Adding a non-employee case to an incident

To edit an incident, you must be assigned as its investigator.
  1. Sign in as Employee.
  2. Select Health and Safety > My Investigations.
  3. Click the Observations, Safety Incidents or Near Miss Incidents tab.
    Optionally, select Health and Safety > Safety tab pane. View the panes for Observation Investigations, Incident Investigations, or Near Miss Investigations.
  4. Open a record.
  5. On the Non Employee Cases tab, click Create.
    The Non Employee Incident Case page is displayed.
  6. Specify the non-employee name in the Name field.
  7. Select the Private check box if the person has requested anonymity. This causes a case number to be used in communications instead of the person's name.
  8. Specify this information:
    Contact Information
    Complete the contact information fields.
    Injury Information
    Specify information about the injury or illness that was sustained by the person. Document attachments can be created for the incident on the Attachments tab of the incident record.
    Medical Treatment
    Specify information about first-aid and treatment-facility information, if the person was hospitalized for injuries that resulted from this incident.
  9. Click Save.