development of the csh assessment tool assessor day/csh_system_presentati… · bulk certificate...

Development of the CSH Assessment ToolEmmanuel MoulinierBRE Global Business Systems

Agenda

• Improvements implemented over the last 2 years– Make the system more user friendly– Reduce assessment completion time– Improvement of QA/certification process

• Planned improvements

• November 2010 scheme

Make the tool more user friendly…

Lead Assessor Functionality

• Provides functionality to reassign assessments to different assessors within the same company

• Helps multi-assessor organisations to manage assessment distribution

Report Archiving

• Provides functionality to move assessments to and from an archive “folder”

• Allows assessors to organise their work summary screen

Bulk Certificate Download

• Allows assessors to download their certification faster, with fewer clicks

And Many Other Minor Changes…• Mandatory issues made bold on the issue

summary screen

• Search functionality added to the work summary screen

• Mandatory fields have been made more obvious through the use of red asterisks

• “Submitting” message displayed whilst the system communicates with the server

Reduce Assessment

Completion Time

Assessment Phasing

• Allows phases to be created from a “master” assessment• Assessment details, spec ID’s, evidence entries, notes and

dwelling assignments present in the master assessment copied to each phase created

• Reduces the amount of data input required

Simplification of Spec ID Detail Forms

• In February 2010 an update was released that simplified 30 of the 34 spec ID detail forms

• In some cases (such as Ene9 above) 8 fields were removed from the spec ID form, substantially reducing the amount of data entered onto the system

Pre-Population of Evidence Lists for Individual Issues

• Select pre-defined evidence as per the relevant technical guide, rather than type entries in from scratch

• Reduction in the amount of data entry required

Functionality to “Assign” Evidence to relevant Issues

• Earlier system flaw of having to re-enter evidence multiple times corrected

• Functionality to assign evidence to other issues where it also applies added to the system

• Reduction of multiple evidence input

Improvement of QA/certification process

Improvement of feedback formExisting form in word New form in Excel

• Information is presented in a more concise and structured way

Other improvements

• Back office process streamlined

• Enhanced internal monitoring of QA turn around times

Planned improvements

Improve the mechanism for assigning Spec ID’s to dwellings

• Currently reviewing the existing process.• Improvement will reduce assessment completion time

Producing an offline local version of the CSH system

• Possibility to use the CSH tool offline.

• Upload/synchronise offline data when connecting on internet.

Other planned improvements

• Add more certificate preview functionalities to limit the number of certificate amendments

• Streamline back office processes to decrease QA/certification turnaround time

• Streamline internal helpdesk process

Impact of Nov 2010 Scheme on the

online tool

Summary of changes which are reflected in the system

• Number of credits has changed for some issues

• Decimal number of credits for Ene1 – Ene2

• Ene2 is a mandatory issues

• Was2 is not anymore mandatory

Impact on CSH online tool user• From the 9th December all new assessments

registered on the tool will be under Nov2010 scheme.

• Contact BRE if a project need to be registered as a pre Nov 2010 scheme

• No impact on assessor completing Pre Nov 2010 assessments (registered before 9th

December)

Thank you for listening