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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

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.

Permission	Description
No Access	Cannot see the Incident Investigation tab.
Submit	Can submit an incident but not view any incidents once submitted.
Submit and View	Can submit an incident and view all incidents.
Manage Own	Can submit and manage incidents that the user submits, and view all incidents.
Manage	Can submit, manage and view all incidents.
Admin	Full administrator permissions including deleting incidents.

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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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)

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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 completed

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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.

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

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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Incident Notifications

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 () which is in the top right corner of the page. It will open the administrator window as shown below.

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

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

Select the User who is to receive the Notifications.
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.
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.
Select the Injury Classifications that you would like the User to receive Notifications for. Leave this blank (select nothing) for ALL Injury Classifications.
Select the Incident Categories that you would like the User to receive Notifications for. Leave this blank (select nothing) for ALL Incident Categories.
Click save when you are finished. The new Notification will now appear in the list.

Selecting 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.

Diagnosing Emails

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

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

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