New and Improved Features
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- PMP-89261 : Ability to view the Risk Assessment Report for linked risk assessments from IMS module
- PMP-89074 : Add a new permission to show/hide Non-Work related Injury/Illness Incidents
- PMP-90408 : Assign Lessons Learned to other Locations and Groups in the Organization
- PMP-91247 : Add Goal Setup to the Enterprise Setup
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Configurable: Yes
Title: Show/Hide the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? for Non-US locations
Public/Private: Public
Default: No (i.e. the field will be hidden)
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- Two new configurations have been introduced for the field - 'Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye?' for Non-US Locations :
- Show/Hide the field
- Title: Show/ Hide the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? for Non-US locations
- Public configuration
- Make the field as Mandatory/Non Mandatory
- Title: Set the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? as Mandatory/Non Mandatory for Non-US locations
- Public configuration
- Show/Hide the field
- There is also an event to setup the 'Amputation Incident Notification' for Non-US Locations.
Impacts: Mobile, Report
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Configurable: Yes
- Title: Provide 'NA' option for 'Has OSHA been contacted?' field
- Public/Private: Public
- Default: No (i.e. NA option will not be shown)
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- The field 'Has OSHA been contacted' is applicable to Injury/Illness Incident type and shown only for US Locations
- This field has two options 'Yes' and 'No'.
Purpose:
- Add an additional 'NA' option for 'Has OSHA been contacted?' field
Enhanced System:
- A new configuration has been added to show/hide the 'NA' option for the field - 'Has OSHA been contacted?'.
Impacts: Mobile, Report
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Doesn't have the functionality to view the Risk Assessment Report from IMS module
Purpose:
- Provide the ability to view the Risk Assessment Report for linked risk assessments from IMS module
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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| Anchor | ||||
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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- Changes to the existing 'Lessons Learned - Report Details' screen
- 'Assign' button will be shown on the 'Lessons Learned Details' screen based on the permission
- The 'Assign' button will be visible only after saving the Lessons Learned details for the first time
- 'Applicability Review Assignment' Screen
- This is a new screen from where the user can assign the Lessons Learned to selected Locations and Groups and also create associated Action Items
- Locations field
- Mandatory for saving
- Location picklist will display user's scoped locations
- Groups field
- Mandatory for saving
- Group picklist will display all Corporate Groups
- Action Items section
- Non-Mandatory
- Action items section will have "+New" and "Delete" buttons
- On clicking the "+New" button, a screen to create new action item(s) will be shown
- Once an Action Item is added, the 'Action Item Title' will be shown as a link so that user can edit the details (if needed) before hitting the 'Save' button in the 'Applicability Review Assignment' screen
- User should have Calendar Management permissions for viewing, adding, editing and deleting the action items
- Clicking on the 'Save' button
- After saving the Applicability Review Assignment for the first time, the user will not be able to remove the selected locations or groups, add new action items, or edit/delete the existing action items
- If the user wants to add additional locations/groups to an existing assignment then they need to click on the 'Assign' button again and add the additional Locations/Groups. The user will not be able to remove the previously selected Locations and Groups in the picklists as they will be disabled.
- Once the Lessons Learned is assigned to a Location, an email notification will be triggered.
- User will not be able to delete an Incident after the Lessons Learned from that Incident are assigned to different Location(s).
- Clicking on the link given in the email notification will navigate to the 'Manage Applicability Review' tab
- 'Lessons Learned' screen will have the following three tabs based on different permissions:
- Manage Lessons Learned - Existing screen
- Manage Applicability Review - New screen
- Applicability Review Status - New screen
- 'Manage Lessons Learned' Screen
- This is the existing screen and will show the list of Lessons Learned
- User must have 'View Lessons Learned' permission to see the Lessons Learned record(s) in this screen
- 'Manage Applicability Review' Screen
- User must have 'View Applicability Review' permission to see this tab.
- 'Manage Applicability Review' screen will display the list of all the Lessons Learned assigned to the location.
- The default view will show all the Lessons Learned assigned to the location in the current year based on the 'Applicability Review Assigned Date'
- User will be able to update the following fields based on the 'Edit Applicability Review' permission:
- Condition Exists or Has Potential to exist
- Controls in Place
- Enter Comments
- Clicking on the 'View Report' button will download the Lessons Learned Report in PDF format
- Users can select 'Yes' or 'No' in the dropdown field - 'Condition Exists' or 'Has Potential to Exist' based on the 'Edit Applicability Review' permission
- If the users selects 'No' then:
- They will have the option to click on 'Controls in Place' and 'Comments'
- On clicking either 'Controls in Place' or 'Comments a pop-up screen will open for the user to enter information in a text area field with a 2,000-character limitation
- 'Follow up Action Items' and 'Create Additional Action Items' columns will show 'NA'
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Clicking on the 'Create' link will navigate to the 'Action Item' screen from where the user can create additional Action Items
- 'Applicability Review Status' Screen
- Users will see this tab if they have 'Assign' Lessons Learned permission
- This screen will display the list of the Lessons Learned assigned to the location
- The default view will show all the Lessons Learned assigned in the current year based on the 'Applicability Review Assigned Date' and 'Reviewed by All Locations' value.
- Default View filter details:
- Applicability Review Assigned Date = Current Year
- Reviewed by All Locations = No
- Clicking on the Incident ID will navigate the user to the Incident Summary screen
- Clicking on the 'View Results' button will open a new screen where the user can view the Applicability Review Status by location
- 'Reviewed by All Locations' will show "Yes" or "No" values based on 'Locations Shared With' and 'Locations Reviewed' values.
- If 'Locations Reviewed' count = 'Locations Shared With' count then 'Reviewed by All Locations' = Yes
- If 'Locations Reviewed' count < 'Locations Shared With' count then 'Reviewed by All Locations' = No
- 'View Results' screen in the 'Applicability Review Status' tab
- This is a new screen and will display information like the status, who completed the review, controls in place, comments, action items, etc. by location for all the assigned locations
- Clicking on the numbers in the action item status column will navigate the user to the Action Items List screen
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- Action Items List Screen
- This Action Items List screen can be accessed from two different screens:
- From the column 'Follow up Action Items' on the 'Manage Applicability Review' tab
- From the 'View Results' screen in the 'Applicability Review Status' tab
- This Action Items List screen is linked to the 'Calendar Management' module permissions
- This Action Items List screen can be accessed from two different screens:
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- The 'Incident Rate Statistics - Goal Setup' is available under Module Setup > 'Injury/Illness Lookup Values' section.
Purpose:
- Add the 'Incident Rate Statistics - Goal Setup' (currently present in Module Setup) to the Enterprise Setup as well. So,this will be accessible from both Module Setup and Enterprise Setup.
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- The 'Incident Rate Statistics - Goal Setup' will be also added under Enterprise Setup.
- Users having 'Enterprise Setup Administration' permission can access the 'Incident Rates Statistics - Goal Setup' shown under the 'Enterprise Setup'.
- The data added under the Module setup > 'Incident Rate Statistics - Goal Setup' will be also shown under the Enterprise setup > 'Incident Rate Statistics - Goal Setup' and vice-versa.
Impacts: No impact
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- System sends the Lessons Learned mail to all the selected Role(s) without considering the Location. The mails are currently sent to even those users who are not the intended recipient of that mail. This leads to confusion.
- Lessons Learned send mail picklist displays the Roles from all the modules.
Purpose:
- Consider the location scope while sending Lessons Learned mail to the selected Roles and display only Roles selected to the IMS module.
Enhanced System:
- 'Locations' field is mandatory in the 'Recipients' picklist.
- By default, the 'Locations' field will not display the logged in Location name and the 'Roles' section will display a message - "Please select Location(s) to display the Roles".
- The Roles will be displayed in the list based on the Location(s) provided by the user. This will display active IMS Roles (Corporate and Location).
- Users can select single/multiple Locations from the Picklist.
- The Lessons Learned mail will be sent based on the combination of Role + selected Location(s).
- If no Roles exists for the Location(s) provided by the user then a message will be be displayed as shown in the below screenshot.
