Navigating V3 Incident Sub-Tabs

In this article, you will find information regarding the sub-tabs within an incident.
 

Summary

The Summary tab is where you land when you click on an incident, as seen in the screenshot above. Here, you will be able to find information on when the incident was opened and when it occurred (info below the incident title), the tasks needed to be done for the incident, the incident summary below the tasks list, choose the incident status (top right, next to the grey "edit" button) and determine OSHA recordability on the right-hand side of the page, if that feature is enabled.

Data

The data tab enables you to answer questions that are interacted with via "answer-question" tasks. These questions can either be visible in the incident workflow or not. This is determined by the customer and what their incident workflow needs to look like. Usually, these are questions that need to be answered after an incident has been opened because, for whatever reason, they are not able to be answered when an incident is being entered initially.

Notes

In the Notes tab, you can write reminders, notes, etc. You can also drag/drop files and forward emails directly to the notes tab by clicking the paper airplane icon, which copies the unique incident email address to your clipboard, or by clicking send an email to open up your email client.

Events

The event tab is where any event that happened relating to the incident can be recorded. Examples of events are:

• Legal event (lawsuit, deposition, etc.),
• Return to work event (restricted duty, time loss, fatality, etc.) 
• Medical (appointment, surgery, hospitalization, etc.)

Subcategories can be added, as well.

An event timeline will automatically be created when an event is added, as seen in the screenshot below. Here, you can see when the event occurred and everything that came after. When a "return to work" event is added, a table, like the one at the top of the screenshot, is automatically created to show all of the return to work status updates.

Note: must be enabled in Settings

• To learn more about the Events sub-tab, see these helpful articles:

  Events overview
  Getting started with events

Files

Files, documents, and forms relating to the incident can be added by going to the Files sub-tab and using drag and drop, or clicking on the selecting them link. The Files tab is where all of the attachments pertaining to the incident live. 

If you add a document during incident fill-out or in the Notes tab, all of these additional documents will automatically be added to the Files sub-tab, as well. Please visit our File Management article to learn more in depth about this section. A description of what the files or attachment is can be found below the file name.

Additional sections can be filled out by clicking the Fill out Sections button.

Clicking on "generate a document" will enable you to create a PDF of certain information in the system. In the example screenshot above, claim information was filled in and a PDF of the "Claim Form" was generated. Some PDFs are automatically set to generate once the incident has been opened, but others are not automatic and can be generated on a need basis.

Submissions

The Submissions sub-tab is where you can create a new submission, and also where any submissions that have been created will appear, as seen in the screenshot above.

Claims

If a claim exists for this incident, it will be under the Claims sub-tab.

Here, details can be viewed about the claim, by clicking on the claim name, indicated by the blue arrow in the above screenshot.

This tab gets updated when we receive and upload a loss run.