New and Improved Features
Product Level change
- PMP-41274 As an end user should be able to save an incident as Draft
- PMP-47608 As an end user I would like to generate OSHA 300A CSV file for multiple locations
- PMP-53376 As a end user want to view Days/Hours since last incident (by incident type) in Home Screen
- PMP-53374 As a end user want to view "Days/Hours Since Last recordable" on Home page
- PMP-54221 As an end user I want to see Incident Count by Status in Home page
- PMP-53385 As a end user want to view count of Incidents by sub types in Home Screen
- PMP-53379 As an end user want to view Near Miss Incident Trend on home page
- PMP-53476 As an end user I would like to see existing IMS widgets at Level
- PMP-54206 As an end user I would like to see Yearly counts in Incident Count Widget
- PMP-52322 Make CAPA completion date field Mandatory in Incident Reporting screen
- PMP-3581 Case should not be closed with Restricted Duty and Lost Time still open (With out End date)
Configurable
- PMP-53352 As a System Admin I would like to configure different Investigation requirement by Inj/Ill Case Classification
- PMP-43534 As an Admin should be able to hide Work shift field in Near Miss reporting screen
- PMP-39299 As a System Admin want to make "Agency Notified" question Mandatory in PD Reporting screen
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does
Purpose:
- Enhance
Enhanced System:
- Allows
Impacts: None
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New and Improved Features
Product Level change
- PMP-41274 As an end user should be able to save an incident as Draft
- PMP-47608 As an end user I would like to generate OSHA 300A CSV file for multiple locations
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Existing
Purpose:
- Display
Enhanced System:
- Displays
Impacts: None
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- PMP-53376 As a end user want to view Days/Hours since last incident (by incident type) in Home Screen
- PMP-53374 As a end user want to view "Days/Hours Since Last recordable" on Home page
- PMP-54221 As an end user I want to see Incident Count by Status in Home page
- PMP-53385 As a end user want to view
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Configurable : No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not show images attached from Incident Summary screen in the Incident Summary report generated from Email Incident summary page
Purpose:
- Provide flexibility to choose if images should be embedded in the report or should be available for selection as email attachment
Enhanced System:
- Let users choose if images attached in the Incident summary screen should be embedded in the report
Impacts: None
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- count of Incidents by sub types in Home Screen
- PMP-53379 As an end user want to view Near Miss Incident Trend on home page
- PMP-53476 As an end user I would like to see existing IMS widgets at Level
- PMP-54206 As an end user I would like to see Yearly counts in Incident Count Widget
- PMP-52322 Make CAPA completion date field Mandatory in Incident Reporting screen
Configurable
- PMP-53352 As a System Admin I would like to configure different Investigation requirement by Inj/Ill Case Classification
- PMP-43534 As an Admin should be able to hide Work shift field in Near Miss reporting screen
- PMP-39299 As a System Admin want to make "Agency Notified" question Mandatory in PD Reporting screen
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does Users do not have flexibility to show data by Fiscal year
Purpose:
- Provide ability to see data by Fiscal year
Enhanced System:
- Shows rates in Fiscal Year by default
Impacts: None
...
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not provide a quick view of Pending Management Reviews for a User on Landing page
Purpose:
- Easy accessibility to Pending Management review count and list
Enhanced System:
- Shows Open/Rejected Management review assigned to the selected user
...
- the ability to save Incident as draft i.e. without filling all Mandatory fields
- This causes delay in reporting Incidents
Purpose:
- In most cases when Incident happens the reporter does not have all details of the Incident. In this case they cannot make an entry in the system until they have all details. With Draft status they would be able to make an entry with Minimal information
Enhanced System:
- Allows to save an Incident with Minimal information with Draft status
- Displays Incidents in list screen as Draft and users can complete the detail report later
- Incident status will remain as Draft until all mandatory fields are filled.
- If all mandatory fields are filled in the first time Save the Incident will not be saved as Draft, the status would be "Detail Report Incomplete"
- No change in Mandatory fields or their indication
- Injury/Illness Incidents with Draft Status will not go to Metrics. For other Incident Types counts would be updated as it happens currently for respective Metrics
- All notifications triggered through a field would continue to behave as it is. Notifications would trigger when respective field is filled
- Detail Report Status and Investigation Report Status are removed and replaced with Incident Status column. The new column would display below statues:
- Draft
- Detail Report Incomplete (Hyperlink)
- Detail Report Completed / Investigation Report Incomplete (Hyperlink)
- Investigation Report Completed
- FROI question is moved to "Employee/Individual Details" section to align it with Multiple Injury screen and Mobile Pro.
- As in current system, the field is dependent on Personnel Type selection
Impacts: Mobile, Feed, Cognos
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47608 As an end user
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I would like to generate OSHA 300A CSV file for multiple locations
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Always displays "Classification of Case" section and does not guide users to next section if step 1 is already done
Purpose:
- Make the screen more interactive and user friendly while keeping the existing functionality intact
Enhanced System:
- Has a new design where sections are separated as different vertical tabs
Impacts: None
...
- Does not a way to generate CSV file for multiple locations at a time
- Does not show a list of Locations where OSHA 300A has been saved for a Year
Purpose:
- Make OSHA 300A e-submission more effective by providing an interface to generate CSV file with multiple establishment data
Enhanced System:
- When a Level is selected the OSHA 300A screen turns into a List screen showing list of location where OSHA 300A has been saved for previous year
- Allows to select required rows and generate CSV file with those rows
- Allows to change the view filter to see data from different years
- Same permissions are applied to display Generate CSV Button as applied at location
- Displays only "Allow Roll Up=No" records as per logged-in user's scope
Impacts: None
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not show time since the last incident was reported for the Location/Level
Purpose:
- This is a useful information for Location users/Corporate Admins that indicates how safe is their work place
Enhanced System:
- Has a widget displaying Day/Hours since last Incident was reported
Impacts: None
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not show time since the last recordable incident was reported for the Location/Level
Purpose:
- This is a useful information for Location users/Corporate Admins that indicates how safe is their work place
Enhanced System:
- Has a widget displaying Day/Hours since last recordable Incident was reported
Impacts: None
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have ability to import Vehicle Informationa give a quick statistics of Incidents with different statuses
Purpose:
- Provide import feature so that Location admins can easily bulk insert new Vehicle informationTo provide a quick statistics of Incidents pending different actions. This would help admins do quick follow ups and take required actions
Enhanced System:
- Has an Import feature in the Vehicle Information list screen
Impacts: None
...
- a widget that shows statistics of Incidents pending different actions
- Detail Report Incomplete
- Investigation Report Incomplete - Does not include Incidents where investigation is not Mandatroy
- Case Not Classified
- Claim Not Submitted
- If there is no Incident in the system for a specific Incident Type, it will not appear as a row in the Widget
- This would avoid questions from Customers as to why they are seeing an Incident Type they are not utilizing
Impacts: None
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have widgets showing Incident count breakup by the Sub type
Purpose:
- To provide break-up of Incident counts to the granular level for better analysis
Enhanced System:
- Has a new widget for each Incident type (except GL) showing counts by sub type
Impacts: None
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have a widget showing Near Miss Incident reporting trend at location/level
Purpose:
- Provide a view for user to see the Near Miss Incident reporting trend compared to previous year
Enhanced System:
- Has a widget that displays Number of Near Miss Incidents YTD and indicates the trend compared to previous year YTD
Impacts: None
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not display IMS widgets at Level making it less useful for Corporate Users
Purpose:
- Make it for useful for Corporate users by showing data by level.
Enhanced System:
- Displays rolled up data at every level for every Widget.
Impacts: None
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Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Does not have a place holder for Cost occurred in Medical category
Purpose:
- Provide ability to enter Medical expenses
Enhanced System:
- Has a row added in Cost and Less recoveries Sections for Medical and the data entered is added in the total
Impacts: None
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Has filter options for 30, 60 and 90 days
- Does not show counts by Year
Purpose:
- Make it more useful for Admin users to see statistics for Year
Enhanced System:
- Has Calendar Year and Fiscal year filter options
Impacts: None
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Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- CAPA Completion date is not mandatory in Incident Reporting screen where as it is mandatory in CAPA details page.
Purpose:
- Make Permissions for flexible and reduce dependency of Permissions on each other
Enhanced System:
- A
Impacts: None
| Anchor | ||||
|---|---|---|---|---|
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Configurable: NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Let's users make the CAPA completion date field blank and save the Incident
Purpose:
- Avoid issues in Action Item Detail page if CAPA Completion date is saved blank
Enhanced System:
- The field is made mandatory so that users cannot save the CAPA without completion date
Impacts: Mobile
...
Configurable : NA
- Title: NA
- Public / Private:NA
- Default: NA
Existing System:
- Let's users make the CAPA completion date field blank and save the Incident
Purpose:
- Avoid issues in Action Item Detail page if CAPA Completion date is saved blank
Enhanced System:
- The field is made mandatory so that users cannot save the CAPA without completion date
Impacts: Mobile
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Configurable : Yes (No Custom Setting)
- Title: Configured through a configuration table
- Public / Private:NA
- Default: NA
Existing System:
- Does not have the ability to configure investigation requirement for Injury/Illness Incident based on the severity
Purpose:
- Provide system admins ability to configure different Investigation requirement based on Injury/Illness severity
- Save investigation time by adjusting Investigation requirement based on Severity of Injury/Illness
Enhanced System:
- Has option to configure Investigation section requirements in below four categories:
- Not Classified
- Recordable (Other Recordable, Restricted Work, Lost Time, Fatality) - Configuration will be same for all these classifications
- Not Recordable (Report Only, First Aid)
- Not Work Related
Impacts: Existing Roles
Note:
- The configuration would be applied depending on Most Severe case and not current case
- Configuration is available only to make different Investigation steps Mandatory/Optional.
- If no configuration by Case Classification is done, the current configurations would be applicable
- Configurations would be managed in IMS back-end and Customers need to contact ProcessMAP support for managing it
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Configurable: Yes (No Custom Setting)
- Title: Configured through a configuration table
- Public / Private:NA
- Default: NA
Existing System:
- Does not have the ability to configure investigation requirement for Injury/Illness Incident based on the severity
Purpose:
- Provide system admins ability to configure different Investigation requirement based on Injury/Illness severity
- Save investigation time by adjusting Investigation requirement based on Severity of Injury/Illness
Enhanced System:
- Has option to configure Investigation section requirements in below four categories:
- Not Classified
- Recordable (Other Recordable, Restricted Work, Lost Time, Fatality) - Configuration will be same for all these classifications
- Not Recordable (Report Only, First Aid)
- Not Work Related
Impacts: Mobile, Feed
Note:
- The configuration would be applied depending on Most Severe case and not current case
- Configuration is available only to make different Investigation steps Mandatory/Optional.
- If no configuration by Case Classification is done, the current configurations would be applicable
- Configurations would be managed in IMS back-end and Customers need to contact ProcessMAP support for managing it
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Configurable Configurable: Yes
- Title: NM - Work shift
- Public / Private: Public
- Default: Disabled
Existing System:
- In existing system Work Shift/ Job Shift is a mandatory field in general details of Near Miss reporting screen
- For other incident types Work Shift/ Job Shift has configuration to show and hide
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Impacts: Mobile, RC, Reports
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Configurable Configurable: Yes
- Title: PD - Agency Notified
- Public / Private: Public
- Default: Disabled
Existing System:
- The field in Damage Summary section is not mandatory and System admin do not have flexibility to make it mandatory
Purpose:
- Provide flexibility for system admin to make the field mandatory
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