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iReportSource Product Release Notes
Product Release Notes 2/25/24
Product Release Notes 2/25/24
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over a week ago

The following enhancements were released on 2/25/24:

Feature/Action

Enhancement/Fix

Incident Reporting

There are three new incident types:

  • Spill Report

    • This is meant to capture incidents where a spill needs to be reported and containment measures tracked.

  • Violence/Harassment Report

    • These reports have the ability to be submitted confidentially. Only administrator users who have been selected by the organization to view these will get notification or be able to complete the incident investigation. See this article for how to set up permissions on confidential reports, observations and documents.

  • General Report

    • This report is built by the organization. It contains the incident basics and the general workflow, but you provide the questions in Reports Basics, Supervisor Summary, Follow Up and Closure Checklist. They contain photos, diagrams, and root cause just like all other reports.

      • NOTE: There can only be one General Report so you'll want to decide how to use this, if you plan to, as it is the only fully custom report you can build.

      • NOTE: The General Report cannot be created unless there is at least one custom question added to each section.

Incident Reporting

You will be able to add incident type(s) to an existing incident. Ex. if you create a property damage report, but then find out an injury occurred from the same incident, you can add the injury to the existing report instead of having to build a whole new one! See this article for steps on how to add report types to existing reports.

Incident Investigation

We have revamped the Root Cause section of incident investigation to be able to accept any Root Cause Findings. Instead of drop down menus, you will now be able to Add Root Causes, provide a category, title, description, and whether it requires a Corrective Action. If a Corrective Action is required, the Root Cause you added will have a placeholder in the Corrective Action report component for you to assign accordingly.

Corrective Actions

Corrective Actions are now considered their own task type, and will be listed separately from tasks on the General menu. Users can use the List Actions drop-down menu to bulk re-assign Corrective Actions, or Send Reminders.

Analytics

Supervisors, Collaborators and Administrators can add up to four analytics cards to their Home Page. See this article for more information on how to do this.

Behavior Observations

We have added the ability to have Behavior Observations submitted confidentially. This determination is made at the template level so all submissions of a particular template will be confidential or not. Just like with the Violence/Harassment Report, you will select which users are able to view these observations.

Custom Documents

We have added the ability to have Custom Documents submitted confidentially. This determination is made at the template level so all submissions of a particular template will be confidential or not. Just like with the Violence/Harassment Report, you will select which users are able to view these documents.

Incident Reporting

There have been some changes to incident titles, questions, etc. to improve the overall user experience.


For any questions or feedback, please don’t hesitate to contact Customer Success using one of the following methods:

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