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This document will demonstrate how to create an Near Miss injury/illness incident record. Near Miss is any event  the incident did not happen but had the potential of happening, which should be reported as a near miss incidentA 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.

Step-by-Step Instructions

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 In order to create an incident record user must navigate to a site/locationImage Modifiedto see the Report New Incident menu option.

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Navigate to:

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 Desired Location  > Modules > Incident Management > Report New

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Incident  Refer to: Reporting New Incident Overview Image Removed

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1. Type in Incident Title/Site*

2. Check off the 

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Injury/Illness box for your Incident Type*

 Near Miss and General Liability incident types are stand-alone incident types and cannot be combined with other incident types.

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 Complete all mandatory questions marked with the red asterisk(s) (* and **) 

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5. Image Removed (Optional)

6. Click the Save button.

Image Removed3. Select the the YES or NO button for question: Were multiple people injured as part of this incident?  

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

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4. Complete the following sections:

      a. General Details

      b. Employee/Individual Details

      c. Injury/Illness Summary

      d. Case Severity

      e. Witness Information (Optional)

5. Click the Save button.

 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	Image Added Image Added 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. 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
Employee / Individual Details

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If Yes is selected the following questions are added:

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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. Once the user saved the Incident and again if other user wants to update that field "Would you like to Submit a Workers Compensation Claim?" Then. Image Added The User who created the incident or users having Worker’s Compensation Reporting Permissions can able to update this field "Would you like to Submit a Workers Compensation Claim?". If the Users with the Worker’s Compensation Reporting Permission and doesn't create the incident can update a response from “Yes” to “No” in "Would you like to Submit a Workers Compensation Claim?" field , but they are unable to update a response from “No” to “Yes” if detail report has been completed. If a user with the Worker’s Compensation Reporting Permission wants to update the response in "Would you like to Submit a Workers Compensation Claim?" for an incident and the user does not create and the detail report is complete, then the user will have to do from the Manage Claims List/ Claims Screen.

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.  Refer to: Near Miss Detail Summary

Filter by label (Content by label)
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