Incident Reporting User Guide DRAFT DRAFT

Introduction

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

• Incident Report:
• Used by site staff to enter an incident
• Contains ‘what happened’ information
• Can only be edited by an Administrator following submission
• Contains injury information – this can only be edited by an Administrator following creation of the Report

Incident Investigation:

• Is created by Managers or Administrators following submission of the Report
• Reproduces key information from the Report
• Allows updating of information from the Report, but the updates are not copied to the Report (the Report is preserved)
• Contains a Q&A style investigation and root cause
• Contains actions required and sign off

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

Reporting an Incident

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

Enter details such as:

• 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)

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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)

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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)

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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

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.

Red indicates – Investigation not started

Yellow indicates - Investigation in progress (started but not completed)

Green indicates – Investigation has been competed

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The incident Investigation form Part A is detailed below.

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 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.

The incident Investigation form Part B is detailed below.

This section of the Investigation provides a Q&A style investigation of what occurred to assist in determining root cause and subsequently corrective actions.

Incident Investigation Form Part B

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

The ‘By Whom’ for each action is free text, allowing actionees to be people that do not have user accounts within CS Intranet.
This provides maximum flexibility – the report can be emailed to actionees as a PDF or printed and passed to them for actioning.  
A Responsible Manager monitors implementation and ensures follow up of outstanding actions.

Close out is a 2 stage process, requiring the Responsible Manager to sign off on completion, as well as the HSE office or equivalent to confirm
that the incident can be closed.   Only after HSE office signoff is the incident marked as closed in the list and indicated as green.

Incident Investigation Form Part C

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