Who is this article for?

Users who want to learn more about the 23.1 mobile pro enhancements.

No elevated permissions are required.

This article introduces configurable options and product-level changes in version 23.1. In the configurable domain, users now have the capability to add an Injury/Illness field related to in-patient hospitalization/amputation for Non-US Locations.

Additionally, an 'NA' option has been introduced for the OSHA contacted question. Turning to product-level changes, users will now be able to view the Risk Assessment Report for linked risk assessments from the IMS module. Furthermore, a new permission has been incorporated to allow users to show/hide Non-Work related Injury/Illness Incidents.

Another significant update includes the ability to assign Lessons Learned to other Locations and Groups within the Organization. Additionally, Goal Setup has been added to the Enterprise Setup, offering more customization options. Lastly, changes have been implemented to enhance the Lessons Learned mail functionality. As always, our commitment remains towards providing streamlined functionality, ensuring that your experience with our software remains both seamless and efficient.

1. Add an Injury/Illness field related to in-patient hospitalization/amputation for Non US Locations
   1. Configuration Details
   2. Enhanced System
2. NA option for OSHA contacted question
   1. Configuration Details
   2. Enhanced System
3. Ability to view the Risk Assessment Report for linked risk assessments from IMS module
   1. Configuration Details
   2. Enhanced System
4. Add a new permission to show/hide Non-Work related Injury/Illness Incidents
   1. Configuration Details
   2. Enhanced System
5. Assign Lessons Learned to other Locations and Groups in the Organization
   1. Configuration Details
   2. Enhanced System
6. Changes to the Lessons Learned Mail functionality
   1. Configuration Details
   2. Enhanced System
7. Further Reading

1. Add an Injury/Illness field related to in-patient hospitalization/amputation for Non US Locations

In the existing system, the Injury/Illness question, Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? is displayed on the Reporting screen (Injury/Illness Summary section) only for US locations, as per the existing business rule. The purpose is to provide the option to show or hide this specific Injury/Illness field for Non-US Locations.

1.1 Configuration Details

Title: Show/Hide the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? for Non-US locations
Public/Private: Public
Default: No The field will be hidden

1.2 Enhanced System

• Two new configurations have been introduced for the field - 'Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye?' for Non-US Locations
  • Show/Hide the field
    • Title: Show/ Hide the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? for Non-US locations
    • Public configuration
  • Make the field as Mandatory/Non Mandatory
    • Title: Set the field - Did this incident involve an in-patient hospitalization, amputation, or a loss of an eye? as Mandatory/Non Mandatory for Non-US locations
    • Public configuration
• There is also an event to setup the 'Amputation Incident Notification' for Non-US Locations.

Important Note: Impacts: Mobile, Report.

2. NA option for OSHA contacted question

In the existing system, the field Has OSHA been contacted is applicable to the Injury/Illness Incident type and is displayed only for US locations. This field currently has two options: Yes and No. The purpose is to include an additional option NA for the Has OSHA been contacted? field

2.1 Configuration Details

Title: Provide 'NA' option for 'Has OSHA been contacted?' field
Public/Private: Public
Default: No (i.e. NA option will not be shown)

2.2 Enhanced System

• A new configuration has been added to show/hide the NA option for the field - Has OSHA been contacted?

3. Ability to view the Risk Assessment Report for linked risk assessments from IMS module

In the existing system, there is no functionality to view the Risk Assessment Report from the IMS module. The purpose is to introduce the capability to view the Risk Assessment Report for linked risk assessments directly from the IMS module.

3.1 Configuration Details

Title: N/A
Public/Private: N/A
Default: N/A

3.2 Enhanced System

• A new column Risk Assessment Report has been added in the Incident Summary screen under the Risk Assessment Verification section.
• The Risk Assessment Report column will have a Report link. Clicking on this link will navigate to another tab where the user can view the Report.
• User must have the View Risk Assessment permission (for Risk Assessment module) or else clicking on the Report link will throw a validation message - You do not have the permission to view this Risk Assessment Report.

4. Add a new permission to show/hide Non-Work related Injury/Illness Incidents

In the existing system, both Work-related and Non-Work-related Incidents are displayed on the List screen, with no configuration option to hide Non-Work-related incidents. The purpose is to introduce a new permission that allows users to show/hide Non-Work-related Incidents on the List screen based on their preferences or requirements.

4.1 Configuration Details

Title: N/A
Public/Private: N/A
Default: N/A

4.2 Enhanced System

• A new permission has been added to show/hide the Non-Work related Incidents on the List screen
• There will be two view permissions for Injury/Illness Incident
  • View Work related and Not Classified Incident Report
  • View Non-Work related Incident Report
• If a user has only the View Work related and Not Classified Incident Report permission then the following types of Incidents will be shown on the Incident List and Case Management List screens 
  • Injury/Illness - Work related Incident
  • Injury/Illness - Not Classified Incident
• If a user has both the permissions - View Work related and Not Classified Incident Report and View Non-Work related Incident Report then the following types of Incidents will be shown on the Incident List and Case Management List screens
  • Injury/Illness - Work related Incident
  • Injury/Illness - Not Classified Incident
  • Injury/Illness - Non Work related Incident
• A user can have View Work related and Not Classified Incident Report permission without having a View Non-Work related Incident Report permission. But user cannot have View Non-Work related Incident Report permission without having a View Incident Report permission.
• If a user currently has View Incident Report permission then by default they will get the View Non-Work related Incident Report permission after this change.

5. Assign Lessons Learned to other Locations and Groups in the Organization

In the existing system, it is possible to capture and share Lessons Learned details with other Users/Roles/Groups. However, the user sharing the Lessons Learned Report lacks information about whether the shared details have been reviewed by the recipient. Additionally, recipients do not have a way to acknowledge and document their response. The purpose is to enhance the system by providing the ability to assign Lessons Learned to other locations, facilitating acknowledgment and accountability.

5.1 Configuration Details

Title: N/A
Public/Private: N/A
Default: N/A

5.2 Enhanced System

• Changes to the existing 'Lessons Learned - Report Details' screen
• Assign button will be shown on the Lessons Learned Details screen based on the permission
  The Assign button will be visible only after saving the Lessons Learned details for the first time

• Applicability Review Assignment Screen
• This is a new screen from where the user can assign the Lessons Learned to selected Locations and Groups and also create associated Action Items
• Locations field
• Mandatory for saving
• Location picklist will display user's scoped locations
• Groups field
• Mandatory for saving
• Group picklist will display all Corporate Groups
• Action Items section
• Non-Mandatory
• Action items section will have +New and Delete buttons
• On clicking the +New button, a screen to create new action item(s) will be shown
• Once an Action Item is added, the Action Item Title will be shown as a link so that user can edit the details (if needed) before hitting the Save button in the Applicability Review Assignment screen
• User should have Calendar Management permissions for viewing, adding, editing and deleting the action items
• Clicking on the Save button
• After saving the Applicability Review Assignment for the first time, the user will not be able to remove the selected locations or groups, add new action items, or edit/delete the existing action items
• If the user wants to add additional locations/groups to an existing assignment then they need to click on the Assign button again and add the additional Locations/Groups. The user will not be able to remove the previously selected Locations and Groups in the picklists as they will be disabled.

• Once the Lessons Learned is assigned to a Location, an email notification will be triggered.
• User will not be able to delete an Incident after the Lessons Learned from that Incident are assigned to different Location(s).
• Clicking on the link given in the email notification will navigate to the Manage Applicability Review tab

• Lessons Learned screen will have the following three tabs based on different permissions
  • Manage Lessons Learned - Existing screen
  • Manage Applicability Review - New screen
  • Applicability Review Status - New screen

• Manage Lessons Learned' Screen
  • This is the existing screen and will show the list of Lessons Learned
  • User must have 'View Lessons Learned' permission to see the Lessons Learned record(s) in this screen

• Manage Applicability Review Screen
• User must have View Applicability Review permission to see this tab.
• Manage Applicability Review screen will display the list of all the Lessons Learned assigned to the location.
• The default view will show all the Lessons Learned assigned to the location in the current year based on the Applicability Review Assigned Date
• User will be able to update the following fields based on the Edit Applicability Review permission
• Condition Exists or Has Potential to exist
• Controls in Place
• Enter Comments
• Clicking on the View Report button will download the Lessons Learned Report in PDF format
• Users can select Yes or No in the dropdown field - Condition Exists or Has Potential to Exist based on the Edit Applicability Review permission
• If the users selects No then:
• They will have the option to click on Controls in Place and Comments
• On clicking either Controls in Place or Comments a pop-up screen will open for the user to enter information in a text area field with a 2,000-character limitation
• Follow up Action Items and Create Additional Action Items columns will show NA

• If the user selects Yes then
• They will have the option to click on Enter Controls in Place, Enter Comments and Create
• On clicking Enter Controls in Place or Enter Comments, a pop-up screen will open for the user to enter the information
• All the follow-up action items created before sharing the Lessons Learned to the location will be assigned to the user who has responded Yes
• User can click on the number displayed in the column Follow-up action items to open the Action Items List Screen
• Incase the user doesn't have View Calendar permissions then clicking on the Follow-up action items count will throw an alert
• User can click on Create in the column to create new action items
• Incase the user doesn't have Add Calendar permissions then clicking on Create will throw an alert
• If the user creates new follow-up action items then the number displayed in the column Follow-up Action Items will update and the Action Items list screen will also display the newly created action items

Important Note: Clicking on the 'Enter Controls in Place' link will open the below popup.

Important Note: Clicking on the Follow-up Action item count link will navigate to the Action Item List screen.

Important Note: Clicking on the Create link will navigate to the Action Item screen from where the user can create additional Action Items.

• Applicability Review Status Screen
  • Users will see this tab if they have Assign Lessons Learned permission
  • This screen will display the list of the Lessons Learned assigned to the location
  • The default view will show all the Lessons Learned assigned in the current year based on the
  • Applicability Review Assigned Date and Reviewed by All Locations value.
  • Default View filter details
    • Applicability Review Assigned Date = Current Year
    • Reviewed by All Locations = No
• Clicking on the Incident ID will navigate the user to the Incident Summary screen
• Clicking on the View Results button will open a new screen where the user can view the Applicability Review Status by location
• Reviewed by All Locations will show Yes or No values based on Locations Shared With and Locations Reviewed values.
  • If Locations Reviewed count = Locations Shared With count then Reviewed by All Locations = Yes
  • If Locations Reviewed count < Locations Shared With count then Reviewed by All Locations = No

• View Results screen in the Applicability Review Status tab
  • This is a new screen and will display information like the status, who completed the review, controls in place, comments, action items, etc. by location for all the assigned locations
  • Clicking on the numbers in the action item status column will navigate the user to the Action Items List screen

• Action Items List Screen
  • This Action Items List screen can be accessed from two different screens
    • From the column Follow up Action Items on the Manage Applicability Review tab
    • From the View Results screen in the Applicability Review Status tab
  • This Action Items List screen is linked to the Calendar Management module permissions

• Addition of following three new permissions for Lessons Learned by Incident Type
  • Assign permission
    • Users need to have View Lessons-Learned permission in order to get the Assign permission
    • Users having this permission can see the Assign button on the Lessons Learned Details screen
• View Applicability Review permission
  • Users need to have View Lessons-Learned permission in order to get the View Applicability Review permission
  • Users having this permission will have the Manage Applicability Review tab and see all the Lessons Learned assigned to the location
• Edit Applicability Review permission
  • Users need to have the View Applicability Review permission in order to get this permission
  • Users having this permission should be able to respond to the assignment i.e. select a response for Condition Exists or has Potential to Exist, enter Controls in Place and enter Comments

Note: Mobile (*Mobile changes will be a part of v23.2).

6. Changes to the Lessons Learned Mail functionality

In the existing system, the system sends Lessons Learned emails to all selected Role(s) without considering the location, resulting in confusion as emails may be received by unintended recipients. Furthermore, the Lessons Learned send mail picklist displays roles from all modules, potentially causing additional confusion. The purpose is to improve the system by considering location scope when sending Lessons Learned emails to selected Roles and displaying only relevant Roles selected in the IMS module.

6.1 Configuration Details

Title: N/A
Public/Private: N/A
Default: N/A

6.2 Enhanced System

• Locations field is mandatory in the Recipients picklist.
• By default, the Locations field will not display the logged in Location name and the Roles section will display a message - Please select Location(s) to display the Roles.
• The Roles will be displayed in the list based on the Location(s) provided by the user. This will display active IMS Roles (Corporate and Location).
• Users can select single/multiple Locations from the Picklist.

Important Note: The Lessons Learned mail will be sent based on the combination of Role + selected Location(s).

Important Note: If no Roles exists for the Location(s) provided by the user then a message will be be displayed as shown in the below screenshot..

7. Further Reading

1. 23.1 Activity Management Release Notes
2. 23.1 App Builder Release Notes
3. 23.1 Audit Management Release Notes
4. 23.1 Chemical Management Release Notes
5. 23.1 Document Management Release Notes
6. 23.1 Foundation and Framework Release Notes
7. 23.1 Industrial Hygiene Release Notes
8. 23.1 Learning Management Release Notes
9. 23.1 Mobile Pro Release Notes
10. 23.1 Occupational Health Release Notes
11. 23.1 Micro Release Notes
12. 23.1 Insight Release Notes