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19.1 IMS Release Notes

19.1 IMS Release Notes

Owned by Ravi Ranjan (Unlicensed)
Last updated: Jun 20, 2019

New and Improved Features

Product Level change


Configurable

PMP-2338 As an end user I want to navigate to next sections from reporting screen

Configurable: No

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

Existing System: 

  • Does not have an option to move to next sections after saving the Incident
  • Always have to navigate to summary screen and then scroll to desired section

Purpose:

  • Provide option for users to navigate to next sections after completing detail report
  • Make navigation to next section faster and reduce number of clicks and screen loading time

Enhanced System:

  • Provides additional options for end users to navigate to Investigation or Case Management after completing Detail report
  • Option will be displayed based on Incident Type, Incident Status and Logged in User's permission
  • The confirmation message after saving/updating the Incident will be displayed based on incident's status
  • Investigation
    • On click navigate the user to 1st section in Investigation based on configuration
    • Button should be displayed irrespective of Mandatory or Optional configuration
    • It will be hidden only if Investigation is not available (configuration)
  • Case Management
    • On click navigate the user to Classification of Case screen if status is incomplete
    • On click navigate the user to Case Progression screen if "Classification of Case" status is complete
    • In case of multiple injury, navigate user to 1st employee's case management based on it's status

Impacts: No Impact

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PMP-3400 As a System admin I would like to have a Common Question section in Investigation Questions

Configurable: No

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

Existing System: 

  • Does not have ability to configure common question in Investigation Question screen that are applicable to all Incident Types

Purpose:

  • Provide ability to configure investigation questions that are common to all Incident Types

Enhanced System:

  • Has a new section in Investigation Details named "Common Questions" where question common to all Incident Types can be configured
  • This section cannot be configured to be visible for specific Incident types
  • If a question is configured under this section, it will be visible for all Incident Types
  • This section will be visible only if a question is configured under it i.e. question applicable to all Incident Types. If no question is configured in this section, it will not be visible.

Impacts: Report



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PMP-3990 As an end user I should be able to add multiple attachments at a time in Incident Summary Screen

Configurable: No

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

Existing System:

  • It takes 4 clicks and navigation to 3 different screens to attach one document
  • To add another document user has to close existing attachment window, navigate back to Incident Summary screen, scroll down to attachment section and click on ADD

Purpose:

  • Provide an option to add multiple attachments in one go from Incident Summary screen

Enhanced System:

  • Has ability to upload or drag and drop multiple documents at once
  • Selected documents will be uploaded once saved and system navigates back to summary page
  • File Name will be saved as Title (similar to WCC attachment)
  • With this enhancement, ability to change file name of attached/existing document is deprecated
  • Ability to upload revised version of existing document remains as it is along with revision history

Impacts: No Impact

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PMP-56614 As a System Admin I would like to have workflow for Rejected Management Review

Configurable: No

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

Existing System: 

  • When Management Review is rejected by a Role system does not trigger any notification to stake holders
  • When Management Review is rejected by a Role system does not take the flow back to previous step
  • Intimation Notification does not include Comments provided at time of Approval/Rejection

Purpose:

  • Keep all stake holders informed in case of rejection and take the process to previous step for required action

Enhanced System:

  • When a role Rejects Management Review, previous Management Review role (where status is Complete) status will be set to Re-Open
    • The Re-Open status is not available for manual selection
  • Intimation Notification will be triggered for owners of previous role
  • If Management Review is rejected by the 1st role then notification would be triggered to Investigation Team by default
  • If current Role status is "Reopen", the owner of next role should not be able to perform management review irrespective of mandatory or optional i.e. hide Save button for the next role.

Impacts: Reports

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PMP-55971 As an end user should not see Incidents in List screen without view permission

Configurable: No

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

Existing System:

  • Lists Incident in Manage Incident List screen even if user does not have view permission for the Incident Type
  • As the list screen has most of the fields available as column users can view all those information without view permission

Purpose:

  • Make the system and data more secured

Enhanced System:

  • Will display Incidents in list screen based on logged in user's View Permission by Incident Type
  • If logged in user has view permission for only Near Miss Incident Type, user will not see other Incident Type Incidents in List screen
  • Due to this behavior, users may see count mismatch in Widget vs List screen when they navigate via widget

Impacts: Mobile

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PMP-59956 As an end user I would like to see status icon for Incident status and Management Review columns

Configurable: No

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

Existing System: 

  • Does not show icons for Incident Status and Management Review columns in Manage Incident Reports screen

Purpose:

  • Provide graphical indication for status for easy identification

Enhanced System:

  • Shows status icon for Incident status and Management Review status column

Impacts: No Impact

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PMP-2603 As a System Admin I want to be able to select Groups in Notification setup

Configurable: No

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

Existing System: 

  • Does not have option to select predefined user groups in notification setup. Individual users need to be selected one by one

Purpose:

  • Providing ability to select user groups will make it easy for system admins to Manage and Setup Notifications
  • Increase usability of Group feature

Enhanced System:

  • Allows system admins to select predefined groups while configuring notification
    • Notification setup in module Setup will populate all active Groups created from Security >> Groups
    • Notification setup in Location Setup >> Module Setup will populate all active Groups created from Location Setup >> Administration Setup >> Groups
    • Changes are applicable for both Immediate and Daily Notifications
    • Selection of users and Groups both will be available
  • In Group selection screen when clicked on the "information" symbol, Group Member screen will be displayed without Save button
    • From this screen system admins can see list of users selected in the Group
  • While sending notification system will consider user selected in the group at that point of time

Impacts: No Impact

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PMP-43526 As a System Admin I want to setup notifications for different Incident checkpoints

Configurable: No

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

Existing System: 

  • Does not provide a way for system admins to get notified if certain activity related to Incident has not been completed by due date/company define timline

Purpose:

  • Provide an option for System admins to have notifications sent to stakeholders for different events in Incident Life cycle

Enhanced System:

  • Will send a daily notification with list of all Incidents grouped by the configured Event. Below are the list of events:
    • Detail Report Incomplete (includes Incidents with Draft Status) (All Incident Types)
    • Investigation Report Incomplete (All Incident Types)
    • Case not classified (applicable for Injury/Illness only)
    • Claim question is yes but Claim not Submitted (Applicable for Inj, Vehicle and GL)
  • Has validation applied during event configuration to make sure incomplete events are not saved
  • System will look back for only 90 days in the past and filter out records based on Incident Created Date
    • Out of this list Incidents would be taken based on the Notification Set considering Incident Date as start point to calculate days passed
  • If users wants to configure multiple checkpoints for same Incident Type they need to configure another notification set
  • Incidents will be sent in the existing Daily Notification email as a new section named "Incident Checkpoints"
  • Incidents will be grouped by Location and sorted by Checkpoints/Status (Incident workflow order), and Incident Date Desc order 

Impacts: No Impact

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PMP-55644 As a user I would like to import data for Employee (Hourly) column using Import Tool

Configurable: No

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

Existing System: 

  • Does not have Employee (Hourly) column in the Hours Import Tool

Purpose:

  • Align import tool with system options, so that users can complete Hours and Count import for all types of data in a go
  • Make it easy for users to fill right data in the template and less error encounters while importing

Enhanced System:

  • Employee (Hourly) Count and Hour columns have been added to import tool

Impacts: No Impact

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PMP-59580 As an end user I want Hours import to ignore blank cells to retain existing data in the system

Configurable: No

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

Existing System: 

  • Does not have specification sheet explaining business rule and requirements
  • Wipes out existing data if cells are left blank in import template while user tries to update date for a particular column

Purpose:

  • Make it easy for users to fill right data in the template and less error encounters while importing
  • Make import tool more flexible to update only desired column data without disturbing existing data

Enhanced System:

  • All Count and Hours columns are made optional in import tool
  • Provides options to overwrite or retain existing data in the system by leaving respective cells blank
  • Has Specification sheet in the import template that explains field wise business rules and exceptions (English only)
  • Rows are displayed based on configuration

Impacts: No Impact

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PMP-53660 As an end user I would like to see Incident Counts by Personnel Type on Home screen

Configurable: No

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

Existing System: 

  • Does not have a way to view quick Injury/Illness statistics by Personnel Type

Purpose:

  • Provide a quick view of Injury/Illness incident count by Personnel Type
  • This is a useful information for Admins that indicates how safe is their work place

Enhanced System:

  • Has a widget that gives breakdown of Injury/Illness Incidents by Personnel Type
  • Other Incident types are not included because those are not so much dependent on Personnel Type
  • Permission: View Injury/Illness permission

Impacts: No Impact

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PMP-56369 As an end user I would like to see Vehicle Accident Breakdown on Home screen

Configurable: No

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

Existing System: 

  • Does not have a way to view Vehicle Incident Breakdown on home page

Purpose:

  • Provide a quick statistics related to Vehicle Incidents

Enhanced System:

  • Has a widget that gives breakdown of Vehicle Incident
  • Counts between Widget and List screen may not match depending on Logged-in user's permission
  • Clicking on counts will navigate to Incident List screen filtered by corresponding metric and selected Period
  • Permission: View Metrics permission

Impacts: No Impact

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PMP-56370 As an end user I would like to see Top 5 statistics on Home screen

Configurable: No

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

Existing System: 

  • Currently there is no widget that provides Top 5 analysis various Incident Data

Purpose:

  • Provide quick view to Top 5 values for key Incident Data

Enhanced System:

  • Has a widget that provides Top 5 data analysis for below:
    • Cause of Incident (Display only if Injury/Illness is selected)
    • Nature of Incident (Display only if Injury/Illness is selected)
    • Contributing Factor (show Child with Prefixed Parent value) 
    • Root Cause (show Child with Prefixed Parent value) (Default)
  • Has option to select multiple filters:
    • Period
    • Incident Type
    • Metric
  • There is no navigation from the Widget
  • Permission: IMS module permission

Impacts: No Impact

 

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PMP-58479 As an end user I would like to see Date of occurrence in "Time Since Last Recordable Incident" widget

Configurable: No

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

Existing System: 

  • Existing Widget does not display Date of Occurrence

Purpose:

  • Show date when last recordable incident occurred
  • This will help users trace the Incident and provide better visibility

Enhanced System:

  • Existing widget has been enhanced to display Date of occurrence

Impacts: No Impact

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PMP-58480 As an end user I would like to see Date of Occurrence in "Time since Last Incident" widget

Configurable: No

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

Existing System: 

  • Existing Widget is a group count widget and it cannot display dates
  • It does not display Date of Occurrence

Purpose:

  • Show date when last recordable incident occurred
  • This will help users trace the Incident and provide better visibility

Enhanced System:

  • Existing widget has been changed to Table type
  • Enhanced to display Date of occurrence by Incident Type

Impacts: No Impact

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PMP-59733 As an end user I want to see Incident Status in New Incident and Updated Incident Widget

Configurable: No

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

Existing System: 

  • Existing widgets do not display various statuses

Purpose:

  • Make widgets more interactive by showing more information

Enhanced System:

  • Displays Incident Title instead of Incident ID
  • Displays Incident Status, Case Classification (Most Sever Case), Claim Status and Management Review status (Only for Recently Updated Incidents Widget)

Impacts: No Impact

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PMP-59812 As an end user I would like to point out Location of Injury Scene on a Layout

Configurable: Yes

  • Title: Make Pin Location mandatory
  • Public / Private: Public
  • Default: Non-Mandatory

Existing System: 

  • Does not have an option to pin point location of Incident on a floor map

Purpose:

  • Provide option for users to pin point location of Incident so that the same can be represented on a heat map

Enhanced System:

  • Has a field "Pin Point Incident" in Incident Reporting screen
  • The field is visible only if:
    • If there is a floor plan uploaded for the location and module
    • "Incident Occurred on Employer's Premises *" is answered as "Yes"
  • It is applicable for all Incident Type

Impacts: No Impact

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PMP-57608 As an end user I want to see Employee Department in PD reporting screen

Configurable: Yes

  • Title: PD - Display Employee Department
  • Public / Private: Public
  • Default: Product: Disabled

Existing System: 

  • Does not allow to identify Employee department for Property Damage Incidents

Purpose:

  • Provide ability to identify Employee Department for Property Damage Incident

Enhanced System:

  • Has a Employee department field for Property Damage Incident

  • Field will be optional and auto-populated based on selected Employee Profile

Impacts: Mobile, Feed, Reports, Cognos

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PMP-57617 As a System admin I do not want Immediate Supervisors to receive Investigation Responsibility Notification

Configurable: Yes

  • Title: Notify Immediate Supervisor check box default selection
  • Public / Private: Public
  • Default: Enabled

Existing System: 

  • Sends Investigation Responsibility notification to Immediate Supervisor of the injured employee by default
  • There is no option to stop this notification for Immediate Supervisor of the injured employee

Purpose:

  • Provide ability for users to choose if Immediate Supervisor should be notified about Investigation Responsibility or not.

Enhanced System:

  • Will have a check box to trigger notification for Immediate Supervisor of the injured employee.
  • Notification will trigger for Immediate Supervisor of the injured employee only if "Notify Immediate Supervisor" check box is checked and screen is saved
  • Investigation Responsibility Owners will continue to get notification by default
  • There is a configuration to display the check box checked by default

Impacts: Cognos

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PMP-56607 As an end user I would like to identify primary root cause for an incident

Configurable: Yes

  • Title: Show/Hide Primary Root Cause
  • Public / Private: Private
  • Default: Disabled in Product

Existing System: 

  • Does not have a way to identify the Primary Root Cause of the Incident when multiple root causes are identified

Purpose:

  • Provide ability to identify Primary Root Cause of an Incident out of many Root Causes

Enhanced System:

  • Has a field that populates all selected root causes and users can select one of them as Primary Root Cause
  • If there is only one Root Cause identified it will be by default selected

Impacts: Reports, Cognos

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PMP-39438 As an end user I want Owners Pick list to list only users having Change CAPA Status permission

Configurable: Yes

  • Title: NA
  • Public / Private: NA
  • Default: Users with Change CAPA Status permission (Product Default), no change for existing customers

Existing System: 

  • Does not have an configuration to display users based on permission

Purpose:

  • Reduce orphan CAPA and CAPA permission related support issues

Enhanced System:

  • Provides configuration to choose if CAPA owner pick list should display users with "View CAPA" permission or with "Change CAPA Status" permission

Impacts: Mobile

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PMP-56613 As a System Admin I want to select Investigation Responsibility Team as Management Review owner

Configurable: Yes

  • Title: InvestigationResponsibilityShowYN (Existing)
  • Public / Private: Private
  • Default: Disabled. Enabled for FCA

Existing System: 

  • As of now system does not allow to select a predefined investigation team in Management review
  • Each of the users need to be selected once again manually.
  • Any change in the investigation team needs to be updated in the Management review

Purpose:

  • Make it easy to assign and manage Management Review owners for cases where Investigation Team is the 1st level Management Review team

Enhanced System:

  • Has a checkbox available to include Investigation Responsibility Team as Owner in Module Setup as well as Incident Summary >> Role Setup
  • If the checkbox is checked for a Role, Investigation team will be included as owners in the Role when Management Review starts
  • Any change made in Incident Investigation responsibility team after Management review has started will reflect in Management review once the Role is saved again
  • For Management Review Setup screen from Incident Summary, if the check box is unchecked, respective Investigation Team user names will not be removed from Primary owner field. Un-checking the field will only prevent any changes in Investigation Team to reflect in the role

Impacts: Cognos

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PMP-56093 As a system admin I want the ability to turn off initial Management Review notification

Configurable: Yes

  • Title: Management Review Intimation Notification
  • Public / Private: Public
  • Default: Product: Enabled

Existing System: 

  • Does not have an option to turn off default initial Management Review notification

Purpose:

  • Provide ability for system admin to determine if initial Management Review notification should trigger for owner or not

Enhanced System:

  • Has a configuration to turn on/off the notification

Impacts: No Impact


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