New and Improved Features
Product Level change
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
PMP-64861 - Finding Counts by Month Widget
PMP-64863 - Repeat Finding Counts by Month Widget
PMP-64866 - On Time closed Finding Counts by Month Widget
Configurable
- PMP-64242 - Restrict creation of action item after the finding status is closed
Deprecations
- PMP-64576 - Deprecate Dynamic Dashboard
- PMP-64579 - Site Walk - deprecating Site Walk module
PMP-56560 - Introduce a system view in home page as "Audit Dashboard"
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Does not have a dedicated view that shows quick statistics related to audits
Purpose: Create audit statistics system view
Enhanced System:
- Has system view for Audits module showing quick statistics.
Impacts: No Impact
PMP-57260 - Ability to select Question/Action item attachments in the Audit report
Configurable: No
- Title: NA
- Public / Private: NA
- Default: NA
Existing System:
- Doesn't show question attachments.
- Doesn't show action items summary and attachments.
Purpose: To improve usability of the report.
Enhanced System:
- Audits Report has the option to include images attached to questions in the Audit Questionnaire Summary.
- Has now the ability to include Action Item Summary with images.
- Make the entire report consistent in displaying images.
Impacts: No Impact
PMP-64625 - Provide flexibility to select Lead Auditors and Audit Team Members in Basic Program Details Screen
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.
Purpose:
- 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.
PMP-64872 - Add the questionnaire completion status flag to the Audit program list
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 day
Purpose: To be aligned with OSHA guide lines for US locations.
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
PMP-64609 - Display Audit created by in Manage Audits list along with introducing “My Audits” system view
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
Purpose: Avoid mismatch in count
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
PMP-64861 - Finding Counts by Month 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 Type
Purpose:
- Enhance the data security and align data display with permission
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
Impacts: No Impact
PMP-64863 - Repeat Finding Counts by Month 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
Impacts: No Impact
PMP-64866 - On Time closed Finding Counts by Month Widget
Configurable: Yes (in Action Item Configuration)
- Title: NA
- Public / Private: NA
- Default: Hidden
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
Impacts:Report Central, Cognos, Mobile Pro (20.1)