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This document will demonstrate how to create an General Liability incident record. The General Liability form is utilized as a company safeguard against 3rd party claims arising from damage or injury during their company visit or employee job duties. 

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Step-by-Step Instructions: 

(info) In order to create an incident record user must navigate to a

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locationImage Modifiedto 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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2. Check off the General Liability box for your Incident Type*

information (i) Near Miss and General Liability incidents cannot be combined with other incident types.

3. Complete the following sections:

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4. Click the Save button.

information (i)  (*) Indicates that it is required in order to Save.  (**) Indicates that it is required in order to generate notifications and complete section.



(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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