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Table of Contents

Insert description / overview here
Info

The Incident Reporting module allows you to manage the reporting and investigation of incidents that occur in your workplace.

Click any image for a larger version.

 

Introduction

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The Incident Reporting module has 2 main components: the incident Report and the incident Investigation.

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Permission setting – the permissions applicable to the Incident Reporting module are detailed below.

 

PermissionDescription
No AccessCannot see the Incident Investigation tab.
SubmitCan submit an incident but not view any incidents once submitted.
Submit and ViewCan submit an incident and view all incidents.
Manage OwnCan submit and manage incidents that the user submits, and view all incidents.
ManageCan submit, manage and view all incidents.

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AdminFull administrator permissions including deleting incidents.

Reporting an Incident

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The following 3 screenshots (figures 1, 2 and 3) illustrate the data required to be captured when reporting an Incident/Accident/Injury.

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  • who is completing the form
  • who was involved in the incident and their contact details
  • a description of the incident
  • where the incident occurred and when
  • details of witnesses and bystanders
  • how the incident occurred
  • what was involved in the incident and
  • attach photos and documents relevant to the incident.

Report Part A (Figure 1)

                                   [click to enlarge]

The next section of the Accident/Incident/Injury form captures details of any injury that occurred as a result of the incident. 
Use the body diagram to specify the location of the injury and details of the injury.

Report Part B (Figure 2)

                                   [click to enlarge]

 

Info
Note:  Injury details are contained within the incident Report only, and can only be edited by an Administrator once the Report has been created.

The final section of the form, Part C in Figure 3 captures details regarding when, how and the cause of the incident.  Attachments can also be uploaded.

Report Part C (Figure 3)

                                     [click to enlarge]

Nearly all fields are mandatory; users are encouraged to provide as much information as they can about the incident.
If some details are unavailable at the time TBA should be put into the fields so the report is accepted (details can be added by an administrator at a later date).

Investigating an Incident

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To investigate an incident select the Manage Existing left hand menu. Click the Incident Investigation edit icon to launch the Incident investigation form for
the corresponding incident report. The colour of the icon indicates the status of the incident investigation.

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Green indicates – Investigation has been competedcompleted

 

                                        [click to enlarge]

                         

The incident Investigation form Part A is detailed below.


                                   [click to enlarge]

 The sections highlighted are transferred from the Report.  Edits made in the incident Investigation are not reflected in the Report. 
The information that was initially entered in the Report is preserved, and can only be edited by an administrator.

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Incident Investigation Form Part B

                                   [click to enlarge]

The incident Investigation form Part C is where the root cause is detailed, actions are recorded and closeout is carried out.

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Incident Investigation Form Part C

                                   [click to enlarge]

Incident Notifications

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The Incident Reporting Module allows email notification to be automatically generated, notifying relevant persons that a new incident has been entered.  These are accessed from the Administrator icon (Image Added) which is in the top right corner of the page.  It will open the administrator window as shown below.

Image Added


Select the Incident Notifications tab (far right).   You will be able to view the list of current notifications, and add new notifications.

Image Added

To add a new Notification for a User, follow these steps (refer to image above for details):

  1. Select the User who is to receive the Notifications.
  2. Select the Location which you would like to limit the Notifications to.  Leave this set to ALL if the User is to receive Notifications for all Locations.
  3. Select the Client which you would like to limit the Notifications to.  Leave this set to ALL if the User is to receive Notifications for all Clients.
  4. Select the Injury Classifications that you would like the User to receive Notifications for.  Leave this blank (select nothing) for ALL Injury Classifications.
  5. Select the Incident Categories that you would like the User to receive Notifications for.  Leave this blank (select nothing) for ALL Incident Categories.
  6. Click save when you are finished.  The new Notification will now appear in the list.

 

Note
titleSelecting All Injury Classifications and Incident Categories

Only make selections for Injury Classification and Incident Category if you wish to limit the Notifications sent.

If you choose any/all Injury Classifications you will only be notified about incidents containing injuries. Leaving all classifications unchecked will mean you will be notified about any type.

Leave All Incident Categories unchecked (select nothing) and the system will automatically include all by default. 

Info
titleDiagnosing Emails

If Notification emails do not appear to be being received by a User, check the following:

  1. The User has their correct email address associated with their CS Intranet User Account.
  2. The User's email system is not blocking the email as SPAM.
  3. The User is configured to receive the Notifications that they are expecting to receive.