Quick assessment: perform a basic assessment

This page summarizes the recommended general workflow for performing a basic assessment in Ergoniza Intelligent. It does not replace the pages for individual tools, but it provides guidance when starting a new assessment.

The procedure can vary depending on the task type, selected analysis, and available information. In most cases, however, it is advisable to follow a sequence similar to the one below.

1. Define what you want to assess

Before entering data in the application, clearly identify the situation to be analyzed:

  • a single posture;
  • a task composed of several postures;
  • an activity performed over a period of time;
  • a lifting, pushing, pulling, or handling action;
  • a situation in which you want to compare the effect of a change.

Defining the objective correctly prevents you from entering postures or parameters that do not represent the actual work situation.

2. Select how to enter the posture or activity

Ergoniza Intelligent can work with postures entered manually or captured using different procedures.

Depending on the situation, you can:

  • adjust the model manually;
  • capture a posture from an image;
  • capture a posture from a video;
  • work with a time-based posture sequence;
  • import or use data from other systems, if available in the version being used.

Select the procedure that best represents the activity being assessed. For a static posture, an image or manual entry may be sufficient. For a dynamic task, working with video or a time-based sequence will usually be more appropriate.

3. Review the resulting posture

After entering or capturing the posture, visually review the result before running an analysis.

In particular, verify:

  • that the trunk, neck, upper arms, and legs are oriented correctly;
  • that the hands are in a position consistent with the task;
  • that no limbs were detected incorrectly because of occlusions;
  • that the posture represents the time point or period to be assessed;
  • that the model does not contain rotations or positions left over from a previous assessment.

If the posture comes from automatic detection, do not accept it without review. Artificial intelligence can estimate nonvisible body parts, but those estimates must be checked before using the results.

4. Adjust the posture if necessary

If any body part is not represented correctly, modify the posture before continuing.

You may need to correct:

  • trunk inclination;
  • neck position;
  • upper-arm elevation or separation;
  • forearm and hand orientation;
  • knee flexion;
  • the body’s general position relative to the scene.

Analysis results depend directly on the entered posture. A small correction can materially change the resulting assessment.

5. Define task loads, times, and conditions

After reviewing the posture, enter the task’s external conditions.

Depending on the analysis, you may need to define:

  • load or force applied at the hands;
  • load direction;
  • a load distributed between both hands or independent loads for each hand;
  • applied moments;
  • exposure time;
  • action frequency or repetition;
  • conditions specific to the method used.

If the task involves manual load handling, pushing, pulling, or applying force, carefully verify that the entered load represents the real situation.

6. Select the appropriate analysis

Select the analysis that matches the assessment objective.

For example:

  • postural analysis, to assess the posture adopted;
  • biomechanical analysis, to examine exertion, joint load, or mechanical effects;
  • stability analysis, to examine balance or tipping risk;
  • lumbar analysis, to assess loading on the back;
  • temporal analysis, to study an activity performed over time.

Not all analyses require the same data. If a result does not appear or update as expected, first verify that you entered the required parameters.

7. Review and interpret the results

After running the analysis, review the results obtained.

Pay attention to:

  • displayed scores;
  • risk levels or categories;
  • colors applied to the model;
  • critical joints or body regions;
  • warning messages;
  • tables or charts associated with the analysis.

If a result appears inconsistent, first recheck the posture, load, exposure time, and analysis options. In many cases, a discrepancy is caused by incorrect input data or a posture that does not adequately represent the task.

8. Make changes and compare

One of Ergoniza Intelligent’s main uses is to examine how results change when you modify the posture, load, or task conditions.

You can use this process to assess alternatives such as:

  • reducing the handled load;
  • changing the work height;
  • moving the load closer to the body;
  • changing the direction in which force is applied;
  • varying trunk or upper-arm posture;
  • comparing the current situation with a proposed redesign.

After each change, review the results again and determine whether the situation improves, worsens, or remains essentially unchanged.

9. Save, export, or generate documentation

When the assessment is complete, retain the information needed to support the analysis.

Depending on the features available in the version being used, you can save the assessment, export data, or generate results documentation.

Minimum final review

Before completing an assessment, verify:

  • that the assessed posture or activity truly represents the task;
  • that the entered loads and forces are correct;
  • that the selected analysis is appropriate for the assessment objective;
  • that no parameters remain unchecked;
  • that the results have been interpreted in light of actual working conditions.

A reliable assessment depends both on the calculations performed by the system and on the quality of the data entered by the user.