Investigate an Event

After you can create an event, you can keep track of all the work you do while investigating a near miss or loss.

1. Go to the PureSafety tab > IMS > Events screen.
2. Select an event.
3. Click Open.
4. Go to the Actions and Investigations screen.
5. Click Create to create a task for your investigation.

   You can provide the items below in the task record.

   • Describe your process
   • Record your findings
   • Attach relevant files, such as notes from witnesses interviews or follow-up meetings
   • Documentation about the equipment that may have cause the incident
   • Pictures of the area where the incident occurred
   • Sketches describing the workplace where the incident occurred
6. Go to the Causal Analysis and Corrective Actions screen.
7. Provide information about the factors that contributed to this event.
   1. Click Edit in the Causal Analysis section.
   2. Choose the category in the Causal Factor field.
   3. Type a description or recommendation, and a free-text description of the factor you identified in the Causal Analysis field. This field is limited to 1000 characters.
   4. Click Save.
8. Click Create to add tasks for each corrective action you want to implement or have implemented in the Corrective Actions section.
9. Click Save when you are done.