2.1. Settings
The statistical population of the project includes a residential complex in Karaj, with 203 workers, 15 technicians, 7 managers, and 5 HSE unit personnel (Table1). Most of the employees of this organization participated in a 3-hour safety, health, and health course a year ago. First, HSE practitioners classified the statistical population according to their level of familiarity with safety issues by conducting an interview. All roles are listed in Table1.
Table 1
Organizational classification and operational categories
Training and operational categories
|
Organizational classification
|
Categories
|
Description of the category
|
NO
|
Personnel
|
NO
|
A
|
The staff has undergone HSE professional courses, advanced first aid, and in addition, have a university education.
|
0
|
Managers
|
Project manager
|
1
|
Administration/Site Manager
|
1
|
Unit Manager
|
5
|
B
|
Staff have attended HSE professional courses and have university education in addition.
|
2
|
HSE unit personnel
|
HSE Chief
|
1
|
C
|
Staff have taken HSE courses and have at least an associate's degree.
|
3
|
HSE Experts
|
4
|
D[1]*
|
Staff who have passed HSE foundation courses.
|
15
|
Technician
|
15
|
E
|
Staff who have passed the first aid course.
|
9
|
Worker
|
203
|
F
|
Staff who are familiar with first aid but do not have a degree.
|
36
|
|
G
|
The staff has no training and familiarity with first aid and HSE principles.
|
165
|
This category is adapted from other industries such as nursing[18, 19], medicine[20, 21], and oil[22]. This new category was created for training and implementation of the CRM protocol in the project. These categories were introduced to them as new categorizations of employees shortly before the CRM training session. This new category was created to train and implement the project's CRM protocol. All people who work in the organization are identified as Staff. These staff could include the chairman of the board, CEO, project manager, executive director, technicians, experts, workers, and HSE personnel. Now they were categorized based on their level of familiarity with HSE. The categorization order is based on responsibility, decision-making, and executive power in the field of HSE. According to these categorizations, an HSE operational protocol has been defined to carry out HSE operations under normal and critical conditions. This categorization is for the creation of the "sterile cockpit rule" (SCR). SCR was created to prohibit crew members from fulfilling non-essential activities/duties. Its goal is all about keeping the air crew's environment free of distractions that might compromise safety while the aircraft is involved in flight operations conducted below 10,000 feet mean sea level [23-25]. With the help of this method, the knowledge level of employees is determined, it becomes easy to equal knowledge according to levels and positions of staff, and effective protocol implementation and better feedback, and makes an opportunity for effective protocol implementation and better feedback.
This set provides a unique environment for the implementation of CRM where there is potential for employees - who are required to attend CRM training - to transfer this knowledge and experience to other company projects.
2.2. Training
Training included CRM and HSE training. CRM training is one method of training methods [26]. This method is designed to improve and upgrade individual and team performance. Therefore, experts use methods to strengthen knowledge, well-tested training tools, attitudes involved in behavioral categories, and skills, such as situational awareness, self-expression, or Error Types Adams and Hester [2]. HSE training included actions and exercises in normal and emergency procedures and related regulations. For example, the safety duties of each employee according to the defined category, evacuation methods, waste reduction, etc[6, 27]. Therefore, Frequent employee training included theoretical and practical training on HSE as well as CRM issues along with individual training. Since technical and non-technical skills cannot be separated, and both are critical and overlapping areas for achieving safe and efficient operations, CRM is an integral part of safety training.
An integrative approach, which creates a more authentic and functional learning environment, is also justified by the situated cognition movement in instructional design, which states that all learning is situated and occurs within a larger context of social interactions and constructed meanings[3]. Although the integrated training was assessed as being slightly tougher and not much oriented toward instructional design principles, the researchers claim participants reacted more positively to the integrated training and fun creative education than individual classic HSE or CRM training. Because it was seen as livelier, more fun, more interesting, more practical, and also more relevant.[28, 29].
For this reason, integrated problem-based training was defined. That is, in addition to teaching theory, training was designed based on events, situations, or phenomena that are valid and relevant to learners. In other words, incidents or phenomena were discussed and practiced from the perspective of HSE as well as from the perspective of CRM. In this way, by intertwining CRM with HSE training and creating an integrated training environment, it becomes more similar to the "close to work" environment. The design or duration of recurrent training for employees is left to the discretion of the operator and the national regulator, which must approve the training program. The training was one day a week, at the end of the work week for 3 hours. The training consisted of two 3-hour modular training sessions and then a 2-hour operational simulation session. The implementation of the HSE Crew Resource Management (HSE-CRM) project began in the summer of 2020, one month after the on-site training session. This tutorial included creating teamwork, communication through leadership, management of conflicts and contradictions, mutual reviews, standard protocols, communication scripts, ensuring critical communication through assertive advocacy, and strategies to support situational awareness and decision-making such as the use of briefings and checklists and managing distractions, movie show, simulation of events with the cooperation of employees and the implementation of protocols was according to the type of operation defined for different levels of staff (which was stated in Table 1).
More information on the implementation process, timeline, etc. can be found in subsequent articles on CRM implementation. After the training, some units localized and tailored a specific HSE-CRM, and used some learned tools according to the operational characteristics of their unit. The HSE-CRM support unit had monthly follow-ups with each unit to provide ongoing support throughout their HSE-CRM project and coach HSE teams on the ongoing use of CRM tools.
2.3. Survey tool
The survey tool consists of 40 items that address 14 dimensions of HSE culture (Table2):
Table 2
Dimensions of HSE culture
#
|
Dimensions
|
#
|
Dimensions
|
1
|
Teamwork Within Units
|
8
|
Frequency of Events Reported
|
2
|
The HSE department Promotes Staffs safety
|
9
|
Encourage reporting of any safety concerns
|
3
|
Organizational Learning—Continuous Improvement
|
10
|
Teamwork Across units
|
4
|
Management Support for Staff’s safety
|
11
|
Job satisfaction of Staffing
|
5
|
Overall Perceptions of HSE
|
12
|
Increasing morale in the field of compliance with safety issues before and after work
|
6
|
Feedback & Communication About Errors
|
13
|
Collect information, Handoffs & Transitions, Transmission injured
|
7
|
Communication Openness
|
14
|
Nonpunitive Response to Errors
|
This tool has been widely used to measure cultural transformation, in the studied project, with medium to strong validity and reliability in different dimensions. Two open questions were also included at the end of the survey instrument: Please give us your recommendations for improving HSE on construction projects and please leave any comments regarding safety, error, or incident reporting on a project you are working on. Before the training, the familiarity of the staff was checked by sending a questionnaire electronically. After the training, the questionnaire was again sent to staff.
[1] * In Iran, qualified operating engineers building and workshop supervisors should see HSE introductory courses.