New and Improved Features

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PMP-2338 PMP-2338

PMP-2338 As an end user I want to navigate to next sections from reporting screen

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

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• 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 loading time

Enhanced System:

• Provides option additional options 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 Incidentbe displayed based on incident's status
• 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 "Classification of Case" status is complete
  • In case of multiple injury, navigate user to 1st employee's case management based on it's status

Impacts: No Impact

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PMP-3990 PMP-3990

PMP-3990 As an end user I should 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

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• Has ability to upload or drag and drop multiple documents at once
• Selected documents will be uploaded once saved and user navigate system navigates back to summary page
• File Name will be saved as Title (similar to WCC attachment)
• With this enhancement, we are deprecating ability to change file name of attached/existing document is deprecated
• Ability to upload revised version of existing document remains as it is along with revision history

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PMP-55971 PMP-55971

PMP-55971 As an end user should not see Incidents in List screen without view permission

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 for the Incident Type
• As the list screen has most of the fields available as column users can view all those information without view permission

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• 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 Type Incidents in the List screen
• Due to this behavior, users may see count mismatch in widget Widget vs list List screen when they navigate via widget

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PMP-59956 PMP-59956

PMP-59956 As an end user 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: 

• Does not show icons for Incident Status and Management Review columns in Manage Incident Reports screen

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• Provide graphical indication for status for easy identification

Enhanced System:

• Shows status icon for Incident status and Management Review status column

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PMP-2603 PMP-2603

PMP-2603 As a System Admin I want to be able to select Groups in Notification setup

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
• Increase usability of Group feature

Enhanced System:

• Allows system admins to select predefined groups while configuring notification
  • Notification setup in module Setup will populate all Active active Groups created from Security >> Groups
  • Notification setup in Location Setup >> Module Setup will populate all Active active Groups created from Location Setup >> Administration Setup >> Groups
  • The changes 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

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PMP-43526 PMP-43526

PMP-43526 As a System Admin I want to setup notifications for different Incident checkpoints

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 been completed by due date/company define timline

Purpose:

• Provide an option for System admins to have notifications sent to stakeholders for different events in Incident Life cycle

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• 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 wants to configure multiple checkpoints for same Incident Type they need to configure another notification set

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PMP-55644 PMP-55644

PMP-55644 As a user I would like to import data for Employee (Hourly) column using Import Tool

Configurable: No

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

Existing System: 

• Does not have Employee (Hourly) column in the Hours Import ToolDoes 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

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PMP-59580 PMP-59580

PMP-59580 As an end user I 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 specification 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

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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

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PMP-53660 PMP-53660

PMP-53660 As an end user I would like to see 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 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

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PMP-56369 PMP-56369

PMP-56369 As an end user I would like to see Vehicle Accident Breakdown 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 page

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PMP-56370 PMP-56370

PMP-56370 As an end user I would like to see Top 5 statistics 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

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PMP-58479 PMP-58479

PMP-58479 As an end user I would like to see 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 Date of Occurrence

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PMP-58480 PMP-58480

PMP-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: 

• Existing Widget is a group count widget and it cannot display dates
• It does not display Date of Occurrence

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PMP-59733 PMP-59733

PMP-59733 As an end user I want to see Incident Status in New Incident and Updated Incident Widget

Configurable: No

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

Existing System: 

• Existing widgets do not display various statuses

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PMP-59812 PMP-59812

PMP-59812 As an end user I would like to point out Location of Injury Scene on a Layout

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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PMP-57608 PMP-57608

PMP-57608 As an end user I want to see Employee Department in PD reporting screen

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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PMP-39438 PMP-39438

PMP-39438 As an end user I want Owners Pick list to list only users having Change CAPA Status permission

Configurable: Yes

• Title: NA
• Public / Private: NA
• Default: Users with Change CAPA Status permission (Product Default), no change for existing customers

Existing System: 

• Does not have an configuration to display users based on permission

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PMP-56093 PMP-56093

PMP-56093 As a system admin I want the ability to turn off Management Review Intimation notification

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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