New and Improved Features
Configurable
- PMP-89085 : Add an Injury/Illness field related to in-patient hospitalization/amputation for Non US Locations
- PMP-68320 : NA option for OSHA contacted question
Product Level Change
- PMP-89261 : Ability to view the Risk Assessment Report for linked risk assessments from IMS module
- PMP-89074 : Add a new permission to show/hide Non-Work related Injury/Illness Incidents
- PMP-90408 : Assign Lessons Learned to other Locations and Groups in the Organization
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Configurable: Yes
Title: Show/Hide the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? for Non-US locations
Public/Private: Public
Default: No (i.e. the field will be hidden)
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- Two new configurations have been introduced for the field - 'Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye?' for Non-US Locations :
- Show/Hide the field
- Title: Show/ Hide the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? for Non-US locations
- Public configuration
- Make the field as Mandatory/Non Mandatory
- Title: Set the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? as Mandatory/Non Mandatory for Non-US locations
- Public configuration
- Show/Hide the field
- There is also an event to setup the 'Amputation Incident Notification' for Non-US Locations.
Impacts: Mobile, Report
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Configurable: Yes
- Title: Provide 'NA' option for 'Has OSHA been contacted?' field
- Public/Private: Public
- Default: No (i.e. NA option will not be shown)
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- The field 'Has OSHA been contacted' is applicable to Injury/Illness Incident type and shown only for US Locations
- This field has two options 'Yes' and 'No'.
Purpose:
- Add an additional 'NA' option for 'Has OSHA been contacted?' field
Enhanced System:
- A new configuration has been added to show/hide the 'NA' option for the field - 'Has OSHA been contacted?'.
Impacts: Mobile, Report
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Doesn't have the functionality to view the Risk Assessment Report from IMS module
Purpose:
- Provide the ability to view the Risk Assessment Report for linked risk assessments from IMS module
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- A new column 'Risk Assessment Report' has been added in the 'Incident Summary' screen under the 'Risk Assessment Verification' section.
- The 'Risk Assessment Report' column will have a 'Report' link. Clicking on this link will navigate to another tab where the user can view the Report.
- User must have the 'View Risk Assessment' permission (for 'Risk Assessment' module) or else clicking on the 'Report' link will throw a validation message - "You do not have the permission to view this Risk Assessment Report."
Impacts: No impact
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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- A user can have 'View Work related and Not Classified Incident Report' permission without having a 'View Non-Work related Incident Report' permission. But user cannot have 'View Non-Work related Incident Report' permission without having a 'View Incident Report' permission.
- If a user currently has 'View Incident Report' permission then by default they will get the 'View Non-Work related Incident Report' permission after this change.
Impacts: Mobile, Report
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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- Changes to the existing 'Lessons Learned - Report Details' screen
- 'Assign' button will be shown on the 'Lessons Learned Details' screen based on the permission
- The 'Assign' button will be visible only after saving the Lessons Learned details for the first time
- 'Applicability Review Assignment' Screen
- This is a new screen from where the user can assign the Lessons Learned to selected Locations and Groups and also create associated Action Items
- Locations field
- Mandatory for saving
- Location picklist will display user's scoped locations
- Groups field
- Mandatory for saving
- Group picklist will display all Corporate Groups
- Action Items section
- Non-Mandatory
- Action items section will have "+New" and "Delete" buttons
- On clicking the "+New" button, a screen to create new action item(s) will be shown
- Once an Action Item is added, the 'Action Item Title' will be shown as a link so that user can edit the details (if needed) before hitting the 'Save' button in the 'Applicability Review Assignment' screen
- User should have Calendar Management permissions for viewing, adding, editing and deleting the action items
- Clicking on the 'Save' button
- After saving the Applicability Review Assignment for the first time, the user will not be able to remove the selected locations or groups, add new action items, or edit/delete the existing action items
- If the user wants to add additional locations/groups to an existing assignment then they need to click on the 'Assign' button again and add the additional Locations/Groups. The user will not be able to remove the previously selected Locations and Groups in the picklists as they will be disabled.
- Once the Lessons Learned is assigned to a Location, an email notification will be triggered.
- User will not be able to delete an Incident after the Lessons Learned from that Incident are assigned to different Location(s).
- Clicking on the link given in the email notification will navigate to the 'Manage Applicability Review' tab
- 'Lessons Learned' screen will have the following three tabs based on different permissions:
- Manage Lessons Learned - Existing screen
- Manage Applicability Review - New screen
- Applicability Review Status - New screen
- 'Manage Lessons Learned' Screen
- This is the existing screen and will show the list of Lessons Learned
- User must have 'View Lessons Learned' permission to see the Lessons Learned record(s) in this screen
- 'Manage Applicability Review' Screen
- User must have 'View Applicability Review' permission to see this tab.
- 'Manage Applicability Review' screen will display the list of all the Lessons Learned assigned to the location.
- The default view will show all the Lessons Learned assigned to the location in the current year based on the 'Applicability Review Assigned Date'
- User will be able to update the following fields based on the 'Edit Applicability Review' permission:
- Condition Exists or Has Potential to exist
- Controls in Place
- Enter Comments
- Clicking on the 'View Report' button will download the Lessons Learned Report in PDF format
- Users can select 'Yes' or 'No' in the dropdown field - 'Condition Exists' or 'Has Potential to Exist' based on the 'Edit Applicability Review' permission
- If the users selects 'No' then:
- They will have the option to click on 'Controls in Place' and 'Comments'
- On clicking either 'Controls in Place' or 'Comments a pop-up screen will open for the user to enter information in a text area field with a 2,000-character limitation
- 'Follow up Action Items' and 'Create Additional Action Items' columns will show 'NA'
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Clicking on the 'Create' link will navigate to the 'Action Item' screen from where the user can create additional Action Items
- 'Applicability Review Status' Screen
- Users will see this tab if they have 'Assign' Lessons Learned permission
- This screen will display the list of the Lessons Learned assigned to the location
- The default view will show all the Lessons Learned assigned in the current year based on the 'Applicability Review Assigned Date' and 'Reviewed by All Locations' value.
- Default View filter details:
- Applicability Review Assigned Date = Current Year
- Reviewed by All Locations = No
- Clicking on the Incident ID will navigate the user to the Incident Summary screen
- Clicking on the 'View Results' button will open a new screen where the user can view the Applicability Review Status by location
- 'Reviewed by All Locations' will show "Yes" or "No" values based on 'Locations Shared With' and 'Locations Reviewed' values.
- If 'Locations Reviewed' count = 'Locations Shared With' count then 'Reviewed by All Locations' = Yes
- If 'Locations Reviewed' count < 'Locations Shared With' count then 'Reviewed by All Locations' = No
- 'View Results' screen in the 'Applicability Review Status' tab
- This is a new screen and will display information like the status, who completed the review, controls in place, comments, action items, etc. by location for all the assigned locations
- Clicking on the numbers in the action item status column will navigate the user to the Action Items List screen
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- Action Items List Screen
- This Action Items List screen can be accessed from two different screens:
- From the column 'Follow up Action Items' on the 'Manage Applicability Review' tab
- From the 'View Results' screen in the 'Applicability Review Status' tab
- This Action Items List screen is linked to the 'Calendar Management' module permissions
- This Action Items List screen can be accessed from two different screens:
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Impacts: Mobile (*Mobile changes will be a part of v23.2)
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- The 'Incident Rate Statistics - Goal Setup' is available under Module Setup > 'Injury/Illness Lookup Values' section.
Purpose:
- Add the 'Incident Rate Statistics - Goal Setup' (currently present in Module Setup) to the Enterprise Setup as well. So,this will be accessible from both Module Setup and Enterprise Setup.
Enhanced System:
- The 'Incident Rate Statistics - Goal Setup' will be also added under Enterprise Setup.
- Users having 'Enterprise Setup Administration' permission can access the 'Incident Rates Statistics - Goal Setup' shown under the 'Enterprise Setup'.
- The data added under the Module setup > 'Incident Rate Statistics - Goal Setup' will be also shown under the Enterprise setup > 'Incident Rate Statistics - Goal Setup' and vice-versa.
Impacts: No impact