Step-by-step guide
- Click on the Modules Icon.
- Click on the Incident Management Menu Item.
- Click on the Report New Incident Menu Item.
4. Fill in the Incident Details under Incident - Detail Report, screen. Selecting Incident type as General Liability.
5. 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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