New and Improved Features
Product Level change
- PMP-53660 As an end user I would like to see Incident Counts by Personnel Type on Home screen
- PMP-56369 As an end user I would like to see Vehicle Accident Breakdown on Home screen
- PMP-56370 As an end user I would like to see Top 5 statistics on Home screen
- PMP-58479 As an end user I would like to see Date of occurrence in "Time Since Last Recordable Incident" widget
- PMP-58480 As an end user I would like to see Date of Occurrence in "Time since Last Incident" widget
- PMP-55971 As an end user should not see Incidents in List screen without view permission
- PMP-2603 As a System Admin I want to be able to select Groups in Notification setup
- PMP-43526 As a System Admin I want to setup notifications for different Incident checkpoints
- PMP-3990 As an end user I should be able to add multiple attachments at a time in Incident Summary Screen
Configurable
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New and Improved Features
Product Level change
- PMP-2338 As an end user I want to navigate to next sections from reporting screen
- PMP-59812 As an end user I would like to point out Location of Injury Scene on a Layout
- PMP-3990 As an end user I should be able to add multiple attachments at a time in Incident Summary Screen
- PMP-55971 As an end user should not see Incidents in List screen without view permission
- PMP-59956 As an end user I would like to see status icon for Incident status and Management Review columns
- PMP-53660 As an end user I would like to see Incident Counts by Personnel Type on Home screen
- PMP-56369 As an end user I would like to see Vehicle Accident Breakdown on Home screen
- PMP-56370 As an end user I would like to see Top 5 statistics on Home screen
- PMP-58479 As an end user I would like to see Date of occurrence in "Time Since Last Recordable Incident" widget
- PMP-58480 As an end user I would like to see Date of Occurrence in "Time since Last Incident" widget
- PMP-59733 As an end user I want to see Incident Status in New Incident and Updated Incident Widget
- PMP-2603 As a System Admin I want to be able to select Groups in Notification setup
- PMP-43526 As a System Admin I want to setup notifications for different Incident checkpoints
- PMP-55644 As a user I would like to import data for Employee (Hourly) column using Import Tool
Configurable
- PMP-57608 As an end user I want to see Employee Department in PD reporting screen
- PMP-39438 As an end user I want Owners Pick list to list only users having Change CAPA Status permission
- PMP-56093 As a system admin I want the ability to turn off Management Review Intimation notification
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have an option to move to next sections after saving the Incident
- Always have to navigate to summary screen and then scroll to desired section
Purpose:
- Provide option for users to navigate to next sections after completing detail report
- Make navigation to next section faster and reduce number of clicks and screen time
Enhanced System:
- Provides option for end users to navigate to Investigation or Case Management after completing Detail report
- Option will be displayed based on Incident Type, Incident Status and Logged in User's permission
- The confirmation message after saving/updating the Incident will incident the status of the Incident
- Investigation
- On click navigate the user to 1st section in Investigation based on configuration
- Button should be displayed irrespective of Mandatory or Optional configuration
- It will be hidden only if Investigation is not available (configuration)
- Case Management
- On click navigate the user to Classification of Case screen if status is incomplete
- On click navigate the user to Case Progression screen if status is complete
- In case of multiple injury, navigate user to 1st employee's case management
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have an option to pin point location of Incident on a floor map
Purpose:
- Provide option for users to pin point location of Incident so that the same can be represented on a heat map
Enhanced System:
- Provides option for end users to navigate to Investigation or Case Management after completing Detail report
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have an option to pin point location of Incident on a floor map
Purpose:
- Provide option for users to pin point location of Incident so that the same can be represented on a heat map
Enhanced System:
- Provides option for end users to navigate to Investigation or Case Management after completing Detail report
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Lists Incident in Manage Incident List screen even if user does not have view permission
- As the list screen has most of the fields available as column users can view all those information without view permission
Purpose:
- Make the system and data more secured
Enhanced System:
- Will display Incidents in list screen based on logged in user's View Permission by Incident Type.
- If logged in user has view permission for only Near Miss Incident Type, user will not see other Incident Types in the List screen
- Due to this behavior, users may see count mismatch in widget vs list screen when they navigate via widget
Impacts: Mobile
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a way to view quick Injury/Illness statistics by Personnel Type
...
- Provide a quick view of Injury/Illness incident count by Personnel Type
- This is a useful information for Admins that indicates how safe is their work place
Enhanced System:
- Has a widget that gives breakdown of Injury/Illness Incidents by Personnel Type
- Other Incident types are not included because those are not so much dependent on Personnel Type
- Permission: View Injury/Illness permission
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a way to view Vehicle Incident Breakdown on home page
...
- Has a widget that gives breakdown of Vehicle Incident
- Counts between Widget and List screen may not match depending on Logged-in user's permission
- Clicking on counts will navigate to Incident List screen filtered by corresponding metric and selected Period
- Permission: View Metrics permission
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
Currently there is no widget that provides Top 5 analysis various Incident Data
...
- Has a widget that provides Top 5 data analysis for below:
- Cause of Incident (Display only if Injury/Illness is selected)
- Nature of Incident (Display only if Injury/Illness is selected)
- Contributing Factor (show Child with Prefixed Parent value)
- Root Cause (show Child with Prefixed Parent value) (Default)
- Has option to select multiple filters:
- Period
- Incident Type
- Metric
- There is no navigation from the Widget
- Permission: IMS module permission
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing Widget does not display Date of Occurrence
...
- Existing widget has been enhanced to display Date of occurrence
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing Widget is a group count widget and it cannot display dates
- It does not display Date of Occurrence
...
- Existing widget has been changed to Table type
- Enhanced to display Date of occurrence by Incident Type
Impacts: No Impact
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59733 As an end user
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I want to see Incident Status in New Incident and Updated Incident Widget
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Lists Incident in Manage Incident List screen even if user does not have view permission
- As the list screen has most of the fields available as column users can view all those information without view permission
Purpose:
- Make the system and data more secured
Enhanced System:
- Will display Incidents in list screen based on logged in user's View Permission by Incident Type.
- If logged in user has view permission for only Near Miss Incident Type, user will not see other Incident Types in the List screen
- Due to this behavior, users may see count mismatch in widget vs list screen when they navigate via widget
...
- NA
Existing System:
- Existing does not display Incident status
Purpose:
Enhanced System:
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have option to select predefined user groups in notification setup. Individual users need to be selected one by one
Purpose:
- Providing ability to select user groups will make it easy for system admins to Manage and Setup Notifications
Enhanced System:
- Allows system admins to select predefined groups while configuring notification
- Notification setup in module Setup will populate all Active Groups created from Security >> Groups
- Notification setup in Location Setup >> Module Setup will populate all Active Groups created from Location Setup >> Administration Setup >> Groups
- The changes are applicable for both Immediate and Daily Notifications
- Selection of users and Groups both will be available
- In Group selection screen when clicked on the "information" symbol, Group Member screen will be displayed without Save button
- From this screen system admins can see list of users selected in the Group
- While sending notification system will consider user selected in the group at that point of time
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not provide a way for system admins to get notified if certain activity related to Incident has not bee completed by due date
...
- Will send a daily notification with list of all Incidents grouped by the configured Event. Below are the list of events:
- Detail Report Incomplete (includes Incidents with Draft Status) (All Incident Types)
- Investigation Report Incomplete (All Incident Types)
- Case not classified (applicable for Injury/Illness only)
- Claim question is yes but Claim not Submitted (Applicable for Inj, Vehicle and GL)
- Has validation applied during event configuration to make sure incomplete events are not saved
- System will look back for only 90 days in the past and filter out records based on Incident Created Date
- Out of this list Incidents would be taken based on the Notification Set considering Incident Date as start point to calculate days passed
- If users want to configure multiple checkpoints for same Incident Type they need to configure another notification set
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- It takes 4 clicks and navigation to 3 different screens to attach one document
- To add another document user has to close existing attachment window, navigate back to Incident Summary screen, scroll down to attachment section and click on ADD
...
- Has ability to upload or drag and drop multiple documents at once
- Selected documents will be automatically uploaded and File Name will take as Title (similar to WCC attachment)
- With this enhancement, we are deprecating ability to change file name of attached/existing document
- Ability to upload revised version of existing document remains as it is along with revision history
Impacts: No Impact
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Configurable: Yes
- Title: Management Review Intimation Notification
- Public / Private: Public
- Default: Product: Enabled. Disabled only for Mexichem
Existing System:
- Does not have an option to turn off default Management Review intimation notification
...
- Has a configuration to turn on/off the notification
Impacts: No Impact
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Configurable: Yes
- Title: PD - Display Employee Department
- Public / Private: Public
- Default: Product: Disabled
Existing System:
- Does not allow to identify Employee department for Property Damage Incidents
Purpose:
- Provide ability to identify Employee Department for Property Damage Incident
...
Impacts: Mobile, Feed, Reports, Cognos