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The Incident Management module allows managers or EHS specialists to manage the lifecycle of incidents. Incident reporting involves a multi-step process where incident details are captured and then an investigation is performed.  Once the reason (s) an incident occurred is identified corrective / preventative actions (CAPAs) are created to address problems so that similar incidents are not as likely to occur again in the future.  

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On this Page:

Table of Contents

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Step-by-step Instructions:

Accessing the Incident Management 
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  1. Click on the Module icon.
  2. Click on the Incident Management menu item.
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    Incident Management Menu Options

    Dashboard Allows users to access summary data based on the incidents, case classification and hours recorded.

    Users can select from the following menu items for the Incident Management Module

    Report New Incident Allows users to create new incident reports
    Manage Incident ReportsList screen showing all of the incidents created for the location or level selected in the navigator.
    Case ManagementAllows users to identify the classification of case for injury/illnesses.  Injury/Illness incidents can be classified as First Aid, Other Recordable, Restricted Duty, Lost Time or Fatality.
    Manage Action Items List screen shows all of the action items created for the location or level selected in the navigator.
    Management ReviewAllows management to review and sign-off on the investigation and action item plans for an incident.
    Manage Claims List screen shows all of the workers’ compensation records.  Workers’ Compensation is only used in the United States.
    OSHA 300 / Sharps InjuryLog of Work-Related Injuries and Illnesses and Sharps Injury
    OSHA 300A

    All incidents which have been identified as a work related reportable incident for employees or supervised contract employees will automatically appear on the OSHA 300A summary report.  

    OSHA 301

    The OSHA 301 Review tab allows users to review and edit the information displayed on the OSHA 301 log.

    RIDDOR FormsList screen shows all the Riddor records from where user can navigate to the respective Riddor form based on the Riddor Classification provided while reporting an incident.
    Metrics The Metrics component gives the count of the number of incidents of all types based on different criteria.SearchLegacy DashboardDashboard ManagerAdvanced Reports

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titleIncident Types Definitions

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Actual injury or illness of any personnel (employee, supervised contractor, unsupervised contractor or visitor) is a case of Injury illness.

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Any Incident which results in damages to the internal or external environment of the company can be termed as an environmental incident. (i.e., Damage consists of damage to “Air” “Water” or “Soil”.

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Any incident that involves the accident of any vehicle (i.e., Accident on the highway or in the parking lot using a company car, truck, or van).

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Any damage or destruction caused to public or private property either by a person who is not its owner or by natural phenomena. (i.e. wall collapsed, leaking roof or broken window).

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titleIncident Management Module Sections

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