Who is this article for?

Ideagen EHS users investigating an incident report.

Incident edit access is required.

It is important to identify personnel involved in an incident.

This article outlines the steps to create a new employee while creating an incident and is split into the following sections:

1. Why Assigning Personnel is Important
2. How to Add an Existing Employee
3. How to Add a New Employee
4. Further Reading

1. Why Assigning Personnel is Important

It is important to identify any personnel involved in the incident for several reasons:

• Accountability: By identifying the individuals involved, it becomes possible to hold them accountable for their actions and responsibilities. This can help to promote a culture of responsibility and accountability, and can help to prevent similar incidents from occurring in the future.
• Investigation: Identifying personnel involved in an incident is crucial in order to carry out an effective investigation into the root cause of the incident. This will help to determine what went wrong, who was involved, and what corrective actions need to be taken to prevent similar incidents from happening again.
• Legal Compliance: Depending on the nature of the incident and the industry in which it occurred, there may be legal or regulatory requirements for identifying and reporting personnel involved in an incident. Compliance with these requirements is important for avoiding legal penalties and maintaining a good reputation within the industry.
• Communication: Identifying personnel involved in an incident is necessary for effective communication with all parties involved, including management, workers, and any external stakeholders. This will help to ensure that everyone is informed of the incident and any necessary corrective actions, and that communication is clear and consistent.

2. How to Add an Existing Employee

Important Note: These steps can be performed while creating an incident or while managing an existing incident. The steps below provide a step-by-step approach to managing an existing incident but the Employee / Individual Details can also be updated while creating a brand new 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 section.
5. Click Edit.
6. Browse to the Employee / Individual Details section.
7. Set the Personnel Type to Employee.

8. Click the Pick List button.
9. Enter any criteria required to filter the list of users.
10. Click Go.
11. Select the user.

3. How to Add a New Employee

Important Note: These steps can be performed while creating an incident or while managing an existing incident. The steps below provide a step-by-step approach to managing an existing incident but the Employee / Individual Details can also be updated while creating a brand new 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 section.
5. Click Edit.
6. Browse to the Employee / Individual Details section.
7. Set the Personnel Type to Employee.

8. Click the Pick List button.
9. Click Go.

10. Open the Add Employee tab.
11. Enter the required information.

Need to create a new department too? Click the New Department button to add a new department to the organization hierarchy.

12. Click Save.

4. Further Reading

• How to Report a New Incident