Create an accident/incident investigation

There are three ways to register an accident/incident investigation:

• From the notifications list screen (bulk operation).
• From the detail screen of a notification (individual operation).
• From the “Accident/Incident Investigations” section (direct registration, without prior notification).

Tip

When saving the investigation, the programme automatically fills in the Participants tab and sends an email to the employees configured as recipients of the accident/incident investigation participation.

Create from the notifications list screen

1. Go to Accidents → Accident/Incident Notifications.
2. Select the record you want to transfer to an investigation.
3. Click Operations → Create accident/incident investigation.
4. Confirm with Yes in the prompt.

Caution

This action locks the fields of the original notification. By confirming with Yes, the programme creates the investigation and takes you directly to the new record.

Create from the detail screen of a notification

1. Go to Accidents → Accident/Incident Notifications.
2. Enter the record you want to transfer to an investigation.
3. Click Operations → Create accident/incident investigation.
4. Confirm with Yes in the prompt.

Note

If not all mandatory fields are completed when confirming, the programme shows a warning and returns to the previous screen without creating the investigation.

Create from the “Investigations” section

This option allows you to register the investigation without starting from a prior notification:

1. Go to Accidents → Accident/Incident Investigations and click New.
2. Complete the general investigation data.
3. Provide a scope and fill in the Accident location description field in the Scope tab.
4. Click Save.

Tip

It is recommended to specify as many fields as possible to make the record as complete as possible.

Mandatory fields

Accident type	General data	Scope
With leave / Without leave	Accident type, Affected employee, Date, Day of the week, Accident time, Work time, Accident description	Company + Centre + Section + Position, or External company, + Accident location description
Incident	Accident type, Date, Day of the week, Accident time, Work time, Accident description	Company or External company, + Accident location description

Note

The Day of the week field is automatically filled in when the Accident/Incident date is entered.

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Source: M-SO-20-09-01 “User manual – Accidents”, version 1.