Who is this article for?

EHS Users.

Edit Permissions are required to adjust DOB.

The following article explains the latest release notes for Version 23.4 of the Integrated Management System (IMS). Explore the latest features, improvements, and optimisations that promise to elevate your experience and efficiency within the IMS platform.

1. Generate and Export OSHA 300 - 301 CSV File
   1. Configuration Settings
   2. Enhanced System
2. Editing DOB field in OSHA 301 Screen-Based on a Configuration
   1. Configuration Settings
   2. Enhanced System
3. Further Reading

1. Generate and Export OSHA 300 - 301 CSV File

In the existing system, there is currently no list screen available to display OSHA 300/301 data, and there is also no functionality to generate a CSV file. The purpose of implementing these features is to ensure compliance with regulatory requirements.

1.1 Configuration Settings

• Configurable: Yes
• Title: OSHA 300/301 Case Data E-Submission
• Public/Private: Public
• Default: No

1.2 Enhanced System

The enhanced system has the following new features:

Permissions:

• A new permission E-Submission of OSHA 300/301 Case Data is added under Work Place Incident Report > Injury/Illness > Regulatory Forms.
• By default, it will be set to No.

New Menu:

• The new menu OSHA 300/301 Case Data is shown below OSHA 301 menu.
• This menu will be driven based on the permission and data will be shown for both Location and Level.
• This screen will show the records for the following cases similar to the implementation for OSHA 300 and OSHA 301 List screens:
• • Other Recordable
  • Restricted Duty
  • Lost Time
  • Death

Note: This is only for US Locations and Levels.

Two System Views:

• All Cases: Previous Year (Default View).
• All Cases: Current Year.

300 & 301 Review Status Display & Validation:

• 300 & 301 Screen review status will be displayed on the list.
• Only if all required fields are completed and saved, then 300 & 301 review is treated as complete.
• CSV can be generated only once both screen's status changes to Complete.

Generating a CSV:

• There will be a Generate CSV button at the top right corner of the screen.
• There won't be any separate permission to enable/disable this button.

2. Editing DOB field in OSHA 301 Screen-Based on a Configuration

In the existing system, the DOB field in the OSHA 301 screen is currently auto-populated from the foundation employee profile, and it remains non-editable within the OSHA 301 screen. The purpose of this adjustment is to enhance flexibility for the OSHA 301 user by allowing them to edit this field.

2.1 Configuration Settings

• Configurable: Yes
• Title: IMSEmpDOBPrivacyInfoShowYN
• Public/Private: Public
• Default: Yes

2.2 Enhanced System

The enhanced system has the following new features:

• User will be able edit DOB field in OSHA 301 based on permission and configuration.
• The existing custom setting (Which is already in use in the reporting screen) is used in the OSHA 301 screen.
• If the user has Edit OSHA 301 permission, then the DOB field would be visible and available for editing.
• If the user only has View OSHA 301 permission, then DOB field would just show as Privacy Information.

3. Further Reading

• 23.4 Audit Management Release Notes
• 23.4 App Builder Release Notes
• 23.4 Document Management Release Notes
• 23.4 LMS Release Notes
• 23.4 Occupational Health Release Notes
• 23.4 Insight Release Notes