Creating incidents

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To report on a condition that might potentially represent a hazard to personnel who are working at a site, you can create an incident record. You can also create an incident record to document the details of an incident that occurred, such as who was impacted and where the incident occurred.

Starting in 9.1, add your mobile inspection checklist when you create an incident. You can refer to this mobile inspection checklist to complete your inspections when you are at a remote site and disconnected, or offline.

Procedure

  1. Open the Create Incident application.
  2. Classify the incident by using the Incident Type and Incident Category fields.
    If you select Observation as the type of incident, you must choose a type of safety observation.
  3. Optional: Attach documents such as images, text documents, or web pages that might be useful to the personnel.
  4. Add the details about what happened, where it happened, and who was involved.
  5. Submit the incident.
  6. Make a note of the record number that is shown. To review the status of your incident, use the Review Incident application.