Reporting a New Incident

User Prerequisites and Tips

In order to create an incident record the user must:
√ Have Scope to the location creating an incident record for.
√ Must have a Accident/Incident Management Role with proper permissions to complete incident.
√ User must navigate to a site/location to see the Report New Incident menu option.

Users may or may not be required to complete certain sections while reporting an incident based on business setup.
Fields marked with one asterisk (*) are mandatory and must be filled out in order to save the record.
Fields mark with two asterisks (**) are mandatory and must be filled out in order for the incident to be considered complete for notifications to generate.

Reporting a New Incident:

Select the location in the Navigator for which the incident will be reported under.
Click on the Modules icon.
Click on Incident Management menu item.
Click on Report New Incident menu item.

Enter Incident Title/Site.
Select the Incident Type.

Next Step

Once the user selects the type of Incident, the Incident details screen updates with questions based on the selected Incident Type(s).

Available Incident Types

Incident Types	Definitions	How to
Near Miss	In this case the incident did not happen but had the potential of happening.	Reporting a Near Miss Incident
Injury/Illness	Actual injury or illness of any personnel (employee, supervised contractor, unsupervised contractor or visitor) is a case of Injury illness.	Reporting a Injury/Illness Incident
Environmental	Any Incident which results in damages to the internal or external environment of the company can be termed as an environmental incident. (i.e., Damage consists of damage to “Air” “Water” or “Soil”.	Create Environmental Incident
Vehicle	Any incident that involves the accident of any vehicle (i.e., Accident on the highway or in the parking lot using a company car, truck, or van).	Create Vehicle Accident Incident
Property Damage	Any damage or destruction caused to public or private property either by a person who is not its owner or by natural phenomena. (i.e. wall collapsed, leaking roof or broken window).	Create Property Damage Incident
General Liability	A company safeguard against 3^rd party claims arising from damage or injury during their company visit or employee job duties. (i.e., loss of company property resulting from theft, accident etc.)	Create General Liability Incident
Combined	Incident in which two or more of the following has occurred and need to be reported: Injury/Illness, Environmental, Property Damage or Vehicle. NOTE: Near Miss and General Liability incidents cannot be combined with other incident types.	Create Combined Incident

Incident Components

The incident components available for each incident type are shown in the table below.

	Near Miss	Injury/ Illness	Vehicle	Environmental	Property Damage	General Liability
Incident Details	X	X	X	X	X	X
Investigate	X	X	X	X	X	X
Case Management		X
Claims		X
Reportability & Chargeability		X	X
Communication Log		X	X		X	X
Legal Notice		X	X		X	X
Cost			X	X	X	X
Action Items	X	X	X	X	X	X
Management Review	X	X	X	X	X	X
Attachments	X	X	X	X	X	X

Reporting a New Incident

User Prerequisites and Tips

Reporting a New Incident:

Available Incident Types

Incident Components

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