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This document will demonstrate how to create an environmental incident record. Any Incident which results in damages to the internal or external environment of the company can be termed as an environmental incident.


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Reporting an Environmental Incident

Step-by-Step Instructions:  

(info) In order to create an incident record

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user must navigate to a site/locationImage Addedto see the Report New Incident menu option.

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Navigate to: Modules> Incident Management> Report New Incident

  1. Type in the Incident Title/Site*
  2. Check off Environmental as your Incident Type*

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Completing General Details 

  1.  Complete all mandatory fields and click Save button.

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Completing Employee/Individual Details 

  1. Type in the Incident Title/Site*
  2. Check off Environmental as your Incident Type*

Completing Environmental Incident Details 

Completing Substance Details 

Completing Damage Summary  

Witness Information 

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  • Users may or may not be required to complete certain sections while reporting an incident based on rules.
  • Fields marked with one asterisk (*) are mandatory and must be filled out in order to save the record.
  • Fields mark with two asterisks (**) are mandatory and must be filled out in order for the incident to be considered complete for notifications to generate.

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 Environmental box for your Incident Type*

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3. Complete the following sections:

      a. General Details

      b. Employee / Individual Details

      c. Environmental Incident Details 

      d. Damage Summary 

      e. Witness Information (Optional)

4. Click the Save button.

information (i) 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

Employee / Individual Details

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(lightbulb)Image Added 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.

Environmental Incident Details

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(lightbulb)Image Added If Yes is selected the following section is added:

    • Substance Details

Allows the user to add any substances that were involved within the incident.

information (i) All mandatory fields within the Incident Detail Report must be saved first before you can add any substance details to an environmentalincident.

*) or (**)


(tick) 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. 


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titleNote

Email Incident Summary report will be available Once user saves the incident.

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Info
title18.3 Update
  • For mandatory fields in the particular detail page, Click on the Image Added 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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title18.3 Update
  • CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.

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