Assign Investigation
This task presumes that you have already created an event from the incident and need to assign investigation tasks to gather more information about the incident. From the event record, go to the Actions and Investigations screen. Follow the steps on this page.
- Affected Party Form. This form provides gathers the necessary information from employees who are injured in incidents. This form serves as a statement of record and can be attached to an event created to track and follow-up on the incident.
- Observation Form. This form provides fields for additional information gathered from other employees who saw the incident.
- Supervisor Report. This form allows supervisors and safety professionals to type details about an incident, as required by their role. It includes more details about an incident than the data that can be typed in a regular observation.
Continue to the Add Causal Factors workflow.