Page Comparison

Table of Contents

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Overview: Features

Task Dashboard - All users view and search for new and historical TSB Occurrences

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TSB Planned Location - Admin or assigned RSI initiate creation of a planned location in RSIG

Roles

Admin

Authorized to complete Location Mapping, Manager Review, Inspection Notifications and TSB Planned Locations
Admins can complete any Inspection Notification or TSB Planned Location without being the assigned RSI

Manager

Authorized to complete Manager Review
Can complete Inspection Notification and TSB Planned Location if they are the assigned RSI

RSI

Authorized to complete Inspection Notification and TSB Planned Location if they are the assigned RSI

All Tabs: Edit Functionality

Tab	Edit Rights	Edit Functionality
Location Mapping	Admin	Cannot edit after TSB Planned Location is created
Manager Review	Admin, Managers	Cannot reopen after Inspection Notification status is set to “In Progress - Letter Sent”, but can reassign RSI Cannot reassign RSI after the TSB Planned Location is created
Inspection Notification	Admin, assigned RSI	Cannot edit after TSB Planned Location is created
TSB Planned Location	Admin, assigned RSI	Cannot edit after TSB Planned Location has been created

Location Mapping

Authorized users: Admin

All unmapped locations must be reviewed and mapped by Admin
Locations mapped in the data warehouse (e.g. crossings) do not need to be reviewed by Admin, and are considered mapped when the record is created in ROFs (“Map primary location to RSIG” is disabled, and “Reopen” button visible)

Manager Review

Authorized users: Admin, Managers

If questions one and two are “No”, no further action is required
If either question one or two are “Yes”, an Inspection Notification (web-app), TSB Planned Location (web-app), and TSB Occurrence Inspection (RSIG) is required
RSI can view a manager’s notes about the Occurrence by clicking on the Manager Review tab
Unauthorized users will be able to view the Manager Review tab in view-only mode, and will not be able to edit

Inspection Notification

Authorized users: Admin, assigned RSI

Add Railway and Railway Officer

Railway dropdown will display the following railways (if applicable) by default:
- Operator #1
- Operator #2
- Subdivision Owner
- Railways with similar names to operator #1, operator #2 and subdivision owner
User can select any Railway listed in the RSIG db
Railway Officers available for selection in the dropdown menu are determined by the Railway selection
Unauthorized users will be able to view the Inspection Notification tab in view-only mode, and will not be able to edit

Add CCs

Add CCs allows user to select a CC from all contacts associated with the Railway Officer
Extending this to include all contacts associated with the Railway, or other functionality, will be addressed in a future release

“Validate and Proceed to TSB Planned Location” button - Validation

“Info Received” Status	Can status pass validation?	Required Fields	Functionality
Pending	No	Info Received	“Validate and Proceed to Planned Location” button is disabled User must choose a status that can pass validation to proceed
No Receipt	Yes	Info Received	“Validate and Proceed to Planned Location” button is enabled When Inspection Notification is validated, TSB Planned Location tab is visible
Partial	No	User cannot validate with “Partial” status, but Info Received pop-up window requires user to enter the following: Received On Via Info Received	“Validate and Proceed to Planned Location” button is disabled User must choose a status that can pass validation to proceed
Insufficient	Yes	Received On Via Info Received RDIMS #	“Validate and Proceed to Planned Location” button is enabled When Inspection Notification is validated, TSB Planned Location tab is visible
Sufficient	Yes	Received On Via Info Received set to “Sufficient” RDIMS# Train # Speed Direction Method of Control On Duty Time Off Duty Time Minimum one locomotive Minimum one railway personnel	“Validate and Proceed to Planned Location” button is enabled When Inspection Notification is validated, TSB Planned Location tab is visible

On / Off Duty Time - Functionality

Data Sources

TSB Occurrence Date
TSB Occurrence Time
On Duty Time
Off Duty Time

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Error message for the following should be displayed when “Via” dropdown is set to “Partial” or “Sufficient”, and the “Validate and Proceed to Planned Location” is clicked:
- On Duty Time - date
- On Duty Time - time
- Off Duty Time - date
- Off Duty Time - time

Task Dashboard

Pending Review

“Pending Review” = All Occurrences that have not been reviewed by a manager

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Admin role will be given the default region NCR, so they can see TSB Occurrences with the status “Pending Review” across all regions.

Assigned to Me

“Assigned to Me” = Displays all TSB Occurrences with an Inspection Notification assigned to the logged-in user with the status “In Progress”. Occurrences remain assigned to the logged-in user until the Inspection Notification, TSB Planned Location, and OPS TSB Occurrence Inspection are complete.

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Region	TSB Occurrences
ATL, QUE, ONT, PNR, PAC & NCR	Occurrences assigned to the logged in user with the status “In Progress”

Assigned to My Region

“Assigned to My Region” = TSB Occurrence has an Inspection notification assigned to an RSI, and the Occurrence Follow-up status is “In Progress”.

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Admin role will be given the default region NCR, so they can see Occurrence Follow-ups with the status “In Progress” across all regions.

“Due / Past Due”

“Due / Past Due” = TSB Occurrence with a railway information request that is due on the current date or past due, based on the Original Due Date or Extended Due Date. Due date information is contained in the Inspection Notification.

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Region	TSB Occurrences
ATL	Occurrences in ATL region with a railway information request that is due on the current date or past due, and has the Occurrence Follow-up status “In Progress”
QUE	Occurrences in QUE region with a railway information request that is due on the current date or past due, and has the Occurrence Follow-up status “In Progress”
ONT	Occurrences in ONT region with a railway information request that is due on the current date or past due, and has the Occurrence Follow-up status “In Progress”
PNR	Occurrences in PNR with a railway information request that is due on the current date or past due, and has the Occurrence Follow-up status “In Progress”
PAC	Occurrences in PAC region with a railway information request that is due on the current date or past due, and has the Occurrence Follow-up status “In Progress”
NCR	Occurrences in all regions with a railway information request that is due on the current date or past due, and has the Occurrence Follow-up status “In Progress”

Search All Records

Filter	Standalone	Functionality
TSB Occurrence #	Yes	Does not work with any other filters. Standalone only.
Region	Yes	Approved for MVP: If Province filter is selected first, all regions will display in the dropdown menu As a result, if “Region” and “Province” filters do not have correct region and province combinations, “No Results Found” will be displayed in the task dashboard table after search is initiated Region filter works with Province, Railway, Occurrence Type, Accident / Incident Type, Status, and date range filters
Province	Yes	If Region filter is selected before the Province filter, the region selected in the filter will determine dropdown menu options available in the Province filter. Province filter works with Province, Railway, Occurrence Type, Accident / Incident Type, Status, and date range filters.
Railway	Yes	Region and Province filter selections do not affect the dropdown menu options available in the Railway filter. Railways across all regions are available at all times. Railway filter works with Region, Province, Occurrence Type, Accident / Incident Type, Status, and date range filters.
Occurrence Type	Yes	Occurrence Type filter selection does not affect any other filter dropdown menu options. Occurrence Type filter works with Region, Province, Railway, Accident / Incident Type, Status, and date range filters.
Accident / Incident Type	Yes	Accident / Incident Type filter selection does not affect any other filter dropdown menu options. Accident / Incident Type filter works with Region, Province, Railway, Occurrence Type, Status, and date range filters.
Status	Yes	Status filter selection does not affect any other filter dropdown menu options. Status filter works with Region, Province, Railway, Accident / Incident Type Occurrence Type, and date range filters.
Date Range	Yes	Date Range filters do not affect any other filter dropdown menu options. Date Range filter works with Region, Province, Railway, Accident / Incident Type Occurrence Type, and Status filters.

Audit History

The following audit history will be captured for the MVP:

Feature	Audit history
Manager Review	Manager Review Completed Assigned To {RSI name} Manager Review Re-opened
Inspection Notification	Notification Letter Sent Railway Officer Updated Extended Due Date Info Received {Options: No Receipt, Partial, Insufficient, Sufficient} Inspection Notification Completed
TSB Planned Location	Saved to RSIG with ID {number}

Statuses

Feature	Statuses	Description
Manager Review	Pending Review	Default status Manager has not completed the Manager Review
	In Progress	Manager has reopened the Manager Review, and is editing the manager questions
	Completed	Manager has completed the Manager Review, and both questions have been answered
Inspection Notification	Pending Review	Default status Inspection Notification letter has not been sent
	In Progress - Letter Sent	Inspection Notification letter has been sent
	In Progress - Letter Received	“Received On” date has a value
	Completed	Inspection Notification is validated, and TSB Planned Location tab is visible
	No Action Required	Both questions in the Manager Review tab are set to “No” Manager has deemed no further follow-up for the TSB Occurrence is necessary, and an RSI is not required to complete an Inspection Notification or TSB Occurrence Inspection
TSB Occurrence Inspection	Not Started	Default status TSB Occurrence Inspection is not started
	In Progress	TSB Planned Location is created, and the Planned Location ID is visible in the tab
	Completed	OPS TSB Occurrence Inspection is marked as complete in RSIG
	No Action Required	Manager has deemed no further follow-up for the TSB Occurrence is necessary, and an RSI is not required to complete a TSB Occurrence Inspection
Occurrence Follow-up	Pending Review	Default status Manager Review is not complete
	No Action Required	Both questions in the Manager Review tab are set to “No” Manager has deemed no further follow-up for the TSB Occurrence is necessary, and an RSI is not required to complete an Inspection Notification or TSB Occurrence Inspection
	In Progress	One or both questions in the Manager Review tab are set to “Yes”, and an RSI has been assigned to complete an Inspection Notification Occurrence Follow-up remains in progress until Inspection Notification, TSB Planned Inspection and OPS TSB Occurrence Inspection are complete
	Completed	OPS TSB Occurrence Inspection is marked as complete in RSIG
	Historical	TSB Occurrences with before X that do not require a Manager Review to be completed

TSB Planned Location

For fiscal year we are using TR245_CDM_FISCAL_YEAR where CURRENT_FISCAL_YEAR_IND = 1

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Versions Compared

Old Version 45

New Version 46

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