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Environmental & Risk Management / Environmental Health & Safety / Track

Track Incidents

The safety manager is usually required to create and track an incident when a mishap occurs. Such a mishap might involve an employee or a visitor to a facility. When an incident occurs, it is critical to document it thoroughly for liability and safety purposes.

In addition, the safety manager will also want to identify the root cause of an incident and take action to prevent similar incidents in the future by correcting conditions that contributed to the incident.

To create or edit an incident:

1. In the Process Navigator, click EH&S/ Track / Track Incidents.
2. Click Show.
3. Click Add New in the right pane.

   The Incident Details form opens.

4. Enter some or all of the following information in the incident Details form:
   • Incident Details Information
   • Incident Site Information
   • Incident Medical Information
   • Incident Information for a Non-Employee

Enter Root Cause Information

5. Click the Incident Response tab in the right pane.

   The Incident Response form opens in the bottom pane.

6. Enter some or all of the following information in the form:
   • Root Cause Category code (if any)
   • Root Cause Documentation (upload related documents)
   • Lost Work Days
   • Short Term Corrective Action and Description
   • Long Term Corrective Action and Description
7. Return to the Incident Details tab and click Save.

Upload Incident Documents:

8. Click the Documentation tab in the bottom pane.

9. Click Add New in the Select Documents for Incident form.

   The Define Documents for Incident form opens in the bottom pane.

10. Enter some or all of the following information in the form:
    • Document Author
    • Document Name
    • Document Category
    • Document Type
    • Document Review Group
    • Document Date
    • Document Description
    • Document Notes
11. Click Save.

    Your information is saved in the database and the Document form field is activated.

12. Use the browser tool in the Document field to locate the document.
13. Click OK in the Check In New Document dialog.

    The document is uploaded to the database.

14. Click Save to save all incident data.