Manually add data to a new record

Whenever a newly uploaded document is not recognized by Safety One Intake, you can transcribe that document manually.

To understand how to categorize your data for efficient processing, see Know the fields in the Review Form.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.
2. Check the box of the record you would like to work on, select Expand Details, then select Start Work.
3. In the field on the left, type the data you would like added to the record.

   Note:

   You can easily identify the fields you have already interacted with by looking for Edited field .
4. Once you have finished adding new data to the record, select one of the following:
   • Save, to save your work and continue later.
   • Submit, to send the AE record for further processing.

     Note:

     Submit is only available if Oracle Safety One Intake is configured for intake processing only.
   • Search, to open the Duplicate Search dialog. For more information, see Possible tasks related to processing your records.