New and Improved Features

Product Level Change

• PMP-6527 Combine the CF, 5 Whys, Root Cause Analysis and CAPA into one screen
• PMP-70111 As an end user, I want to capture additional adjuster information
• PMP-70799 As an end user, I want to see actual LT/RD days count in Manage Incident list screen
• PMP-63532 As a system admin, I want different options to assign as Management Review Owner
• PMP-69573 As a system admin, I would like to trigger notification to supervisor of the user who created the incident
• PMP-53311 Revision to Goal Setup feature
• PMP-71127 Add Action Item ID Column in IMS Manage Action Item List screen
• PMP-69568 An an end user, I want to filter widget data for a different time period (custom date)
• PMP-69328 Enable new types in Chart widgets
• PMP-69759 As a Safety Manager, I would like to see Incident Rate by Location when navigated to Level
• PMP-69760 As a Safety Manager, I would like to see Incident Status by Location when navigated to Level
• PMP-69761 As a Safety Manager, I would like to see Incident Count by Location when navigated to Level
• PMP-69762 As a Safety Manager, I would like to see Incident Count Case Classification by Location when navigated to Level
• PMP-69586 Display rolled up IMS counts with level selection in User widget
• PMP-69336 As an end user I want to see Incident details for every dot on the Risk Map Widget

Configurable

• PMP-69584 As an end user, I want the ability to report incidents for other locations from FROI
• PMP-48177 As an end user, I want the ability to link an existing Assessment with Incident
• PMP-48174 As an end user, I want the ability to link an existing Training with Incident

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PMP-6527 PMP-6527

PMP-6527 Combine the CF, 5 Whys, Root Cause Analysis and CAPA into one screen

Configurable: No

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

Existing System: 

• As of now, different steps of investigation are in different screens and users need to navigate to multiple screens
• There is no mapping between Contributing Factors, 5 Whys and Root Causes

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• Contributing Factors, 5 Whys, Root Causes, Final Root Cause Statement and Action Item sections are displayed in one screen
• Users can define contributing factors, write down 5 Whys analysis, mark them as Root Cause and then map it with applicable root cause category
• No change in the Incident Summary screen
• All existing functionality, business rules and configuration features are as is, except for business rule to mark respective section as complete
  • Contributing Factor Section
    1. As it currently happens, if one contributing factor is identified, the section will be marked as complete
  • 5 Whys Section
    1. Required number of Whys should be available for at least one of the evaluations
    2. For each Contributing Factor at least one Why statement should be identified as Root Cause
    3. Existing Evaluation custom setting should be considered (one of the below):
       1. Evaluation of AT LEAST ONE CF is mandatory
       2. Evaluation of ALL CFs are mandatory
       3. Evaluation of  AT LEAST ONE CF from each category is mandatory
  • Root Cause Statement section
    1. At least one Root Cause Category is identified
• Additional column "Confirm" Checkbox next to each Why is provided in 5 Why section
  • It can be enabled/disabled using the public custom setting "Display Confirmed Checkbox"
• Additional column "Management System Element" is provided in Root Cause Analysis section
  • It can be enabled/disabled using the public custom setting "Enable Management System Element"
• Incident Summary report has been updated to reflect the mapping between Contributing Factor, Why marked as Root Cause and respective Root Cause category
• A new report has been introduced in Report Central named "Incident Root Cause Analysis Detail Report"
  • Existing reports are as is. These will not show the mapping, but continue to display all data in respective columns
• New data points are provided in IMS Cognos model to see mapped data as per new functionality

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PMP-70111 PMP-70111

PMP-70111 As an end user, I want to capture additional adjuster information

Configurable: No

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

Existing System: 

• Has few fields to capture adjuster-related information 
• Character limit for adjuster note field is not sufficient

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• Has four additional optional fields (Phone, Fax, Email and Address) to capture additional adjuster-related information
• Allows user to enter up to 10,000 characters for Adjuster Notes
• New fields are added as part of SOA grid column selection
• If new fields are part of the view, those will also be included in export and email 

Impacts: Feed and Cognos

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PMP-70799 PMP-70799

PMP-70799 As an end user I want to see actual LT/RD days count in Manage Incident list screen

Configurable: No

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

Existing System: 

• If OSHA 180 business rule is turned on, the system does not show actual days counts in Manage Incident or Case Management list screen

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PMP-63532 PMP-63532

PMP-63532 As a system admin I want different options to assign as Management Review Owner

Configurable: No

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

Existing System: 

• No option to automatically assign injured employee's supervisor and supervisor's supervisor or a Group/Role as Management Review owner

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PMP-69573 PMP-69573

PMP-69573 As a System admin I would like to trigger notification to Supervisor of the user who created the Incident

Configurable: No

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

Existing System: 

• Does not provide the option to automatically notify the supervisor or supervisor's supervisor of user who created the incident so that they can further follow up or take next steps

Purpose: Provide ability to send notification to supervisor and supervisor's supervisor of users who create the Incident

Enhanced System:

• Has option to configure supervisor or supervisor's supervisor of user who creates the incident as notification recipient

Impacts: No Impact

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PMP-53311 PMP-53311

PMP-53311 Revision to Goal Setup feature

Configurable: No

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

Existing System: 

• Has goal setup by Month
• No option to configure yearly goal

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PMP-71127 PMP-71127

PMP-71127 Add Action Item ID Column in IMS Manage Action Item List screen

Configurable: No

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

Existing System: 

• Manage Action Item List screen in IMS module does not have show Action Item ID

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PMP-69568 PMP-69568

PMP-69568 An an end user I want to filter widget data for different time period (custom date)

Configurable: No

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

Existing System: 

• Does not have option for Custom Date in Period filter

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PMP-69328 PMP-69328

PMP-69328 Enable new types in Chart widgets

Configurable: No

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

Existing System: 

• Chart-type widgets are not capable of pareto, donut and 3D pie charts

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PMP-69759 PMP-69759

PMP-69759 As a Safety Manager I would like to see Incident Rate by Location when navigated to Level

Configurable: No

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

Existing System: 

• Does not have a widget that shows Incident Rate by Location

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PMP-69760 PMP-69760

PMP-69760 As a Safety Manager I would like to see Incident Status by Location when navigated to Level

Configurable: No

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

Existing System: 

• Does not have a widget that shows Incident count by location and by status

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PMP-69761 PMP-69761

PMP-69761 As a Safety Manager I would like to see Incident Count by Location when navigated to Level

Configurable: No

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

Existing System: 

• Does not have a widget that shows Incident count by location and by incident type

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PMP-69762 PMP-69762

PMP-69762 As a Safety Manager I would like to see Incident Count Case Classification by Location when navigated to Level

Configurable: No

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

Existing System: 

• Does not have a widget that shows Incident count by location and by case classification

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PMP-69586 PMP-69586

PMP-69586 Display rolled up IMS counts with level selection in User Widget

Configurable: No

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

Existing System: 

• Does not display User Widget at level

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PMP-69336 PMP-69336

PMP-69336 As an end user I want to see Incident details for every dot on the Risk Map Widget

Configurable: No

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

Existing System: 

• The existing MAP point widget does not provide details for every dot
• Does not have drill through

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PMP-69584 PMP-69584

PMP-69584 As an end user I want the ability to report incident for other location from FROI

Configurable: Yes

• Title: Display Location Code
• Public/Private: Public
• Default: Disabled

Existing System: 

• Users have to change the location from navigator to report incident for another location

Purpose: Flexibility to report incident for another location without leaving the already navigated location

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• Allows users to select a different location and report the incident (all incident types)
• User need not navigate away from already navigated location
• Incident created for other location will show in the manage incident list of the respective location and not in the navigated location's manage incident list screen 
• In Employee pick list filter there are below exceptions:
  • Current location radio button will consider location selected in the navigator
  • Custom location radio button will consider location selected in the drop down
  • Add Employee tab will consider location selected in the navigator 

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PMP-48177 PMP-48177

PMP-48177 As an end user I want the ability to link an existing Assessment with Incident

Configurable: Yes

• Title: Enable IMS Risk Assessment Verification
• Public/Private: Public
• Default: Disabled

Existing System: 

• As of now there is no way to link an existing Assessment with an Incident or prompt user to create an Action Item if Assessment is not done

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PMP-48174 PMP-48174

PMP-48174 As an end user I want the ability to link an existing Training with Incident

Configurable: Yes

• Title: Enable IMS Training Verification
• Public/Private: Public
• Default: Disabled

Existing System: 

• Does not have functionality to link an existing Training with an Incident or prompt user to create an Action Item if Training does not exist

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• Has a new section in Incident summary screen after Investigation section which allows to link existing Training to Incident
• User can further filter the list using inline search
• The section will be enabled once Incident status is "Detail Reported Completed" or "Investigation Report Incomplete"
  • The incident should have an individual involved (any personnel type except for Visitor and Unsupervised Contract employee)
• It will be an optional section
• Provides option to create an action item if training is inadequate 

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