Create an Incident Reports record to describe the event and provide details of how the event occurred. Also, include information about injuries and illnesses related to the event.
After completing the Incident Reports form, select an action in the Workflow Actions list to determine the next step in the workflow.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project. Ensure that you are in the User mode.
- Expand the Ongoing Reporting node.
- Click Incident Reports.
- From the BP log page, click Create.(Required) In the Title field, enter a title.
- In the Location field enter the location that the incident occurred.
- Click the Incident Report tab to expand the form.
- In the Date of Event field click the Date/Time icon, select the date of incident, and click OK.
- Complete the fields in the form accordingly.
- In the Project Manager field click Select, select the Project Manager's name, and click OK.
- Click the Contacts tab to expand the form, click Add, and complete the form.
- From the Line Item Status list select Open and click OK.
- From the Workflow Actions list, select Submit.
- Click Send to route the record for approval and then click OK.