New and Improved Features
Product Level Change
Configurable
PMP-91123: Show/Hide menus based on permission
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Following menus are shown even if user doesn't have the required permission for any of the Incident types and also the message shown are not consistent in some of the cases :
| Menus | Message shown |
|---|---|
| Report New Incident | No permission to Report/Create New Incident |
| Manage Incident Reports | You do not have permissions. Please contact system administrator. |
| Manage Action Items | You do not have permissions. Please contact system administrator. |
| Management Review | No permission to View/Edit Management Review. |
| Lessons Learned | You do not have permissions. Please contact system administrator. |
| Manage Claims | No permission to View/Edit Manage Claims. |
| Metrics | No View Permission |
Purpose:
- Show/Hide the menus based on permission so as to avoid confusion.
Enhanced System:
- Following three menus will be shown/hidden based on the permission:
- Management Review
- Manage Claims
- Metrics
Impacts: NA
PMP-86126: Contractor Management
Configurable: Yes
- Title:
| S.No. | Title | Comments | Key Name |
|---|---|---|---|
| 1. | Display 'Was Contractor Involved?' field | Custom Setting key per Incident Type | |
| 2. | 'Was Contractor Involved?' field as Mandatory/Non-Mandatory | Custom Setting key per Incident Type | |
| 3. | 'Contractor Name' field as Mandatory/Non-Mandatory | One Custom Setting key for all Incident Types | |
| 4. | Default value selection 'Other(List)' for 'Contractor Name' field | One Custom Setting key for all Incident Types |
- Public/Private: Public
Existing System:
- Contractor fields are present only for three incident Types - Near Miss, Property Damage and Environmental. Moreover, the fields are not consistent and present under different sections in the Reporting screen.
| 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.
Purpose:
- Standardize the set of Contractor fields shown for different Incident Types.
- Integrate Contractor Name field shown in the Reporting screen with the Lookup.
Enhanced System:
- Have same set of Contractor fields for all the Incident Types.
| Incident Type | Section Name | Field Name | Field Type | Mandatory/Optional | Dependency | Configuration |
|---|---|---|---|---|---|---|
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) |
| |
| Contractor Name | Autocomplete | Mandatory (*Based on Custom Setting) | Dependent on the field 'Was Contractor Involved?' |
| ||
| Contractor Details | Textbox | Optional | ||||
| Was the Contractor trained on Company Policies? | Radio-button | Mandatory |
- 'Contractor Name' field (shown upon selecting the 'Personnel Type' as 'Unsupervised Contract Employee') has been changed to an autocomplete control (integrated with a lookup).
- A new System View 'Contractor Incidents - Current Year' has been added
- Following two fields have been added in the Incident Details Report Notification template for all the Incident Types:
- Was Contractor Involved?
- Contractor Name
Impacts: Reports, Mobile, Outbound API