Adding a non-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 Non Employee Cases tab.
  5. Click Create.
  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.
    Medical Information
    Specify information about first-aid and treatment-facility information, if the person was hospitalized for injuries that resulted from this incident.
  9. Click Save.