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User Story
User Story #1 : As an EHS Head, I would like to report all injury and illnesses for recordkeeping purposes.
User Story #2 : The Incident Management module allows managers or As a EHS specialists I would want to manage the lifecycle of incidents. Incident reporting This involves a multi-step process where incident details are captured and then an investigation is performed. Once the reason of an occurred incident occurred is identified, corrective / preventative actions (CAPAs) are needs to be created to address problems so that similar incidents are not as likely to occur again in the future.
👥 What am I doing now ?
I would have to create new Incident by clicking on report new Incident in Incident management drop down tabrecord incidents on documents and then conduct investigations on them on standard documents or spreadsheets.
📖 App Capabilities
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Create a Incident
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Manage Incident Reports.
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Manage Action Items.
Conduct Investigation which includes identification of Contributing factors, 5 Whys, determining the root cause and recommending action plans.
Management Review of Action Plans
Submission of Claims directly to TPA
Evaluate progress of reported incidents with action items.
Set Alerts and Reminders for Action Items to make sure the deadlines are met.
🤩 Niche Features
Dashboard- Allows users to access summary data based on the incidents, case classification and hours recorded.
Metrics- The Metrics component gives the count of the number of incidents of all types based on different criteria.
Ability to generate OSHA Reports with few clicks.
🚶♂️ Walkthroughs:
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Reporting an Incident
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1. Currently the Investigation is Incomplete as its not started and Case Management and Investigate sections are Empty and We can also create Corrective Actions / action items in the same page. 2. Click on Incomplete to Start the Incident Investigation 3. Enter the Information in Fields and Once all required fields are filled, save it. 4. Click Next to procced to Investigation Step. 5. Click on New to Add Contributing factors and Root Cause Analysis. |
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Conducting Investigation Investigation in system is a multistep process.
Answering to Investigation questions This step is optional depending upon your system’s current configuration. As an investigator, you would have to answer few additional questions. You can do that by clicking on Investigation details section. This would open up the list of additional questions to be answered. Identifying Contributing Factors
2. Click on new to select the contributing factor(s) for the incident. 3. From the picklist, select one contributing factor. Identifying WHYs for selected Contributing Factor
2. Once the Contributing factor is selected and whys are added, click on the “Save” button. 3. Repeat the whole process, if you have more than one contributing factor. Choosing why Root Cause among WHYs and classifying root cause
Root Cause Analysis and Action Plan recommendation
Final Root Cause Statement & Lessons Learnt You can identify the final root cause and lessons learnt in below sections. This completes the whole investigation for an Incident. |