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Reporting an Injury/Illness Incident

Reporting an Injury/Illness Incident

Owned by Vanessa Jereda (Unlicensed)
Last updated: Aug 21, 2022 by Samita Pati

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  

(info) 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?  

(info) 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.

information (i) 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.

information (i) 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.


Once the user saved the Incident and again if other user wants to update that field "Would you like to Submit a Workers Compensation Claim?" Then.



  • The User who created the incident or users having Worker’s Compensation Reporting Permissions can able to update this field "Would you like to Submit a Workers Compensation Claim?".
  • If the Users with the Worker’s Compensation Reporting Permission and doesn't create the incident can update a response from “Yes” to “No” in "Would you like to Submit a Workers Compensation Claim?" field , but they are unable to update a response from “No” to “Yes” if detail report has been completed.

  • If a user with the Worker’s Compensation Reporting Permission wants to update the response in "Would you like to Submit a Workers Compensation Claim?" for an incident and the user does not create and the detail report is complete, then the user will have to do from the Manage Claims List/ Claims Screen.


(tick) 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. 

22.2 Update

In 22.2 the end user will have the ability to filter body part look-up value using the body parts diagram in the pick list.On clicking, the body part lookup values will be filtered to the respective body part groups selected on the body part diagram.

Note

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


21.3 Update

System admin would like the users to provide a reason for classifying a Case as Non-Work-Related.

  • The field is available now in reporting screen.
  • A custom setting is available to
  • make the field "Describe the reason for the Non-Work Related classification" mandatory.




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.




18.3 Update

  • CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.




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