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Incident Management --DRAFT DO NOT SHARE

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(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 : The Incident Management module allows managers or EHS specialists to manage the lifecycle of incidents. Incident reporting involves a multi-step process where incident details are captured and then an investigation is performed.  Once the reason an incident occurred is identified corrective / preventative actions (CAPAs) are 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 create new Incident by clicking on report new Incident in Incident management drop down tab.

📖 App Capabilities

  1. Create a Incident

  2. Manage Incident Reports.

  3. Manage Action Items.

  4. Management Review, Manage Claims.

  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.

 

🚶‍♂️ Walkthroughs:

 Basic Walkthrough

  1. Once you are homepage, you can click on the “Incident Management” module shortcut.


 Advanced Walkthrough
  1. Once you are homepage, you can click on the “Incident Management” module shortcut.

  2. Type in the Incident Title/Site IMS* and Check off the desired Incident Type

  3. Once the Incident Type is selected, the Incident Details section will update with questions based on the Incident Type(s).

  4. Select the the YES or NO button for question: Were multiple people injured as part of this incident?

  5. Enter the Information in Fields and Once all required fields are filled, save it.

1. Currently the Investigation is Incomplete as its not started and Case Management and Investigate sections are Empty and We can also create Corrective Actions / action items in the same page.

2. Click on Incomplete to Start the Incident Investigation

3. Enter the Information in Fields and Once all required fields are filled, save it.

4. Click Next to procced to Investigation Step.

5. Click on New to Add Contributing factors and Root Cause Analysis.


 

🔩 Field Details and Configurability

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