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
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?
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.
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 |
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| Incident Details |  Image Removed  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 | General
Employee / Individual Details Image Removed
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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. |  Image Removed
Image Removed If Yes is selected the following questions are added:
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| 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 / 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.
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- 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.
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 Next Step: |
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- 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.
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In 22.2 the end user will have the ability to filter body part look-up value using the body parts diagram in the pick list.On clicking, the body part lookup values will be filtered to the respective body part groups selected on the body part diagram.
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Email Incident Summary report will be available Once user saves the incident.
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System admin would like the users to provide a reason for classifying a Case as Non-Work-Related. - The field is available now in reporting screen.
- A custom setting is available to
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- 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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- CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.
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Related articles
| Filter by label (Content by label) |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ( "creating" , "incident" , "near" , "miss" ) and type = "page" and space = "KB" |
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| labels | creating near miss incident |
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to see the Report New Incident menu option.