New and Improved Features
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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- Following three menus will be shown/hidden based on the permission:
- Management Review
- Manage Claims
- Metrics
- If the user doesn't have permission for other menus then it will be still visible with a standard message - "You do not have permissions. Please contact system administrator".
Impacts: 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 |
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| 2. | 'Was Contractor Involved?' field as Mandatory/Non-Mandatory | Custom Setting key per Incident Type |
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| 3. | 'Contractor Name' field as Mandatory/Non-Mandatory | One Custom Setting key for all Incident Types |
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| 4. | Default value selection 'Other(List)' for 'Contractor Name' field | One Custom Setting key for all Incident Types |
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- Public/Private: Public
Existing System:
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| 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 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 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 |
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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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Impacts: Reports, Mobile, Outbound API
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