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Tip

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
#AccessingtheIncidentManagement

Reporting a New Incident:

  1. Select the location in the Navigator for which the incident will be reported under.

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  2. Click on the Modules icon. 
  3. Click on Incident Management menu item.
  4. Click on Report New Incident menu item.
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  5. Enter Incident Title/Site.
  6. Select the Incident Type.

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