This document will demonstrate how to create an General Liability incident record. Any incident that involves the accident of any vehicle can be termed as an (i.e., Accident on the highway or in the parking lot using a company car, truck, or van).
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Step-by-Step Instructions:
Reporting an Environmental Incident
In order to create an incident record user must navigate to a site/location
to see the Report New Incident menu option.
Navigate to: Desired Location > Modules > Incident Management > Report New Incident Refer to: Reporting New Incident Overview
1. Type in Incident Title/Site*
2. Check off the Environmental box for your Incident Type*
3. Complete the following sections:
a. General Details
b. Employee / Individual Details
c. Environmental Incident Details
d. Damage Summary
e. Witness Information (Optional)
4. Click the Save button.
(*) Indicates that it is required in order to Save. (**) Indicates that it is required in order to generate notifications and complete section.
Important Fields
Section Name | Question | Description |
|---|---|---|
| Employee / Individual Details |
| Personnel Type* has the following options available:
Employee / Individual Involved* allows the user to search for any employee.
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| Environmental Incident Details |
| Allows the user to add any substances that were involved within the incident.
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 Next Step: |
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Step-by-step guide
- Click on the Modules Icon.
- Click on the Incident Management Menu Item.
- Click on the Report New Incident Menu Item.
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5. Click on the Save Button.
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