The incident module is used to capture and log details of health and safety incidents in the workplace.
Some clients may not use this module. The adverse events module is an updated version of this functionality and your organisation may record incident forms there. If unsure, please speak to your Super Users to confirm which is used.
Step 1. Select incidents from the main menu
Step 2. Add New
A table will load showing your previously recorded incidents. Should you need to you can click on these to load them or filter and search the table to find a specific record.
To add a new incident, select the ‘Add New’ button above the table.
Step 3. Incident type
You will be presented with a choice of 4 incident types, please select the one relevant to the incident you are reporting.
Step 4. Complete the information
A form will load with a number of tabs. Progress through these tabs and answer as many questions as you can as fully as you can.
As you progress any fields that are mandatory but not completed will be indicated if left blank. This will only happen if the field is selected.
Step 5. Save
There are 3 options available to do this:
- Save – This will create a new incident but stay on the same screen so you can make further edits
- Save & Close – This will create a new incident and return to the table
- Save & New – This will create a new incident and then return to step 3 to create another
If you have not completed all mandatory fields the form will not save. The system will open the tab where mandatory information has been missed and indicate the missing field. Please complete all mandatory fields and re-save.