24.2 Incident Management Release Notes
New and Improved Features
Product Level
PMP-98763 - As a user, I want the ability to identify and categorize near miss incidents that have potential to become serious injuries or fatalities (PSIF)
PMP-98736 - As an administrator, I want the ability to configure the severity values and configure investigation requirements based on the severity values for near miss incidentsPMP-98776 - As a user, I want the ability to identify and categorize incidents with serious injuries or fatalities (SIF) and the incidents that have potential to become serious injuries or fatalities (PSIF) for all the other incident types
PMP-98776 - As an administrator, I want the ability to configure the severity values and configure investigation requirements based on the severity values for all the other incident types
Configurable
PMP-98763 - Incident Severity Enhancement for Near Miss Incident type
**Watch On-Demand Video about Configuration**
Before this update, the ability to identify, track, and categorize incidents with serious injuries or fatalities (SIF) or incidents that have the potential to become serious injuries or fatalities (PSIF) was not available for all incident types. Additionally, the ability to drive incident investigations based on the severity of the incidents was also not available for all incident types. We wanted to simplify and standardize the process for all incident types.
Configurable: Yes.
Impacts: Mobile, Reports & Cognos.
Existing System: Doesn’t have the UI to configure severity values for the near-miss incident type.
Near miss Incident Reporting Screen
This Enhancement:
Introduces a new section labeled “Incident Severity” after the general details section. The existing severity field will be shown in this section
Allows driving the investigation requirements based on the value selected in the severity field
Note: For customers currently using the severity field with a different label, the section name will be automatically changed based on their existing label.
Setup
Introduces a new permission for the near-miss incident type to view/edit the severity field
Note: For customers currently using the severity field, existing roles will be automatically updated based on their current configuration.
Introduces a new setup option labeled "Severity (PSIF)" in the Near Miss Lookup Values of the incident management module setup that allows administrators to configure severity values for the near-miss incident type
Allows administrators to configure investigation requirements for the configured severity values.
Allows administrators to configure the “Cause of Injury/Illness” section with a new public configuration
Public Configuration Title: “Display Cause of Illness/Injury” By default, this configuration will be turned off
Note: For customers currently using this field, this configuration will be updated based on their current backend configuration
PMP-98776 - Incident Severity Enhancement for All the Other Incident Types
**Watch On-Demand Video about Configuration**
Before this update, the ability to identify, track, and categorize incidents with serious injuries or fatalities (SIF) or incidents that have the potential to become serious injuries or fatalities (PSIF) was not available for all incident types. Additionally, the ability to drive incident investigations based on the severity of the incidents was also not available for all incident types. We wanted to simplify and standardize the process for all incident types.
Configurable: Yes.
Impacts: Mobile, Reports & Cognos.
Existing System:
Doesn’t have the functionality to classify the severity for injury/illness and general liability (GL) incidents and drive investigation based on the severity
Doesn’t have the UI to configure severity values for all other incident types
Reporting Screen
This Enhancement:
Introduces the question “Is this a serious Incident or has the Potential to be Serious?” for injury/illness and general liability incident types (this field is currently available for environmental, property damage, and vehicle incident types)
Introduces a new section labeled “Incident Severity” before the witness information section. The incident severity (SIF/PSIF) field will be shown in this section
Allows driving investigation requirements based on the selected value in the incident severity (SIF/PSIF) field
Setup
Introduces a new permission by incident type to view/edit the incident severity (SIF/PSIF) field
Introduces new setup option labeled “Incident Severity (SIF/PSIF)” in Incident Management Lookup Values of the incident management module setup that allows administrators to configure severity values for all the incident types except near miss
Allows administrators to configure investigation requirements by incident type for the severity values configured
Allows administrators to turn on the “Could this have resulted in a life-altering injury or fatality?” question for injury/illness and general liability incident types with new public configurations
Public Configuration Title: “Display Injury SIF Question, Display GL SIF Question. By default, this configuration will be turned off
PMP-98755 - Incident Closure
Previously, users lacked the ability to identify the overall status of an incident record, relying on incident status and management review status to understand the incident record's position in the workflow. We wanted to enhance the ease of tracking and understanding of the overall incident status.
**Watch On-Demand Video**
Configurable: Yes
Public Configuration Title: Display Incident Status. By default, this configuration will be turned on.
Existing System: Doesn’t have the functionality to determine the overall status of an incident record.
Purpose: To track incident status (Open/Close) more effectively.
This Enhancement:
Introduces a new Status button on the summary screen that allows users to change the Incident Status. An incident can have 3 statuses - Open (Default), Closed & Reopen
Introduces a new permission to close and reopen an incident record
Note: Existing user roles need to be updated manually after the release to use this featureAllows users to change the status from open to closed if all the required steps in the workflow are complete. (Ex: Detail Report, Investigation & Management Review)
Introduces this new status as the first column to all system view
Introduces the new status to the Incident Summary Report and Cognos models
Impacts: Reports. Status is not available on mobile with this release will be added in a future release
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