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User Reports Incident: Mobile App

Convergence Training Support
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Article Links Introduction | Report an Incident | Next Steps |

 

INTRODUCTION

A user can only report an incident if they are given an Incident Submitter security role or an Everyone LMS and IMS Submitter security role.

A user can report any of the following incident types using the mobile application:

  • Safety Observation
  • Near Miss
  • Injury
  • Illness
  • Property Damage
  • Motor Vehicle
  • Environmental

The Convergence Incident App can be downloaded to any mobile device. Convergence Training supports Apple (iOS) and Android. There is a cost associated with using the applications. Your company can pre-purchase "seats" in advance for employees to use.

Please refer to the following articles to download, install and use the Incident App:

Mobile: Install Apps and Register Device for iOS (Apple)

Mobile: Install Apps and Register Device for Android

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REPORT AN INCIDENT

After logging into the mobile app, follow these steps to report an incident using the mobile app:

Home Screen

  1. Click the Report Incident button.
  2. The Step 1: Overview screen will appear.
 

Step 1 Overview

  1. Select the type of incident that occurred. You may select either or both Near Miss and Safety Observation OR select one or more of the remaining incident types: injury, illness, property damage, motor vehicle or environmental.
    Note: Safety observations and near miss incidents are mutually exclusive from the other incident types. By definition, incidents that include injury, illness, property damage, motor vehicle and environmental can no longer be considered a near miss or safety observation.
  2. Select the category that best describes the incident.
  3. Select the date and time the incident happened.
  4. Describe the incident.
  5. Click the Next button.
  6. The Step 2: People screen will appear.

step_2.png

Step 2: People

The People screen allows you to select all the users and contacts involved in the incident.
Note: A user is an employee; a contact is a non-employee.

  1. Click the Select People Involved link or the green Select button on the right side of the screen.
  2. The Users and Contacts Picker screen will appear.
 

Users and Contacts Picker

The Users and Contacts picker allows you to select one or more users and contacts that are involved the incident.

  1. Select Users or Contacts from the Users drop down.
  2. Search for the user or contact in the search field or scroll down the list to find the user or contact.
  3. Select one or more users or contacts.
  4. Click the Select button.
  5. The Step 2: People screen will re-appear with your selections.

people.png

Step 2: People

This screen displays the users and contacts you have selected and allows you to add additional users or contacts as needed.

  1. Click the Tap to Add More link or the green Select button on the right side of the screen to add more users or contacts.
  2. Click the Next button.
  3. The Step 3: Statement screen will appear.

step_3_statement.png

Step 3: Statement

This screen allows you to select user or contact to provide a statement or add a witness by completing their name.
Note: You may only add one witness statement.

  1. Click the Select User or Contact link or the green Select button on the right side of the screen to add a user or contact that you wish to collect a statement from.
  2. To add a witness that is not a user or contact, type their first and last name in the appropriate fields.
  3. Type their statement in the Witness Statement field.
  4. Have them sign their statement in the Witness Signature block.
  5. Click the Next button.
  6. The Step 4: Media screen will appear.

Step 4: Media

This screen allows you to add pictures and videos to the incident.

  1. Click the Take Photo button to take and add a photo to the incident.
  2. Click the Record Video button to record and add a video to the incident.
  3. Click the Open Gallery button to add one or more videos or photos to an incident that are already on your camera roll.
  4. Click the Next button.
  5. The Step 5: Place screen will appear.

place.png

Step 5: Place

This screen allows you to select the place where the incident occurred.

  1. Click the Select Place link or the green Select button to select the place where the incident occurred.
  2. Type additional information that will help an investigator determine where the incident occurred.
    For example, the address or cross streets where a motor vehicle accident occurred. Or, a broader description of where the incident occurred if in a large facility like a warehouse. 
  3. Click the Next button.
  4. The Step 6: Summary screen will appear.

Step 6: Summary

This screen allows you to review the incident and make changes.

  1. Click the Pencil icon to the left of any section to modify your entries.
  2. Click the Next button.
  3. The Submission Complete screen will appear.

Submission Complete

  1. Click the Report Another Incident button to report another incident.
  2. Click the Start Over to return to the home screen.
  3. Click the Menu button in the top right corner of the screen to log out.

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NEXT STEPS

Once Submission Complete confirmation displays, the New Incident notification will be generated and sent to the administrators you have identified should receive the notification.  Your administrator can then edit the incident and begin the investigation.

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