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This document will illustrate how to create a new incident report.

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demonstrate how to create an incident record and identify the type of incident being created by checking off the appropriate incident type(s) after selecting the Report New Incident menu item.


On this Page:

Table of Contents
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Info
  • In order to create an incident record navigate to a site/location to see the Report New Incident menu option.
  • All fields marked with the red asterisk(s) (*) are mandatory and must be completed in order to save the record.
  • Fields with two asterisks (**) must be completed for the notifications to generate.


Step-by-Step Instructions: 

Where to Report a New Incident
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#Reportnew
#Reportnew

  1. Select the location

    or level

    Image Addedin the Navigator.


    (info) In order to create an incident record the user must navigate to a site/location to see the Report New Incident menu option.


  2. Click on the Modules icon.
  3. Click on the Incident Management menu item.
  4. 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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Available Incident Types 

Incident TypeDescriptionHow 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.

Creating a New Incident Record
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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

Components within an Incident 

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