This document will illustrates how to create a new incident report.
| Tip |
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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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Creating a New Incident Record
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Reporting a New Incident:
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- Select the location in the Navigator for which the incident will be reported under.
Image Modified - Click on the Modules icon.
Click
on Report New Incident
menu item.
Click
on Incident Management menu item.
Image Modified
- Enter Incident Title/Site.
- Select the Incident Type.
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| Near Miss | Injury/ Illness | Vehicle | Environmental | Property Damage | General Liability |
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| Incident Details | X | X | X | X | X | X |
| Investigate | X | X | X | X | X | X |
| Case Management |
| X |
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| Claims |
| X |
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| Reportability & Chargeability |
| X | X |
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| Communication Log |
| X | X |
| X | X |
| Legal Notice |
| X | X |
| X | X |
| Cost |
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| X | X | X | X |
| Action Items | X | X | X | X | X | X |
| Management Review | X | X | X | X | X | X |
| Attachments | X | X | X | X | X | X |
Related articles
| Filter by label (Content by label) |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ("record","new","creating","incident") and type = "page" and space = "KB" |
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| labels | creating new Incident record |
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| Anchor |
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| Accessing the Incident Management: |
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| Accessing the Incident Management: |
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