Who is this article for?

Users who want to understand how to use the investigator report for the incident management module.

Incident management access is required.

The following article explains how to use the investigator report for the incident management module.

1. Investigator report

The investigator report provides comprehensive information about an incident, including details on the employee, supervisor, department, and work shift. It compiles data from various modules to help reviewers efficiently complete their investigation. This feature can be turned on or off via a private custom setting.

• Only available for injury and illness incidents.
• For multiple injuries, only the first employee's details are shown.
• Metrics from other modules (e.g., BBS, training, asset) appear only if subscribed.
• IMS statistics are shown only when the incident has a completed detail report; drafts or incomplete reports may lack data.
• Statistics reflect the incident date but are captured when the detail report is completed.
• Statistics do not update if changes are made after report completion.
• Report access is based on investigation permissions.
• Only new incidents include this report, as snapshots are not available for existing incidents.

2. Procedure to access and export the investigator report

1. Create an injury or illness incident and complete the incident detail report to reach the incident summary screen.

2. Select the Investigator Report button on the incident summary screen to review the report.

3. Click the Export button to download the investigator report in PDF format.