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OIT to SMS Migration

While OSHA Incident Tracker functions in a similar fashion to Safety Management Suite, there are some slight differences; not only with the interface changes of the view, but also of required fields. This document is meant to help see and understand those differences. The various areas covered here are:

 

 

 

Company Locations  

Address and City are not required fields in Safety Management Suite; they were not required in OSHA Incident Tracker.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation bar, select Company Data > Locations

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Form 300A Calculations/Employment Data

Form 300A Calculations is located in the Employment Data section of Incidents in Safety Management Suite.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation bar, Incidents > Employment Data

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Calendar Entries Overview

Safety Management Suite doesn't have a calendar view like OSHA Incident Tracker does, but it does offer a robust Tasks feature, which allows for due dates to be set on tasks, just as in OSHA Incident Tracker. In addition, Corrective Actions and Tasks can be created from an Incident Record.

Note: Any Calendar Entries in OSHA Incident Tracker which have already reached their due date (entry date + reminder days) will not be migrated to Safety Management Suite.  Only Calendar Entries in a future date or Entries that haven't reached their due date will be migrated.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation bar, Tasks

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Incident Records

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation bar, Incidents > Incident Recordkeeping

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Additional Notes within the Advanced Incident/FROI Tracking

All Notes from OSHA Incident Tracker are imported into Safety Management Suite as a single, concatenated field with a 500-character limit. Additionally, the Specific Note Title in OSHA Incident Tracker will be transferred into the actual Note Field in Safety Management Suite.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Recordable Injury or Illness Details > Notes

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Insurance Status

Insurance Status details will be imported into the Notes section of the Incident Record and will be called whatever the Subject was in OSHA Incident Tracker. In this case, the Subject in OSHA Incident Tracker was Insurance Status and has been set as the title of the note in Safety Management Suite.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Recordable Injury or Illness Details > Notes

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Legal Status

Legal Status details will be imported into the Notes section of the Incident Record and will be called whatever the Subject was in OSHA Incident Tracker. In this case, the Subject in OSHA Incident Tracker was Legal Status and has been set as the title of the note in Safety Management Suite.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Recordable Injury or Illness Details > Notes

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Medical Status

Medical Status details will be imported into the Notes section of the Incident Record and will be called whatever the Subject was in OSHA Incident Tracker. In this case, the Subject in OSHA Incident Tracker was Medical_Medical_Medical_... and has been set as the title of the note in Safety Management Suite.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Recordable Injury or Illness Details > Notes

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Other Note

Other Notes details will be imported into the Notes section of the Incident Record and will be called whatever the Subject was in OSHA Incident Tracker. In this case, the Subject in OSHA Incident Tracker was Other_Other_Other... and has been set as the title of the note in Safety Management Suite.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Recordable Injury or Illness Details > Notes

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Return to Work Note

Return to Work Note details will be imported into the Notes section of the Incident Record and will be called whatever the Subject was in OSHA Incident Tracker. In this case, the Subject in OSHA Incident Tracker was RTW_1_RTW_1... and has been set as the title of the note in Safety Management Suite

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Recordable Injury or Illness Details > Notes

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Documentation/Files

The full text of the documentation imported from OSHA Incident Tracker into Safety Management will be available once the Safety Management Suite user downloads the file.

 

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Incident > Incident Recordkeeping > Click Case Number ID > Investigation > The first section contains the attachments

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Calendar Entries/Task

Note: Any Calendar Entries in OSHA Incident Tracker which have already reached their due date (entry date + reminder days) will not be migrated to Safety Management Suite.  Only Calendar Entries in a future date or Entries that haven't reached their due date will be migrated.

 

OSHA Incident Tracker

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Safety Management Suite

Location: left navigation, Incidents > Incident Recordkeeping > Click Case Number ID > Scroll Down and Expand "Corrective Actions and Tasks"

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Return to Work Program and Policies

OSHA Incident Tracker

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Safety Management Suite

Location: Left navigation, Plans & Policies > Select Policies at the top to filter

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