SMS Pro - Safety Management System Change Log

Added CPA instructions to assignee to Issue Details PDF  if "Include CPA Details" is selected.

Simplified history review / resume of submitted risk assessments. 

Ability to search for issues on all tabs of issue manager, will reload current tab of issue manager with the searched for issue when selected (based on permission check)

"Access Exceptions" - ability to grant any user access to any report on case-by-case basis (tab permissions will not be affected by this setting). Done by SMSSafetyManager in Classify Tab > Associated Entities > Access Exceptions tab.

Module generates a CASS (Continuing Analysis and Surveillance System) report mandated by FAA. Basic Excel/CSV export functionlity is available. Module available by request.

New setting - "User With Assigned CPA Can View Issue", to prevent users from seeing the issue they were assigned a CPA. The settting is "true" by default, i.e. users can see issues for which they were assigned a CPA.

Added optional default Confidentiality setting for HR issues

Added ETOPS template

Added ability to create custom template for Investigation Summary in Settings pop-up. 

Added Ability to add a comment on any tab of Issue Manager

Added ability to add template for log entry

Added Rolling KPI Dashboard for an annual view of KPIs per month. Has configurable yellow/red limits to flag statistically significant events. Added new tab in "Edit Goals & Objectives" to display # of issues per classification by month.

New report, to give executives overview of open/overdue issues. Optional email can be sent to SMSExecutives on 1st and/or 15th of the month with total open/overdue issues counts and links to the report. Email setup is done in Company Info tab under Setup > Customize Settings.

Ability to add private notes to issues (only visible to you). Visible in Issue Manager grid as tooltip, and in all tabs in Issue Manager.

Ability to classify CPAs (based on CPA classifications created in Setup >> Customize Settings >> Lists >> CPA Classification )

Ability to schedule "Just in Time audit recurrence"  by selecting how long after the completion of an audit that the next would be scheduled.  Scheduled based off of completion date, and only when the audit is completed.

Allowing Department Heads to request "target closure date" extension for their issues. Request is sent out to SMAdmins and SMSExecutives who would adjust the deadline if request is approved. This deadline extension will update PolicyTargetClosureDate used for "initial mitigaitng action" on-time reporting (optional functionality).

CPA assignment -- new UI.  The assignment of a CPA has been improved to ensure one and only one assignee per task.

Added Initial Actions taken, allowing reporters to indicate what they have already done to prevent issue.  Will create a user complete CPA for the reporter upon submission if portal setting allows for it.

Improved security.  Links to issues users do not have privelages for will be disabled.  The ability to interact with the CPA will remain, but the possiblity of viewing the issue has been removed

Allow creating new MOC without submitting a new issue. Useful if MOC was generated from an existing issue or ineffective control measure identified in another issue.

New report: "Manager Performance"; show on-time issue closure performance for all Department Heads in the company over last 12 months. Feedback is welcome.

Adding CPA Description to assigned user's (vendor's) CPA view, allows managers to provide background info when Issue Description is not sufficient.

Added search box to look for findings

Minor UI enhancements, consistent look and feel, less clutter by default (with ability to toggle help text).

Ability to delete Action Items from within the MOC.

Changing list of issues to merge with if selected issue is Confidential Issue to be only other confidential issues.  If selected issue is not confidential list consists of issues the user has permissions to view.

Automatic CPA creation to remind DH about Issue Management workflow. Setting has to be enabled in Setup > Customize Settings > Company Info tab. Once enabled, CPA lead times have to be setup (based on initial risk assessment risk level). Once setup, when SM assigns DH to Issues, 3 CPAs will be automatically created and assigned to DH ("Short Term CPA", "Long Term CPA", "Quality Control CPA"). The ideas is to remind the DH about these possible CPA types, and have them manage actual CPAs per company policy. Help video: https://youtu.be/d_ezXAIcJxQ 

Changing Meeting Minutes UI to allow the logged in user access to meeting features while keeping the minutes textbox close at hand.

Ability to save "Validation Draft" w/o validating the issue. Allows Data-Entry users to save CPA Review and Issue Review comments, without validating the Issue.

Fixed issue where Users who cannot view other divisions cannot view CPAs for closed issues

Removing ability to dlete MOC issues. You'd have to delete the MOC, which in turn will delete associated issue.

Fixed issue with Search box not working

Fixed issue with CPAs not being able to be completed when they were assigned to a manager who was since deleted

Adding logging of when a reporter is contacted via "Email Reporter For More Information or Encouragement to Continue Reporting" on Assess tab

Added Logging of witness statement requests sent to witnesses indicating who was contacted and what they were asked (found in investigation comments)

Added Logging of assessment justification change 

Added ability to filter CPAs on Issue Status

Added ability to schedule audit from existing audit with option to include responses in newly scheduled audit  

Fixed issues with archiving forms logic

"Quick CPA", allows you to document self-assigned completed CPAs with 1-click.  

Removed Auditing filter from Issue Manager and relocated audit issues to "Manage Findings" tab in Auditing module.

Fixed bug in which markup from CPA is included in PDF

Added more obvious indication that audit is not 100% complete when accepting audit as complete.  Permanently adding "Manage Findings" to auditing module, removing audit filter from issue maanger.

Added ability to close issues without assessing for risk.  Contact techsupport@nwds-ak.com to add this feature.

Committee flags. In the past, you could only flag for one safety committee review, which was integrated into Meeting Manager. Now you can have multiple committees, such as Safety Committee, Fatigue Risk Management Committee, etc. When you flag an issue for committee review (when ready to close an issue), you can auto-generate meeting agendas for this committee using Meeting Manager.

Added new TC Laser strike reporting form (http://wwwapps.tc.gc.ca/Corp-Serv-Gen/5/forms-formulaires/download/26-0751E_E_PX). You can setup auto-forwarding for this report type, to send the reports to services@tc.gc.ca 

Ability to associate classification parameters with Business Processes. This will result in auto-generated CPA list for any classification that has associated Business Process. We're excited to get your feedback on this.

Ability to assign vendors to divisions; this is the first step towards better reports and division filtering in Issue Manager (to be inmplemented in coming weeks)

Major enhancements to PDF report logic. Now you have 1 button which allows you to customize your PDF, see video for details: https://youtu.be/LuZrCCLI75o

Type Of Concern Routing:

• Allows specific types of concern to be automatically assigned to a specific division
• All divisional routing settings still apply once issue has been assigned to that division
• Allows "HR" or security type issues to automatically be assigned to those divisions, and that division's default safety manager.

Added functionality:

• Ability to either save draft of a message or "Publish" a message.  
• Ability to target individual users for a message
• Ability to send message email on publish
• Added additional security option:  Only SMS Admin may manage all messages  (message author who is not admin will only see their own messages)

Allowing all DH uses to view Manager notes. Allowing DH + SMSDataEntry users edit "Assignee Actions" until CPA is accepted as "complete". Assigned users can save "Assignee Actions" without completing the CPA. Quick video overview: https://youtu.be/ZjkCiWWQ_TU

New Role Added "SMSQaAuditor"  is a QA manager who has access to Section 8 of Issue Manager Assess tab to perform review of issues, but can still also manage issues.

Added ability to respond to Document related message from within Must Acknowledge Email that is sent

Addition of new Agenda item:  Audits Requiring review.  Allows to select a single audit from which to build the agenda.  Some small improvements to the agenda PDF. Other minor bug fixes

Adding Audit Team to PDF, bug fixes, Addition of On Time audit completion report, 

Improved User Interface for both User and Manager, activity tracking, ability to toggle cost tracking, improved communication tools with assignee

Some bug fixes,

Audit Calendar:  Application of "Edit Recurring Audits" menu item to ONLY recurring audits.

Reports:  New report  "On Time Completetion" report.  Shows completed audits and whether they were completed on time, late, or within a portal defined grace period  (set in Settings pop-up under the Module Settings tab at the bottom under the "Audit Reports" header).

Increased performance for deleting MOCs. Much faster on slower Internet connections.

Enhanced "System Analysis & Description" using integrated hazards from Hazard Register. Added section to see related MOCs and Issues based on hazard identification process to facilitate risk management activities.

Added ability to assign a "Managing" issue to Findings issues.  Allows Managers to Manage a similar finding for several audits from one issue.  Details of this can be seen here.

Many UI changes

A more comprehensive PDF report that includes CPA details inline with each finding

Added "email download link" functionality for creating large PDFs, so managers do not have to wait for a PDF to be generated and possible result in a server timeout.  The link to the large report just gets emailed to the logged in user requesting the audit report (or large blank PDF)

Flagged Confidential issues as sensitive in main grid on Select tab and in the Issue Details Header to alert managers that the issue was sensitive.

Setting added allowing ALL department heads to make CPA assignments.  This fixes a check that was put in place in which only the responsible manager for the CPA could make assignments

If you find that CPAs suggested by users during issue reporting are not useful, you have "Do NOT covert user suggestions to CPA" setting in the "Report Issue" module. If enabled, it will do the following: 

• Will not create CPA from user suggested action
• Will increase "suggested action" text box character limit to 1000
• Will merge "suggested action" text box text with Issue Description

Adding the option for better transparency in SMS Pro to allow all employees to view all closed reports in Issue Manager.

Q: What if I give SMSUsers access to "View Own Division" or "View All Divisions"?
A: This setting only affects SMSUsers who do not belong to any other "SMS"-prefixed roles (e.g. SMSInvestigations, SMSDepartmentHeads, etc.). These users can only view CLOSED issues for their Own or All divisions (based on the setting selected). SMSUsers can always view their own issues.

Added two reports -

• "Hazards Without Risks"
• "Hazards Without Control Measures"

Allows managers to easily identify which hazards have not yet been documented. Very useful in the Safety Assurance process.

Added "Offline" and "Public Offline" issue origin types

Added additional filters of "Proactive Issue" , reported Or Closed date date range, and issue origin to Issues and Full text search (Classification tab to follow)