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.
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Go to the
.
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Select an incident and click Open in the incident toolbar.
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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.
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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.
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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.
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Change the status of the incident report using the Status
field.
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Add tags to categorize the incident report, which is useful
for reporting purposes. Go to the .
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Click the History tab to see a history of actions on this
incident report.
You can see who created and edited the incident.
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Assign tasks to follow up on the incident report. Go to the
. For more information about tasks you can create, see the Assign Follow-Up Tasks topic.