User Reports Incident: IMS Home Tab

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 incident wizard located on the Home tab of the Incident Management System (IMS):

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

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REPORT AN INCIDENT

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

1. Click the Home Tab in the top right corner of the screen.
   
2. Click the Menu icon located in the upper left corner of the screen. The Home tab menu will appear.
3. Click My Reported Incidents.  The My Reported Incidents screen will appear.
4. Click the Report Incidents button.
5. The Report an Incident screen appears.  The screen describes how the wizard will guide you through the steps of reporting an incident.
6. Click the Next button.
7. The Incident Overview screen will appear.

Incident 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 date the incident occurred.
3. Select the time the incident occurred.
4. Select the category that best describes the incident.
5. Describe the incident.
6. Click the Next button.
7. The People Involved screen will appear.

People Involved

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 Add People Involved button.
2. The Users and Contacts Picker screen will appear.

Users and Contacts Picker

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

1. Select User or Contact from the Look for drop down list.
2. Search for the user or contact in the search field or scroll down the list to find the user or contact.
3. Click the checkbox to the left of the user or contact name and use the right arrow to move to the Selected Records table.
4. Repeat this process until all users and contacts are added to the Selected Records table.
5. Click the Select button in the upper left corner of the screen.
   
6. The People Involved screen will display the users and contacts selected on the previous screen.
7. Click the Next button.
8. The Incident Place screen will appear.

Incident 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.
   Note: If places have not been set up for the establishment, you will be unable to continue with this report. Contact your IMS Administrator and ask them to add Places to the establishment.  Please refer to the Places Overview: Incident Management System article to learn more about creating places in the IMS.
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 Back button to move to any section to modify your entries.
2. Click the Next button to move forward to the Incident Summary screen.
3. Click the Submit button to submit the incident.
   Note: Once you submit the incident, the incident submitter will be unable to edit or delete it.
4. The Incident Reported screen will appear.

Incident Reported

1. Click the Close button to report another incident.
2. You will be returned to the My Reported Incidents screen where you can add an attachment (picture or video) to the incident just reported, report another incident or log out of the IMS.

Add Attachment

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

1. Click the Plus Sign button to add a photo or video to the incident.
2. Click the Browse button or the Click to Upload link on the Upload File screen.
3. The Explorer Window will appear.
4. Locate the photo or video on your local or network drive.
5. Double click to select the photo or video.
6. You will be returned to the Upload File screen.
7. Click the Close button.
8. You will be returned to My Reported Incidents screen.
   Note: You can only add one photo or video at a time.
9. Repeat steps 1-8 until you have added all photos and videos.

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NEXT STEPS

Once Incident Reported 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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