Logging a New Incident: Initial Report

Starting Your Report

Navigate to the Incident Reporting module and select the option to create a new incident.

Essential Initial Information

Hierarchy and Basic Details

• Your organizational hierarchy (e.g., Site, Department) may pre-fill. Verify its accuracy.
• Date Reported, Date Occurred, Time Occurred: Ensure the 'Date Occurred' accurately reflects the event date, not just the reporting date, as this is vital for analysis. The 'Date Occurred' cannot be a future date.
• Location: Be as specific as possible.
• Brief Description: Provide a clear, concise summary. This is often used in lists and notifications.

Critical Classifications

• Classification (Outcomes): Select all outcomes that apply (e.g., Injury, Environment). This choice determines which detailed sections will appear later for the Supervisor to complete, so accuracy here is key.
• Confidentiality:
  • Standard: For most incidents.
  • Legal Privilege / Confidential: Choose these if the incident is sensitive. This will restrict access and may change who (Confidential Monitors) handles the report.

Describing the Event

• Details: Provide a full narrative of what happened.
• Immediate/Temporary Controls: Describe actions taken immediately at the scene to ensure safety or mitigate further impact.

Assigning Responsibility

• Supervisor: For 'Standard' incidents, assign the appropriate Supervisor.
• Confidential Monitors: For 'Legal Privilege' or 'Confidential' incidents, assign the relevant monitor(s).

Attachments

• Upload relevant photos, documents, or other evidence.

Submitting Your Report

• Save: Saves the report as a 'Draft' if you need to complete it later.
• Submit: Formally submits the report, moving it to 'New' status and notifying the assigned Supervisor or Confidential Monitors.