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How to Complete Incident Details
Who is this article for?Ideagen EHS users investigating an incident report.
Incident edit access is required.
When an incident report is raised it should be investigated and all relevant sections of the incident report should be completed. These details provide all the evidence that the event was not only investigated, but also risk assessed and reviewed in terms of costs to the organization, legal impact and appropriate actions have been taken.
This article outlines how to complete all incident details sections and is split into the following sections:
- Incident Detail Stages
- How to Perform a Risk Assessment
- How to Update Legal Notices
- How to Add Costs to an Incident
- How to Add Action items
- Further Reading
Important Note: This article does not include any details on performing the incident investigation. For details on how to investigate please visit How to Investigate an Incident.
1. Incident Detail Stages
The table below outlines the purpose of each section in the Incident Details:
| Section | Purpose |
|---|---|
| Report | The initial report information and key details of the incident. |
| Investigate | The steps involved in investigating the incident. For more details please visit How to Investigate an Incident. |
| Risk Assessment Verification | Steps to verify the risk posed by the incident. |
| Training Verification | Steps to identify the impact on training. |
| Claims | Any claims for compensation can be associated with the incident and then approved/rejected. Please visit How to Manage Claims for more details. |
| Communication Log | A note of all communications issued regarding the incident. |
| Legal Notices | The legal actions can be detailed. |
| Costs | The costs associated with the incident can be calculated (e.g. lost working hours). |
| Action Items | Containment, Corrective and Preventative actions can be outlined in detail. Please visit How to Add Actions to an Incident for more details. |
| Management Review | The various reviews that the incident has gone through. |
| Attachments | Additional files and associated evidence can be attached to the record. |
2. How to Perform a Risk Assessment
- Click Modules and then Incident Management.
- Click Manage Incident Reports.
- Click on the ID of the incident.
- Browse to the Risk Verification section.
- Click Edit.
- Set Was a Risk Assessment completed? to Yes.
- Use the pick list to select the Risk assessment.
- Click Save.
3. How to Update Legal Notices
The Legal Notice section allows users to record information for legal actions, such as notice date, plaintiff name, plaintiff council, company council, etc.
Note: The Detail Report must be completed before you can update the Legal Notices.
- Click Modules and then Incident Management.
- Click Manage Incident Reports.
- Click on the ID of the incident.
- Browse to the Legal Notices section.
- Click Edit.
- Complete the required fields.
- Click Save.
4. How to Add Costs to an Incident
The Cost Section allows users to track estimated and actual costs.
Note: Any cost associated with Workers Compensation is not captured in this section, because Workers Compensation costs are captured in the Claims section.
- Click Modules and then Incident Management.
- Click Manage Incident Reports.
- Click on the ID of the incident.
- Browse to the Costs section.
- Click Edit.
- Update all required cost values.
- Click Save.
5. How to Add Action items
Note: Action Items can only be added once the Incident Detail Report is complete.
- Click Modules and then Incident Management.
- Click Manage Incident Reports.
- Click on the ID of the incident.
- Browse to the Action Items section.
- Click New.
- Enter the required action details.
- Click Save.
Looking for more details on actions? Please visit How to Add Actions to an Incident.