Identifying the cause of an incident

  1. Sign in as Health & Safety Management.
  2. Select Safety Management > Safety Incidents.
    Or,

    Select Safety Management > Near Misses.

  3. On the Active tab, select the incident record.
  4. Click the Update action.
    This action is sometimes located within More Actions (ellipsis).
    The Incident page is displayed.
  5. On the Cause Assessment tab, click Create Incident Cause.
  6. Complete the Description field with a concise name for this cause.
  7. Complete the Category field by selecting Root, Direct, or Indirect Dotted Line.
  8. Complete the Causal Factor field by selecting one classification that has been pre-configured within your organization. For example, you can choose Human Factors, Work Environment, or Procedures.
  9. Complete the Summary field with your description of the reason that the incident occurred.
  10. Click Submit.