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This document will demonstrate how to create an injury/illness incident record. A Injury/Illness is any event which results in actual injury or illness of any personnel (employee, supervised contractor, unsupervised contractor or visitor) is a case of injury/illness.

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Step-by-Step Instructions  

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

1. Type in Incident Title/Site*

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3. Select the the YES or NO button for question: Were multiple people injured as part of this incident?  

(info) Allows the user to add any additional injured people that were involved within the incident

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4. Complete the following sections:

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5. Click the Save button.

information (i) 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.
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Important Fields

Section Name

Question

Description

Incident Details

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

  • Additional Injury/Illness

Allows the user to add any additional injured people that were involved within the incident.

information (i) All mandatory fields within the Incident Detail Report must be saved first before you can add any additional injured people to an incident. Refer to: Reporting Additional Injured People
General Details

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

  • Employer Information
  • Injury Information
  • Medical Information
  • Additional Comments And Information
  • Report Prepared by
  • Attachments
  • Save & Submit Injury/Illness button
The following added sections will assist in submitting the Worker’s Compensation Claim.

(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 reporting incident.

Employee / Individual Details


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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.

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Info
titleNote

Email Incident Summary report will be available Once user saves the incident.
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Info
title18.3 Update
  • For mandatory fields in the particular detail page, Click on the  icon near Incident - Detail Report
  • All the Mandatory fields are appeared.
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  • Allows to save an Incident with Minimal information
  • Incident status will remain as Draft until all mandatory fields are filled.
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Info
title18.3 Update
  • CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.
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