Gradience OSHA Manager User Manual
Contents
1. Gradience program group will be added to your Start menu and the Gradience OSHA Manager icon will now appear on your Windows desktop Double click the icon to launch the program You re ready to start Unlocking the Demo You can unlock your demo copy after a new installation or after you have already installed the program New Installation You can unlock your installation immediately or run any Gradience application in Demo mode Here s how e During the installation of any Gradience application you will be prompted to enter your license key in the Product Key window e Enter the key in the Key field if you have it or Type DEMO and click Next to continue installing the application to run Gradience in Demo mode e After running the applications in Demo mode you will periodically be reminded of the Demo trial period remaining and given the option to purchase Previous Installation If you have already installed the demo of OSHA Manager you can unlock it by following the steps listed here e Open Gradience OSHA Manager e Select Enter Product Key from the Help menu e _ Enter the Product Key you received with your purchase This will be located inside of the GuickStart Guide and or sent to your email address contact Technical Support for assistance with getting your Product Key via email e Click OK If the confirmation message does not appear verify that you entered the correct key The Product Key is not case sensitive Note Th2. Gradience OSHA Manager User Manual OSHA Manager Gradience OSHA Manager New Features uses Gradience OSHA Manager System Requirements nnnnnFnnnoh Installing Gradience OSHA Manager ieu A A CG AY o es Unlocking the Denise YF ui Y nenna n ea ne NN G A Fd SGS a Dn GST FFY Fd Downloading and installing from our Web site Using Gradience OSHA Manager ss i GG dd GI YU OSHA Manager Menu Conmmands lt i cad YG Y Cd En Contictine Technical Support veces a GG o UU On NG NA FO Running Gradience OSHA Manager in Demo mode Ynn nn nnn nn Ynn Ynn Huno Welcome Congratulations You re able to simplify one of the most complex compliance issues businesses face documenting and reporting injuries and illnesses in accordance with OSHA guidelines Gradience OSHA Manager helps you fully record new injury and illness events run mandatory and optional reports and fully research federal OSHA record keeping guidelines Please note state guidelines may reguire additional information and action Additionally with our ComplyRight SmartUpdate system your OSHA software is automatically updated with the latest in OSHA forms and guidelines With Gradience OSHA Manager and ComplyRight you will never be out of compliance again Gradience OSHA Manager New Features Gradience OSHA Manager has two important updates in the latest version AutoUpdate The auto update function is designed to easily update ex
3. all features will be available
4. an overview of each drop down menu and listed commands File Menu e New Injury lllness Event First it asks a series of question to ensure OSHA considers an injury or illness as an event which needs to be recorded lets you enter all the details of the event If you re adding or changing information to an existing event click on the Injury lllness Event tab then Find Existing Event e Delete Event Permanently removes an injury or illness event Note This cannot be undone You must be on the Find Existing Event screen to delete an event e Maintenance Lets you Backup of all information you ve entered as well as all published OSHA reports If you need to go back to the last backup created choose Restore Caution Restore will overwrite any data entered since the last backup e Exit Closes OSHA Manager Edit Menu e Establishment Information Lets you enter or edit information about your business establishment such as the name address and SIC code This information is mandatory for some OSHA reports e Set Password Gives you the option of creating a login name and password to limit access to OSHA Manager You may want to do this to protect sensitive or private information View Menu e Published OSHA Reports Lists official OSHA reports that you have generated by date and time allowing you to see any changes that may have occurred e OSHA 1904 Regulations Takes you to the full text of OSHA Section 1904 e View Disc
5. ere is a different product key for each Gradience product Downloading and installing from our Web site From time to time we release updates to the program If you want to download and install a program update or if you need to reinstall but your CD ROM was lost or damaged here s how 1 Open your Web browser e g Internet Explorer and go to http www gradiencesupport com Click on Download the Latest Version of Our Software select OSHA Manager then on the download link When the download dialog box appears save the file to your desktop or a preferred location 2 Upon completion of the download close all programs running on your PC 3 Locate the OSHA Manager Install file and double click to begin the installation process Follow the prompts to install your software After the installation is complete the Gradience program group will be added to your Start menu and the Gradience OSHA Manager icon will appear on your desktop Using Gradience OSHA Manager Using Gradience OSHA Manager is an easy process Here are some guick setup steps to get you started Establishment Information The first window you will see is the Establishment Information window Here you will enter your establishment name and address Industry description manufacture of motor truck trailers medical supply distribution restaurant etc In a text field below this you will be asked to provide your SIC Standard Industrial Classification Finally if you k
6. ions regarding the event you start with the Report Date and answer if this case is a privacy concern case Click the green Help icon to the right of the guestion to read more about privacy concern cases You will be asked for information on the individual entering the form data the employee and information about the case Once complete click Save to record the event Find Existing Event Click this button to find an event you have already recorded Reports tab The Reports tab allows you access to all OSHA reports From here you can select a report and run reports which are associated with a case There are nine reports you can run and each can be individually selected by clicking the option button next to the report name Once you click an option button the summary for the report and the purpose for which the report is used will appear below Research OSHA Rules tab This tab provides research information which is updated regularly via ComplyRight SmartUpdate New rules will be automatically downloaded periodically or whenever you update the software and provided new OSHA rules are available of course Summary In this topic we discussed how to use Gradience OSHA Manager the menu items and selected window Now you should be familiar enough with Gradience OSHA Manager to use the program in your daily work Remember to record events as they occur according to OSHA record keeping reguirements OSHA Manager Menu Commands Here s
7. isting applications to the latest version of those applications Users no longer have to concern themselves with downloading and installing updates to Gradience software The update system handles all updates automatically making it practically seamless to update to the latest version Note Updates versus Upgrades Updates also called minor updates are updates where the first version number has not changed For example if you purchase a Gradience product with version 2 X X you can upgrade to any other version 2 x x free of charge Upgrades also called major upgrades are indicated by a change in the first version number For example when Gradience improves to the next higher first version number from 5 x x to 6 0 0 this is called a major upgrade Major upgrades usually have a significant amount of new features and software improvements which warrant an additional charge Most upgrades reguire an upgrade fee When Gradience performs an AutoUpdate the fixes applied are minor updates and are available free of charge Coniact Gradience sales for more information on how to purchase major upgrades ComplyRight SmartUpdate The ComplyRight SmartUpdate system is designed to automatically download and apply compliance updates to existing applications Programs that use the SmartUpdate system remain compliant with the latest changes in laws and regulation as soon as they are available on the ComplyRight SmartUpdate system Users can also rest ass
8. laimer Displays the software license agreement and disclaimer that you agreed to when installing and running the program for the first time Help Menu e Contents Brings up a list of help topics e Check for Updates Manually check for updates by clicking this item e Automatic Updates Turn Automatic Updates on or off If turned on a check mark appears beside this menu item With this option enabled Gradience will check for an update each time the program is launched e Enter Product Key Code Allows you to enter the product key code and unlock all OSHA Manager features If you have entered information and passed the 30 day demo period entering the unlock code will give you full access to your data e About Displays the program version information Contacting Technical Support Technical Support for Gradience OSHA Manager is available as follows Internet http www gradiencesupport com Phone Requests 888 925 7740 8 30 a m to 6 00 p m EST Monday Friday Running Gradience OSHA Manager in Demo mode If you ve installed the software and entered Demo for the Product Key Code you can evaluate it for 30 days In demo mode reports will be generated with Sample on them After the demo period the program goes into read only mode and will not allow you to enter new or edit existing events However once you purchase the software and enter the product unlock code all your previously entered data will be available and
9. now your NAICS North American Industrial Classification number you can enter it here as well After you finish entering the required information click Save Injury Illness Event tab After entering your Establishment Information you will next view the main OSHA window The first tab is the Injury Illness Event tab This tab has two buttons one which lets you Create a New Event and a second labeled Find Existing Event used to retrieve events already entered in the system If you need to create a new event for an injury or illness click Create New Event Create New Event Click this button to create a new event On the window which appears you will be given a selection of guestions to answer regarding the event Two buttons Next and Cancel let you navigate to more options or stop the event process The first window which appears asks you to answer five guestions which will determine whether or not the event needs to be recorded or not according to OSHA standards After answering the questions and clicking Next Gradience OSHA Manager tells you if the event needs to be recorded and if NOT why the event does not reguire recording Click the Tell Me Why button to view information on why OSHA does not reguire recording of this event Otherwise click OK to return to the main window What happens if the event needs to be recorded If the even needs to be recorded Gradience OSHA Manager will take you to the next screen which contains guest
10. ured as all the content on the SmartUpdate system has been certified by the ComplyRight Gradience OSHA Manager System Requirements Minimum Windows XP Home SP2 Windows XP Professional SP2 Windows 2000 Professional Pentium Ill or Higher Processor 128 MB available RAM Random Access Memory 30 MB available hard disk space Access to a CD ROM drive SVGA monitor with 800 x 600 16 bit color depth or higher Recommended Windows XP Professional SP2 Windows 2000 Professional Windows 2003 Server Pentium IV or Higher Processor 512 MB available RAM Random Access Memory 60 MB available hard disk space CD ROM drive SVGA monitor with 1024 x 768 High Color or higher Windows compatible graphics quality printer Installing Gradience OSHA Manager The procedure to install Gradience OSHA Manager is shown below 1 Close all programs running on your PC 2 Insert the Forms CD ROM into your computer s CD drive Within moments the installation menu will appear 8 If the installation menu does not appear click Start Run and enter D Setup exe where D is the letter of your CD ROM drive Click OK or press Enter 4 Select Install OSHA This will begin the installation process 5 Enter your Product Key or click the DEMO button to continue 6 Click Yes if you agree with the Software License Agreement to continue installing If you click No this will end the installation process After installation is complete click Finish The
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