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1. Introducing a new Getting Started landing page
A new and simplified landing page will be introduced with this feature within the Camms.Risk Incident solution. This will be geared towards infrequent users, to provide a similar experience to what's currently available with our Incident Portal for external users. This can be configured as the default homepage for the Incident module and will provide an overview of the different types of incident records that can be created within the application, with quick links to get you started.
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How do you configure this?
Log in to the Incident application and navigate to Camms.Risk Incident Menu > Framework > Incident Settings > Incident Type Group Configuration and click on ‘Add New’ to configure an Incident Type Group. A separate widget will be created in the Getting Started page for each type group configured in this page.
Enter an Incident Type Group Name and Description. From the ‘Incident Types’ dropdown, select the types of Incidents you wish to allow a user to create.
Tick the ‘Display in Getting Started’ checkbox if you wish to view the type group in the new Getting Started page. Tick the ‘Display in Portal’ checkbox if you wish to view the type group in the Incident portal, and click ‘Save’.
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If you wish to be directed to the Getting Started page after submitting an Incident record:
Navigate to Camms.Risk Incident Menu > Framework > Incident Settings > Miscellaneous Settings > Configurable redirect for submit.
Select ‘Getting Started’ page from the dropdown.
How does this work?
If the ‘Getting Started’ page has been set as the default home page under Camms.Risk Incident Menu > Framework > Incident Settings > Miscellaneous Settings, all users accessing the Incident module will be directed to the Getting Started page upon logging in.
If you have both Camms.Risk and Camms.Risk Incident solutions enabled, the ‘Getting Started’ page will appear as your Home page when logging in via the Camms.Risk solution, only if it's set as the ‘Home page’ in the ‘My Settings’ area.
The ‘Getting Started’ page will display the page description configured by the administrator on the ‘Getting Started’ widget.
The ‘Record Options’ area will list all Incident Type Groups that are configured to be visible in the Getting Started page by the administrator under Camms.Risk Incident Menu > Framework > Incident Settings > Incident Type Group Configuration.
You may create Incidents of required Incident type, simply by clicking on the relevant button in the widget.
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The font size in page tabs has been increased; making it prominent and easier for you to know where you are at, in the incident workflow.
What has changed?
Font size of tabs has been increased.
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Buttons with icons at the top of a page are now replaced with buttons with text and an icon, providing you with instant clarity on the purpose of each button.
What has changed?
Documents button will be highlighted in blue color when the mouse hovers over it, as in the application.
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The Next/Previous buttons at the bottom of pages are now equipped with better visual cues (including the name of the next tab) and they are anchored visually as a footer.
What has changed?
Next/Previous buttons updated to a text link in the footer section.
The Next/Previous tab names listed below the Next/Previous text with a direction indicator as a link.
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The success or error popup messages will disappear automatically within three (3) seconds without requiring you to manually close the popup message.
What has changed?
Popup messages auto exits after a given time without requiring any user interaction.
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This feature will enable administrators to specify one or more hierarchy nodes that an incident should be automatically linked to, based on which category is selected for that incident. This will provide a useful mechanism to automatically control access and for reporting based on hierarchies, by removing the need for users to manually make such linkages.
How do you configure this?
Navigate to Camms.Risk Incident Menu > Framework > Incident Settings > Category and toggle the ‘Auto populate hierarchy linkage based on category’ setting to enable this feature.
Select the desired Incident Type from the ‘Incident Types’ dropdown.
Click on the ‘Link Hierarchy’ icon placed alongside the category for which you wish to link hierarchy nodes.
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Click on ‘Add New’ and select the Hierarchy type from the dropdown, which will automatically load the hierarchy tree below.
Select one or more hierarchy nodes and click on ‘Save’ to link the hierarchy nodes to the given category.
If you wish to remove a linked hierarchy node, click on the ‘Delete’ button placed against the hierarchy linkage in the 'Linked Items' grid.
Click the 'Close' button to exit the ‘Hierarchy Linkages‘ popup.
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How does this work?
When the Incident Creator selects one or more Categories from the standard Category multi-select field in the Incident object and saves the Incident record, the application will automatically populate the hierarchy linkages associated with that category within the Linkage tab, hierarchy fields, and within the Links button.
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This enhancement will let you customise the incident code using elements such as Prefix, Suffix, Sequence, and YYYY/MM/DD.
How do you configure this?
A new textbox ‘Custom Sequence Formula’ will be introduced to the ‘Code Setup’ page (accessed via Camms.Risk Incident Menu > Framework > Incident Settings > Code Setup), which can only be accessed by users with the ‘Code Setup’ permission (accessed via Camms.Risk Incident Menu > Framework > Incident Settings > User Roles > Permissions: Standard > Object Configuration Settings).
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Note: If two or more incident types are selected under one group, you can create different incident code sequence formulae for different incident types under one group. Only the ‘Start number’ will be shared across all incident types of one group. |
How will this work?
Once the above configuration is complete, Incident codes will be generated based on the configuration.
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This new enhancement will allow you to create fields to select Risk Categories and Subcategories for incident records that are created in the Camms.Risk Incident solution.
How do you configure this?
Administrator users with the 'Object Configuration Settings' permission (accessed via Camms.Risk Incident Menu > Framework > Incident Settings > User Roles > Permissions: Standard > Object Configuration Settings) will be able to configure the Risk Category and Risk Subcategory fields by accessing Camms.Risk Incident Menu > Framework > Incident Settings > Object Configuration > Incident Object.
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You can configure properties of the fields by clicking on it.
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How will this work?
Once the above configuration is complete. You will be able to select the Risk Category using a dropdown, and Risk Subcategory using a multi-select dropdown for Incident records.
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