23.2 IMS Release Notes
Who is this article for?Users who would like to learn more about the 23.2 IMS enhancements.
No elevated permissions are required.
This article delves into the refined capabilities of the IMS system, focusing on the detailed configuration aspects of showing/hiding menus based on user permissions. Exploring enhancements in Contractor Management and Investigator Report modules, these new features contribute to an overall improved user experience within the enhanced system.
1. Show/Hide Menus Based on Permission
The following menus are shown even if user doesn't have the required permission for any of the Incident Types and the messages shown are not consistent in some cases:
| Menu | Message Shown |
|---|---|
|
Report New Incident |
No permission to Report/Create New Incident. |
| Manage Incident Reports | You do not have permissions. Please contact system administrator. |
| Manage Action Items | You do not have permissions. Please contact system administrator. |
| Management Review | No permission to View/Edit Management Review. |
| Lessons Learned | You do not have permissions. Please contact system administrator. |
| Manage Claims | No permission to View/Edit Manage Claims. |
| Metrics | No View Permission. |
The purpose of this enhancement is to show/hide the menus based on permission to avoid any confusion.
1.1 Configuration Details
- Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
1.2 Enhanced System
The enhanced system has the following new features:
- The 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:
Message: You do not have permissions. Please contact system administrator.
2. Contractor Management
In the existing system, contractor fields are limited to three incident types - Near Miss, Property Damage, and Environmental. These have inconsistent placement across sections in the Reporting screen. Moreover, there is a separate lookup value for contractor information, but it is not integrated with the Contractor field in the Reporting screen, necessitating manual entry of contractor names. Additionally, the Contractor Name field, revealed upon selecting Personnel Type as Unsupervised Contract Employee, functions as a free-text field without integration with any lookup.
See below for a visual representation of the configurations table:
|
Incident Type |
Section | Field Names | Mandatory/Optional | Configuration |
|---|---|---|---|---|
|
Near Miss |
General Details | Is Contractor Involved? | Mandatory | Show/Hide - Public Configuration |
| Please provide Contractor Name, Company | Mandatory | |||
|
Property Damage Environmental |
Damage Summary | Was a Contractor Involved in the Incident? | Optional | |
| Please provide Contractor Details (Name, Company, Phone, etc.) | Mandatory | |||
| Was The Contractor Trained On Company Policies? | Mandatory |
To address these issues, the purpose is to standardise the set of Contractor fields displayed for different incident types and integrate the Contractor Name field in the Reporting screen with the existing lookup, aiming to enhance efficiency and utilisation of this feature.
Note: As per the existing implementation, Injury/Illness, Vehicle and General Liability Incident Types did not have the above mentioned Contractor fields.
2.1 Configuration Details
- Configurable: Yes
- Title: Refer to Configurations Table below.
- Public/Private: Public
2.2 Enhanced System
The enhanced system has the following new features:
- Have the same set of Contractor fields for all Incident Types:
| Incident Type | Section Name | Field Name | Field Type | Mandatory/Optional | Dependency | Configuration |
|---|---|---|---|---|---|---|
|
General Details | Was Contractor Involved? | Radio Button |
Mandatory/Optional Note: Based on Custom Setting |
|
|
| Contractor Name | Autocomplete |
Mandatory/Optional Note: Based on Custom Setting |
Dependent on the field 'Was Contractor Involved?' |
|
||
| Contractor Details | Textbox | Optional | ||||
| Was the Contractor Trained on Company Policies? | Radio-button | Mandatory |
- The Contractor Name field, shown when 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 named Contractor Incidents - Current Year has been added:
- The following two fields have been added in the Incident Details Report Notification template for all the Incident Types:
- Was Contractor Involved?
- Contractor Name
- The Contract Profile Widget has a data point of Total Incidents Involved which will show the count of incidents with Contractor involvement.
2.3 Configurations Table
| S.No. | Configuration | Comments | Key Name |
|---|---|---|---|
| 1 | Display 'Was Contractor Involved?' field | Each incident type has a custom setting key. |
|
| 2 | 'Was Contractor Involved?' field as Mandatory/Non-Mandatory | Each incident type has a custom setting key. |
|
| 3 | 'Contractor Name' field as Mandatory/Non-Mandatory | One custom setting key for all incident types. |
|
| 4 | Default value selection 'Other(List)' for 'Contractor Name' field | One custom setting key for all incident types. |
|
Note: This enhancement impacts Reports, Mobile and Outbound API
3. Investigator Report
In the existing system, there is an absence of statistics related to the Incident, Involved Employee, Supervisor of the Employee, Department, Work Shift, etc., consolidated into a single report. The purpose is to aid investigation teams by offering insights into these statistics during the investigation process and to provide incident-related data points from different modules in one place for a quick overview.
3.1 Configuration Details
- Configurable: Yes
- Title: Investigator Report
- Public/Private: Private
- Default: Enabled
3.2 Enhanced System
The enhanced system has the following new features:
- This report will be available only for Injury/Illness Incident Type.
- An 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 two buttons:
- Back - To navigate back to the Incident Summary screen.
- Export - To download 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.
4. Further Reading
- 23.2 Activity Management Release Notes
- 23.2 App Builder Release Notes
- 23.2 Audit Management Release Notes
- 23.2 BBS Release Notes
- 23.2 Event Management Release Notes
- 23.2 Foundation & Framework Release Notes
- 23.2 Industrial Hygiene Release Notes
- 23.2 LMS Release Notes
- 23.2 Occupational Health Release Notes
- 23.2 Mobile Pro Release Notes
- 23.2 Micro Release Notes
- 23.2 Insight Release Notes