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This document will demonstrate how to create an General Liability incident record. Any incident that involves the accident of any vehicle can be termed as an (i.e., Accident on the highway or in the parking lot using a company car, truck, or van).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: 

Reporting an Environmental Incident

(info) In order to create an incident record user must navigate to a

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locationImage Modifiedto 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 EnvironmentalManagement Concern box for your Incident Type*Image Removed

information (i) Near Miss and General Liability incidents cannot be combined with other incident types.

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3. Complete the following sections:

      a. General Details

      b. Employee / Individual  Person Details

      c. Environmental Incident Details Location of Incident 

      d. Damage Summary  Product Liability 

      e. Medical Information

      fWitness Information (Optional)

      g. Report Information

4. Click the Save button.

information (i)  (*) 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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Important Fields

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Section Name

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Question

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Description

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(lightbulb)Image Removed 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.


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

  • Substance Details

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

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(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. 

Step-by-step guide

  1. Click on the Modules Icon.
  2. Click on the Incident Management Menu Item.
  3. Click on the Report New Incident Menu Item.

 

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4. Fill in the Incident Details under Incident - Detail Report, screen. Selecting Incident type as General Liability.

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  • 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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