Please refer to the article Creating a New Incident for a full overview of all incident types and how to begin a new record.
The PI record type allows you to record any Positive Interventions carried out in your business. This can include inspections of company staff on site, or inspections made by sub contractors whilst off site.
The first page of a PI record is the Incident Details tab:
The initial page of the Incident Details tab requires the following data to be added:
Was it safe or unsafe? - Was the individual working safely or not.
Person(s) Involved - Was the person/people being observed company employee member(s) or contractor(s), or both
Business Unit - The primary location that the observation was made
Location - The location below the Business Unit that the observation was made
Trade - The trade of the person(s) being observed. This list can also contain any custom trades that have been added by one of your system's super users
Observation Date - The date the inspection was carried out
Carried out by - The name(s) of the individual(s) being observed
Observed by - Name of the individual carrying out the observation
Suggested solutions - Can a solution to the hazard be suggested? If so, add it here. For example, 'Move the box of A4 paper to a store room or cupboard'.
Acts Observed, and an explanation of why - An overview of what was being observed, and comments to why the observation was carried out.
When all data has been added, click the Save and Next button to continue to the next tab.
Please Note: Certain information is required in order to continue to the next tab in the record. If you try clicking the Save and Next button and some data is missing on the current tab, you will be prompted and all data fields that require information before moving on will be highlighted in red:
Our Advice - If you do not have permission to continue adding information to a record, once you have clicked Save and Next, you will be prompted with a reference number notification similar to the one below:
Additional Information Tabs
The PI record type has the following additional information tabs that need to be completed.
Please click on a section below for help with a particular section:
Our Advice - The additional information tabs may also require mandatory information to be filled in to allow progression to the next information tab.