General
How to run a report
There are a number of ways to run reports: Standard Reports: These are available from the “Reports” page. Select the “Report type”, the “Level or Location” and the “Date range” to “Generate Report.” The report can be “Exported to Excel.” Note: Admins ...
Why does it not let me complete the incident report?
There are various information sections in an incident report. Different sections may appear depending on the type of incident selected. Certain sections and fields are mandatory, like Incident type and Location. The incident report cannot be ...
How to set up Quick Report
The Quick Report is a simplified option which hides certain sections of the incident report. Users can quickly report incidents via the quick link, QR Code poster, or yellow Induct app. Email alerts will go to the distribution list. The incident ...
What is a Quick Report?
The Quick Report option lets you hide certain sections of the incident report. The report is simplified so employees and users can quickly report incidents via the quick link, QR Code poster, or yellow Induct app. Email alerts will go to the ...
How to “force close” an incident
Typically, incidents can only be closed once the investigation and associated actions are completed. The incidents will be in the “Awaiting to be closed” status. There may be situations where an administrator may decide the incident can be closed at ...
How to edit or delete a summary report
To change an existing summary report or to delete a report which is no longer required: Click on the “Settings” page. Select “Users.” Search for the admin using the filter options. Click on the “menu dots” and select the “Edit user profile” option. ...
How to schedule a summary report
Summary email reports can be set up to inform your administrators about incidents, investigations and actions, by location, on a daily, weekly or monthly basis. Multiple "Summary reports" can be created for different locations, frequencies and ...
Summary reports explained
Summary email reports can be set up to inform your Administrators about incidents, investigations and actions, by location, on a daily, weekly or monthly basis. Reports can be created by location and status. Summary report status options: Partially ...
How does the Distribution List work?
The distribution list determines who will receive a notification about a new incident or updates when the incident/ investigation progresses, when the incident or investigation is submitted. For new incidents, distribution lists can be auto-populated ...
How to transfer an administrator's responsibilities
Transferring an administrator’s responsibilities does not transfer the administrator’s permissions, only their pending investigations and actions. This action should only be done when the administrator is being removed completely, rather than for ...
How to deactivate or reactivate an administrator
Note: Before deactivating an administrator, you should transfer all the pending investigations and actions first, using the “Transfer responsibilities” option. To delete an administrator from the Incident package: Click on the “Settings” page. Select ...
How to update an administrator's locations
An administrator may be responsible for one or more locations. If the locations are “sister” locations, i.e. at the same level within the organisation structure, the admin will need to be allocated to each responsible site. If the admin is ...
How to update an administrator's permissions
Administrator permissions can be changed at any time by an administrator with “Unrestricted & System settings” access. To edit administrator permissions: Click on the “Settings” page. Select “Users.” Search for the admin using the filter options. ...
What are the different administrator permissions and what do they mean?
Administrators can be given permissions based on the actions they will need to complete. These are found under “Settings > Users > Administrator Name > menu dots > Edit user profile > Permissions.” Permissions explanations: Unrestricted Access & ...
How to set up incident notifications by risk level
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 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 edit an open investigation
With a new or incomplete investigation, the incident will show in “Investigating” status. Some investigations may be ongoing and need to be updated progressively. To edit the open investigation, click on the “menu dots” and select “investigate.” ...
How to edit or re-open a completed investigation
Once an investigation has been completed and submitted, there may be situations where it needs to be subsequently amended. The process for editing or re-opening an investigation varies slightly depending on the workflow status of the incident. ...
How do I view the audit log of an incident
Audit logs are available for incidents at all stages of the incident workflow. They are a record of the updates made to an incident from when it was entered, to when it was closed. The log shows the name of the administrator, and the date and time ...
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 ...
How to edit an incident report
Incident reports can be edited at various stages of the incident workflow. Some changes may be minor, in which case changes can be saved by clicking the “Save and next” button at the bottom on the report section page and exiting by clicking back on ...
Corrective actions overview
There are two types of corrective actions. The first type, “Immediate Corrective Actions”, are assigned from the initial incident report. They are remedial actions taken at the time of the incident. They can be Open or Closed. Once the incident ...
How to close an incident
Once all corrective actions have been completed and closed. The incident will progress to the final status of “Awaiting to be closed”. The final stage is to close the incident. This is an opportunity to review the actions that have been completed or ...
How to approve or reject an investigation
After submitting the investigation, investigators will be notified. The incident will now be in “Awaiting approval” status. A responsible administrator needs to review the investigation findings, root causes and corrective actions, then approve (or ...
How to assign the investigation team
Once an incident is fully submitted it will show as “Awaiting assignment” status. The incident must now be assigned to investigators. To assign an incident for investigation, please refer to the following steps: On the “Incidents” page, find the ...
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 close a corrective action
Once a corrective action has been finalised, you will need to close out the action. Once all associated actions are completed, the incident will progress from “Has corrective actions open” status to “Awaiting to be closed” status. Click on the ...
What is the workflow of an incident?
An incident will show on the “Incidents” page in various statuses as it progresses through each workflow stage. This is a summary of each status. Partially submitted: This is a partially submitted report. A responsible admin will need to complete the ...
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 an incident
Please follow these steps to add/ report a new incident when logged in as an admin user. From the “Incidents” page create a new incident by selecting the “New Incident” button. The Incident Report form will appear. Various information sections will ...
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. ...