Details

In the Edit Incident form, select the Details tab.

The Details form contains these collapsible subforms:

Location or Organization

You enter information about the location of the incident and the organization associated with the incident. You can set a processing option to let the system populate the value in the establishment field by default. The street address of the incident will default from the mailing address of the address book record for the establishment entered on the incident if the address fields are blank. You can also show a map of where the incident took place. You use the Composite Application Framework field to show a map of where the incident took place using the street address or the latitude or longitude coordinates for the incident. The business unit can also default in, based on the employee profile setup program (P20103) of the logged-in user, and the relationship of the business unit to a company as set up in the Business Unit Master. If no employee profile is set up for the user, the system will use the business unit on the address book record of the logged-in user.

Notifications

You enter and maintain information about emails sent or email addresses associated with the incident. You can also send emails or messages to individuals or groups. There are two tabs on this subform, Notifications List and Sent History. The Notifications List form is like an address book for the specific incident, containing a list of individuals or distribution lists that are to be notified. When you add an incident in the system, the system adds the originator of the incident, the distribution list, and the individual specified in the processing options to the Notifications List form. You can add additional members to the list. Notifications are sent out automatically when an incident is added. Select the rows to re-notify and use the Send Notification button if you want to re-notify the members in the Notifications List. To remove a member from the list, select the row for the member and use the Delete button. The Sent History form records each time a notification is sent, and the member to whom the notification is sent.

Responsibility

You enter information about who is responsible for the incident, drug and alcohol testing, insurance claim information, and causal factors and other risk information on this subform. The Contractor / 3rd Party Involved option and the Contractor / 3rd Party fields are used extensively in the One View Reporting and Safety Hours programs.

Environmental Impact

You enter information about products or substances that are spilled or released, the impact to the environment, and the remediation and corrective measures. There are many fields on this sub-form that you can use to meet the special needs for an organization, such as five category codes and four pairs of quantity and associated unit of measure fields. An incident can have any number of environmental impact records, one record for each product or substance spilled or released. For example, an incident can involve several substances that are spilled. You enter a record in the grid for each substance spilled, so the incident can have multiple environmental impact records.

Agencies

You enter information about the organizations or agencies involved, such as law enforcement, EPA, DOT, insurance companies, and so on. If the Who's Who Search and Select processing options are set up, the contact information for an agency can be selected from Who's Who. The system displays the contact form when you enter the agency number.

Category Codes

You use Incident Category Codes to categorize and associate the incident with up to 20 user defined category codes. The five user-reserved fields, common to most JD Edwards EnterpriseOne tables, are located on this subform directly below the category codes, though they remain hidden. To use them in this form, your System Administrator must enable them in the Form Design Aid program. However, they are already incorporated into the processing logic of the incident.

Investigation

You enter information about who is investigating, who is handling the investigation, and what has been determined in the Investigation subform. The system uses the user ID of the person entering the incident as the default value for the originator. You use the Failure Analysis feature to associate failures, analyses, or resolutions with incidents. There are four additional media objects on this subform for additional information about the incident.

Costs

You can enter any estimated or actual costs related to this incident. You can associate an incident with a work order and display the estimated and actual work order costs. The system displays the total of the estimated and actual costs that you enter in the grid. The work order costs are displayed for the user's convenience but are not automatically entered into the grid. You enter them as grid rows if you want these costs included in the total incident costs. There are five category codes for your use to further describe costs. The value in the Currency Code field comes from the company of the incident. The currency code is required when you enter more than one cost record.

Activities

You can create tasks and keep track of them, along with corrective measures. Tasks can be assigned to individuals and tracked in terms of status, priority, and dates. The system notifies the individuals through emails when a task is assigned. There are 10 category codes for Tasks for your use. The Corrective Measures tab provides a media object for the incident. If you update the person assigned to the task or the task status fields, the system re-notifies automatically.

There are four date fields available for activities: Task Beginning Date, Task Ending Date, Task Estimated Completion Date, and Task Actual Completed Date. The values in these fields cannot be earlier than the values in Incident Date/Time fields.

(Release 9.2 Update) When you set the processing option to allow task reminders, the system displays the Send Reminder button above the task grid. Select the tasks for which you want to receive reminders using the row select, and click the Send Reminder button. Based on the processing options that are set up, the system sends an email or Work Center message to the people associated with the task, the incident associated with the task, or the task's assignee. The email message will contain a link to the incident for the recipient to use.

(Release 9.2 Update) The system displays the Task Details button above the task grid. You can use this button to access the Incident Task Details program. The Task Details form organizes the information into logical sections in a single form to facilitate data entry. Based on the setting in the processing options, you can edit the task details. In the header section, the system locks all fields, except the Task Description field, for editing. After you add or update information in the Task Details form, click the Save button on that form to save the changes, and click the Save button on the Edit Incident form to save the changes made to the incident. You can also access the Task Details form from the Incident Task Inquiry program (P54HS215) by displaying it in a CafeOne window and dynamically linking the incident number and task number.