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Vanessa Jereda (Unlicensed)

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User Prerequisites and Tips

  • In order to create an incident record the user must:
    √ Have Scope to the location creating an incident record for.
    √ Must have a Accident/Incident Management Role with proper permissions to complete incident.
    √ User must navigate to a site/location to see the Report New Incident menu option.
  • Users may or may not be required to complete certain sections while reporting an incident based on business setup.
  • Fields marked with one asterisk (*) are mandatory and must be filled out in order to save the record.
  • Fields mark with two asterisks (**) are mandatory and must be filled out in order for the incident to be considered complete for notifications to generate.

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#AccessingtheIncidentManagement

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Reporting a New Incident

  1. Click on Modules icon.
  2. Click on Incident Management menu item.
  3. Click on Report New Incident menu item.



  4. Enter Incident Title/Site.
  5. Select the Incident Type.

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Tip
titleNext Step

Once the user selects the type of Incident, the Incident details screen updates with questions based on the selected Incident Type(s).


Incident Type Definitions

Incident TypesDefinitionsHow to
Near MissIn this case the incident did not happen but had the potential of happening.Reporting a Near Miss Incident
Injury/Illness

Actual injury or illness of any personnel (employee, supervised contractor, unsupervised contractor or visitor) is a case of Injury illness.

Reporting a Injury/Illness Incident
Environmental

Any Incident which results in damages to the internal or external environment of the company can be termed as an environmental incident. (i.e., Damage consists of damage to “Air” “Water” or “Soil”.

Create Environmental Incident
 Vehicle

Any incident that involves the accident of any vehicle (i.e., Accident on the highway or in the parking lot using a company car, truck, or van).

Create Vehicle Accident Incident
Property Damage 

Any damage or destruction caused to public or private property either by a person who is not its owner or by natural phenomena. (i.e. wall collapsed, leaking roof or broken window).

Create Property Damage Incident
General LiabilityA company safeguard against 3rd party claims arising from damage or injury during their company visit or employee job duties. (i.e., loss of company property resulting from theft, accident etc.)Create General Liability Incident
Combined

Incident in which two or more of the following has occurred and need to be reported:  Injury/Illness, Environmental, Property Damage or Vehicle.

NOTE: Near Miss and General Liability incidents cannot be combined with other incident types.

Create Combined Incident


Available Components

...

by Incident Type 

The incident components available for each incident type are shown in the table below.


Near MissInjury/ IllnessVehicleEnvironmentalProperty DamageGeneral Liability
Incident DetailsXXXXXX
InvestigateXXXXXX
Case Management
X



Claims
X



Reportability & Chargeability
XX


Communication Log
XX
XX
Legal Notice
XX
XX
Cost

XXXX
Action ItemsXXXXXX
Management ReviewXXXXXX
AttachmentsXXXXXX


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