Supervisor Report

The Supervisor Report form captures information that is not included in a regular incident and that is typically captured in an event or injury record.

Incident section. Includes most of the same fields as a regular incident record.
Analysis section. Provides fields for supervisors to document the causal factors that led to the incident or near miss. They can also document measures they have already implemented or recommend to prevent similar problems in the future.

With appropriate access, supervisors can submit their report about an incident directly from the home page. For steps to submit this report from the home page, see the Submit the Supervisor’s Report about an Incident topic.

The custom unclassified fields display above the standard classifications (as shown in the images on the left).

You can prompt supervisors to complete this form by assigning a task that requires them to fill out the report. For more details about this workflow, see the Assign Follow-Up Tasks and Investigation Forms topics.

Each section of the Supervisor Report can be collapsed to make it easier to work on one section at a time. You can use the arrows to collapse the sections (as shown in the image below).

All sections are listed to the right of the form (as shown in the image below). If you have not completed required fields in a given section, a red exclamation point icon displays next to the section name as a reminder that some fields are incomplete.

Sections with no required fields do not have an icon displayed. As the required fields in a section are completed, the red exclamation point changes to a green check mark.

When an Event is created from a Supervisor Report, the system automatically displays the information captured on the supervisor report.

Incident Section

The table below describes the fields that are available in the Incident section of the Supervisor Report.

Interface Element	Description
Urgent check box	When checked, indicates the issue must be addressed immediately. This check box is available if you have the appropriate permissions.
Location field	Defines the physical location of the incident. You can manually type in the Location field and let the system automatically search, or you can click the Selection button to open the Location Hierarchy window and choose the appropriate location.
Incident Date and Time fields	The date and time when you noticed the incident.
Near Miss	When checked, indicates an injury did not occur but could have occurred.
Risk section	Indicate the severity of the incident and the likelihood that it can recur in this section. The system uses this information to calculate the risk of each incident for reporting purposes.
Custom unclassified field area
Custom fields	Fields in this area display on all supervisor reports.
Classifications area
Classifications	Select to view and pick from the list of active classifications that describe the type of incident being submitted. More than one classification can be selected.
Custom fields for classifications	Classifications may display fields for collecting details relevant to the selected classification.
Status	The appropriate status of the report. The statuses are listed below. Reported Reviewed In Progress Resolved
Description field	Allows you to type a description of the incident or issue about which you are reporting.
Attach File button	Click the button to attach files.

Analysis Section

The table below describes the fields that are available in the Analysis section of the Supervisor Report.

Interface Element	Description
Causal Analysis	These four text areas allow you to type as much relevant information as needed.
Interim Measures
What were Causes of the Incident?
Future Prevention of Incident
Causal Factor	Up to three causal factors that contributed to this incident can be selected. You can manually type in a causal factor and let the system automatically search, or you can click the Selection button to open the Causal Factor window and choose the desired factor.
Description/Recommendation	For each causal factor, a further description and/or recommendation relating to the causal factor can be typed.
Save and Finish Later	Used to save what you have completed and return later to finish the report. Required fields must be completed before you can save to finish later. A task will be created automatically and assigned to you for the purpose of completing the incomplete report. If standard required fields are left empty, a pink error message box displays at the top of the form that identifies the incomplete required field(s). Once standard fields are completed, if custom required fields are left empty, the pink error message box identifies the incomplete fields.
Submit	Used to submit the report. If standard required fields are left empty, a pink error message box displays at the top of the form that identifies the incomplete required field(s). Once standard fields are completed, if custom required fields are left empty, the pink error message box identifies the incomplete fields.

Understanding the Effects of Additions and Changes to the Custom Fields

Changes to custom fields in Settings > Custom Fields are reflected on all past and future submissions. Individuals who manage the custom fields are advised to fully understand the implications of changing, adding, removing, or hiding custom fields. Read the topic titled Creating Custom Fields for Incidents and Events to learn about creating and maintaining custom fields.

Individuals who review and use incidents should understand the following points:

Submitted forms will display unanswered fields when the items below occur.
- A user did not complete an optional field.
- A user did not complete a field that was optional at the time of the submission but was later marked as required.
- A new field was added to a custom fields after the form was submitted.
Submitted forms will display a different field or answer label than what was on the form at the time of the submission if the label was updated after a form was submitted. This would most commonly be corrections to spelling or grammar.
If a custom field or answer is deleted after a user has submitted a form, that field will not be deleted from the submitted form.