New and Improved Features
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- PMP-91123 : Show/Hide menus based on permissionPMP-91334 : Save Claim Summary Details while submitting the Claims
Configurable
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| Anchor | ||||
|---|---|---|---|---|
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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- Following menus are shown even if user doesn't have the required permission for any of the Incident types and also the message shown are not consistent in some of the cases :
| Menus | Message shown |
|---|---|
| Report New Incident | No permission to Report/Create New Incident |
| Manage Incident Reports | You do not have permissions. Please contact system administrator. |
| Manage Action Items | You do not have permissions. Please contact system administrator. |
| Management Review | No permission to View/Edit Management Review. |
| Lessons Learned | You do not have permissions. Please contact system administrator. |
| Manage Claims | No permission to View/Edit Manage Claims. |
| Metrics | No View Permission |
Purpose:
- Show/Hide the menus based on permission so as to avoid confusion.
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- Following three menus will be shown/hidden based on the permissionspermission:
- Management Review
- Manage Claims
- Metrics
Impacts: NA
PMP-91334: Save Claim Summary Details while submitting the Claims
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- As per current implementation, whenever user submits a Claim, the Claim Summary Details under 'TPA Costs and Notes' section are not saved automatically and every time the user has to explicitly go to the ‘TPA Cost & Notes’ section and hit the 'Save' button.
- From application end, all the three sections i.e. ‘Summary’, ‘Cost’ and ‘Claim Adjuster’ shown in the 'TPA Cost and Notes' screen are independent and can be saved without any dependency on the other sections.
- Many a times, the Cost section gets the details through the TPA via the Inbound flow but in this case the Claim Summary details are still not saved because this needs to be explicitly saved by the user. As per Cognos model, ‘Claim Summary’ and ‘TPA Cost & Notes’ are dependent and until and unless the Claim Summary details are saved, the Cost details cannot be shown.
Purpose:
- Save the Claim Summary details when user submits the Claim so as to resolve the bug wherein the data is not getting reflected in Cognos.
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- Save the Claim Summary details (i.e. the details auto-populated from Incident) when user submits the Claim.
Impacts: NA
| Anchor | ||||
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Configurable: Yes
- Title:
| S.No. | Title | Comments |
|---|---|---|
| 1. | Display 'Was Contractor Involved?' field | Custom Setting key per Incident Type |
| 2. | 'Was Contractor Involved?' field as Mandatory/Non-Mandatory | Custom Setting key per Incident Type |
| 3. | 'Contractor Name' field as Mandatory/Non-Mandatory | One Custom Setting key for all Incident Types |
| 4. | Default value selection 'Other(List)' for 'Contractor Name' field | One Custom Setting key for all Incident Types |
- Public/Private: Public
Existing System:
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| Incident Type | Section | Field Names | Mandatory/Optional | Configuration |
|---|---|---|---|---|
| General Details | Is Contractor Involved? | Mandatory | Show/Hide - Public Configuration |
| Please provide Contractor Name, Company | Mandatory | |||
| Damage Summary | Was a Contractor Involved in the Incident? | Optional | |
| Please provide Contractor Details (Name, Company, Phone, etc.) | Mandatory | |||
| Was The Contractor Trained On Company Policies? | Mandatory |
*Note: As per existing implementation, Injury/Illness, Vehicle and General Liability Incident Types doesn't have the above mentioned Contractor fields.
- The system has a look up value for Contractor information where customers can maintain the details of Contractor Names. However, this look-up is not integrated with the Contractor field in the Reporting screen. So this feature is not being utilized to it’s potential. As of now, user has to enter contractor name manually.
- 'Contractor Name' field shown upon selecting the 'Personnel Type' as 'Unsupervised Contract Employee' is a free text field and not integrated with any lookup.
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| Incident Type | Section Name | Field Name | Field Type | Mandatory/Optional | Dependency | Configuration |
|---|---|---|---|---|---|---|
1. Near Miss 2. Injury/Illness 3. Vehicle 4. General Liability 5. Property Damage 6. Environmental | General Details | Was Contractor involved? | Radio-button | Mandatory/Optional (*Based on Custom Setting) |
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| Contractor Name | Autocomplete | Mandatory (*Based on Custom Setting) | Dependent on the field 'Was Contractor Involved?' |
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| Contractor Details | Textbox | Optional | ||||
| Was the Contractor trained on Company Policies? | Radio-button | Mandatory |
- 'Contractor Name' field (shown upon selecting the 'Personnel Type' as 'Unsupervised Contract Employee') has been changed to an autocomplete control (integrated with a lookup).
- A new System View 'Contractor Incidents - Current Year' has been added
- Following two fields have been added in the Incident Details Report Notification template for all the Incident Types:
- Was Contractor Involved?
- Contractor Name
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