New and Improved Features
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PMP-56560 - Introduce a system view in home page as "Audit Dashboard"
PMP-57260 - Ability to select Question/Action item attachments in the Audit report
- PMP-64872 - Add the questionnaire completion status flag to the Audit program list
Configurable
DeprecationsDeprecation
- PMP-64576 - Deprecate Dynamic Dashboard
- PMP-64579 - Site Walk - deprecating Site Walk module
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a dedicated view that shows quick statistics related to audits
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Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Doesn't show question attachments.
- Doesn't show action items summary and attachments.
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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.
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- 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.
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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
Impacts: No Impact to existing data
- 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.
- Also, on clicking the Program hyperlink, user would directly land to the questionnaire screen.
Impacts: None
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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
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- 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
Impacts: No Impact to existing data
- 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 where logged in user is the Lead Auditor.
Impacts: None.
My Audits View:
Filters:
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" 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
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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
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" 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
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- 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
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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 Cause
Purpose:
- Provide ability to map Action Items to Root Cause
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
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- Doesn't have this widget available.
Purpose:
- Enhance the usability.
Enhanced System:
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
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Configurable: Yes
- Title: Restrict Action Item Creation For Closed Findings
- Public / Private: Public
- Default: No
Existing System:
- Currently, we are able to create an action item irrespective of finding status.
Purpose:
- Enhance the usability.
Enhanced System:
User wouldn't get any option to get create an action item if the finding status is "Closed".
This is applicable for Findings and Read Across Findings and even from Findings Import.
Impacts: Mobile