New and Improved Features
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- No items
Configurable
- PMP-92257: Add Addition of a new field Vehicle Incident Types
- PMP-92525: Add ddition of a new KPI to the Vehicle Incident Metrics
- PMP-93463: Confidential Incident
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Addition of a new field Vehicle Incident Type
Configurable: Yes
- Title: Enable Vehicle Incident Type
- Public/Private: Private
- Default: No
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- Doesn't have a field to classify the Vehicle Incident Typesub-type.
Purpose:
- Add a new field Vehicle Incident Type to the Reporting screen and Vehicle Claim form.
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Impacts: Mobile, Reports, RC, Cognos, Outbound API
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Addition of a new KPI to the Vehicle Incident Metrics
Configurable: Yes
- Title: Display Vehicle Accident Rate KPI
- Public/Private: Public
- Default: No
Existing System:
- The Vehicle Incident Metrics do not capture the 'Vehicle Accident Rate'.
Purpose:
- Add a new KPI 'Vehicle Accident Rate' to the 'Vehicle Incident Metrics'.
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Configurable: Yes
- Title: Enable Confidential Incident Feature
- Public/Private: Private Public
- Default: Yes
Existing System:
- Does not have the feature to hide any incident that requires privacy. So such type of incidents are deleted from the system (if already reported) and managed elsewhere to avoid disclosure.
Purpose:
- Introduce a new feature so as to maintain the Confidential Incidents in the application with limited access to the authorized users.
Enhanced System:
When can you make an incident confidential?
- An Incident can be categorized as confidential at any stage in the Incident workflow (Example: During Incident Reporting, Incident Detail Report is completed, Investigation is in progress or completed, etc.).
'Record Level Security' permission
- When the Custom Setting for this feature is turned ON, a new permission 'Record Level Security' will be shown in the Permission screen.
- Users having this permission will be able to see the 'Confidentiality Details' section in the Reporting screen.
Incident Reporting screen
- A new section 'Confidentiality Details' will be shown in the Reporting screen if user has the 'Record Level Security' permission.
- This section will have two fields:
- Would you like to make this incident confidential?
- Authorized Team
- If the user selects 'Yes' then it will throw a confirmation alert as shown below.
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- Clicking on the 'Ok' button in the confirmation alert will close the popup and display the 'Authorized Team' field (with the logged in user name by default).
New Notification for Confidential Incident
- An immediate notification will be sent to the authorized users when an incident is made confidential.
Manage Incident List Screen
Authorized Users:
- 'Incident ID' link remains enabled with complete data shown in all the columns of the grid.
- Authorized users will be able to delete a confidential incident if they have the required delete permission.
Unauthorized Users:
- 'Incident ID' link will be disabled.
- 'Incident Title' will be masked with text 'Confidential'.
- 'Incident Reported As' and 'Incident Date' column will show the details.
- Unauthorized users cannot delete the confidential incident record even if they have the delete permission.
Incident Summary Screen
- Only Authorized users will be able to access the Incident Summary page for a Confidential Incident either by navigating through the list screen or notification link.
- A new label 'Confidential Incident' will be shown on the Incident Summary screen. This will have 'Yes' or 'No' based on the response selected in the Reporting screen.
- 'Email Incident Summary' link in the Incident Summary screen will be disabled for the Incidents categorized as confidential (even if the authorized user has the permission for emailing Summary Report).
- Authorized users can download different Reports from the Summary Screen - Incident Summary Report, Vehicle Claim Report, Claim Report, etc.
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Manage Incident Case Management List Screen
Authorized Users:
- 'Incident IDCase Number' link remains enabled with complete data shown in all the columns of the grid.
- Authorized users will be able to delete a confidential incident if they have the required delete permission.
Unauthorized Users:
- 'Incident IDCase Number' link will be disabled.
- 'Incident Title' will be masked with text 'Confidential'.
- 'Incident Reported As' and 'Incident Date Occurred' column will show the details.
- Unauthorized users cannot delete the confidential incident record even if they have the delete permission.
Case Management List Screen
Authorized Users:
- 'Case Number' link remains enabled with complete data shown in all the columns of the grid.
Unauthorized Users:
- 'Case Number' link will be disabled.
- 'Incident Title' will be masked with text 'Confidential'.
- 'Date Occurred' column will show the details.
*Note: Every other List screens like - Lessons Learned, Claim List, Management review, etc. has similar implementation wherein the Authorized users will be able to see the complete set of data and the Unauthorized users will be able to see the record in the list screen but most of the data will be either blank or masked as 'Confidential'.
Action Item List Screen
Authorized Users and Unauthorized Users:
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Action Item Details Screen
- Data shown in the field 'Source Title' will be masked with text 'Confidential' for the action items linked to the confidential incidents.
Calendar > Manage Action Items List Screen
- Data in the column 'Source Title' will be masked with text 'Confidential' for all the Action Items linked to confidential incidents.
- 'View Incident Details' link in 'Reference' column will be disabled for the Action Items linked to confidential incidents.
- Data in all the other columns will remain as-is.
Incident Summary Report
- 'Confidentiality Details' section will show the Authorized Team details.
Widgets
Authorized Users
- Authorized User will see the complete data pertaining to the Confidential Incident on the following three Widgets - New Incident Widget, Recently Updated Widget and Risk Point Widget.
- They can click on the confidential incident record and navigate to the List screen.
Unauthorized Users
- For confidential incidents, the 'Incident Title' will be masked with text 'Confidential'.
- Data will be shown for the fields - Incident Date, Reported As, Created Date/Updated Date.
- Data shown in all the other fields (Personnel Type, Incident Status, Classification of Case, Claim Status, Management Review Status) will be hidden.
- The confidential incident record will be disabled so that unauthorized users cannot navigate to the List screen.
Notifications
- All the Incident Notifications (which includes Immediate notifications, Daily notifications for Location and Module) will be suspended for the Incidents marked as Confidential.
*Note: This suspension will be applicable from the point of time when the incident is saved as confidential.
- Only Action Item notification will be triggered for a confidential incident.
Regulatory List screens or Reports
- No changes have been implemented for any of the Regulatory Reports like OSHA, MSHA, IR Forms, etc.
Report Central
- Confidential Incident record(s) will be hidden in Report Central.
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Insight
- Confidential Incident record(s) will be available in Insight. However, user can use a flag (Would you like to make this incident confidential) to filter the Confidential/Non-Confidential Incidents.
Outbound API
- Confidential Incident data will not be exported from the system.
Impacts: Mobile, Reports, RC, CognosInsight, Outbound API
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