Incident Management Business Process
Use the Incident Management business process to capture and store information regarding a safety issue. The Incident Management log stores all incident reports along with their status. You can add additional information to capture material losses, injuries, and witnesses.
Characteristics
This is a Project-level business process with a workflow, provided in the system template.
Record Statuses
Closed | terminal status |
|---|---|
Awaiting_Review | non-terminal status |
Open | non-terminal status |
Revision_Required | non-terminal status |
Workflow
The default workflow for the Incident Management business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.
Creating an Incident Management Record
Create an Incident Management record by navigating to Field Management / Incident Management on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Incident Management task that has been assigned to you from the Tasks log.
Complete the Incident Management form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Field Management, and then select Incident Management.
- On the Incident Management page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Send.
- On the Workflow Action Details tab, select who should receive this Incident Management.
- If permitted, you can add users to the CC list. These users will receive a notification about this Incident Management but are not assigned a task.
- If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
- Click Send.
- In the Notification window, review the content and click OK.
The record moves to the next step in the workflow.
Completing the Incident Management Form
Key Information
Key information about this incident
Field Name | Access | Description |
|---|---|---|
Title | Required | Enter a title. |
Incident Date and Time | Editable | Time and date of the incident |
Type of Incident | Editable | Type of incident that happened |
Subtype of Incident | Editable | Subtype of incident that happened |
Area | Editable | Specific area for the Incident item |
Description
Description of the incident
Field Name | Access | Description |
|---|---|---|
Short Description | Editable | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Incident Investigation
Information related to the investigation of the incident
Field Name | Access | Description |
|---|---|---|
Causes of the Incident in Detail | Editable | Detailed description of the causes of the incident |
Indicate if any of the Safety Norms were not Followed | Editable | Detailed description of the safety measures that were not followed |
Corrective Actions
Summary of corrective actions put into place for avoiding this incident in the future
Field Name | Access | Description |
|---|---|---|
Description of Initial Response Action | Editable | Description of any initial response that was taken |
Description of Corrective Measures Implemented | Editable | Description of which corrective measures were implemented to avoid new incidents |
How Were these Corrective Measures Communicated to the Workers | Editable | Detailed description of how the corrective measures were communicated to the workers |
Location
Location of the incident. This can be completed by selecting an Area, by adding your current location (on mobile), or by choosing an area on a map.
Field Name | Access | Description |
|---|---|---|
Latitude | Editable | The latitude of an area |
Longitude | Editable | The longitude of an area |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Status | Read-Only | Record status for a workflow BP record is based on the workflow action preceding the current workflow step. |
Creator | Read-Only | Creator of this record |
Creation Date | Read-Only | Date that the record was created |
Record Last Update Date | Read-Only | Date that the record was last updated |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Project Name | Read-Only | Name of the project |
Project Number | Read-Only | Unique Project Number |
Additional Information
The Incident Management Additional Information block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
Incident Management Date Picker UDF 1 | Disabled | Reserved for future use by your organization |
Incident Management Date Picker UDF 2 | Disabled | Reserved for future use by your organization |
Incident Management Decimal UDF 1 | Disabled | Reserved for future use by your organization |
Incident Management Decimal UDF 2 | Disabled | Reserved for future use by your organization |
Incident Management Date Only Picker UDF 1 | Disabled | Reserved for future use by your organization |
Incident Management Date Only Picker UDF 2 | Disabled | Reserved for future use by your organization |
Incident Management Picker UDF 1 | Disabled | Reserved for future use by your organization |
Incident Management Picker UDF 2 | Disabled | Reserved for future use by your organization |
Additional Notes
The Additional Notes block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
Incident Management Text 255 UDF 1 | Disabled | Reserved for future use by your organization |
Incident Management Text 255 UDF 2 | Disabled | Reserved for future use by your organization |
Incident Management Text 255 UDF 3 | Disabled | Reserved for future use by your organization |
Incident Management Text 255 UDF 4 | Disabled | Reserved for future use by your organization |
Incident Management Long Text UDF 1 | Disabled | Reserved for future use by your organization |
Incident Management Long Text UDF 2 | Disabled | Reserved for future use by your organization |
Completing the Material Losses tab
Material Losses
Description of the type of loss as consequence of the accident
Field Name | Access | Description |
|---|---|---|
Type of Loss | Required | Indicates the material loss incurred as a result of the incident. |
Short Description | Required | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Completing the People Injured tab
Person Identification
Details about the person injured are displayed here.
Field Name | Access | Description |
|---|---|---|
Contractor | Editable | Name of the main contractor |
Employee First Name | Editable | First name of the employee |
Employee Last Name | Editable | Last name of the employee |
Incident
Details about the incident are displayed here.
Field Name | Access | Description |
|---|---|---|
Short Description | Required | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Injury Type | Editable | Type of the injury |
Physician's Name | Editable | Name of the physician |
Case Classification | Editable | In cases of impact to people, specify the case classification or the severity of the incident. |
Days Away from Work | Editable | Number of days absent from work due to the incident |
Date of Death | Editable | In case of fatality, introduce the date of the death. |
Hospitalization
Details about the hospitalization are displayed here.
Field Name | Access | Description |
|---|---|---|
Hospital Name | Editable | Enter the name of the hospital where the person who suffered the accident has been hospitalized. |
Address | Editable | Street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name. |
City | Editable | City |
State/Province | Editable | State or province |
Number of Days in Hospital | Editable | Number of days the injured person spent in the hospital. |
Completing the Witness Information tab
Witness Contact
Contact details of the witnesses of the incident
Field Name | Access | Description |
|---|---|---|
Witness First Name | Editable | First name of the person who witnessed the accident |
Witness Last Name | Editable | Last name of the person who witnessed the accident |
Company | Editable | Company of the person who witnessed the accident |
Address | Editable | Street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name. |
Mobile Phone | Editable | Mobile phone number of the person who witnessed the accident |
Work Phone | Editable | Work phone number of the person who witnessed the accident |
Home Phone | Editable | Home phone number of the person who witnessed the accident |
Editable | Email of the person who witnessed the accident | |
Short Description | Required | Short description of the incident |
Notes
Additional details about the witness
Field Name | Access | Description |
|---|---|---|
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Last Published Monday, April 14, 2025