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Title: Human performance benefits gained by dynamic instructions compared to smart PDFs

Abstract

Human performance benefits gained by dynamic instructions compared to smart PDFs In recent years multiple nuclear utilities have deployed an electronic work management solution to replace the traditional paper-based processes. There are many benefits of electronic work management solutions compared to paper processes, such as a more streamlined review and approval process of work packages and a better way to track and resolve any potential bottlenecks causing delays in the review process. These benefits have been recognized where electronic work management solutions have been successfully deployed. However the utilities also hoped the new solution would help the field worker conduct his/her job more efficiently, correctly, and safely. Unfortunately, the industry is now realizing that the deployed solutions did not fully help them reach that goal. The electronic work management solutions present the work instructions as an electronic copy (i.e., a portable document format (PDF)) of the paper instruction. The PDF versions used in these electronic work management solutions have some ability for data input, notes, and mark-ups, but are unable to provide many additional benefits compared to using paper. In fact, conducting work using a PDF on a tablet can be more cumbersome than with a paper instruction. For example,more » flipping back and forth in a paper instruction can be time consuming, but it is not at all as frustrating as scrolling back and forth on a tablet or continuously having to navigate between tabs. The researchers at Idaho National Laboratory (INL) approached the next step beyond smart PDFs from a human factors perspective. In close collaboration with multiple utilities they investigated how to present instruction content and how to design the interaction with the instruction to improve the workers performance and efficiency. Their solution is a dynamic presentation of the instruction that guides the worker through the correct path as well as ensuring the worker is on the correct component. The solution also automatically validates input and provides guidance if unexpected conditions are identified. A well-designed solution has the opportunity to vastly reduce the risk of human errors in the field, such as preventing actions on incorrect component or unintentionally skipping steps. The human factors researchers at INL leveraged their expertise, existing human performance tools, and a great amount of involvement from field workers in multiple utilities to develop and evaluate design concepts that will provide the human performance and efficiency benefits that the electronic work management solutions fall short to deliver. This paper will describe in detail how these new design concepts improve human performance.« less

Authors:
ORCiD logo [1]; ORCiD logo [1]; ORCiD logo [1]
  1. Idaho National Laboratory
Publication Date:
Research Org.:
Idaho National Lab. (INL), Idaho Falls, ID (United States)
Sponsoring Org.:
USDOE Office of Nuclear Energy (NE)
OSTI Identifier:
1478768
Report Number(s):
INL/CON-17-43985-Rev000
DOE Contract Number:  
AC07-05ID14517
Resource Type:
Conference
Resource Relation:
Conference: ANS International Congress on Advances in Nuclear Power Plants (ICAPP), Charlotte, NC, 04/08/2018 - 04/11/2018
Country of Publication:
United States
Language:
English
Subject:
47 - OTHER INSTRUMENTATION; computer-based procedures

Citation Formats

Oxstrand, Johanna, Blanc, Katya Le, and Hill, Rachael. Human performance benefits gained by dynamic instructions compared to smart PDFs. United States: N. p., 2018. Web.
Oxstrand, Johanna, Blanc, Katya Le, & Hill, Rachael. Human performance benefits gained by dynamic instructions compared to smart PDFs. United States.
Oxstrand, Johanna, Blanc, Katya Le, and Hill, Rachael. Sun . "Human performance benefits gained by dynamic instructions compared to smart PDFs". United States. https://www.osti.gov/servlets/purl/1478768.
@article{osti_1478768,
title = {Human performance benefits gained by dynamic instructions compared to smart PDFs},
author = {Oxstrand, Johanna and Blanc, Katya Le and Hill, Rachael},
abstractNote = {Human performance benefits gained by dynamic instructions compared to smart PDFs In recent years multiple nuclear utilities have deployed an electronic work management solution to replace the traditional paper-based processes. There are many benefits of electronic work management solutions compared to paper processes, such as a more streamlined review and approval process of work packages and a better way to track and resolve any potential bottlenecks causing delays in the review process. These benefits have been recognized where electronic work management solutions have been successfully deployed. However the utilities also hoped the new solution would help the field worker conduct his/her job more efficiently, correctly, and safely. Unfortunately, the industry is now realizing that the deployed solutions did not fully help them reach that goal. The electronic work management solutions present the work instructions as an electronic copy (i.e., a portable document format (PDF)) of the paper instruction. The PDF versions used in these electronic work management solutions have some ability for data input, notes, and mark-ups, but are unable to provide many additional benefits compared to using paper. In fact, conducting work using a PDF on a tablet can be more cumbersome than with a paper instruction. For example, flipping back and forth in a paper instruction can be time consuming, but it is not at all as frustrating as scrolling back and forth on a tablet or continuously having to navigate between tabs. The researchers at Idaho National Laboratory (INL) approached the next step beyond smart PDFs from a human factors perspective. In close collaboration with multiple utilities they investigated how to present instruction content and how to design the interaction with the instruction to improve the workers performance and efficiency. Their solution is a dynamic presentation of the instruction that guides the worker through the correct path as well as ensuring the worker is on the correct component. The solution also automatically validates input and provides guidance if unexpected conditions are identified. A well-designed solution has the opportunity to vastly reduce the risk of human errors in the field, such as preventing actions on incorrect component or unintentionally skipping steps. The human factors researchers at INL leveraged their expertise, existing human performance tools, and a great amount of involvement from field workers in multiple utilities to develop and evaluate design concepts that will provide the human performance and efficiency benefits that the electronic work management solutions fall short to deliver. This paper will describe in detail how these new design concepts improve human performance.},
doi = {},
journal = {},
number = ,
volume = ,
place = {United States},
year = {2018},
month = {4}
}

Conference:
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