To create a new incident record, follow these simple steps.

1. Begin by clicking the Create New option. Next, move your mouse cursor over the Incidents option, and then click on the type of incident record you wish to create. For this tutorial, we will select the Incident/Accident type.

2. In the Incident/Accident form that appears, begin by changing the Business Unit and Location (if applicable) of the record you are creating. 

3. Next, amend the dates and times of both the Incident Date and the Reported Date. To do this, simply click each the date/time element and choose the correct date/time required.

4. Now add in all the details of the incident. Once you have completed all the details about the incident, click the Save and Next button.

Please note: If you do not see the Please confirm the following details section at the bottom and the button states Save and Exit instead, it means that you do not have the correct Full Form Access system permissions to continue adding the rest of the incident details, and therefore you will see a small information popup displaying the reference number of the incident like the screenshot below. Clicking the Continue button will take you back to the system Dashboard.

5. If you are able to continue adding the rest of the details for this record, you will now see the Injured Persons tab. To add a new injured person to the new incident record, click the Add New Injured Person button.

Note: This may seem like you are repeating information from the previous tab, but the information required when adding a new injured person here is a lot more in depth.

6. Add all information has been added on the Injured Person Details section, click the Save and Next button to continue.

7. Next, you can specify the Injury Details of this injured person. To add an injury, choose an Injury Location from the drop down list, and then choose the corresponding Nature of Injury. Once chosen, click the Add Injury button.

Note: You can repeat step 7 to add additional injuries.

8. When you have finished adding all injuries for this injured person, click the Next button.

9. Lastly, add in all Treatment Details.

10. Once done, click the Next button to add this injured person to the incident record.

Note: Repeat steps 5 through 10 to add more injured persons.

11. When all injured persons have been added, click the Next button.

12. The next section is the Witnesses tab. To add a witness to the incident, click the Add Witness button.

13. Add in all the witness details, and when done, click the Add button.

14. The witness has now been added to the incident record. Repeat steps 12 and 13 to add more witnesses. To continue, click the Next button.

15. The Activity Info tab allows you to add information relating to the activity being undertaken. Describe the activity at the time of the incident, and answer the simple questions. When done, click the Next button.

16. The next section is the Causes tab. Here we can choose whether the incident was caused by an Unsafe Action or an Unsafe Condition. Set these parameters accordingly, adding in any additional information that may have contributed to the incident. When finished, click the Next button at the bottom of the page to move on.

17. When finished, click the Next button at the bottom of the page to move on.

18. This section will allow you to add Actions to your incident record. To add an new action, click the Add Action button.

19.  On the new action screen, choose an Action Type, Priority and the action's Target Date. Also describe the action and select an Action Owner.
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​Note: If the action owner is not you, make sure you click the Save and Email button before proceeding. This will inform the Action Owner about the action you have created on their behalf via email.

21. When you're ready to move on, click the Save and Next button.

22. On the Actionee tab, we can nominate who will be carrying out the action. To add a new actionee, click the + Add Actionee button.

23. To add a new actionee, simply type in their name and email address, and then click the Add button.

Note: To add more actionees, repeat steps 22 and 23.

24. Once all actionees have been added, click the Next button to continue.

25. If you would like to add any attachments to the action, first click the +Add New Attachment button.

26. Type in an Attachment Name, and then choose an attachment Category from the list (Note: If you do not complete these two elements, the Browse button will remain disabled until you do).

27. Now click the Browse button and search your computer for the file you want to attach. Once located, click the file to highlight it and then click Open.

28. The chosen file will now be uploaded to the system. Once uploaded, it will appear in the attachments as shown below.

Please Note: You may need to allow time for your attachments to upload as it takes a lot longer with slower internet connections and large files sizes).

Please also remember that the maximum file size for uploads is 20MB.

29. Once all attachments have been added, click the Next button.

30. The Completion tab can be used at a later date to mark the action as complete. To do this, simply choose the Completion Date, and add in any Completion Notes if needed. To confirm completion, click the Save and Finish button.

Note: If a Followup action is required on completion, you can tick the Completion Followup checkbox. When the Save and Finish button is then clicked to complete the current action, this option will load up a new action window, allowing you to begin adding a new action as described from step 19 above.

31. To continue to the next step, click the Next button.

32. If you would like to add any attachments to your action, begin by clicking the + Add New Attachment button.

33. Now follow the instructions outlined in steps 26 to 28 to add your attachments. When all attachments have been added, click the Next button to continue to the final step.

34. The Submit Record tab is only used when an incident record is ready to be completed. To do this and complete a record, simply click the Save and Finish button.

Please note the following:

If all required information is in place, you will see a confirmation popup like this:

You have now successfully added the incident record to the system.