Viewing or adding a non-employee who was impacted

You must have the Safety Administrator or Facility Manager role to edit the record.
  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. On the Active tab, select the incident record.
    Optionally, click Search to display filter fields in the column headers to assist in locating the record.
  4. Select the Update action.
  5. On the Non Employee Cases tab, click Create.
    The Non Employee Incident Case page is displayed.
  6. Complete the Name field.
  7. Select the Privacy Case check box if the person prefers not to be identified on the OSHA 300 report. Or, check this if the incident involves privacy cases as defined by the OSHA reporting guidelines.
  8. Specify the information on these tabs:
    Contact Information
    Complete the fields.
    Injury Information
    Provide information about the injury or illness that was sustained by the person. You can provide additional information and files for the incident on the Notes tab of the incident record.
    Medical Information
    Provide information about first aid and treatment-facility information, if the person was hospitalized for injuries that resulted from this incident.
  9. Click Save.