Investigating an incident

Perform this task if you have been assigned to investigate a safety incident or near-miss incident.
  1. Select Health and Safety.
  2. Click the Employee Safety tab.
  3. In the Incident Investigations pane, double-click a record to open.
    Optionally, click View and select and open a 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, click Request Observation Input. You can also select an incident and assign an investigator.
    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.

    Notes
    View notes and document attachments that are associated with the incident. Optionally, click Create Note to add more notes and attach documents, photos, diagrams, or medical reports.
  5. Click Save.