New and Improved Features
Product Level change
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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-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-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
- 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
Configurable
- PMP-59812 As an end user I would like to point out Location of Injury Scene on a Layout
- 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
- 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
Anchor PMP-3990 PMP-3990 PMP-3990 As an end user I should be able to add multiple attachments at a time in Incident Summary Screenshould be able to add multiple attachments at a time in Incident Summary Screen
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
Purpose:
- Provide an option to add multiple attachments in one go from Incident Summary screen
Enhanced System:
- 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: 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 show icons for Incident Status and Management Review columns in Manage Incident Reports screen
Purpose:
- Provide graphical indication for status for easy identification
Enhanced System:
- Shows icon for Incident status and Management Review status column
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 have an option to pin point location of Incident on a floor mapprovide a way for system admins to get notified if certain activity related to Incident has not bee completed by due date
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
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- an option for System admins to have notifications sent to stakeholders for different events in Incident Life cycle
Enhanced System:
- 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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55644 As a user I would like to
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import data for Employee (Hourly) column using Import Tool
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a way to view quick Injury/Illness statistics by Personnel Typean option to pin point location of Incident on a floor map
Purpose:
- 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:
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- 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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53660 As an end user I would like to see
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Incident Counts by Personnel Type on Home screen
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a way to view Vehicle Incident Breakdown on home pagequick Injury/Illness statistics by Personnel Type
Purpose:
- Provide a quick statistics related to Vehicle Incidentsa 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 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 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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56369 As an end user I would like to see
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Vehicle Accident Breakdown on Home screen
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
Currently there is no widget that provides Top 5 analysis various Incident Data
Purpose:
- Provide quick view to Top 5 values for key Incident Data
Enhanced System:
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- 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)
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- Period
- Incident Type
- Metric
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- : NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a way to view Vehicle Incident Breakdown on home page
Purpose:
- Provide a quick statistics related to Vehicle Incidents
Enhanced System:
- 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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56370 As an end user I would like to see
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Top 5 statistics on Home screen
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing Widget does not display Date of Occurrence
Purpose:
- Show date when last recordable incident occurred
- This will help users trace the Incident and provide better visibility
Enhanced System:
- 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
Purpose:
- Show date when last recordable incident occurred
- This will help users trace the Incident and provide better visibility
Enhanced System:
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Currently there is no widget that provides Top 5 analysis various Incident Data
Purpose:
- Provide quick view to Top 5 values for key Incident Data
Enhanced System:
- 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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58479 As an end user I
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would like to see
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Date of occurrence in "Time Since Last Recordable Incident" widget
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing Widget does not display Incident statusDate of Occurrence
Purpose:
- Show date when last recordable incident occurred
- This will help users trace the Incident and provide better visibility
Enhanced System:
- Existing widget has been enhanced to display Date of occurrence
Impacts: No Impact
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58480 As an end user I would like to see Date of Occurrence in "Time since Last Incident" widget
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:
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- 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
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- From this screen system admins can see list of users selected in the Group
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- Existing Widget is a group count widget and it cannot display dates
- It does not display Date of Occurrence
Purpose:
- Show date when last recordable incident occurred
- This will help users trace the Incident and provide better visibility
Enhanced System:
- Existing widget has been changed to Table type
- Enhanced to display Date of occurrence by Incident Type
Impacts: No Impact
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing does not display Incident status
Purpose:
Enhanced System:
Impacts: No Impact
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59812 As an end user I would like to point out Location of Injury Scene on a Layout
Configurable: NoYes
- Title: NAMake Pin Location mandatory
- Public / Private: NAPublic
- Default: NANon-Mandatory
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
Purpose:
- Provide an option for System admins to have notifications sent to stakeholders for different events in Incident Life cycle
Enhanced System:
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- 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)
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- Out of this list Incidents would be taken based on the Notification Set considering Incident Date as start point to calculate days passed
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- 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:
- Has a field "Pin Location" in Incident Reporting screen
- The field is visible only if:
- If there is a floor plan uploaded for the location and module
- "Incident Occurred on Employer's Premises *" is answered as "Yes"
- It is applicable for all Incident Type
Impacts: No Impact
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57608 As an end user I
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want to see Employee Department in PD reporting screen
Configurable: NoYes
- Title: NAPD - Display Employee Department
- Public / Private: NAPublic
- 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
Purpose:
- Provide an option to add multiple attachments in one go from Incident Summary screen
Enhanced System:
- 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
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- 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
Enhanced System:
- Has a Employee department field for Property Damage Incident
Field will be optional and auto-populated based on selected Employee Profile
Impacts: Mobile, Feed, Reports, Cognos
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39438 As an end user I want Owners Pick list to list only users having Change CAPA Status permission
Configurable: YesNo
- Title: Management Review Intimation NotificationNA
- Public / Private:Public NA
- Default: Product: Enabled. Disabled only for Mexichem NA
Existing System:
- Does not have an option to turn off default Management Review intimation notificationpin point location of Incident on a floor map
Purpose:
- Provide ability option for system admin to determine if Management Review intimation notification should trigger for owner or notusers to pin point location of Incident so that the same can be represented on a heat map
Enhanced System:
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- Provides option for end users to navigate to Investigation or Case Management after completing Detail report
Impacts: No Impact
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56093 As a system admin I want
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the ability to turn off Management Review Intimation notification
Configurable: Yes
- Title: PD - Display Employee DepartmentManagement Review Intimation Notification
- Public / Private: Public
- Default: Product: DisabledEnabled. Disabled only for Mexichem
Existing System:
- Does not allow to identify Employee department for Property Damage Incidentsnot have an option to turn off default Management Review intimation notification
Purpose:
- Provide ability to identify Employee Department for Property Damage Incidentfor system admin to determine if Management Review intimation notification should trigger for owner or not
Enhanced System:
- Has a Employee department field for Property Damage IncidentField will be optional and auto-populated based on selected Employee Profileconfiguration to turn on/off the notification
Impacts: Mobile, Feed, Reports, CognosNo Impact