Reporting a General Liability Incident

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).

On this page:

Step-by-Step Instructions:

Reporting an Environmental Incident

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 Environmental box for your Incident Type*

3. Complete the following sections:

a. General Details

b. Employee / Individual Details

c. Environmental Incident Details

d. Damage Summary

e. Witness Information (Optional)

4. Click the Save button.

() Indicates that it is required in order to Save.* *(**) Indicates that it is required in order to generate notifications and complete section.*

Important Fields

Section Name

Question

Description

Employee / Individual Details

(lightbulb) 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.

Environmental Incident Details

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

Substance Details

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

All mandatory fields within the Incident Detail Report must be saved and completed first before you can add any substances to an incident. (ex: * and **)

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

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

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

5. Click on the Save Button.