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

Status Resulting State
Closed terminal
Awaiting_Review non-terminal
Open non-terminal
Revision_Required non-terminal

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, select Send, and select an action in the Workflow Actions list to determine the next step in the workflow. Select 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.
  1. Go to your Project tab, and switch to User mode.
  2. In the left Navigator, select Field Management, and then select Incident Management.
  3. On the Incident Management page, select Create. Refer to the tables below to complete the form. You can select Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, go to the Attachments tab, and select Attach Files"".
  5. After completing the form, select Send.
  6. On the Workflow Action Details tab, select who should receive this BP.
    • If permitted, you can add users to the CC list. These users will receive a notification about this BP but are not assigned a task.
    • If permitted, you can select lists of members in the Contact List section. These members also receive a notification about this BP 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.
  7. Select Send.
  8. In the Notification window, review the content, and select 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

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 50 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 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 50 characters or fewer.
Detailed Description Editable The detailed information about the short-description field. The field size can be expanded.

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
E-Mail 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.