Adding an employee case to an incident

To edit an incident, you must be assigned as its investigator.
  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. Click the Employee Cases tab.
  5. Click Create.
  6. Specify employee ID in the Employment ID field.
  7. On the Details tab, specify the information:
    Private
    Select this check box if the employee has requested anonymity.
    Date Of Injury
    Select the date when the injury occurred.
    Time Of Injury
    Select the time when the injury occurred.
    Check If Time Cannot Be Determined
    Select this check box if you cannot accurately complete the date and time of injury.
    Estimated Time Or Work Shift
    Complete this field if you selected the Check If Time Cannot Be Determined check box. For example, specify AM, PM, 2nd Shift, or another description.
    Employee Activity Before Incident
    Specify information about the employee's time of arrival to work and activities before the incident occurred.
  8. On the Injury Or Illness tab, specify this information:
    Injury Or Illness
    Select if the situation you are reporting is an injury or an illness.
    Injury Type
    Select the type of injury.
    Injury Severity
    Select the severity of the injury.
    Not Work Related
    Select this check box if the injury or illness is not work related.
    What Body Parts Were Affected?
    Specify the body parts affected by the injury.
    What Object or Substance Directly Harmed The Employee?
    If applicable, specify the object or substance that harmed the employee.
  9. Optionally, on the Incident Severity tab, provide information about the severity of the injury or illness.
  10. Optionally, on the Medical Treatment tab, complete the fields related to medical treatment administered to the employee.
  11. Click Save.
  12. Optionally, on the Notes tab, click Create.
  13. Complete the Description and File fields to attach a file that pertains to this employee and this incident. For example, photos of the employee’s injuries, statements that were made by the employee about the injuries, witness documents, or doctors' diagnosis.
  14. Click Save.