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How Do I Configure an Accident & Incident Type?

Recording accidents and incidents within the system helps to improve safety, ensures compliance, and aids in preventing similar occurrences in future. Adding an Accident & Incident Type to the system can help categorise the Incident.


  1. On the left side menu, go to Settings and click Accident & Incident Types.
  2. Click New Accident & Incident Type.
  3. Enter the Name and Description.
  4. Select the Colour from the dropdown options.
  5. Enter the Cost(s).
  6. Select the Initial Report and Investigation Report form from the dropdown options.
  7. Select the Optional Add-On Forms and Roles from the dropdown (you can select multiple).
  8. Click Save & Submit.


This is required before you can add an Accident & Incident Type:

  1. Digitise your Initial Report Form
  2. Digitise your Investigation Report Form
  3. Digitise your Optional Add-on Form
  4. Set up Employee Roles


A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, description and colour.


A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. report forms, add-on forms and roles.


Other Options:

Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. Report Forms and Roles - be cautious that when you click this button, the details you have entered will be deleted.

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