New and Improved Features
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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Configurable: Yes
- Title:
S.No. | Title | Comments | Key Name |
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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:
- Contractor fields are present only for three incident Types - Near Miss, Property Damage and Environmental. Moreover, the fields are not consistent and present under different sections in the Reporting screen.
Incident Type | Section | Field Names | Mandatory/Optional | Configuration |
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| 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 did not 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 integrated with the Contractor field in the Reporting screen. So 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.
Purpose:
- Standardize the set of Contractor fields shown for different Incident Types.
- Integrate Contractor Name field shown in the Reporting screen with the Lookup.
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Incident Type | Section Name | Field Name | Field Type | Mandatory/Optional | Dependency | Configuration |
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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 |
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