How to add an incident

How to add an incident

Please follow these steps to add/ report a new incident when logged in as an admin user.

  1. From the “Incidents” page create a new incident by selecting the “New Incident” button.  The Incident Report form will appear.
  2. Various information sections will appear depending on the type of incident selected. Certain fields are mandatory, so the form cannot be progressed or fully submitted unless information is provided for those fields. Non-mandatory fields are optional. Complete the relevant details in the sections as they appear (note: the headings may vary) and hit “Save and Next”.
      • Incident Category: Common categories include Environmental, Safety, Quality, and Security.  
      • Short description: A brief description should concisely capture the key details of the incident.
      • Incident Type: Depending on the category chosen you will need to select from a range of incident types, e.g. First Aid, Near Miss or Hazard.
      • Incident supporting photos: Upload any relevant photos, videos, or documents.
      • Person Reporting the Incident: Defaults to the logged-in user.
      • Location Details: Date, time, and place of the incident.  
      • Person/s Involved in the Incident
      • Witness(es) to the Incident
      • Injured personnel (if applicable): Note the person who was injured (must correspond to one of the Persons Involved), and the description of the injury.
      • Injury Report (if applicable): Includes sections on “Mechanism of injury”, “Nature of injury”, “Body location”, and “First Aid”.
      • Alcohol or Drugs (leave blank unless testing was performed).  
      • Immediate Corrective Actions: Record any immediate actions that were taken at the time of the incident.
      • Incident Reported To: The person notified about the incident and the time of notification.  
      • Incident Severity: Provide a rating of the likelihood and consequence of the incident occurring. Select the radio buttons or click on a coloured risk level rating cell.
      • Distribution List: Populates with a list of people who will receive a notification of the incident once submitted.
  3. After completing all required fields, select “Submit” located at the bottom right of the “Distribution List” section.
  4. A confirmation of the successfully submitted incident will appear. Select “Return to Incidents” to navigate back to the “Incidents” page.  The new incident will show in the “Awaiting Assignment” status. Click on the “three dots” to “Print/ View” or “Edit” the report.

    • Related Articles

    • How to investigate an incident

      The following steps are for administrators who have been assigned as investigators for a reported incident. Complete the relevant details in the sections as they appear (note: the headings may vary, and there may be additional sections). The form ...

    • How to add a new administrator

      Based on your permissions, you will have the ability to add additional administrators. Admins should be setup with locations, permissions, notifications and reports. If you would like to create new administrators, please refer to the following ...

    • How to add progress notes to a corrective action

      If you have been assigned a Corrective Action, you may need to add progress notes, update information, add comments or upload files before you close out the Action. Click on the “Corrective Actions” tab to navigate to the Corrective Actions page. ...

    • How to set up incident notifications by incident type

      For an administrator to receive notifications, they must be first be enabled under “Settings.” Notifications can be set up by incident type, by risk level, or a combination of both. Once the notification type settings are activated, the administrator ...

    • How to delete an incident

      Incident reports can be deleted at any stage of the incident workflow: Partially submitted Awaiting assignment Investigating Awaiting approval Has corrective actions open Awaiting to be closed Closed Click on the “menu dots” at the right and select ...