Edit an Incident Report

After reviewing an incident report, operators are responsible for recording new information in addition to reviewing the data submitted by workers. This information helps your organization keep track of these incident reports and their progress.

  1. Go to the PureSafety tab > IMS > News Feed screen.
  2. Select an incident and click Open in the incident toolbar.
  3. Choose one of the options from the Type field based on the details provided. The options are Observation, Near Miss, or With Loss. This information is used by various reports.
  4. Indicate the severity of this incident and its recurrence probability by moving each slider button in the Risk section. Click and hold the mouse pointer over a slider button to display a list of levels and descriptions. Sliding the button highlights a level. Releasing the mouse button selects the highlighted level.
  5. Assign the incident report to a specific employee using the Assigned To field.
    This individual becomes the owner of the incident and is responsible for ensuring all follow-up actions are completed.
  6. Change the status of the incident report using the Status field.
  7. Add tags to categorize the incident report, which is useful for reporting purposes. Go to the Tags tab > Click Add > Type a tag name > Click Add > Click Close.
  8. Click the History tab to see a history of actions on this incident report.
    You can see who created and edited the incident.
  9. Assign tasks to follow up on the incident report. Go to the Tasks tab > Click Create. For more information about tasks you can create, see the Assign Follow-Up Tasks topic.