Requesting and receiving input for an incident

You must have the Safety Administrator or Facility Manager role to edit the record.

Input can consist of notes, photos or documents that the investigator can request from others who have knowledge of the incident. For example, a witness who was present.

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

    Select Safety Management > Near Misses.

  3. Highlight or select an incident without opening it.
  4. Click the More Actions menu, which is indicated by an ellipsis.
  5. Select the Request Observation Input action.
  6. Complete the Assigned To field by clicking the Search icon within the field and selecting one person.
  7. Click Submit.
    The assigned person receives an email requesting input.
    When input is submitted by the assignee, you receive an Input Provided notification by email.
    Note: An administrator sets up and assigns a template for this notification. See Defining a safety-observation email template. An administrator can assign the template to notifications of this type of event. See Configuring safety emails and notifications.