Optionally, if the employee takes the ErgoTutor Office Ergonomics eLearning Course prior to your meeting, they will understand better and retain more from your interactions – resulting in a deeper and long-lasting interaction. 

ErgoTutor is also excellent at establishing relevance for the employee as well as providing a basic layman’s foundation of Office Ergonomics which will be very helpful as a starting place for long-term behavior changes later personally coached by ErgoSuite.

 3. To begin the process, you’ll log into ES Pro on your portable device (iPad, Surface, Android, Notebook, etc…) and begin the workstation evaluation.

4. When starting a new workstation evaluation, you’ll first choose the employee within ES Pro (which is connected to your ErgoSuite platform).

Descriptive information, including their current risk profile, will automatically appear in ES Pro which includes employee meta data such as name, email address, department, location, etc…:

ES Pro

If you find that any of the information needs updating, you can do that directly here and your ErgoSuite Data Warehouse will automatically be updated.

You can begin from any number of preset custom assessment models which can be created from existing assessments. 

You might, for example, structure your assessment models based on custom common themes addressing certain common workstation scenarios (e.g. Sit/Stand Workstations, L-Desks, Corner Workstations, U-Workstations, Home-Based Telecommuter, etc…) so that you can be sure to cover the specific needs of each scenario "in your organization" easily and consistently without having to remember the nuances of each scenario.

Before performing the hands-on portion of the assessment, you’ll have immediate access on your tablet’s screen to review important supporting information such as the employee’s history of Discomfort, SmartRULA Posture Assessments and General Assessments survey responses:

S Pro

This is an excellent time to warm up, break the ice, interact with the employee and confirm or update information about their circumstances so you can help them best.

5. Next, you can evaluate the employee at their workstation, improve and adjust their workstation and record observations during your workstation assessment, adding brief private notes identifying any issues of concern.

A workstation evaluation checklist (along with private notes fields) is available in ES Pro for you to follow as you perform your assessment.

ES Pro

The default format is highly structured and simple to follow, naturally moving through ten key body areas. 

Next, you’ll wrap up the hands-on portion of the assessment by confirming ten key points always important for a well-adjusted improved workstation.

Of course, you can optionally skip this section and substitute your own assessment process flow.

Even better, if you have already developed your own structured flow for performing workstation assessments, you can easily set that order directly within ES Pro and maintain your same familiar routine.

One advantage of using this checklist is that you can immediately see selections the employee had made in each checklist item when "they" did their own self-assessment while taking the ErgoTutor Office Ergonomics eLearning course.

Any areas which presented problems for the employee will be immediately apparent and provide a great opportunity to review with the employee and best resolve.

Another advantage of using this checklist is that you can enter private notes for each checklist item which will not be added to the final report but will help in the entire process and be useful for future reference and assessments.

6. You can fine-tune many report elements to meet your requirements for this assessment for the employee to read when they receive the finalized report.

ES Pro   ES Pro

Some of the elements which can be edited include:

                  Cover Page Header
                  Email Recipients
                  Email Subject
                  Email Body
                  Report Title Text
                  Report Introduction
                  Report Sections
                  Case Management

7. You can add suggestions and recommendations for the employee to review when they receive the finalized report.

You can also do this step later on when back at your office.

    A huge time-saver exists here in that you can select notes and suggestions from previous reports with just a few taps on the screen rather than having to retype them every time that you perform an assessment.

New notes and suggestions are automatically saved and available also for future assessments for this and other employees.

This section as well as the remaining sections can optionally be included on the report (or not) depending on your requirements for the final report (on an employee-by-employee basis).

     ES Pro

8. You can add recommendations (now or later on) regarding ergonomic products which may help the employee.

    Optionally, you can include web links directly to ordering pages on your company intranet (or on the Internet, if permitted).

    In these optional cases, the employee or their manager can simply click on the product link in the finalized report and jump directly to an ordering or request page.

9. You can add recommendations (now or later on) regarding suggested behavioral adjustments which may help the employee.

10. You can add recommendations (now or later on) regarding any type of additional notes which may help the employee.

11. Finally, you can include pictures of the employee at their workstation during the workstation evaluation.

ES Pro

You can use the camera in your tablet to directly take new pictures to be included, or

You can also refer to existing pictures or graphics to upload into the workstation assessment.

When performing a remote assessment, you can include pictures sent to you from the employee’s remote location.

12. At any time upon completing the workstation assessment meeting, you can immediately (even while at the employee’s workstation) send an email report to the employee and optionally to their manager detailing the assessment, resulting recommendations and notes. 

     Alternatively, you can simply save the assessment and at some later day/time you can adjust, finalize and email it.

     The finalized assessment report will remain available as a PDF document in the employee’s ErgoSuite records and can be reprinted or re-emailed anytime later.

     Assessment reports can be as brief or detailed as you require based on the number of elements chosen and may range from 2 to 20 pages as needed.

You can assign a risk priority (low, moderate, high) for the assessment.

You can add specific personal recommendations and notes for the employee organized within several main sections.

ES Pro

Once finalized, future assessments can easily be performed for the employee where you can begin fresh or start where you left off with the last assessment’s information.

ES Pro

13. You can optionally choose the automatic creation of an ErgoSuite Case Management used to track and coordinate employee interventions:

a.  Track the workstation assessment, over time, as either ‘open’ or ‘resolved’.

b.  The resulting Managed Case’s risk score will be set by the risk score which you assign to the workstation evaluation for follow-up.

c.  Add and effortlessly track subsequent EH&S actions relating to the workstation assessment.

d. Collaborate with your colleagues who are contributing to helping the employee until the case is closed.

14. At this stage, the employee follows the recommendations as needed.

Follow-up can be scheduled in the Managed Case and occur as tracked and managed through ErgoSuite’s Case Management.

Eventually, when nothing else is required then the workstation assessment is marked as Resolved.

Your ErgoSuite: Corporate-Grade Next Generation Office Ergonomics Software

  • eLearning Ergonomics Training
  • Real-time Behavioral Training
  • Microbreak & Postural Coaching
  • Workstation Assessment
  • Postural Assessment
  • Discomfort Assessment
  • Reporting and Analysis
  • Predictive Modeling
  • Risk Modeling, Trend Analysis
  • Risk Prioritization
  • Ergonomics Case Management
  • Business & Safety Logic Engines
  • Regulatory Compliance
  • Centralized Management
  • Nearly 400 Risk Metrics
  • 100% Customizable
  • Unlimited Scalability
  • Simple Implementation