Adding a General Workplace Incident

Important:

This feature requires SuitePeople. For more information, see SuitePeople Overview.

Use the following procedures to add a general workplace incident.

To add a general workplace incident:

  1. From the Classic Center, go to Lists > Workplace Incidents.

    From the Accounting Center, go to Payroll and HR > Lists > Workplace Incidents.

    Click New Workplace Incident. On the Select a form type page, click General.

    Alternatively, go to Lists > Employees > Employees. Click Edit or View beside the employee involved in the incident. On the Human Resources subtab, on the Workplace Incidents subtab, click New Workplace Incident. From the Form Type list, select General. The Workplace Incident page displays the General form fields.

  2. Enter a Case Number. Note that the Workplace Incident ID is a unique number generated by NetSuite when you create the incident.

  3. Select a location from the Location list. This is the list of locations defined in your company information.

  4. If you want this incident to be inactive, select the Workplace Incident is Inactive box. This affects how the incident appears on the Incidents list.

  5. Enter the date when this form is being completed in the Date of Form Completion field. It defaults to today, but you can change it. For example, you are entering information from a paper form that has already been filled out. You might specify the date shown on that form.

  6. Enter the date when this incident was first reported in the Date Incident Was First Reported field.

To add follow-up contact information and witnesses:

  1. Select the employee filling out this form in the Form Completed By list. It defaults to your name, but you can select another employee. The person’s email address and phone number are sourced from the employee record, but you can edit them.

  2. Enter the name of the person first reporting the incident in the Incident Was First Reported By field. Enter that person’s email address and phone number.

  3. Select the person the Incident Was First Reported To from the list. This person must be an employee. The person’s email address and phone number are sourced from the employee record, but you can edit them.

  4. Select a contact person from the Contact This Person For More Information On The Incident list. This person must be an employee. The person’s email address and phone number are sourced from the employee record, but you can edit them.

  5. Enter Name, Email address, and Phone number for up to two witnesses to the incident.

To add incident details:

  1. Enter the Date of Workplace Incident.

  2. Enter the Time of Workplace Incident or check the Time Cannot Be Determined box.

  3. Enter the Time Employee Began Work on Day Incident Occurred.

  4. Select the Severity of the incident from the list.

  5. Select the Impact to Property of the incident from the list.

  6. Describe as many aspects of the incident as you can, using the categories shown:

    • Describe in Detail What Happened

    • Describe the Events Leading Up to the Injury

    • Describe the Injury

    • Describe Where the Incident Occurred

    • Address Where Incident Occurred

    • Additional Comments

To add employee information:

  1. Select the employee from the Full Name list. Most of the fields in this section are automatically sourced from the employee record.

  2. If values in those sourced fields are not correct, edit them as needed.

  3. Enter the employee’s Medical Insurance Number.

To enter work impact:

  1. If the employee missed work because of the incident, check the Incident Resulted in Days Away From Work box.

  2. If you checked this box, enter the Number of Days away from work and the Date Returned to Work.

To add medical care:

  1. Enter the Name of Physician or Other Health Care Professional.

  2. If the employee received treatment at a hospital or any location other than the worksite, check the Treatment Was Given Away From Worksite box. Enter information in the Date of First Visit to Facility, Name of Facility, and Facility Address.

  3. If the Employee Was Treated in an Emergency Room, check the box.

  4. If the Employee Was Hospitalized Overnight as an In-Patient, check the box.

Note:

When you are finished filling out all of the information about the incident, click Save.

Related Topics

Adding OSHA 301 Workplace Incidents
Adding a RIDDOR Workplace Incident
Adding a Workplace Incident

General Notices