Reporting an Injury/Illness Incident

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.

On this page:

Step-by-Step Instructions

In order to create an incident record user must navigate to a site/locationto 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 Injury/Illness box for your Incident Type*

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

4. Complete the following sections:

a. General Details

b. Employee/Individual Details

c. Injury/Illness Summary

d. Case Severity

e. Witness Information (Optional)

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.*

Important Fields

Section Name

Question

Description

Incident Details

(lightbulb) 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

Employee / Individual Details

If Yes is selected the following questions are added:

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.

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.

Note

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

18.3 Update

For mandatory fields in the particular detail page, Click on the icon near Incident - Detail Report.
All the Mandatory fields are appeared.
Allows to save an Incident with Minimal information
Incident status will remain as Draft until all mandatory fields are filled.