New and Improved Features

...

• PMP-64242 - Restrict creation of action item after the finding status is closed

DeprecationsDeprecation

• PMP-64576 - Deprecate Dynamic Dashboard
• PMP-64579 - Site Walk - deprecating Site Walk module

Anchor
56560 56560

PMP-56560 - Introduce a system view in home page as "Audit Dashboard"

Configurable: No

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

Existing System: 

• Does not have a dedicated view that shows quick statistics related to audits

...

Anchor
57260 57260

PMP-57260 - Ability to select Question/Action item attachments in the Audit report

Configurable: No

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

Existing System: 

• Doesn't show question attachments. 
• Doesn't show action items summary and attachments. 

...

Anchor
64625 64625

PMP-64625 - Provide flexibility to select Lead Auditors and Audit Team Members in Basic Program Details Screen

Configurable: No

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

Existing System: 

• User has to select the lead auditors and team members after creating the audit. 

...

• To setup an audit easily. 

Enhanced System:

• Provide lead auditors selection for landed location.

• Default lead auditor to logged in user.

• Provide audit team members selection for landed location.

• In Lead Auditors tab, the selections made in basic details section will carry.

• This option is available for Basic/Advanced/Template Audits.

Impacts: Mobile.

Back to top

Anchor
64872 64872

PMP-64872 - Add the questionnaire completion status flag to the Audit program list

Configurable: No

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

Existing System:

• Counts case days including Incident date (if selected as case start date). However OSHA says that Incident Date should not be counted as LT/RD dayWe doesn't have a identifier to show the questionnaire completion status. 

Purpose:  To be aligned with OSHA guide lines for US locationsimprove the usability of the system.

Enhanced System:

• While it will allow to select Incident date as Case Start Date, it will ignore while counting case days for US locations
• This is done because in other countries Incident date is required to be counted in Case Days
• This business rule is added in Help Text

...

• Complete/Incomplete icon would be shown on the Audits list screen which clearly indicates which audit questionnaire status. 
• We show the questions count on hover. 
• For a department audit, it shows the cumulative count of all departments for that location. 

Impacts: None.

Back to top

Anchor
PMP-61460 PMP-61460

PMP-64609 - Display Audit created by in Manage Audits list along with introducing “My Audits” system view

Configurable: No

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

Existing System: 

• Does not update OSHA 300 log counts for existing Incidents when category is updated for a Nature of Injury/Illness look up value and it is already used in an Incident

...

• Doesn't have any column which shows audit created by. 

Purpose: Provide easy access to "My Audits"

Enhanced System:

• If category is updated for a Nature of Injury/Illness look up value and it is used in an Incident, system will provide below options
  • Update All Incidents
  • Update Current Year Incidents
  • Cancel
• This is applicable for inactive look-up values as well which is associated to an Incident

...

• New column "Created By" is introduced in the available columns for Audits list screen. 
• Also, a new view "My Audits" is introduced which shows all the audits created by logged in user. 

Impacts: None. 

Back to top

Anchor
64861 64861

PMP-64861 - Introduce "Finding Counts by Month

...

" widget

Configurable: No

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

Existing System: 

• Displays records in Case Management, Claims and Management Review list screens even if user does not have view permission for that Incident Type
• As the list screen has most of the fields available as column, users can view all those information without view permission for that Incident TypeDoesn't have this widget available. 

Purpose: 

• Enhance the data security and align data display with permissionusability. 

Enhanced System:

• Displays records in respective list screen based on logged user's view permission for the Incident Type
  • Case Management List screen - View Case Permission
  • Claims List screen - View claim, View Cost & Notes and View Adjuster notes permissions
  • Management Review List screen - Edit/View Management Review permission
    • In case of integrated Incident, record will not show if user does not have view permission for all the involved incident.
• Screens like Metrics, Dashboard, Widget etc will display Incident Count irrespective of logged-in user's permission

...

• This widget would display total findings count grouped by month. 

• It would consider the Finding create date to group the data by month. 

• On Clicking on any bar the user would be directed to the manage findings list with Month,Year filter applied.

Impacts: None

Back to top

Anchor
64863 64863

PMP-64863 - Introduce "Repeat Finding Counts by Month

...

" widget

Configurable: No

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

Existing System:

• Sends a push notification in Mobile Pro App on Detail Report Created event only for Incidents created from the Mobile App
• Only for Near Miss incidents Push notification is sent irrespective of Mobile or Web

Purpose:

• Extend Push notification feature for Incidents created from Web as well

Enhanced System: 

• Sends push notification in Mobile Pro for all Incidents created from Web
• No change to existing functionality

...

• Doesn't have this widget available. 

Purpose:

• Enhance the usability. 

Enhanced System: 

• This widget would display Total Repeat Findings count by month. 

• It would consider the Finding create date to group the data by month. 

• On Clicking on any bar the user would be directed to the manage findings list with selected date filters and repeat finding = "Yes".

Impacts: None

Back to top

Anchor
64866 64866

PMP-64866 - Introduce "On Time

...

Closed Finding Counts by Month" Widget

Configurable: Yes (in Action Item Configuration) No

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

Existing System: 

• Does not provide ability to map Action Items to Investigation Root causes
• Cannot identify which Action Item is created for a certain Root CauseDoesn't have this widget available. 

Purpose: 

• Provide ability to map Action Items to Root CauseEnhance the usability. 

Enhanced System: 

• Has a Auto Complete field in Action Item detail screen where user can select multiple Root Cause that relates to the Action Item
• Display only Root Causes identified for that Incident as selection options
• If Root Cause section is not complete, the field in Action Item details screen will be blank
• If a Root Cause is mapped to an Action Item, it cannot be unchecked from Root Cause Analysis screen
• The field is also available in Manage Action Item list screen in IMS module for selection in view
  • Not included in Default view

...

• This widget would display On Time Closed Findings count by month. 

• It would consider the Finding closed date to group the data by month. 

• On Clicking on any bar the user would be directed to the manage findings list with selected date filters, Finding Status = Closed and closed before due date. 
• Example: Finding Created date: Aug 8th, 2019, Finding Due date: Sept 2nd, 2019, Finding Closed date : Sept 1st, 2019 - It would be considered as on time closure and would be shown in the month of Sep. 

Impacts: None

Back to top