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User Story #1 : As an EHS Head, I would like to report all injury and illnesses for recordkeeping purposes.

User Story #2 : The Incident Management module allows managers or As a EHS specialists I would want to manage the lifecycle of incidents. Incident reporting This involves a multi-step process where incident details are captured and then an investigation is performed.  Once the reason of an occurred incident occurred is identified, corrective / preventative actions (CAPAs) are needs to be created to address problems so that similar incidents are not as likely to occur again in the future.  

👥 What am I doing now ?

I would have to create new Incident by clicking on report new Incident in Incident management drop down tabrecord incidents on documents and then conduct investigations on them on standard documents or spreadsheets.

📖 App Capabilities

  1. Create a Incident

  2. Manage Incident Reports.

  3. Manage Action Items.

  4. Management Review, Manage Claims.Conduct Investigation which includes identification of Contributing factors, 5 Whys, determining the root cause and recommending action plans.

  5. Management Review of Action Plans

  6. Submission of Claims directly to TPA

  7. Evaluate progress of reported incidents with action items.

  8. Set Alerts and Reminders for Action Items to make sure the deadlines are met.

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  1. Dashboard- Allows users to access summary data based on the incidents, case classification and hours recorded.

  2. Metrics- The Metrics component gives the count of the number of incidents of all types based on different criteria.

  3. Ability to generate OSHA Reports with few clicks.

 

🚶‍♂️ Walkthroughs:

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titleBasic Walkthrough

Reporting an Incident

  1. Once you are

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titleAdvanced Walkthrough
  1. Once you are homepage, you can click on the “Incident Management” module shortcut.

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  4. Type in the Incident Title/Site IMS* and Check off the desired Incident Type

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  5. Once the Incident Type is selected, the Incident Details section will update with questions based on the Incident Type(s).

  6. Select the the YES or NO button for question: Were multiple people injured as part of this incident?

  7. Enter the Information in Fields and Once all required fields are filled, save it.

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1. Currently the Investigation is Incomplete as its not started and Case Management and Investigate sections are Empty and We can also create Corrective Actions / action items in the same page.

2. Click on Incomplete to Start the Incident Investigation

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3. Enter the Information in Fields and Once all required fields are filled, save it.

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4. Click Next to procced to Investigation Step.

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5. Click on New to Add Contributing factors and Root Cause Analysis.

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6. Select Contributing Factors from the Pick List Once all required fields are filled, Select it.

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7. Select 5 Why’s and can also add more reasons to contributing factors.

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8. Select the Root Cause by doing Root Cause Analysis for the Incident to determine basic root cause Once all required fields are filled, save it..

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9. Click on New to Add Action Items

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10. Fill the required Action Items for for Corrective, Preventative and Containment Action. Once all required fields are filled, Save it. This is will save the Action Item and Notify the Action Item Owner.

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11. Investigation is now Saved and Complete and Lessons Learned Statement can be inserted in Tab Below.

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12. Next Select Case Management and fill the required fields and Incident Investigation is complete.

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  1. logged into the system, click on the Incident Management Icon, this will land you on to the Incident List screen.

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    Click on the Report button to create a new incident, Incase you do see the button, please make sure you are at a Location in your navigator.

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  3. This would open up the form, select the incident type and fill out the form.

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    Make sure all the single asterisk & double asterisk fields are filled before saving the form.

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  5. You will be now redirected to the Summary page, you can check if the initial form is completed by checking the status icon right next to Report label.

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Expand
titleAdvanced Walkthrough

Conducting Investigation

Investigation in system is a multistep process.


 

🔩 Field Details and Configurability