New and Improved Features
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
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Configurable: Yes
- Title: Refer to Configurations Table Below
- Public/Private: Public
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| Incident Type | Section | Field Names | Mandatory/Optional | Configuration |
|---|---|---|---|---|
| General Details | Is Contractor Involved? | Mandatory | Show/Hide - Public Configuration |
| Please provide Contractor Name, Company | Mandatory | |||
| Damage Summary | Was a Contractor Involved in the Incident? | Optional | |
| Please provide Contractor Details (Name, Company, Phone, etc.) | Mandatory | |||
| Was The Contractor Trained On Company Policies? | Mandatory |
*Note: As per existing implementation, Injury/Illness, Vehicle and General Liability Incident Types did not have the above mentioned Contractor fields.
- The system has a look up value for Contractor information where customers can maintain the details of Contractor Names. However, this look-up is not integrated with the Contractor field in the Reporting screen. So this feature is not being utilized to it’s potential. As of now, user has to enter contractor name manually.
- 'Contractor Name' field shown upon selecting the 'Personnel Type' as 'Unsupervised Contract Employee' is a free text field and not integrated with any lookup.
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| Incident Type | Section Name | Field Name | Field Type | Mandatory/Optional | Dependency | Configuration |
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1. Near Miss 2. Injury/Illness 3. Vehicle 4. General Liability 5. Property Damage 6. Environmental | General Details | Was Contractor involved? | Radio-button | Mandatory/Optional (*Based on Custom Setting) |
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| Contractor Name | Autocomplete | Mandatory/Optional (*Based on Custom Setting) | Dependent on the field 'Was Contractor Involved?' |
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| Contractor Details | Textbox | Optional | ||||
| Was the Contractor trained on Company Policies? | Radio-button | Mandatory |
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- Following two fields have been added in the Incident Details Report Notification template for all the Incident Types:
- Was Contractor Involved?
- Contractor Name
- 'Contract Profile' Widget has a data point 'Total Incidents Involved' which will show the count of incidents with Contractor involvement.
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Anchor Configurations Configurations
Configurations Table:
| Configurations | |
| Configurations |
| S.No. | Configuration | Comments | Key Name |
|---|---|---|---|
| 1 | Display 'Was Contractor Involved?' field | Each incident type has a cutom setting key |
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| 2 | 'Was Contractor Involved?' field as Mandatory/Non-Mandatory | Each incident type has a cutom setting key |
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| 3 | 'Contractor Name' field as Mandatory/Non-Mandatory | One custom setting key for all incident types |
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| 4 | Default value selection 'Other(List)' for 'Contractor Name' field | One custom setting key for all incident types |
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- This report will be available only for Injury/Illness Incident Type.
- 'Investigator Report' button is visible in the Incident Summary screen as soon as the Detail Report is completed for an Injury/Illness Incident. This button is available for users who have Injury/Illness Investigation View Permission.
- Clicking on the 'Investigator Report' button redirects the user to a new screen which displays different statistics related to the Incident, Incident Type, Incident Department, Involved Employee, Employee Supervisor, Employee Job etc.
- The screen is in read only mode and all statistics shown are till the Date of Incident.
- The screen has 2 buttons:
- Back - To navigate back to the Incident Summary screen
- Export - To download the the Report as a PDF
- The report will pull all statistics for the Incident as per Incident Date. However, the statistics will be a snapshot of the time when detail report is completed for the incident. After that the report will always show same statistics irrespective of the changes made in the application for existing incident.
- The metrics displayed in the Report are until the date of the Incident.
- In case of multiple injuries data available in the report is only for the first Employee.
- Metrics from other modules like BBS, LMS, Asset, etc. are displayed in the Report if the customer has a subscription to these modules.
- Report will be available only for new Incidents created after the release.
- The permission to access this report is dependent on the Investigation details permissions
- The metrics in the Report are divided into the following sections:
- Metrics of employee involved in the Incident
- Summary of similar Incidents
- BBS metrics
- Training metrics
- Asset related incidents
- Employee’s supervisor’s metrics
- Metrics of the employee’s job title
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