This document will demonstrate how to create an incident record, definitions of the available incident types and the components for each incident type.
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- Select the location
in the Navigator.
In order to create an incident record the user must navigate to a site/location to see the Report New Incident menu option.
- Click on the Modules icon.
- Click on the Incident Management menu item.
- Click on the Report New Incident menu item.
5.Type in the Incident Title/Site*
6.Check off the desired Incident Type*
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Once the Incident Type is selected, the Incident Details section will update with questions based on the Incident Type(s). |
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| Incident Components | Description | Near Miss | Injury/ Illness | Vehicle | Environmental | Property Damage | General Liability |
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| Incident Details | The Incident Details screen is the first screen that contains general information (i.e. – Who, What, When, and Where) about an incident. Once completed the additional components for an incident become available for editing. | X | X | X | X | X | X |
| Investigate | Each incident type allows you to conduct an investigation of the incident that took place. There are four (4) sections included within the investigation:
| X | X | X | X | X | X |
| Case Management | Case Management allows users to manage the classification of an injury/illness incident. | X | |||||
| Claims | The Claim Section allows users to submit a claim to their Third Party Administrator (TPA) directly from our system. | X | X | X | X | ||
| Reportability & Chargeability | X | ||||||
| Communication Log | The Communication Log allows users to track information communicated to non-company individuals, outside agencies, the media etc. | X | X | X | X | ||
| Legal Notice | The Legal Notice allows users to record information for legal actions, such as notice date, plaintiff name, plaintiff council, company council, etc. | X | X | X | X | ||
| Cost | The Cost Section allows users to track estimated and actual costs. *Workers’ Compensation is not captured in this section, because Workers’ Compensation costs are captured in the Claims section. | X | X | X | X | ||
| Action Items | Action Items allow users the ability to manage Corrective and Preventative actions that have been created due to an incident involving an employee or an incident that occurred at the facility. | X | X | X | X | X | X |
| Management Review | A supervisor or manager can review completed Corrective and or Preventative Actions Verify if the action items will be sufficient or if new action items are needed. | X | X | X | X | X | X |
| Attachments | Once an incident has been saved within the system, users have the ability to upload attachments. | X | X | X | X | X | X |
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Wage fields should accept decimal values in Incident reporting screen and Claims screen
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