How to Manage an Incident

Here you will learn how to manage an incident that you have created in the SiteConnect web portal

Index:

Incidents menu

Overview

LTI-Lost Time Injury

Investigation

Course/Corrective Actions

Witnesses

Notes

 

NOTE- for more information on how to create a incident, please see the following article:

https://docs.sitesoft.com/learn-how-to-manage-an-incident

 

 

Incidents Menu

 

Click the Incidents tab on the left hand side.

 

Incidens tab

 

You will see a list of all of your existing incidents. Click Manage on the incident that you want to manage.

 

Manage Incident

This will bring up the following Overview dialog box where you can edit the details of the incident itself.

On this page you will also see the following tabs:

  • LTI- Lost Injury
  • Investigation
  • Causes/Corrections
  • Witnesses
  • Notes

 

Click on each one to bring up the menu for them

 

Incident tabs

 

Overview:

In the Overview section you can change any of the details you would have entered when creating the incident initially.

 

This includes:

  • Summary of the incident
  • Date range of the incident
  • types of treatment and incident
  • Drug/Alcohol testing requirements
  • Worksafe notification requirements
  • Status of incident (Completed etc.)
  • Investigation requirement and notes
  • LTI status
  • Casual Findings

 

You can also add any necessary files and the users affected from the incident from here.

 

Files and Affected Users

 

LTI- Lost Time Injury

 

A Lost Time Injury is an injury that leads to an employee taking extended medical leave from work duties.

Once you click on the LTI- Lost Time Injury tab on the top of the Incident manager, click New LTI record to record a new LTI injury.

 

New LTI Record

You will then see the following tabs on the  top of the dialog box that appears where you can fill in the following details:

 

  • Affected Person- person who has been injured, their contact number and their email address

LTI forms


  • Health Provider-  Health providers name, main contact, description, contact number and email address

 

Health Provider

  • ACC Case Manager- Office name, managers name, description, contact number and email address

 

ACC Case Manager


  • Return to Work- Estimated date of return to work, actual date employee returns and description

 

Return to work notes

 

To select a estimated date and an actual date, click the calendar icon on each of the text boxes, select a date then click the tick.

 

Calander Return to work

 

 

When you Save a Return to Work timeframe a new option will appear on the top entitled Time Records.

 

 

Time Records appears

 

When clicked, this will bring up a new menu whereby you can create a New Time Record.

 

Time Records menu

 

Once clicked, a dialog box will appear where you can select a date for a new LTI Time Record. To set a date, click the calendar icon to bring up a series of dates to choose from.

 

LTI Time Records Set up

 

Once you select the right date, click the tick to save this date.

 

tick

 

You can then select the LTI days taken from the date you have selected and the amount of hours.

 

 

LTI Days and Hours

 

PLEASE NOTE- this is only recorded on a monthly basis. This means that you will only be able to select the remainder of the days in the month that the date you have selected is in.

If the LTI days and hours for this injury expand over this month then you will need to add another Time Record/date by Saving then adding another Time Record.

 

Save LTI Time Record

 

Once you have created all necessary Time Records as well as any other changes you can click Save and this will be added to the LTI for the incident.

 

Save Incident-1

 

You can also Manage/add any Files for the LTI using the Manage Files box.

 

Manage files LTI

 

Investigation

 

Click the Investigation tab on the top of the Incident Management menu to bring up the following menu:

 

Investigation menu

 

 

From here you can fill in the following items.

 

  • What happened before the incident
  • How did the incident occur
  • What happened after the incident

 

You can also select  an Investigator from your team and a Reviewer.

 

Investogator and Reviewer

 

For both options, this will bring up a box whereby you can search for or select your employees from a list for this role.

 

 

Employee list Investigator

 

Once your employee has been selected, your investigators name will appear in the Investigation menu.

 

Investigator name

 

This will also happen for the Reviewer that is selected.

 

Reviewer add

 

Courses/Corrective Actions

 

Click the Courses/Corrective Actions tab to bring up the following screen.

 

Add cause

 

To add a new action, click Add Cause. This will bring up the Incident Cause Form.

 

Incident Causes Form

 

From here you can fill in the Cause, Type (choose from Primary or Secondary from drop down menu), Corrective Action to be taken and a description (what specifically makes this a cause).

 

You can then add another Corrective Action to take for this incident if required by clicking Add Corrective Action.

 

Add Corrective Actipn

 

 

This will add another action to this list.

 

 

Two actions

 

 

You can also select an Assignee for each corrective action and appropriate Files if necessary.

 

 

Select Assignee

 

 

Witnesses

 

Click the Witnesses tab to bring up the following screen. Click Add Witness to create a new witness for this incident.

 

Add Witness

 

This will bring up the Incident Witness Form where you can fill in the following:

 

  • Witness Full Name
  • Company Name
  • Email
  • Phone Number
  • Statement

 

Incident Witness Form

 

You can also Add any appropriate Files by clicking Add File and Select the Witness from your networked Users by clicking Select Witness. This also does not have to be a networked user and you can fill in the name of anybody to Save this.

 

Ssledct Witness

 

Once you have filled in the name of the Witness you can click Save to save this witness.

 

Save witness

 

You can also delete the Witness at any time by clicking the Bin icon in the bottom right hand corner.

 

Delete witness

 

 

Notes

 

Click the Notes tab to bring up the following screen. Click Add Note to create a new witness for this incident.

 

Add NOte

 

This will bring up the Incident Note Form

 

Incident Note Form

 

You can write in your note in the Value text box.

 

Once you have filled in the text box you can either Save your note for this incident or Delete the note using the Bin icon on the lower right hand corner of the form.

 

Save or deletge note

 

NOTE- for more information on how to create a incident, please see the following article:

https://docs.sitesoft.com/learn-how-to-manage-an-incident

 

If you need any further help or have any questions please contact the support team by email support@sitesoft.com or Ph: 0800 748 763