Adding an employee case to an incident

To edit an incident, you must be assigned as its investigator.
  1. Sign in as Employee.
  2. Select Health and Safety > My Investigations. Open the incident record.
    Or, select Health and Safety > Safety tab pane. On the Incident Investigations or Near Miss Investigations pane, open the incident record.
  3. Click the Employee Cases tab.
  4. Click the Create action.
  5. Complete the Employee ID field.
    This is a required field.
  6. Specify the information on the Details tab:
    Private
    Select this check box if the employee has requested anonymity.
    Not Work Related
    Provide information about the injury or illness that was sustained by an employee. Include the severity of the injury, the body parts that were affected, and the objects that caused the injury or illness.
    Employee Activity Before Incident
    Provide information about the employee's time of arrival to work and activities before the incident occurred.
  7. Click Save.
  8. Optionally, on the Attachments tab, click Create.
  9. Complete the Description and File fields to attach a file that pertains to this employee and this incident. For example, photos of the employee’s injuries, statements that were made by the employee about the injuries, witness documents, doctors' diagnoses, and more.
  10. Click Save.
  11. Click the browser's Back button to return to the Attachments tab.
  12. Optionally, click Print Employee Near Miss Report.
    A new tab is displayed. It contains information about only this employee's involvement in the incident.