Page Comparison

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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 : As a EHS specialists I would want to manage the lifecycle of incidents. This involves a multi-step process where incident details are captured and then an investigation is performed. Once the reason of an occurred incident is identified, corrective / preventative actions (CAPAs) 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 record incidents on documents and then conduct investigations on them on standard documents or spreadsheets.

📖 App Capabilities

Create a Incident
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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title	Basic Walkthrough

Reporting an Incident

Once you are logged into the system, click on the Incident Management Icon, this will land you on to the Incident List screen.
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Click on the Report button to create a new incident, Incase you do see the button, please make sure you are at a Location in your navigator.
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This would open up the form, select the incident type and fill out the form.
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Make sure all the single asterisk & double asterisk fields are filled before saving the form.
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You will be now redirected to the Summary page, you can check if the initial form is completed by checking the status icon right next to Report label.
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title	Advanced Walkthrough

Conducting Investigation

Investigation in system is a multistep process.

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Answering to Investigation questions (Optional)
Identifying Contributing Factors
Identifying WHYs for selected Contributing Factor
Choosing Root Cause among WHYs and classifying root cause.
Root Cause Analysis and Action Plan recommendation.
Final Root Cause Statement
Lessons Learnt

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.

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This would open up the list of additional questions to be answered.

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Identifying Contributing Factors

Click on the contributing factors link to open up the option to select contributing factors

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2. Click on new to select the contributing factor(s) for the incident.

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3. From the picklist, select one contributing factor.

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Identifying WHYs for selected Contributing Factor

Once the contributing factor has been selected, you can identify the WHYs for them.

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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

Now that you have identified the Contributing factor and WHYs, you can choose a why root cause among the WHYs
This can be done by clicking on checkbox right next to WHY and click on Save button.
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Now we move on to Root Cause Analysis and Action Plan recommendation.

Root Cause Analysis and Action Plan recommendation

Open up the Root Cause Analysis section, this would show the selected contributing factor , WHYs and why root cause.
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Now select the Standard Root cause against each of the why root cause.
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Once the standard root cause is chosen, you can create Action Plans.
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This would create Action plans for Root causes.