Professional User's Incidents Work Area

As a professional user, you can manage the incidents in the Incidents work area by navigating to Home > My Client Groups > Safety Incidents . You can search for incidents, modify, and report incidents.

You can search for incidents by:

  • Incident name or number

  • Filters such as:

    • Target completion date

    • Level of severity

    • Event type

    • Location

    • Status

    • When incident was reported

  • Saved Searches: Use the available saved searches or personalize your search by saving your search for yourself or others. Click the gear wheel to select the search criteria.

Find the list of incidents on the page sorted by default in this order:

  • Incidents with no owner; sort by earliest target completion first

  • Earliest target completion date of the incident

  • Incident with an owner; sorted by earliest completion date first

Use the Sort By list to order the incidents list by these options:

  • Incident Number (from highest to lowest)

  • Incident Reported Date (from newest to oldest)

  • Target Completion Date of Incident (from oldest to newest)

  • Severity Levels of Incident, (from highest to lowest)

  • Relevance (default sorting pattern that's mentioned earlier)

Each incident in the list appears with key information such as incident name, number, date and time the incident took place, level of severity, name of the incident owner, target completion date, and completion status.

See the number of events, investigations, and actions that display for the incident. You can review and update the details directly in the page. Additionally, you can use the incident name link to open the incident page and then go to the specific details of the incident. Apart from searching for incidents, you can create incidents and manage them too. The EHS manager can review, modify, and delete any incident.

Note: Your access to incidents is based on the security privileges and active assignments in the incident.