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Create and Edit an Incident
Create and Edit an Incident

Document an incident and record incident details like what happened, any injuries occurred, witness statements, and more.

Updated over a month ago

This feature is available for users who have enabled Workforce HR.

What's covered in this guide?

Permissions

By default, any role type can create an incidents. Only admin and manager roles can edit incident details.

To adjust these permission, go to Settings > All Settings > Permissions > Customise access and roles here under the HR section:

Access Incidents

Once Workforce HR has been enabled and the relevant permissions assigned, incidents can be accessed under the HR > Incidents > Incidents:

Create an incident

To create an incident:

  1. Navigate to HR > Incidents > Incidents and click the + New Incident button

  2. Add a Title of the incident

  3. Specify which Employee

  4. Specify which Location and/or Team

  5. Specific the Date & Time the incident occured

  6. Specify the Category of the incident (injury, near miss, illness, or other)

  7. Specify which Supervisor was on duty

  8. Click the Create button

Provide Incident Details

Once you've created an incident, you will be taken to a page to provide all details related to the incident.

The first section will be Incident Details which were entered when the incident was created. You can edit these again here any time.

Edit Incident Summary

In the next section, add in further details related to the incident, including:

  • Injury Type

  • Description

  • If medical attention was administered and if so, what kind

  • Contributing Factors (ie., weather, fatigue, etc)

Edit Injured Body Part

Select all body parts that were injured on the employee:

Add Evidence & Attachments

You can upload any images or documents related to the incident:

Select + Add Attachment and select the attachment type which includes:

  • Incident Evidence

  • Claim Form

  • Medical Bill

  • Medical Certificate

  • Return to Work Plan

  • Remittance Note

  • Other

You can also set whether the incident attachment can be visible to the employee. Click Create.

Add Witnesses

You can add any witnesses to the incident as well as record a statement from them.

To add a witness:

  1. Select + Add Witness

  2. Answer "Is the witness an employee?"

    1. If yes: select which employee

    2. If no: enter witness name, email, and phone

  3. Answer "Do you want to include a statement from this witness?"

    1. If yes: enter statement

  4. Select Create

Edit Property/Equipment Damage

If any damage occurred to your organisation's property or equipment, you can write a description of the damage:

Once all Incident Details have been completed, select Submit.

Edit an incident

You can configure the incident details you set when you created the incident by going to HR > Incidents > Incidents > the ⋮ icon > Edit:

Edit Incident Settings

You have the ability to edit incident categories such as:

  • Injury Type

  • Severity

  • Incident Categories

  • Medical Attention

  • Attachment Types

  • Contributing Factors

  • Employee Work Restrictions

Edit an incident category by going to Incidents > Settings > Edit:

By customising these options, you can ensure that your incident reports accurately reflect your organisation’s processes.

Delete an Incident

Delete an incident by going to Incidents > three dotted lines > Delete.

FAQs

Enable Workforce HR

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