View incidents
1. Hover over Health and Safety on your menu bar, then click Incidents Register.
This will display all incidents. Use the filters at the top of the page to search for a specific incident.
Report incident
1. Hover over Health and Safety on your menu bar, then hover over Incidents Register and click Report Incident.
2. Complete the Details section, ensuring all fields are filled out.
If you select Team Member in the Reported By field, you can choose an employee set up in the system. Selecting Visitor allows you to pick a visitor who has completed an induction, while New Visitor lets you type in the visitor’s name.
3. Click Save.
4. Click Add map from template to use an existing map, or Add map to create a new one.
For assistance with either option, click here.
5. On the map, drop a pin on the risk by clicking the pin icon. Hovering over this icon will display Draw a marker.
6. Enter the Location Description.
7. If there are witnesses, click the plus icon in the Witnesses section. Enter each witness’s name and contact details. To add additional witnesses, click the plus icon again and repeat as needed.
8. Complete the Personal Details section.
You only need to complete one of the following fields: Affected Team Member, Affected Visitor, or Affected New Visitor.
9. Complete the Incident Details section.
10. Complete the Report section.
11. Complete the Analysis section.
12. Complete the Investigation section.
13. Complete the Follow Up section (optional).
14. Complete the Close Off section.
15. Add Supporting Files (optional). To do this, click Choose File, then find and select your file, and click Open.
16. Click Save.
Close incident
1. Hover over Health and Safety on your menu bar, then click Incidents Register.
2. Click the incident you want to close.
3. Scroll down to the Close Off section.
4. Select Yes.
5. Enter the date the incident was closed.
6. Enter Notes (optional).
7. Click Save, then OK.
Delete incident
Incidents can only be deleted if they have not been closed.
1. Hover over Health and Safety on your menu bar, then click Incidents Register.
2. Click the cross icon next to the incident you want to delete, then click OK.