New and Improved Features
Product Level change
- PMP-41274 As an end user should be able to save an incident as Draft
- PMP-47608 As an end user I would like to generate OSHA 300A CSV file for multiple locations
- PMP-53376 As a end user want to view Days/Hours since last incident (by incident type) in Home Screen
- PMP-53374 As a end user want to view "Days/Hours Since Last recordable" on Home page
- PMP-54221 As an end user I want to see Incident Count by Status in Home page
- PMP-53385 As a end user want to view count of Incidents by sub types in Home Screen
- PMP-53379 As an end user want to view Near Miss Incident Trend on home page
- PMP-53476 As an end user I would like to see existing IMS widgets at Level
- PMP-54206 As an end user I would like to see Yearly counts in Incident Count Widget
- PMP-52322 Make CAPA completion date field Mandatory in Incident Reporting screen
- PMP-3581 Case should not be closed with Restricted Duty and Lost Time still open (With out End date)
Configurable
- PMP-53352 As a System Admin I would like to configure different Investigation requirement by Inj/Ill Case Classification
- PMP-43534 As an Admin should be able to hide Work shift field in Near Miss reporting screen
- PMP-39299 As a System Admin want to make "Agency Notified" question Mandatory in PD Reporting screen
...
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does
Purpose:
- Enhance
Enhanced System:
- Allows
Impacts: None
...
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing
Purpose:
- Display
Enhanced System:
- Displays
Impacts: None
...
Configurable : No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not show images attached from Incident Summary screen in the Incident Summary report generated from Email Incident summary page
Purpose:
- Provide flexibility to choose if images should be embedded in the report or should be available for selection as email attachment
Enhanced System:
- Let users choose if images attached in the Incident summary screen should be embedded in the report
Impacts: None
...
Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have flexibility to show data by Fiscal year
Purpose:
- Provide ability to see data by Fiscal year
Enhanced System:
- Shows rates in Fiscal Year by default
Impacts: None
...
New and Improved Features
Product Level change
- PMP-41274 As an end user should be able to save an incident as Draft
- PMP-47608 As an end user I would like to generate OSHA 300A CSV file for multiple locations
- PMP-53376 As a end user want to view Days/Hours since last incident (by incident type) in Home Screen
- PMP-53374 As a end user want to view "Days/Hours Since Last recordable" on Home page
- PMP-54221 As an end user I want to see Incident Count by Status in Home page
- PMP-53385 As a end user want to view count of Incidents by sub types in Home Screen
- PMP-53379 As an end user want to view Near Miss Incident Trend on home page
- PMP-53476 As an end user I would like to see existing IMS widgets at Level
- PMP-54206 As an end user I would like to see Yearly counts in Incident Count Widget
- PMP-52322 Make CAPA completion date field Mandatory in Incident Reporting screen
- PMP-3581 Case should not be closed with Restricted Duty and Lost Time still open (With out End date)
Configurable
- PMP-53352 As a System Admin I would like to configure different Investigation requirement by Inj/Ill Case Classification
- PMP-43534 As an Admin should be able to hide Work shift field in Near Miss reporting screen
- PMP-39299 As a System Admin want to make "Agency Notified" question Mandatory in PD Reporting screen
| Anchor | ||||
|---|---|---|---|---|
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does
Purpose:
- Enhance
Enhanced System:
- Allows
Impacts: None
| Anchor | ||||
|---|---|---|---|---|
|
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing
Purpose:
- Display
Enhanced System:
- Displays
Impacts: None
| Anchor | ||||
|---|---|---|---|---|
|
Configurable : No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not show images attached from Incident Summary screen in the Incident Summary report generated from Email Incident summary page
Purpose:
- Provide flexibility to choose if images should be embedded in the report or should be available for selection as email attachment
Enhanced System:
- Let users choose if images attached in the Incident summary screen should be embedded in the report
Impacts: None
| Anchor | ||||
|---|---|---|---|---|
|
Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have flexibility to show data by Fiscal year
Purpose:
- Provide ability to see data by Fiscal year
Enhanced System:
- Shows rates in Fiscal Year by default
Impacts: None
| Anchor | ||||
|---|---|---|---|---|
|
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not provide a quick view of Pending Management Reviews for a User on Landing page
Purpose:
- Easy accessibility to Pending Management review count and list
Enhanced System:
- Shows Open/Rejected Management review assigned to the selected user
Impacts: None
| Anchor | ||||
|---|---|---|---|---|
|
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Always displays "Classification of Case" section and does not guide users to next section if step 1 is already done
Purpose:
- Make the screen more interactive and user friendly while keeping the existing functionality intact
Enhanced System:
- Has a new design where sections are separated as different vertical tabs
Impacts: None
...
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not provide a quick view of Pending Management Reviews for a User on Landing page
Purpose:
- Easy accessibility to Pending Management review count and list
Enhanced System:
- Shows Open/Rejected Management review assigned to the selected user
Impacts: None
| Anchor | ||
|---|---|---|
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...
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...
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53379 As an end user want to view
...
Near Miss Incident Trend on home page
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Always displays "Classification of Case" section and does not guide users to next section if step 1 is already done
Purpose:
- Make the screen more interactive and user friendly while keeping the existing functionality intactDoes not have ability to import Vehicle Information
Purpose:
- Provide import feature so that Location admins can easily bulk insert new Vehicle information
Enhanced System:
- Has a new design where sections are separated as different vertical tabsan Import feature in the Vehicle Information list screen
Impacts: None
| Anchor | ||
|---|---|---|
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...
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53476 As an end user
...
I would like to see existing IMS widgets at Level
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have ability to import Vehicle Informationa place holder for Cost occurred in Medical category
Purpose:
- Provide import feature so that Location admins can easily bulk insert new Vehicle informationability to enter Medical expenses
Enhanced System:
- Has an Import feature in the Vehicle Information list screena row added in Cost and Less recoveries Sections for Medical and the data entered is added in the total
Impacts: None
| Anchor | ||
|---|---|---|
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...
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54206 As an end user I would like to see
...
Yearly counts in Incident Count Widget
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have a place holder for Cost occurred in Medical category
Purpose:
- Provide ability to enter Medical expenses
Enhanced System:
- Has a row added in Cost and Less recoveries Sections for Medical and the data entered is added in the total
...
- CAPA Completion date is not mandatory in Incident Reporting screen where as it is mandatory in CAPA details page.
Purpose:
- Make Permissions for flexible and reduce dependency of Permissions on each other
Enhanced System:
- A
Impacts: None
| Anchor | ||
|---|---|---|
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...
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52322 Make CAPA completion date field Mandatory in Incident Reporting screen
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not allow to assign/remove Delete permission irrespective of Add/Edit Permission
Purpose:
- Make Permissions for flexible and reduce dependency of Permissions on each other
Enhanced System:
- Allows to assign/remove delete permission irrespective of Add/Edit permission
- Auto selects View permission if Delete permission is assigned
- No impact on existing roles
Impacts: None
...
- Let's users make the CAPA completion date field blank and save the Incident
Purpose:
- Avoid issues in Action Item Detail page if CAPA Completion date is saved blank
Enhanced System:
- The field is made mandatory so that users cannot save the CAPA without completion date
Impacts: Mobile
...
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not allow to assign Edit Attachment permission with Edit Incident Permission
Purpose:
- Remove this dependency and make the permissions more flexible
Enhanced System:
- Allows to assign Edit Attachment permission irrespective of Edit Incident Permission
- It is dependent on View Incident Permission
- No impact on existing roles
Impacts: Mobile
| Anchor | ||||
|---|---|---|---|---|
|
Configurable : Yes (No Custom Setting)
- Title: Configured through a configuration table
- Public / Private:NA
- Default: NA
Existing System:
- Does not have the ability to configure investigation requirement for Injury/Illness Incident based on the severity
Purpose:
- Provide system admins ability to configure different Investigation requirement based on Injury/Illness severity
- Save investigation time by adjusting Investigation requirement based on Severity of Injury/Illness
Enhanced System:
- Has option to configure Investigation section requirements in below four categories:
- Not Classified
- Recordable (Other Recordable, Restricted Work, Lost Time, Fatality) - Configuration will be same for all these classifications
- Not Recordable (Report Only, First Aid)
- Not Work Related
Impacts: Existing Roles
Note:
- The configuration would be applied depending on Most Severe case and not current case
- Configuration is available only to make different Investigation steps Mandatory/Optional.
- If no configuration by Case Classification is done, the current configurations would be applicable
- Configurations would be managed in IMS back-end and Customers need to contact ProcessMAP support for managing it
| Anchor | ||
|---|---|---|
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43534 As an Admin should be able to hide Work shift field in Near Miss reporting screen
Configurable : NA Yes
- Title:NA NM - Work shift
- Public / Private: NAPublic
- Default: NADisabled
Existing System:
- Does not have the ability to create a Viewer Role without any Edit permission
- Has Edit and View permissions combined for OSHA 300 Log, OSHA 301, MSHA 7000-1 and MSHA 7000-2 so user with a viewer role is able to make modifications in these screens
Purpose:
- Have separate Edit and View Permissions to allow admins to create Viewer role without any Edit privilege
Enhanced System:
- Has separate Edit Permission for OSHA 300 Log, OSHA 301, MSHA 7000-1 and MSHA 7000-2
- Has Save button in respective screens linked with these new Edit permissions
- Has Edit privileges removed on existing permissions and they are renamed as View Permission
Impacts: Existing Roles
- Any role where existing permission is checked, new permission is also checked. Else new permission will be unchecked.
...
- In existing system Work Shift/ Job Shift is a mandatory field in general details of Near Miss reporting screen
- For other incident types Work Shift/ Job Shift has configuration to show and hide
Purpose:
- Have a configuration so that it is consistent with other Incident types
Enhanced System:
- Has separate configuration to hide work-shift field for Near Miss Incident type
Impacts: Mobile, RC, Reports
| Anchor | ||||
|---|---|---|---|---|
|
Configurable : Yes
- Title: PD - Agency Notified
- Public / Private: Public
- Default: Disabled
Existing System:
- The field in Damage Summary section is not mandatory and System admin do not have flexibility to make it mandatory
Purpose:
- Provide flexibility for system admin to make the field mandatory
Enhanced System:
- Has a configuration for system admins to make the field mandatory
Impacts: Mobile
