Who is this article for?

Ideagen EHS users investigating an incident report.

Incident edit access is required.

For an incident to be investigated it is important that all details have been completed.

This includes the cases associated with the incident itself. Case management allows users to classify incidents. This is done by completing a series of questions design to identify the nature of the incident, as well as impact and severity.

This article is split into the following sections:

1. How to Complete Details
2. How to Add a Case to an Incident
3. Further Reading

1. How to Complete Details

1. Click Modules and then Incident Management.
2. Click Manage Incident Reports.
3. Click on the ID of the incident to update the details.
4. Browse to the Report Details section.
5. Click Edit.

6. Update the required fields.
7. Click Save.
8. Select the next steps.

Note: When all required fields have been completed you will be prompted to view a summary, begin the investigation or begin managing cases.

2. How to Add a Case to an Incident

1. Click Modules and then Incident Management.
2. Click Manage Incident Reports.
3. Click on the ID of the incident to update the details.
4. Browse to the Report Details, and then the Case Management section.
5. Click   New.
6. Complete the required fields.

7. Click Save.

3. Further Reading