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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

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Configurable: No

• Title: NA
• Public / Private: NA
• Default: NA

Existing System: 

• Does

Purpose:

• Enhance 

Enhanced System:

• Allows

Impacts: None

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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

...

Configurable: No

• Title: NA
• Public / Private: NA
• Default: NA

Existing System:

• Existing 

Purpose:

• Display

Enhanced System:

• Displays

Impacts: None

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• PMP-

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• 53376 As a end user want to view Days/Hours since last incident (by incident type) in Home Screen

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

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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

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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

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• 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

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PMP-41274 PMP-41274

PMP-41274 As an end user should be able to save an incident as Draft

Configurable: No

• Title: NA
• Public / Private: NA
• Default: NA

Existing System: 

• As of now in incident reporting screen users do not have the ability to save Incident as draft i.e. without filling all Mandatory fields
• This causes delay in reporting Incidents

Purpose:

• In most cases when Incident happens the reporter does not have all details of the Incident. In this case they cannot make an entry in the system until they have all details. With Draft status they would be able to make an entry with Minimal information 

Enhanced System:

• Allows to save an Incident with Minimal information with Draft status
• Displays Incidents in list screen as Draft and users can complete the detail report later
• Incident status will remain as Draft until all mandatory fields are filled.
• If all mandatory fields are filled in the first time Save the Incident will not be saved as Draft, the status would be "Detail Report Incomplete"
• No change in Mandatory fields or their indication
• Injury/Illness Incidents with Draft Status will not go to Metrics. For other Incident Types counts would be updated as it happens currently for respective Metrics
• All notifications triggered through a field would continue to behave as it is. Notifications would trigger when respective field is filled
• Detail Report Status and Investigation Report Status are removed and replaced with Incident Status column. The new column would display below statues:
  1. Draft
  2. Detail Report Incomplete (Hyperlink)
  3. Detail Report Completed / Investigation Report Incomplete (Hyperlink)
  4. Investigation Report Completed
• FROI question is moved to "Employee/Individual Details" section to align it with Multiple Injury screen and Mobile Pro.
  • As in current system, the field is dependent on Personnel Type selection

Impacts: Mobile, Feed, Cognos

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PMP-

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47608 PMP-

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47608

PMP-

...

47608 As an end user

...

I would like to generate OSHA 300A CSV file for multiple locations

Configurable: No

• 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 doneDoes not have flexibility to generate CSV file for multiple locations at a time
• Does not show a list of Locations where OSHA 300A has been saved for a Year

Purpose:

• Make the screen more interactive and user friendly while keeping the existing functionality intactOSHA 300A e-submission more effective by providing an interface to generate CSV file with multiple establishment data

Enhanced System:

• Has a new design where sections are separated as different vertical tabs

Impacts: None

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• When a Level is selected the OSHA 300A screen turns into a List screen showing list of location where OSHA 300A has been saved for previous year
• Allows to select required rows and generate CSV file with those rows
• Allows to change the view filter to see data from different years

Impacts: None

Note:

• Same permissions are applied to display Generate CSV Button as applied at location
• The list will display only "Allow Roll Up=No" records as per logged-in user's scope

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PMP-53376 PMP-53376

PMP-53376 As a end user want to view Days/Hours since last incident (by incident type) in Home Screen

Configurable : No

• Title: NA
• Public / Private: NA
• Default: NA

Existing System:

• Does not show time since the last incident was reported for the Location/Level

Purpose:

• This is a useful information for Location users/Corporate Admins that indicates how safe is their work place

Enhanced System:

• Has a widget displaying Day/Hours since last Incident was reported

Impacts: None

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PMP-53374 PMP-53374

PMP-53374 As a end user want to view "Days/Hours Since Last recordable" on Home page

Configurable: NA 

• Title: NA
• Public / Private:NA
• Default: NA

Existing System:

• Does not show time since the last recordable incident was reported for the Location/Level

Purpose: 

• This is a useful information for Location users/Corporate Admins that indicates how safe is their work place

Enhanced System:

• Has a widget displaying Day/Hours since last recordable Incident was reported

Impacts: None

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PMP-54221 PMP-54221

PMP-54221 As an end user I want to see Incident Count by Status in Home page

Configurable : NA 

• Title: NA
• Public / Private:NA
• Default: NA

Existing System:

• Does not have ability to import Vehicle Informationa give a quick statistics of Incidents with different statuses

Purpose:

• Provide import feature so that Location admins can easily bulk insert new Vehicle informationTo provide a quick statistics of Incidents pending different actions. This would help admins do quick follow ups and take required actions 

Enhanced System:

• Has an Import feature in the Vehicle Information list screena widget that shows statistics of Incidents pending different actions
  • Detail Report Incomplete
  • Investigation Report Incomplete - Does not include Incidents where investigation is not Mandatroy
  • Case Not Classified
  • Claim Not Submitted

Impacts: None

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None

Note:

• If a there is no Incident in the system for a specific Incident Type, it will not appear as a row in the Widget.
• This would avoid questions from Customers as to why they are seeing an Incident Type they are not utilizing.

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PMP-53385 PMP-53385

PMP-53385 As a end user want to view count of Incidents by sub types in Home Screen

Configurable : NA 

• Title: NA
• Public / Private:NA
• Default: NA

Existing System:

• Does not have widgets showing Incident count breakup by the Sub type

Purpose:

• To provide break-up of Incident counts to the granular level for better analysis 

Enhanced System:

• Has a new widget for each Incident type (except GL) showing counts by sub type

Impacts: None

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PMP-53379 PMP-53379

PMP-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:

• Does not have a widget showing Near Miss Incident reporting trend at location/level

Purpose:

• Provide a view for user to see the Near Miss Incident reporting trend compared to previous year

Enhanced System:

• Has a widget that displays Number of Near Miss Incidents YTD and indicates the trend compared to previous year YTD

Impacts: None

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PMP-53476 PMP-53476

PMP-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 a place holder for Cost occurred in Medical category

Purpose:

• Provide ability to enter Medical expensesdisplay IMS widgets at Level making it less useful for Corporate Users

Purpose:

• Make it for useful for Corporate users by showing data by level.

Enhanced System:

• Has a row added in Cost and Less recoveries Sections for Medical and the data entered is added in the totalDisplays rolled up data at every level for every Widget.

Impacts: None

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PMP-54206 PMP-54206

PMP-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:

• CAPA Completion date is not mandatory in Incident Reporting screen where as it is mandatory in CAPA details page.Has filter options for 30, 60 and 90 days
• Does not show counts by Year

Purpose:

• Make Permissions for flexible and reduce dependency of Permissions on each otherit more useful for Admin users to see statistics for Year

Enhanced System:

• AHas Calendar Year and Fiscal year filter options

Impacts: None

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PMP-52322 PMP-52322

PMP-52322 Make CAPA completion date field Mandatory in Incident Reporting screen

Configurable : NA 

• Title: NA
• Public / Private:NA
• Default: NA

Existing System:

• Let's users make the CAPA completion date field blank and save the Incident

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PMP-53352 PMP-53352

PMP-53352 As a System Admin I would like to configure different Investigation requirement by Inj/Ill Case Classification

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

...

Enhanced System:

• Has option to configure Investigation section requirements in below four categories:
  1. Not Classified
  2. Recordable (Other Recordable, Restricted Work, Lost Time, Fatality) - Configuration will be same for all these classifications
  3. Not Recordable (Report Only, First Aid)
  4. Not Work Related

Impacts: Existing RolesMobile, Feed

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

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PMP-43534 PMP-43534

PMP-43534 As an Admin should be able to hide Work shift field in Near Miss reporting screen

Configurable : Yes 

• Title: NM - Work shift
• Public / Private: Public
• Default: Disabled

Existing System:

• 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

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Impacts: Mobile, RC, Reports

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PMP-39299 PMP-39299

PMP-39299 As a System Admin want to make "Agency Notified" question Mandatory in PD Reporting screen

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

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