As an employee, you could have a safety incident in your workplace that can range from a near miss right through to more serious incidents such as electrocution. These incidents need documenting when they occur to make sure your organisation can track, manage, and report on the health and safety of both their employees and their preventive safety procedures.
You can use the Report Incident feature to lodge a safety incident report and include details such as the event type, the location, the injured body part, if there were any witnesses, and if anyone administered first aid. Your organisation's worksafe authority will receive the details of your submitted incident and review the provided information. To read further details on how to set up a worksafe authority, refer to the following article.
Important
This section will only be visible if you have enabled the Safety feature via the Menu Customisation feature. To read further details on this feature, refer to the following article.
Please keep in mind anyone on the HR platform can submit a safety incident report for anyone else, no matter platform access, reporting lines, etc. However, once submitted, the reporter will not be able to view or edit the incident report unless they are the following:
- Admin/owner.
- Worksafe Authority.
- Employee with all employees custom security permissions to view, modify, and delete. Affected employees can view and delete by default, while a reporter can delete by default.
- Employee with managerial custom security permission to modify. Managers can view and delete by default.
Availability
| HR Plan: | 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 premises will walk you through how to submit an incident report.
- Click the Compliance menu.
- Click the Report Incident submenu.
- In the Who Did This Occur To drop-down, select the personnel option.
- In the Personnel field, select the affected employee.
- Complete the following fields:
- Incident type.
- Death.
- Electrocution.
- Fire.
- Hazard.
- Illness.
- Injury.
- Near miss.
- Psychosocial hazard (which covers sexual harassment and bullying).
- Non-conformance.
- Property/equipment damage.
- Date of incident.
- Time of incident.
- Incident address.
- County.
- Location.
- Incident description.
- Injured body part.
- Injury description.
- Incident type.
- Click the Add a witness button.
- Complete the Was the Treatment Provided section:
- Yes:
- Place taken for treatment.
- Treatment provided.
- No.
- Yes:
- Click or drag any required files onto the Upload tile.
Helpful Hint
You can upload either a PNG, JPEG, PDF, Doc or Docx file, with a maximum size of 2mb per file and the ability to upload up to 5 files per submission.
- Click the Submit button.
- Click the Compliance menu.
- Click the Report Incident submenu.
- In the Who Did This Occur To drop-down, select the Third party option.
- Complete the following fields:
- Name.
- Date of birth.
- Contact number position.
- Address.
- Manager / Supervisor.
- Incident type.
- Death.
- Electrocution.
- Fire.
- Hazard.
- Illness.
- Injury.
- Near miss.
- Psychosocial hazard (which covers sexual harassment and bullying).
- Non-conformance.
- Property/equipment damage.
- Date of incident.
- Time of incident.
- Incident address.
- County.
- Location.
- Incident description.
- Injured body part.
- Injury description.
- Click the Add a witness button.
- Complete the Was the Treatment Provided section:
- Yes:
- Place taken for treatment.
- Treatment provided.
- No.
- Yes:
- Click or drag any required files onto the Upload tile.
Helpful Hint
You can upload either a PNG, JPEG, PDF, Doc or Docx file, with a maximum size of 2mb per file and the ability to upload up to 5 files per submission.
- Click the Submit button.
Author recommended
So you have now reported 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.
- Swag App: Reporting a Safety Incident This feature walks you through how your employees can use Swag on their mobile phone to submit safety incidents on the go.
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