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 |
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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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| 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 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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- 'Contractor Name' field (shown upon selecting the 'Personnel Type' as 'Unsupervised Contract Employee') has been changed to an autocomplete control (integrated with a lookup).
- If user doesn't have lookup configured then select the 'Other(List)' option from the list and fill in the Contractor Name manually.
- Prior to saving an Incident, the 'Contractor Name' provided under the 'General Details' section will auto-populate in the 'Employee/Individual Details' section. However, user can update the auto-populated value, if needed.
- A new System View 'Contractor Incidents - Current Year' has been added
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- Following two fields have been added in the Incident Details Report Notification template for all the Incident Types:
- Was Contractor Involved?
- Contractor Name
- 'Contract Profile' Widget has a data point 'Total Incidents Involved' which will show the count of incidents with Contractor involvement.
Impacts: Reports, Mobile, Outbound API
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- 'Investigator Report' button is visible in the Incident Summary screen as soon as the Detail Report is completed for an Injury/Illness Incident. This button is available for users who have Injury/Illness Investigation View Permission.
- Clicking on the 'Investigator Report' button redirects the user to a new screen which displays different statistics related to the Incident, Incident Type, Incident Department, Involved Employee, Employee Supervisor, Employee Job etc.
- The screen is in read only mode and all statistics shown are till the Date of Incident.
- The screen has 2 buttons:
- Back - To navigate back to the Incident Summary screen
- Export - To download the the Report as a PDF
- Report will be available only for Injury/Illness Incident Type. In case of multiple injuries data availalbe in the report is only for the 1st Employee
- Metrics from other modules like BBS, LMS, Asset, etc. are displayed in the Report if the customer has a subscription to these modules.
- The metrics displayed in the Report are until the date of the Incident
- Report will be available only for new Incidents created after the release
- The permission to access this report is dependent on the Investigation details permissions
- The metrics in the Report are divided into the following sections:
- Metrics of employee involved in the Incident
- Summary of similar Incidents
- BBS Metrics
- Training Metrics
- Asset related incidents
- Employee’s supervisor’s metrics
- Metrics of the employee’s job title
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