Step-by-step guide
- Click on the "Modules" Icon.
- Click on the "Incident Management" Menu Item.
- Click on the "Report New Incident" Menu Item.
- Fill in the Incident Details under "Incident - Detail Report", screen. Selecting Incident type as "General Liability".
- Click on the "Save" Button.
This document will demonstrate how to create an General Liability incident record. The General Liability form is utilised 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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Reporting a General Liability Incident
Step-by-Step Instructions:
In order to create an incident record user must navigate to a locationto 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 Management Concern box for your Incident Type*
Near Miss and General Liability incidents cannot be combined with other incident types.
3. Complete the following sections:
a. General Details
b. Person Details
c. Location of Incident
d. Product Liability
e. Medical Information
f. Witness Information (Optional)
g. Report Information
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.
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