New and Improved Features
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Configurable: Yes
- Title: Enable Vehicle Incident Type
- Public/Private: Private
- Default: No
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Configurable: Yes
- Title: Display Vehicle Accident Rate KPI
- Public/Private: Public
- Default: No
Existing System:
- The Vehicle Incident Metrics do not capture the 'Vehicle Accident Rate'.
Purpose:
- Add a new KPI 'Vehicle Accident Rate' to the 'Vehicle Incident Metrics'.
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Configurable: Yes
- Title: Enable Confidential Incident Feature
- Public/Private: Private
- Default: Yes
Existing System:
- Does not have the feature to hide any incident that requires privacy. So such type of incidents are deleted from the system (if already reported) and managed elsewhere to avoid disclosure.
Purpose:
- Introduce a new feature so as to maintain the Confidential Incidents in the application with limited access to the authorized users.
Enhanced System:
When can you make an incident confidential?
- An Incident can be categorized as confidential at any stage in the Incident workflow (Example: During Incident Reporting, Incident Detail Report is completed, Investigation is in progress or completed, etc.).
'Record Level Security' permission
- When the Custom Setting for this feature is turned ON, a new permission 'Record Level Security' will be shown in the Permission screen.
- Users having this permission will be able to see the 'Confidentiality Details' section in the Reporting screen.
Incident Reporting screen
- A new section 'Confidentiality Details' will be shown in the Reporting screen if user has the 'Record Level Security' permission.
- This section will have two fields:
- Would you like to make this incident confidential?
- Authorized Team
- If the user selects 'Yes' then it will throw a confirmation alert as shown below.
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- Clicking on the 'Ok' button in the confirmation alert will close the popup and display the 'Authorized Team' field (with the logged in user name by default).
New Notification for Confidential Incident
- An immediate notification will be sent to the authorized users when an incident is made confidential.
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Manage Incident List Screen
Authorized Users:
- 'Incident ID' link remains enabled with complete data shown in all the columns of the grid.
- Authorized users will be able to delete a confidential incident if they have the required delete permission.
Unauthorized Users:
- 'Incident ID' link will be disabled.
- 'Incident Title' will be masked with text 'Confidential'.
- 'Incident Reported As' and 'Incident Date' column will show the details.
- Unauthorized users cannot delete the confidential incident record even if they have the delete permission.
Incident Summary Screen
- Only Authorized users will be able to access the Incident Summary page for a Confidential Incident either by navigating through the list screen or notification link.
- A new label 'Confidential Incident' will be shown on the Incident Summary screen. This will have 'Yes' or 'No' based on the response selected in the Reporting screen.
- 'Email Incident Summary' link in the Incident Summary screen will be disabled for the Incidents categorized as confidential (even if the authorized user has the permission for emailing Summary Report).
- Authorized users can download different Reports from the Summary Screen - Incident Summary Report, Vehicle Claim Report, Claim Report, etc.
Manage Incident List Screen
Authorized Users:
- 'Incident ID' link remains enabled with complete data shown in all the columns of the grid.
- Authorized users will be able to delete a confidential incident if they have the required delete permission.
Unauthorized Users:
- 'Incident ID' link will be disabled.
- 'Incident Title' will be masked with text 'Confidential'.
- 'Incident Reported As' and 'Incident Date' column will show the details.
- Unauthorized users cannot delete the confidential incident record even if they have the delete permission.
Case Management List Screen
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