How Do I Report an Incident?
When a workplace accident occurs, it is crucial to report it promptly. Recording accidents and incidents in the system supports safety improvement, ensures regulatory compliance, and helps prevent similar events in the future. All information should be recorded as accurately and thoroughly as possible. Accidents and incidents can be reported by employees, administrators, and clients through the system.
When initially logging an accident, the system requires basic details. After this information is entered, users can complete the investigation form linked to the selected accident type. Investigation forms are designed to capture more in-depth information about the incident. A specific investigation form can be assigned during the configuration of each accident an incident type and will be automatically applied when that type is selected during set up.
This article includes step-by-step instructions on how to report an incident.
- On the left side menu, go to Accidents & Incidents.
- Click +New Accident & Incident.
- Choose the Accident and Incident Type and Classification(s) from the dropdown options.
- Enter the Occurrence Date - if you enter the accident after more the 48 hours since its occurrence, you must enter the reason for reporting late.
- Select the Priority and whether it is Direct or Indirect/third party.
- Select the Injured Parties from the dropdown options - if the injured party is not listed in the dropdown options, enter the name into the textbox below and press enter.
- Select the Affected Vehicles from the dropdown options.
- Select the Subcontractor from the dropdown options.
- Select the Location and Project from the dropdown options.
- Pinpoint the location of the incident on the map by clicking on the location.
- Enter the Costs into the relevant textbox(es)
- Click Next.
- Fill out the Report Form - this is the form that is assigned to the type.
- Click Next.
- Add Optional Add-On Forms by selecting from the dropdown options and fill out the form(s).
- Click Save Changes.
This is required before you can add an Accident and Incident:
- Add Accident and Incident Types.
- Add Accident and Incident Classifications.
- Set up Subcontractors.
- Set up Locations.
- Set up Projects.
- Create Digitised Forms.
- Set up Notifications