Overview
As a manager, it is important to have one central place where you can manage the safety reports your employees have submitted. These safety reports inform you of any serious workplace health and safety incidents that have occurred and provide you with insight into the effectiveness of your organisation's safety procedures.
The My Incident feature allows you to view the incident details, such as where it occurred, if it were personnel or a third party involved in this incident, and if anyone applied first aid. This feature also allows you to edit, review, delete, and print safety incident reports. You can generate these reports yourself, or the employees you manage can create these reports on your behalf.
Important
Only employees who meet any of the following criteria can view the details of an incident report:
- Is an Admin or Owner.
- Is a Worksafe authority.
- Is the Affected Employee.
- Is the manager of the Affected Employee.
- Have the Safety Incident security permission.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
The below premise will walk you through how to review an incident report.
- Click the Safety menu.
- Click the My Incidents submenu.
- Click the Actions button.
- Click the Review button.
- Complete the following fields:
- Is this a serious incident that needs to be reported to the relevant authorities?
- Short-term recurrence prevention.
- Long-term recurrence prevention.
Helpful Hint
The HR platform will fill the notifier details in, using the data submitted from the incident report.
- Click the Submit button.
Maintain
The below premises will walk you through how you can view, print, edit the information, update a review and/or delete a safety report.
- Click the Safety menu.
- Click the My Incidents submenu.
- Click the Actions button.
- Click the View button.
Helpful Hint
The print option is only available once you have reviewed the incident report.
- Click the Safety menu.
- Click the My Incidents submenu.
- Click the Actions button.
- Click the Print button.
Helpful Hint
This option is only available after you have initially reviewed the incident.
- Click the Safety menu.
- Click the My Incidents submenu.
- Click the Actions button.
- Click the Update Review button.
- Complete the following fields:
- Is this a serious incident that needs to be reported to the relevant authorities?
- Short-term recurrence prevention.
- Long-term recurrence prevention.
Helpful Hint
The HR platform will fill the notifier details in, using the data submitted from the incident report.
- Click the Submit button.
- Click the Safety menu.
- Click the My Incidents submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes and click the Submit button.
- Click the Safety menu.
- Click the My Incidents submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Delete button to confirm deletion.
Author recommended
So you have now reviewed a safety incident and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- HR Platform: Building a Safety Incident Report This article will walk you through how you can build a safety incident report using our Custom Reporting feature.
- HR Mobile App: Reporting a Safety Incident This feature walks you through how your employees can use their mobile phone to submit safety incidents on the go.
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