20.2 Hot Fix Release Notes

20.2 HotFix items list

20.2 HotFix items by Module

20.2 IMS HotFix Items 

Product Level Change

• PMP-66431 As an end user of Outbound API I want to get Management Review data

Configurable

• PMP-74342 As an end user I do not want to see Confirmed checkbox in Contributing Factor & 5 Whys section
• PMP-74526 As an end user I want to repurpose GL Incident Type

 PMP-66431 As an end user of Outbound API I want to get Management Review data

Configurable: No

• Title: 
• Public/Private: 
• Default:  

Existing System: 

• The outbound API does not provide Management Review data of an Incident

Purpose: 

• Provide complete set of data for an Incident

Enhanced System: 

• Outbound API has been updated to contain Management Review section as well

Back to top

 PMP-74342 As an end user I do not want to see Confirmed checkbox in Contributing Factor & 5 Whys section

Configurable: Yes

• Title: Display Confirmed Checkbox
• Public/Private: Public
• Default: Enabled

Existing System: 

• There is no option to hide Confirmed checkbox if a customer does not wish to utilize it

Purpose: 

• Provide flexibility to show/hide Confirmed checkbox

Enhanced System: 

• There is a public custom setting to show/hide the checkbox

Back to top

 PMP-74526 As an end user I want to repurpose GL Incident Type

Configurable: Yes

• Title: 
  • Display CAPA Completion Filed While Reporting Incident
  • Display Employee / Individual Details Section
  • Display Report Prepared By Section
• Public/Private: Private
• Default: 
  • CAPA - Enabled
  • Employee - Hidden
  • Report Prepared By - Enabled

Existing System: 

• GL Incident Type does not have feature that allows users to create CAPA while reporting a Incident
• GL Incident Type does not have a section to select an involved employee
• GL Incident Type does not have flexibility to hide Report Prepared By Section
• GL Incident Type does not have Root Cause in reporting screen

Purpose: 

• Update GL Incident type to keep it aligned with other Incident type functionalities

Enhanced System: 

• GL Incident Type allows users to create CAPA that were completed at the time of reporting Incident
• It also has flexibility identify involved employee
• A new custom setting has been introduced to show/hide "Report Prepared By" section
• Root Cause Analysis field in reporting screen is extended to GL as well
  • It is configurable and uses existing private configuration

Back to top

20.2 Risk Assessment HotFix Items 

Product Level Change

• No Items

Configurable

• PMP-74060 As an end user I want to identify Assessment Type before identifying other details
• PMP-74760 As an assessor I want ability to submit Assessment for approval irrespective of Approval permission
• PMP-74178 As an end user I want system to create Tasks for an assessment based on department
• PMP-74069 As an end user I do not want to see Task/Activity Description field
• PMP-74055 As an end user I want to identify existing control first and then do the initial rating based on the controls
• PMP-74053 As an end user I want existing control field defaulted to Yes
• PMP-74051 As an end user I need other option with a text box for all controls in Risk Rating screen
• PMP-74204 As an end user I want system to auto-populate description field with department hierarchy information
• PMP-74050 As an end user I want to default Controls Adequate question to Yes based on a parameter's value

 PMP-74060 As an end user I want to identify Assessment Type before identifying other details

Configurable: 

• Title: Enable Assessment Type in General Details
• Public/Private: Private
• Default: Enabled

Existing System: 

• Assessment Type field is displayed in Assessment Detail section which way below in the screen.

Purpose: 

• As per standard Assessment type should be identified before other details are filled, so this field should be moved up in the screen 

Enhanced System: 

• Assessment Type field is moved in 'General Details' section after ID field

Back to top

 PMP-74760 As an assessor I want ability to submit Assessment for approval irrespective of Approval permission

Configurable: No

• Title: 
• Public/Private: 
• Default: 

Existing System: 

• System requires Approve permission even to move an assessment from initial Draft status to next status "Submit for Approval" i.e. Prepared By user also needs to have Approve permission. This allows users to self approve assessments which a flaw.

Purpose: 

• Permission is not required for Submission of Assessment

Enhanced System: 

• Prepared By user need not have Approve permission to submit RA for approval or review
• Approval permission is validated only in Approval Setup screen >> User Pick list. In Approval screen all users who are part of the Approval Workflow will be able to change the approval status irrespective of if they have approval permission at that time or not

Back to top

 PMP-74178 As an end user I want system to create Tasks for an assessment based on department

Configurable: No

• Title: 
• Public/Private: 
• Default: 

Existing System: 

• There is no way to maintain a library of default tasks by department

Purpose: 

• Maintain task library by default

Enhanced System: 

• There is a provision to maintain task library by department, which will be used to create default tasks automatically when assessment is saved using a particular department
• As of now there is no screen to view/update this library. This library is managed through integration

Back to top

 PMP-74069 As an end user I do not want to see Task/Activity Description field

Configurable: Yes

• Title: Show Task/Activity Description
• Public/Private: Public
• Default: Displayed

Existing System: 

• Task/Activity Description field does not have a configuration to hide the field

Purpose: 

• Provide flexibility to hide the field in case a customer does not want to use it

Enhanced System: 

• Task/Activity Description field has a configuration to hide it

Back to top

 PMP-74055 As an end user I want to identify existing control first and then do the initial rating based on the controls

Configurable: Yes

• Title: Display existing controls before rating
• Public/Private: Private
• Default: Disabled

Existing System: 

• As of existing control fields are displayed after initial rating fields

Purpose: 

• Correct the field sequence as per industry practice so that users can identify existing controls first and then do the rating considering these controls

Enhanced System: 

• There is a configuration to display existing control fields before initial rating fields 

Back to top

 PMP-74053 As an end user I want existing control field defaulted to Yes

Configurable: Yes

• Title: Set Existing Controls default
• Public/Private: Private
• Default: No Selection

Existing System: 

• As of now there is no option to set a default response for "Are There Existing Controls?" field

Purpose: 

• Provide flexibility to set a default response for "Are There Existing Controls?" field

Enhanced System: 

• There is a custom setting to set default response Yes, No and NA for "Are There Existing Controls?" field

Back to top

 PMP-74051 As an end user I need other option with a text box for all controls in Risk Rating screen

Configurable: Yes

• Title: 
  • Enable Other for existing Administrative control
  • Enable Other for existing Engineering control
  • Enable Other for existing Personal Protection Equipment
  • Enable Other for new Administrative control
  • Enable Other for new Engineering control
  • Enable Other for new Personal Protection Equipment control
• Public/Private: Private
• Default: Disabled

Existing System: 

• There is no option to write down new value if it is not available in predefined list 

Purpose: 

• Provide a free to box to write additional values because in case of new Activity not all possible controls are predefined

Enhanced System: 

• There is a text box displayed when Other is selected for a control. When other is selected a mandatory free text box will be displayed
• Configuration is available for each control individually for Existing Control section and New Controls as well as for controls in Assessment Details screen 

Back to top

 PMP-74204 As an end user I want system to auto-populate description field with department hierarchy information

Configurable: Backend configuration

• Title: 
• Public/Private: 
• Default: 

Existing System: 

• There is no way to retain department information that was originally used in Assessment

Purpose: 

• Provide option to store original department information for future usages
• Useful for organizations that go thorough frequent restructuring

Enhanced System: 

• There is an option to store original department value in Assessment description field

Back to top

 PMP-74050 As an end user I want to default Controls Adequate question to Yes based on a parameter's value

Configurable: Managed in backend configuration

• Title: 
• Public/Private: 
• Default: 

Existing System: 

• "Are existing controls adequate?" question is defaulted to Yes based on Risk Level

Purpose: 

• Provide option to default response of "Are existing controls adequate?" question based on a parameter score 

Enhanced System: 

• "Are existing controls adequate?" question response is defaulted to Yes or No based on one of the parameter score
• If this functionality is turned on, it will overwrite the Risk Level business rule

Back to top

20.2 Audit HotFix Items

Product Level Change

• PMP-74093 Changes to Question Category picklist to improve performance
• PMP-69325 Add "Doughnut", "Pie3D" and "Pareto" to all Audit chart widgets

Configurable

• No Items

 PMP-74093 Changes to Question Category picklist to improve performance

Configurable: No

• Title: 
• Public/Private: 
• Default: 

Existing System: 

• Section Header pick list in Question Sections tab of Manage Protocol has performance issue when records count is more than 10000

Purpose: 

• Improve the performance to handle more number of records

Enhanced System: 

• If user try to add a new Section Header to the protocol, all sections will be displayed in picklist
• Picklist and Auto-complete options will be disabled when user clicks on any existing Section Header
  • Users can change only the details
• Already selected sections would be shown as "Selected" and in enabled mode. However, if user unselects and save, system will not remove them
  • To remove an existing section user has to remove from Question Sections list

Back to top

 PMP-69325 Add "Doughnut", "Pie3D" and "Pareto" to all Audit chart widgets

Configurable: No

• Title: 
• Public/Private: 
• Default: 

Existing System: 

• Doughnut, Exploded Pie and Pareto chart options were not available for Audit Chart type widgets

Purpose: 

• Provide for option to view data with different representations

Enhanced System: 

• Doughnut, Pie3D and Pareto chart options are added for below Audit module widgets
  • Findings Count By Due Date
  • Action Items By Due Date
  • On Time Closed Finding Count By Month
  • Top 10 Audit Categories By Finding Count
  • Finding Count By Month
  • Top 10 Audit Areas By Finding Count
  • Top 10 Departments By Finding Count
  • Repeat Finding Count By Month
• Also default chart has been update as below:
  • Finding count by due date - "Doughnut" is set as default
  • Action Items By Due Date - "Pie3D" is set as default
  • Top 10 Audit Categories By Finding Count - "Pareto" is set as default
  • Top 10 Audit Areas By Finding Count - "Pareto" is set as default
  • Top 10 Departments By Finding Count - "Pareto" is set as default

Back to top

20.2 Performance Management HotFix Items

Product Level Change

• No Items

Configurable

• PMP-74788 As an end user I want verification to start over when rejected at any level

 PMP-74788 As an end user I want verification to start over when rejected at any level

Configurable: Yes

• Title: Reset Verification Workflow When Rejected
• Public/Private: Public
• Default: Disabled

Existing System: 

• If verification is rejected, previous verification status does not reset. It stays as "Approved".

Purpose: 

• Provide flexibility for customers to choose if they want all previous verification steps to reset or not

Enhanced System: 

• Status for all previous levels will be set to "Pending", when any verification level is rejected
• Verification will restart from the beginning
• Status of the rejected level and subsequent level will remain as is

Back to top

20.2 Document Management HotFix Items

Product Level Change

• PMP-7482 Provide option to configure Document Footer

Configurable

• No Items

 PMP-7482 Provide option to configure Document Footer

Configurable: Yes

• Title: Enable Document Footer
• Public/Private: Public
• Default: Enabled

Existing System: 

• There is no option to show default footer in a document when it is shared, downloaded or printed

Purpose: 

• Provide option to display a footer which will display basic information about the document

Enhanced System: 

• Displays a footer for supported all documents when printed, shared, or downloaded
• Document Footer will only be applied to documents with the status Final
• Applicable File Types are Word and PDF when Publish Format is "Original".
• If Publish Format is "PDF" the Footer will apply to all file types (there are few excepts like text file type, refer FSD for details)

• Below fields are displayed in the footer:

  Field	Placement	Comments
  Document ID	Left Top	Display Internal Document ID with field label as Document ID
  Title	Center Bottom	Display document title without field label
  Version	Center Top	Display Version number with field label as Version
  Issued	Right Top	Display Release Date with field label as Issued

Back to top

20.2 LMS HotFix Items

PMP-74320 Decouple the Edit Outcome Permission from Launch and Resume Training

PMP-73888 Customized Certificate Changes

PMP-74726 Modification to Current Auto Schedule LMS Job

PMP-74320: Decouple the Edit Outcome Permission from Launch and Resume Training

Configurable Setting: Customer Specific 

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

Existing System:

•  In 20.2 with the addition of Launch and Resume for VTA courses in My Training List screen, which appear under Update Outcome Column
• The permission for Launch/Resume/Update outcome was also tied up together

Purpose: 

• Design Flaw 
• User with Edit Outcome Permission can Launch/Resume course and can also update his/her own outcome, scores,etc., which is not correct
• For Non-VTA courses, user can directly update the outcome 

Enhanced System:

• Decouple the Edit Outcome permission from Launch/Resume Training in My Training List and widgets 
• Edit Outcome Permission will be strictly restricted to update the outcome, status, score, etc.
• User without Edit Outcome Permission and only with View My Training Permission can Launch/Resume the courses 

Existing Data: NA

Impact: My Training, Direct Reportee Training. If user has no permission on clicking Update Outcome it will show no permission given 

Back to top

PMP-74726 Modification to current Auto schedule LMS Job

Configurable Setting: Customer Specific 

• Title: AutoscheduleTrainingByPersonnelArea , yes = changes will be applicable   No = no changes
• Private/Public: Private
• Default: NA

Existing system :

• System autoschedules the session for the newly added employee for the location

Purpose :

• user would need to autoschedule session for employee who are assigned to the personnel area

Enhanced system :

• User would need to autoschedule the session based on employee creation date . 
• It will check if there is any existing session created under that Personnel Area
• To autocreate the session ,system will check if the 1) autoschedules the session for the newly added employee for the location is marked checked 2)Personnel Area is selected for a session 3)FEIN/Competency Field of the Employee - should not be blank ,should have Value as "C"

PMP-73888 Customized Certificate Changes 

Configurable Setting: Customer Specific    .Values = enable /disable

• Title: CertificateOfCompletion
• Private/Public: Private
• Default: Disable

Existing Certificate 

Enhanced system :

1)Removal of  few information 

• This certificate expires 24 months from the date shown above - to be removed in the certificate
• User will manually enter this in Course description in application

2)Renaming 

• The words “Has successfully completed function-specific” should be revised to read “Has successfully complete the course - new enhancement"

3)New Logo for WFS 

4)Change of orientation format 

• Currently the report is in landscape format ,need to be changed to portrait

20.2 BBS HotFix Items 

PMP-73350 Remove Unused Checkbox 

PMP-73350 Remove Unused Checkbox 

Configurable Setting: Customer Specific    .Values = enable /disable

• Title: CertificateOfCompletion
• Private/Public: Private
• Default: Disable

Existing system :

• There are unused checkbox in View observation report which were implemented for Shaw .

Purpose:

• Its not used by any of our current customer .Its confusing them further 
• Hence needs to be removed 

Enhanced system :

• Unused checkbox in View observation report removed

Back to top