Creating an incident-generic report
Perform this task to create an ad-hoc report for a location. You must have the Safety Administrator role to perform this task.
- Sign in as Health & Safety Management.
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Select Reports > Safety Reports > Incident Reports.
The Locations page is displayed.
- Select a location in the upper pane.
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In the lower pane, click Create Incident Report.
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Specify this information:
- Location
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The location previously selected is displayed.
- Incident Type
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Select Safety Incident or Near Miss.
- Begin and End Dates
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Select a start and end date for the report.
- Click Save.
- Click the browser Back button.
- On the lower pane of the Locations page, select the new row.
- Click Generate Report From Template.
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Complete the Select Template
field, then click Submit.
If no template is available, then you can create one.
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Click View Reports.
The Incident Report Documents page is displayed with links to view the generated report in PDF or RTF format.