New and Improved Features 

Product Level Change

• PMP-91123 : Show/Hide menus based on permission

Configurable

• PMP-86126 : Contractor Management
• PMP-89380 : Investigator Report

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 :

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

• If the user doesn't have permission for other menus then it will be still visible with a standard message - "You do not have permissions. Please contact system administrator".

Impacts: NA

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PMP-86126: Contractor Management

Configurable: Yes

• Title: Refer to Configurations Table Below
• 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.

 *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.

• 'Contractor Name' field (shown upon selecting the 'Personnel Type' as 'Unsupervised Contract Employee') has been changed to an autocomplete control (integrated with a lookup).
• If user doesn't have lookup configured then select the 'Other(List)' option from the list and fill in the Contractor Name manually.
• Prior to saving an Incident, the 'Contractor Name' provided under the 'General Details' section will auto-populate in the 'Employee/Individual Details' section. However, user can update the auto-populated value, if needed.

• 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
• 'Contract Profile' Widget has a data point 'Total Incidents Involved' which will show the count of incidents with Contractor involvement.

Configurations Table:

Impacts: Reports, Mobile, Outbound API 

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PMP-89380: Investigator Report

Configurable: Yes

• Title: Investigator Report
• Public/Private: Private
• Default: Enabled

Existing System: 

• Does not provide any statistics related to the Incident, Involved Employee, Supervisor of the Employee, Department, Work Shift, etc. in an single Report.

Purpose: 

• To assist investigation teams during the investigation process by providing insight into the statistics related to the Incident, Involved Employee, Supervisor of the Employee, Department, Work Shift, etc.
• Provide Incident-related data points from different modules in one place for a quick view. 

Enhanced System:

• 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

Impacts: No Impact