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Managing the Ergonomic Design Process
Implementing creative and practical ergonomic solutions can help mitigate ergonomic exposures in the workplace. However, engineering controls can be costly and ineffective if the problem-solving and implementation process is not managed properly.

By applying each of the following phases, an organization can better identify and mitigate ergonomic exposures, whether the workplace is a manufacturing facility or an office environment.

Build the Right Team

Many engineering projects fail for one simple reason—the designers do not communicate with the users of the equipment. As a result, critical production issues are not addressed by the new design, and costly retrofits are required. Even worse, new equipment or tools are not used due to a lack of employee input in the selection process. In both scenarios, engineering solutions have not achieved the desired results.

To avoid these costly errors, form a team consisting of critical staff members affected by the engineering changes. The "right" team members may include:

  • Users of the equipment or workstation
  • The supervisor of the area
  • The maintenance staff
  • Design engineers
  • Other affected parties
Obtain input from a significant sampling of the end-users and be sure to record their comments. Identify the key design considerations by listening to your staff. This step helps develop better engineering solutions and avoid spending time on a solution already found to be impractical.

Manage the Process

Effectively managing the ergonomic engineering process enables you to speed implementation of your solutions and avoid costly delays. Some key activities include:
  • Hold user dialogues to obtain their input in each stage of the design.
  • Form vendor partnerships to identify new applications for existing equipment.
  • Conduct user dialogues to learn about employee design concerns and ideas.
  • Form vendor partnerships to identify alternative applications for existing equipment.
  • Establish protocols for:
    • developing and communicating design and layout specifications
    • simulating and testing of conceptual designs and new equipment
    • collecting and interpreting employee feedback
    • measuring the impact of new designs
    • quantifying returns on investment and/or pay back periods
    • developing standardized work methods incorporating new designs and/or equipment
  • Develop plans for training employees and supervisors on safe and efficient use of new workstation designs and equipment.
Failure to train staff members on the most efficient job method is a common flaw when implementing a new workstation design. With the right training and education, you can speed acceptance of the new equipment and methods, and reduce the pay back period on your investment.

Key Design Considerations

In any ergonomic engineering project, key design components must be considered to facilitate efficient and effective operations. Below are some essential design management factors that may help in planning your next engineering project.

Key Design Components Yes No N/A
Project Management
Capital budgeting developed and approved      
Metrics developed to measure impact      
Management "champion" selected for project      
Priorities defined based on:
  • production inefficiencies or bottlenecks
  • quality data
  • workers’ compensation loss history
  • employee complaints
     
Employee Demographics
Educational levels      
Employee turnover      
Aging work force      
Special demographic features      
Temporary workers      
Building and Space Considerations
Space provided for logical layout and work flow      
Adequate aisle space for material handling      
In-process storage space at/near workstations      
Work flow avoids unnecessary material handling      
Structural building issues affecting design      
Floor level changes affecting work flow      
Workstations
Space provided to allow for free movement      
Tools and parts arranged to reduce reaches      
Materials raised off floor level to limit bending      
Fixtures provided to reduce gripping force      
Tools and Equipment
Powered equipment provided (where practical) to reduce the amount of force exerted      
Work flow planned to minimize costly material handling      
Tools selected for the specific job task      
Tools provided fit the workers performing the job      
Tools arranged for efficient motions      
Work Methods
Work methods designed to limit force and unnecessary motions      
Written work methods developed to "institutionalize" efficient production processes      
Training program planned to present work methods to supervisors and employees      
Process in place to monitor use of proper work methods      
Environmental Exposures
Work methods and physical requirements of the jobs reflect environmental exposures (heat, cold, air contaminants, lighting, personal protective equipment that may inhibit work activities)      
Product Design
Product designs reviewed for "manufacturability"      
The number and type of fasteners minimized to increase efficiency and reduce motions performed      
Production processes reviewed to identify outsourcing opportunities      
Feedback and Modifications
Method established to obtain feedback from employees and supervisors after design and installation of production lines      
Budget includes line item for retrofits based on feedback      


All of the factors in this checklist should be considered during the ergonomic design process to ensure success of the design and acceptance by the staff. Overlooking key factors may cause the design to be ineffective for some product lines and may actually increase the ergonomic exposures in some cases. Checklists can be used by the project leader to affirm that all factors have been addressed at the appropriate stages.


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Jack Kester
Jack Kester
Workplace Productivity and Ergonomics Practice Leader
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