Searching, Filtering, and Reporting (Including Work Hours)

The Incident Reporting module provides tools to effectively find, analyze, and report on incident data.

Finding and Viewing Incidents

The main view displays a list of incidents. You can use various tools to refine this list.

Filtering Records

• Date Filters: Use date range selectors to see incidents from specific periods (e.g., This Month, Custom Range).
• Column Filters: Click on column headers (like Status, Site, Classification) to filter by values in that column.
• Hierarchy Filters: If available, use organizational hierarchy filters to narrow by site or department.

Customising Your View

• Manage Columns: Add or remove columns to see the information most relevant to you.
• Sorting: Click column headers to sort records.
• Save View: Save your preferred filter and column settings as a custom view for quick access later.

Searching

• Use the search bar to find incidents based on keywords across multiple fields (e.g., location, "Brief Description").

Understanding Reporting Outputs and Logging Work Hours

Dashboard Integration

Key metrics like incident counts by classification or frequency rates (e.g., LTIFR, TRIFR) are often displayed on dashboards.

Understanding and Logging Work Hours for Reporting

Frequency Rate reports (e.g., TRIFR, LTIFR) are typically generated using Dashboard reports. To enable these Dashboard reports to run effectively, hours worked records must be logged. By default, the "Work Hours" logging functionality is accessible to users in the Admin group.

Once work hour records are logged, the reports can be accessed in the Dashboard. The Dashboard calculates the frequency rate of different injury types based on the number of injuries (e.g., Lost Time Injuries) divided by the number of hours worked for the period (e.g., month), multiplied by a standard factor (e.g., 1 million or 200,000 hours).

Logging Hours Worked:

1. Choose "Hours Worked" from the Incident Reporting form menu.
2. Select "New Record".
3. Update the Hierarchy as required (e.g., specific site or department).
4. Enter the "Month Ending" date for the hours being recorded.
5. Select the "Affiliation" (e.g., Employee, Contractor).
6. Enter the "Total Hours Worked" for that affiliation group for the period.
7. Enter the "Number of Employees" (or contractors) for that group.
8. Select "Submit".

Important Note: The record must be submitted for the hours worked to be included in Dashboard reports. Records in a "Draft" status are only available to the author and are not included in Dashboard reporting. Accurate and consistent logging of work hours is vital for meaningful safety performance metrics.

Exporting Data

• Users with permissions can export filtered lists of incidents (e.g., to CSV, Excel) for custom analysis.

Notification Badges

The system uses notification badges on homepages or dashboards to alert you to incidents needing your attention, often displaying key details from the incident's "Brief Description".