Managing My Incidents

Overview

You can use the Manage My Incident sections to view, edit, review, delete, and print safety incident reports. You can generate these reports yourself or the employees you manage can create these reports.

Availability

Available On:

Free

✓ Standard

✓ Premium

Requires:

HeroPay

Viewing an Incident Record

  1. Click the Safety menu.
  2. Click the My Incidents submenu.
  3. Click the Actions button.
  4. Click the View button.
    Incident_1.jpg
    Helpful Tip: Displayed on your screen will now be the details about the specific safety incident.
    Incident_2.jpg

Editing an Incident Record

  1. Click the Safety menu.
  2. Click the My Incidents submenu.
  3. Click the Actions button.
  4. Click the Edit button.Incident_1.jpg

  5. Make the required changes to the safety incident and then click the Submit button.
    Incident_3.jpg

Reviewing an Incident Record

  1. Click the Safety menu.
  2. Click the My Incidents submenu.
  3. Click the Actions button.
  4. Click the Review button.
    Incident_1.jpg

  5. Complete the following fields in the Follow-Up section:
    1. Select Yes or No for; Is this a serious incident that needs to be reported to the relevant authorities.
    2. Enter information into the Short term recurrence prevention text box.
    3. Enter information into the Long term recurrence prevention text box.
    Helpful Tips: The Notifier Details section will automatically pre-fill using the data from the submitted incident report.
    Incident_4.jpg

  6. Click the Submit button.

Deleting an Incident Record

  1. Click the Safety menu.
  2. Click the My Incidents submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    Incident_1.jpg
    Helpful Tip: You will see a banner called Incident was successfully deleted at the top of your screen, after you have deleted the incident.
    Incident_5.jpg

Printing an Incident Record

  1. Click the Safety menu.
  2. Click the My Incidents submenu.
  3. Click the Actions button.
  4. Click the Print button.
    Incident_6.jpg
    Helpful Tip: The print option is only available once you have reviewed an incident report.
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