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This document will demonstrate how to create an environmental incident record. Any Incident which results in damages to the internal or external environment of the company can be termed as an environmental incident.

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Reporting an Environmental Incident

Step-by-Step Instructions:  

Reporting an Environmental Incident

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

Navigate to: Desired Location  > Modules > Incident Management > Report New Incident  Refer to: Reporting New Incident Overview 

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4. Click the Save button.

information (i)

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 All fields with red asterisks (*) indicate they are required to be completed in order to save the record. A double red asterisk  (**) indicates it is required for notifications to generate.

Important Fields

Section Name

Question

Description

General Details

(lightbulb) If Yes is selected the following questions are added:

Immediate Countermeasure / Corrective Action* - This section is used to document details of any completed corrective action taken during the time reporting incident.
Employee / Individual Details

(lightbulb) If Yes is selected the following questions are added:

Personnel Type* has the following options available:

  • Employee

  • Supervised Contract Employee

  • Unsupervised Contract Employee

  • Visitor

Employee / Individual Involved* allows the user to search for any employee.

  • The search box will bring up only employees based on location selected.
  • The picklist button will search for employees at other locations.

Environmental Incident Details

(lightbulb) If Yes is selected the following section is added:

    • Substance Details

Allows the user to add any substances that were involved within the incident.

information (i) All mandatory fields within the Incident Detail Report must be saved
and completed
first before you can add any substance details to an environmentalincident.
(ex
: * and

*) or (**)


(tick) Next Step:
  • After saving and completing the Incident Detail Report the Incident Summary screen will be displayed. 
  • Users can then access the other components from the incident detail summary screen. 

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