Camms is pleased to announce the January Feature Release for the Camms.Risk Incident Management Capability.
This was released on 23rd January 2021 and includes the following new features and enhancements to improve your user experience within the system.
1. Portal users can now generate reports on submitted incidents
Incident portal users will be able to generate a report for submitted incidents, by easily generating a PDF report output from within the portal dashboard. The report will only display the information submitted by the user.
How do you configure this?
Incident administrator users with the 'Portal Configuration' permission (accessed via Camms.Incident > Framework > Incident Settings > User Roles > Permissions: Standard > Portal Configuration Settings) will be able to configure the portal configuration page.
Select the Report type from the dropdown within Register header configurations (accessed via Camms.Incident > Framework > Incident Settings > Portal Configuration > Register Header) and click 'Save'.
The report type value will be defaulted to 'None' and will mean that the report icon will not be visible to the portal user.
Image 1 – Register header configuration report type as none
Selecting the report type as 'Incident Master Report', will mean that the report icon will be enabled within the portal dashboard, where the portal user can generate a report for all submitted incidents.
Note: This report follows the format of the ‘Incident Master Report’ within the application, but will limit the data to the information submitted by the portal user.
Image 2 – Register header configuration report type as incident master
If a custom incident master report has been setup for you, then this report will be displayed in the dropdown; and the report will be generated based on the format of the custom report.
Note: To set up a custom incident master report, please contact Camms Support for assistance.
How does this work?
If the report type is left at the default value 'none', a 'Report' button will not be displayed in the portal home page for the user.
Image 3 – Portal user view without report button
If a report type has been selected other than none, the portal user can generate a report for submitted incidents by clicking the 'Report' button in the portal home page.
Image 4 – Portal user view with report button
Once the 'Report' button is clicked, a new window will open where the user can select the 'Incident Application ID' and click 'Generate Report'. This will auto download a report for the submitted incident.
Note: The dropdown will list only ‘submitted’ incident applications and will not display ‘draft’ applications.
To generate the report, you may select the submitted incident, report orientation (landscape or portrait), and report export type (PDF, Excel, or Word), and click 'Generate Report' to download the report. The default selections will be in landscape orientation and PDF export type.
2. Discontinuation of the Incident Investigation and Incident Overview Reports
As previously announced, the existing standard Incident Investigation Report and Incident Overview Report will be permanently removed following the January sprint as part of our plans to retire older legacy reports.