CONTENTS: • OPENING A NEW INCIDENT REPORT ON THE DESKTOP SITE • FILLING OUT REQUIRED INFORMATION • ADDING ADDITIONAL DETAILS • IF INITIAL REPORTING WAS DONE ON THE MOBILE APP
OVERVIEW:
New Incidents can be reported either on the Safety Indicators Mobile App or the Desktop Site. Either way, it’s important to get the information recorded as soon as possible, to capture details while they’re still fresh.
OPENING A NEW INCIDENT REPORT ON THE DESKTOP SITE
• Click Safety in the left menu,
• Click the large icon in the Safety Incidents card, to open the List View of current Incidents.
A At the upper left, click the down arrow next to All Projects (or All Worksites or All Departments, or whichever term your company uses). From the drop-down list, select the item where the incident occurred
B Click + Create New at top, to open a new Incident Report
FILLING OUT REQUIRED INFORMATION
By default, the initial Status of a newly-reported Incident is ‘Initiated’.
A In the Summary Title field of the Add Incident form, enter a brief description of the nature of the Incident
B In the Assignee field, click the down-arrow to select the person who will be handling the Incident.
By default, the name in this field is the person initially reporting the Incident.
C In the Classification field, click the down-arrow to select a classification from the available options
If an appropriate Classification is not found, a safety staffer can add one in Safety Incident Settings.
D Click the Green Save icon at the bottom to submit the Report
• If photos relevant to the Incident are available, click Attachments in the left menu of the Incident Details form. Then drag those image files from your computer screen to the box with the dotted lines
ADDING ADDITIONAL DETAILS
Items A, B and C above are the only required fields for the initial reporting; all other fields are optional for now. You can double-click the Incident in the Safety Incidents list to provide additional information as it becomes available. This includes:
• The Date and Time of the Incident;
• Other Stakeholders (who will then receive the report via email);
• Employee Information (if the injured person’s name doesn’t appear in the drop-down, simply type it in);
• Employer Information (if the person works for a contractor or temp agency);
• Incident Details (more specific info, especially if it can be used to help prevent future Incidents)
Note that if the issue was an equipment malfunction or vehicle accident, and no employee was injured, then nothing needs to be added in the Employee Information field.
IF INITIAL REPORTING WAS DONE ON THE MOBILE APP
An email will automatically be generated to alert the safety staff. They can then find the new item in the list of Incidents on the Desktop Site. Double-click it to open it, review it, add additional info, and assign someone to manage it.
The most recently reported incidents are typically found at the top of the list. If the Incident you need is not readily findable, you can use the Grouping and Filters functions to narrow down the list.