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20.2 Performance Management Release Notes

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New and Improved Features

Product Level change

Configurable

PMP-71823 - Widget to display KPI Data

Configurable: No. 

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

Existing System: Currently, we don't have this feature. 

Purpose: To provide the ability to conduct by employee audit and by asset audit.

Enhanced System: Changes include:

  • Introduce a new field - "Audit Sub-Type" with values - Asset, Employee and Department.
  • This new field would be available for Basic Audits, Advanced Audit and Audit Templates. 
  • It would be available only for Site Audits and it would be a non-mandatory field. 
  • On selecting the audit subtype, the user would see a picklist for him to select Department or Asset or Employee based on the subtype selected. 
  • Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
  • Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.


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PMP-70899 - Introduce "Incident Days" aspect to provide flexibility for the user to configure safety metrics on days count by personnel type

Configurable: Yes

  • Title: DynamicIAuditInternalIDFormat
  • Public/Private: Private
  • Default: Country Code - Location Code - Audit Create Year(YY) - Audit Type( C or S ) - Sequence by Location and Year

Existing System: Doesn't have any system generated Id

Purpose: To uniquely identify an Audit

Enhanced System: 

  • Audit ID would be generated for every Audit by Location. 
  • The default format would be - Country Code - Location Code - Audit Create Year(YY) - Audit Type( C or S ) - Sequence by Location and Year
  • System would support ID format configurations like Location Name/Code, Calendar/Fiscal Year, Delimiter Configuration and Audit Type Code. 
  • Audit ID would be displayed across the module in all relevant screens and Audit Header as shown in the screen shot below. 

Impacts: Mobile, Reports, BI. 


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PMP-69548 - Introduce "Incident Count" aspect to provide flexibility for the user to configure safety metrics by personnel type

Configurable: No

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

Existing System: There is no provision to configure alerts and reminders.  

Purpose: To give more flexibility in notifications. 

Enhanced System: User would be able to create 

  1. Audit Alerts and Reminders configurations would have below fields to setup
    • Audit Start Date, Audit End Date, Audit Program Status configured. 
  2. Finding Alerts and Reminders. 

Impacts: No Impact


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PMP-73267 - Changes to Waste Form - To add a new field "Quality Scrap"

Configurable: Yes from backend. 

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

Existing System: Currently, we don't have this feature. 

Purpose: To provide the ability to conduct by employee audit and by asset audit.

Enhanced System: Changes include:

  • Introduce a new field - "Audit Sub-Type" with values - Asset, Employee and Department.
  • This new field would be available for Basic Audits, Advanced Audit and Audit Templates. 
  • It would be available only for Site Audits and it would be a non-mandatory field. 
  • On selecting the audit subtype, the user would see a picklist for him to select Department or Asset or Employee based on the subtype selected. 
  • Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
  • Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.


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