Skip to end of banner
Go to start of banner

Incident Management --DRAFT DO NOT SHARE

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 7 Next »


(blue star) 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

  1. Create a Incident

  2. Conduct Investigation which includes identification of Contributing factors, 5 Whys, determining the root cause and recommending action plans.

  3. Management Review of Action Plans

  4. Submission of Claims directly to TPA

  5. Evaluate progress of reported incidents with action items.

  6. Set Alerts and Reminders for Action Items to make sure the deadlines are met.

 

🤩 Niche Features

  1. Dashboard- Allows users to access summary data based on the incidents, case classification and hours recorded.

  2. Metrics- The Metrics component gives the count of the number of incidents of all types based on different criteria.

  3. Ability to generate OSHA Reports with few clicks.

 

🚶‍♂️ Walkthroughs:

 Basic Walkthrough

Reporting an Incident

  1. Once you are logged into the system, click on the Incident Management Icon, this will land you on to the Incident List screen.

  2. 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.

  3. This would open up the form, select the incident type and fill out the form.

  4. Make sure all the single asterisk & double asterisk fields are filled before saving the form.

  5. 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.


 Advanced Walkthrough

Conducting Investigation

Investigation in system is a multistep process.


 

🔩 Field Details and Configurability

  • No labels