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. Go to incidents on the main menu
Step 2. Find the incident you want to view
You will only be able to see incident reports that you have completed. Super Users will be able to see all incidents. You can search and filter the data table to find the incident you need.
If you need to log a new incident, follow the instructions on the record a new incident help page.
Step 3. Download the incident report
Incident reports are available in PDF format and can be downloaded by clicking on the red PDF icon.
Step 4. Amend the report?
If you need to add additional information to an incident report, click on the row to open the incident overview.
Select ‘Open Record’ to access the tabs and fields of the incident report form.
Once you have made the required updates click on ‘Save’ or ‘Save and Close’ to save your changes. ‘Save and New’ will save your changes and open a new blank incident report.
To exit without saving any changes, click ‘Cancel’.