CONTENTS: • GETTING STARTED • REPORT FOR A SPECIFIC INCIDENT • EXTENDED REPORT FOR A SPECIFIC INCIDENT • SAFETY INCIDENT SUMMARY REPORTS • OSHA REPORTS 300 & 300A • FILTERING REPORT DATA • PRINTING AND EXPORTING REPORTS
OVERVIEW:
Reports for a specific Incident, Incident summary Reports, and the OSHA Reports covered here are the most commonly used Incident Report types, but there are others. The reports you have Permissions to run will be available in the Reports drop-down at the top of the Safety Incidents List View.
Reports can also be set up to be automatically generated on a scheduled basis, and sent to people in a particular Permissions Group.
Note that we use the term ‘Project’ here, but your company may use a different term, such as Worksite or Department.
GETTING STARTED
• Click Safety in the left menu, then click the large icon at the left of the Safety Incidents card
STANDARD REPORT FOR A SPECIFIC INCIDENT
STEP 1
A In the List View of current Incidents, click once on the item you’re interested in
Use the Filters or Search box if needed to find a certain Incident.
B Click Reports at the top, then select Standard Incident Report Form
Note that only the Report types you have permission for will appear in this list.
STEP 2
A At the top, click Run Report
After a few moments, the Report will appear.
EXTENDED REPORT FOR A SPECIFIC INCIDENT
STEP 1
A In the List View of current Incidents, click once on the item you’re interested in
Use the Filters or Search box if needed to find a certain Incident.
B Click Reports at the top, then select Extended Incident Report Form
Note that only Report types you have permission for will appear in this list.
STEP 2
A At the top, click Run Report
After a few moments, the Report will appear.
SAFETY INCIDENT SUMMARY REPORTS
STEP 1
A In the List View of current Incidents, click Reports at the top, then select Safety Incident Register (for a single Project) OR Safety Incident Register – All Projects (company wide)
STEP 2
A IF you selected Safety Incident Register, click the down-arrow to select the appropriate Project
B At the top, click Run Report
After a few moments, the Report will appear.
OSHA REPORTS 300 & 300A
You can choose Log or Summary reports that include either company-wide data, or data just for one specific Project.
STEP 1
A In the List View of current Incidents, click Reports at the top, then select one of the following options:
OSHA 300 – Log of Work-Related Injuries and Illnesses
OSHA 300 – Log of Work-Related Injuries and Illnesses by Project
OSHA 300A – Summary of Work-Related Injuries and Illnesses
OSHA 300A – Summary of Work-Related Injuries and Illnesses by Project
Note that only Report types you have permission for will appear in this list.
STEP 2
A A At the top, click Run Report
After a few moments, the Report will appear.
FILTERING REPORT DATA
After the Report appears, a number of different filtering parameters are available at the top, if you would like to include only a subset of Incidents in the Report.
• To use a Filter, uncheck None next to the field, then type in the appropriate information into that field. To specify a Start and End date range, click the Calendar icons. For other types of filters, make a selection among the choices shown.
Note that each type of Report has different Filter options.
• Click Apply Filters on the right, to generate a Filtered Report that only includes Incidents that conform to your parameters
PRINTING & EXPORTING REPORTS
See Screenshot Above
• To Print the Report, click the Printer icon in the toolbar above it
• To Export the Report, click Export to The Selected Format, then choose your preferred file format. Then click Export, and the file will download to your computer