Incident Management Training Videos
Module Introduction
The Incident Management module provides users with tools to report, investigate, review, and close incidents. It also offers functionalities for searching for incidents, entering labor data, and managing incidents via the mobile app.
For more detailed information, please visit the Incident Management Module category in our help center.
Training Videos
Incident Import Training Video
Recommended Audience: Setup Decision Makers, Administrators
This video covers how to create custom templates for importing incidents, near misses, and hazard IDs. It also explains how to import historical incidents and correct errors that may occur during the process.
Reporting an Incident
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video provides a walkthrough of the incident reporting workflow, covering the Draft Stage/First Report of submitting an incident report. It is suitable for all users who need to report incidents within the platform.
Conducting an Incident Investigation
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video dives into the investigation stage of the incident workflow, detailing how to complete an incident reported as an injury. It includes documenting reportable/recordable information, lost/restricted days, injury details, risk and root analysis, and adding corrective actions and attachments to the record.
Conducting an Incident Review
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video covers how to review a record after the First Report and Investigation stages, ensuring all necessary details are documented and verified before closing the incident.
Closing an Incident
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video demonstrates how to filter and close an incident that is pending closure, ensuring all necessary steps are completed and documented.
Incident Management Mobile
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video shows how to use the Incident Management module through the mobile app, enabling users to report, investigate, and manage incidents on the go.
Incident Search
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video explains how to use the incident search function to create custom reports with specific filters and outputs, helping users analyze and manage incident data effectively.
Entering Labor Data
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video provides a detailed guide on how to add labor hours to the platform, ensuring accurate tracking and reporting of labor data related to incidents.
