Investigating an incident

Perform this task if you have been assigned to investigate a safety incident or near-miss incident.

  1. Sign in as Employee.
  2. Select one of these menu options:
    • Health and Safety > My Investigations > Safety Incidents
    • Health and Safety > My Investigations > Near Miss Incidents
    • Health and Safety > Safety tab > Incident Investigations
    • Health and Safety > Safety tab > Near Miss Investigations
  3. Open the record.
  4. Specify this information:
    Details
    Specify the date and time of the incident.
    Location
    Specify details about where the incident happened. Select the appropriate value for the Establishment field, if there are multiple establishments assigned to the location.
    Detailed Description
    Specify a detailed description of the incident.
    Observations
    Specify any observation that contributed to the incident. Optionally, request additional observation input. Optionally, click Request Observation Input.
    Employee Cases
    View the list of employees who were impacted by the incident. Optionally, click Create to add more employees to the list.

    See Adding an employee case to an incident.

    Non Employee Cases
    View the list of non-employees who were impacted by the incident. Optionally, click Create to add more people to the list. Examples of non-employees are outside vendors or customers.

    See Adding a non-employee case to an incident.

    Attachments
    View the document attachments that are associated with the incident. Optionally, click Create Incident Attachment to add more documents, photos, diagrams, or medical reports.
  5. Click Save.