Finding/Viewing/Transferring a Simple Incident

This guide provides step-by-step instructions on how to find, view, and transfer a simple incident. It covers topics such as filtering incidents, transferring ownership, adding notes, viewing captured data, updating records, conducting a simple investigation, and previewing/downloading a PDF. This guide is useful for anyone who needs to navigate and manage incidents efficiently and effectively.

Vicky
74 steps
4 minutes

How to Find an Incident

Click here to open the records

Select pipelines for the pipeline options

Select Active to see all active incidents

If you want to filter the page use the filter tab shown here

Click here

Click on the tab to open the incident

Moving the Status of the Incident

Select 'Active - New Incident'

and move this to In Progress by selecting the next box along

This will update the status of the incident

How to Transfer and Assign an Incident

Once you have opened it you will need to re-assign the ownership of the incident.

Select Owned by and then Transfer Ownership.

In the box type the name of the person you want to transfer ownership to

Then select from the dropdown

once you are happy click on the transfer button

You can also assign the incident to someone in the same way, if you need them to look at something. You do this in the same way as transfering ownership.

Adding a Note

You can also add a note and @ the person you want to do something

Click here

Type "@vicky "

Click here

When you create the note this will notify the person that you have asked them something.

Looking at the Incident

Select the tabs along the top to view the data that has been captured

Select the image to make it bigger

Click here

It view the injuries select the title and this will open up the details

Click here

You can update the exact location of the injury once you know it.

This is a multi select so you can add more than one injury

Click here

Once finished select Update Record

Click here to view any witnesses

Select the title to open more information

Click here to open the details and where you can add the statement

Click here

Update record when finished

Enter a Simple Investigation

Select the Simple Investigation Tab

Add in all the details

Immediate Cause and Underlying Cause is a nested dropdown so depending on what you select you will get different options.

Click "Unsafe Conditions"

Click here

Click "Acts of Nature"

To finish select create record

Click here to add new Immediate Cause

Click here

Click this menu item

Click "Unsafe Conditions"

Click here

Click "Distraction / Inattention"

Click here

Use the same steps for Underlying Cause

To carry on filling in the rest of the Simple Investigation select Edit in the top right.

Click here

Type "4"

Click here

Select option

Update Record to save

Previewing/Downloading a PDF

Click here

Finding/Viewing/Transferring a Simple Incident

Vicky
74 steps
4 minutes

How to Find an Incident

Click here to open the records

Select pipelines for the pipeline options

Select Active to see all active incidents

If you want to filter the page use the filter tab shown here

Click here

Click on the tab to open the incident

Moving the Status of the Incident

Select 'Active - New Incident'

and move this to In Progress by selecting the next box along

This will update the status of the incident

How to Transfer and Assign an Incident

Once you have opened it you will need to re-assign the ownership of the incident.

Select Owned by and then Transfer Ownership.

In the box type the name of the person you want to transfer ownership to

Then select from the dropdown

once you are happy click on the transfer button

You can also assign the incident to someone in the same way, if you need them to look at something. You do this in the same way as transfering ownership.

Adding a Note

You can also add a note and @ the person you want to do something

Click here

Type "@vicky "

Click here

When you create the note this will notify the person that you have asked them something.

Looking at the Incident

Select the tabs along the top to view the data that has been captured

Select the image to make it bigger

Click here

It view the injuries select the title and this will open up the details

Click here

You can update the exact location of the injury once you know it.

This is a multi select so you can add more than one injury

Click here

Once finished select Update Record

Click here to view any witnesses

Select the title to open more information

Click here to open the details and where you can add the statement

Click here

Update record when finished

Enter a Simple Investigation

Select the Simple Investigation Tab

Add in all the details

Immediate Cause and Underlying Cause is a nested dropdown so depending on what you select you will get different options.

Click "Unsafe Conditions"

Click here

Click "Acts of Nature"

To finish select create record

Click here to add new Immediate Cause

Click here

Click this menu item

Click "Unsafe Conditions"

Click here

Click "Distraction / Inattention"

Click here

Use the same steps for Underlying Cause

To carry on filling in the rest of the Simple Investigation select Edit in the top right.

Click here

Type "4"

Click here

Select option

Update Record to save

Previewing/Downloading a PDF

Click here