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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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-59580 As an end user I want Hours import to ignore blank cells to retain existing data in the system
- 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: 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
- 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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55971 As an end user
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should not see Incidents in List screen without view permission
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
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- : 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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59956 As an end user
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I would like to see status icon for Incident status and Management Review columns
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Lists Incident Does not show icons for Incident Status and Management Review columns in Manage Incident List screen even if user does not have view permissionAs the list screen has most of the fields available as column users can view all those information without view permissionReports screen
Purpose:
- Make the system and data more securedProvide graphical indication for status for easy identification
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 columnShows 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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43526 As a System Admin I want
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to
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setup notifications for different Incident checkpoints
Configurable: No
- Title: NA
- Public / Private: NA
- Default: 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
Purpose:
- Provide 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
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:
- 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:
- Does not have Employee (Hourly) column in the Hours Import Tool
- Does not have specification sheet explain business rule and requirements
Purpose:
- Align import tool with system options, so that users can complete Hours and Count import for all types of data in a go
- Make it easy for users to fill right data in the template and less error encounters while importing
Enhanced System:
- Employee (Hourly) Count and Hour columns have been added to import tool
Impacts: No Impact
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59580 As
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an end user I
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want Hours import to ignore blank cells to retain existing data in the system
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 mapspecification sheet explaining business rule and requirements
- Wipes out existing data if cells are left blank in import template while user tries to update date for a particular column
Purpose:
- Provide option for users to pin point location of Incident so that the same can be represented on a heat map
Enhanced System:
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- Make it easy for users to fill right data in the template and less error encounters while importing
- Make import tool more flexible to update only desired column data without disturbing existing data
Enhanced System:
- All Count and Hours columns are made optional in import tool
- Provides options to overwrite or retain existing data in the system by leaving respective cells blank
- Has Specification sheet in the import template that explains field wise business rules and exceptions (English only)
- Rows are displayed based on configuration
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 quick Injury/Illness statistics by Personnel Type
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- 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
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- 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
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- 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
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- 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
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- 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 widgets do not display Incident statusvarious statuses
Purpose:
- Make widgets more interactive by showing more information
Enhanced System:
- Displays Incident Title instead of Incident ID
- Displays Incident Status, Case Classification (Most Sever Case), Claim Status and Management Review status (Only for Recently Updated Incidents Widget)
Impacts: No Impact
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Configurable: Yes
- Title: Make Pin Location mandatory
- Public / Private: Public
- Default: Non-Mandatory
Existing System:
- Does not have an option to pin point location of Incident on a floor map
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- 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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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
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Impacts: Mobile, Feed, Reports, Cognos
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Configurable: NoYes
- Title: NA
- Public / Private: NA
- Default: NAUsers with Change CAPA Status permission (Product Default), no change for existing customers
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 mapconfiguration to display users based on permission
Purpose:
- Reduce orphan CAPA and CAPA permission related support issues
Enhanced System:
- Provides option for end users to navigate to Investigation or Case Management after completing Detail reportconfiguration to choose if CAPA owner pick list should display users with "View CAPA" permission or with "Change CAPA Status" permission
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
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- Has a configuration to turn on/off the notification
Impacts: No Impact