Creating and Tracking Incidents

This chapter provides an overview of health and safety incidents and discusses how to:

Enter health and safety incidents.
Enter injury details.
Enter incident data for vehicles and equipment.
Track consequent actions of incidents.
Track incident, injury and illness data by individual.
(GBR) Collect RIDDOR data for UK reports.
(MEX) Define mixed committees for Mexico.

Understanding Health and Safety Incidents

This section discusses:

New incident entry.
Incident numbers.
Incident reports.

New Incident Entry

Use the injury and illness pages to track an organization’s response to health and safety incidents. Track employees and non-employees and associate multiple individuals with a single incident.

If you do not yet know the details of an injury or illness, you can enter this data on the injury and illness pages later. Enter the information here before viewing the injury and illness summary by individual.

Incident Numbers

When you enter a new incident, you assign an ID number to the incident. This number locates the incident record when you review it or add information later. The system automatically assigns the incident number or you enter the number.

If the system assigns the number, it first appears as 00000000. The actual number that is assigned to the incident appears after you save the information that you enter on the Incident Data pages. The system stores the last incident number that is used in the Installation table.

The incident numbers that Human Resources assigns are simple consecutive numbers. They may not correspond to any incident numbering that authorities in a particular regulatory region require. Ensure that you clearly understand and follow any incident numbering system that regulatory authorities prescribe. If the governing authorities in the regulatory region require a particular incident numbering scheme, then manually enter the numbers and carefully document the methods.

Warning! To avoid maintaining two different sets of incident numbers, either always assign numbers manually or always let the system do it.

Incident Reports

The system generates a number of incident reports, some of which contain information that is reported to government agencies.

Entering Health and Safety Incident Details

This section discusses how to:

Add and update incidents.
Record notification details.
Describe incident details.
Record the location of an incident.
Record travel-related information.
Enter travel route details.
Identify people connected to an incident.
Maintain notification requirements.

Pages Used to Enter Health and Safety Incidents

Page Name	Object Name	Navigation	Usage
Incident Details - Incident	HS_INCIDENT	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Incident	Add a new incident or update an existing incident.
Vehicle/Equipment Accident Details	HS_INCIDENT_SEC	Click the Details link on the Incident Details - Incident page. This link is visible for vehicle or equipment-related incidents only.	Enter vehicle and equipment accident details.
Incident Details - Notification	HS_INC_NOTIFY	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Notification	Record incident details that employees generate.
Incident Details - Description	HS_INC_DESCRIPTION	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Description	Describe the health and safety incident and record related data.
Incident Details - Location	HS_INC_LOCATION	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Location	Identify the location where the incident occurred.
Incident Location Address	HS_INC_LOCADDR_SEC	Click the Edit Address link on the Incident Details - Location page.	Enter the location and address information for those incidents that occur off an organization’s premises.
Edit Address	EO_ADDR_USA_SEC	Click the Edit Address link on the Incident Details - Location page.	Edit existing address information that is associated with the incident.
Incident Details - Travel	HS_INC_TRAVEL	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Travel	Record travel-related incident details.
Route Details	HS_INC_ROUTE_SEC	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Travel Click the Route Details link on the Incident Details - Travel page.	Provide additional travel route details for health and safety incidents.
Break Details	HS_INC_BREAK_SEC	Click the Break Details link on the Incident Details - Travel page.	Provide details about breaks in travel that are related to a health and safety incident.
Animals Involved in the Incident	HS_INC_ANIMAL_SEC	Click the Animal Details link on the Incident Details - Travel page.	Enter information about animals that are involved in a health and safety incident.
Incident Details - People	HS_INC_PEOPLE	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, People	Identify witnesses, investigators, and other people who are connected to the incident. These are people who are not injured or ill in the incident.
Incident Details - People: Contact Address	HS_INC_PPLADDR_SEC	Click the Edit Address link on the People page.	Enter address information for the witnesses, investigators, and other contacts on the Incident Details - People page. Note. (CAN) Users in British Columbia who report incidents to the BC WCB electronically must provide address information for all persons who are connected to the incident.
Incident Details - Reporting	HS_INC_REPORT	Workforce Monitoring, Health and Safety, Obtain Incident Information, Incident Details, Reporting	Maintain documentation showing that you notified the proper authorities of the incident.

Adding and Updating Incidents

Access the Incident Details - Incident page.

Incident Number

The incident number that you entered appears here.

If you report to the British Columbia Workers’ Compensation Board (BC WCB), enter an incident number.

Incident Type

The default value is Incident, which you can change. The selected value controls the availability of other fields that are in the component.

For BC WCB reports: If you file incident reports electronically with the BC WCB, leave the default value of Incident if you report an outcome of reported only, health care only, short term disability, or fatality. If you report an incident outcome of dangerous occurrences, select Dangerous Occurrence.

Details

If you select Vehicle/Equipment Accident, the Details link appears. Click this link to access the Vehicle/Equipment Accident Details page.

Incident Date

The default value is today's date, which you can change.

Incident Time

Enter the time that the incident occurred.

If you are reporting to the BC WCB, ensure that you enter the time.

Regulatory Region

Enter the regulatory region for the incident. When you add an incident, the user’s regulatory region that is specified in user preferences appears by default. You can override this value.

Note. This field controls the values that are returned by all of the Monitoring Health and Safety setup tables that use setID as their key field.

Warning! If you change the regulatory region for an existing incident, and the setID for the previous and current regulatory regions differ, the system deletes all of the relevant linked values from the setup tables. Before proceeding with the change, the system prompts you to confirm the action. When the original information is deleted, you must reenter the data for the incident.

Is this a recurrence

Select if this incident has happened before.

Resulted in Injury or Illness

Select if the incident resulted in injury or illness and you want to track injury or illness data on the Injury or Illness pages.

When you select this check box, enter an employee ID in the Reported to EmplID (reported to employee ID) field on the Notification page before saving the incident in the system.

For BC WCB reports: Select this check box if you are reporting an outcome of reported only, health care only, short-term disability, or fatality. If you are reporting an outcome of dangerous occurrences, ensure that this check box is clear.

Investigated

Select this check box if this incident is investigated.

Note. (DEU) German laws and insurers require that employers track and report detailed occupational illness data. The legal procedures for handling and reporting these illnesses differ from those that regulate occupational accidents, so all illnesses involving the German operations are tracked using the Illness Tracking (HS_ILLNESS_GER) component.

(CAN) Canada

The following information is specific to users who want to file incident reports electronically with the BC WCB. Note that the Contact ID, Class/Subclass, and Business Type fields are required for all incident outcomes.

Warning! To activate all warnings, you must set the Regulatory Region for the incident to CANBC. Even the creation of the extract file does not work without this because it is designed to focus on British Columbia incidents only.

Outcome	The value that appears in this field is derived from the most severe injury outcome that you enter on the Injury Details page. For incidents with a CANBC regulatory region, the Outcome field is activated based upon a relationship between the incident outcome here and the injury outcome. If the Resulted in Injury or Illness check box is selected, the system verifies that an injury is entered before you save the incident. When you save the incident, the system associates an incident outcome with each injury outcome. For example, if only one person is injured, the system populates the Outcome field with the same value as the injury outcome. If more than one person is injured, the most severe injury outcome defines the incident outcome. Possible values for the Outcome field are: Reported Only: An injury occurred but no medical attention is sought nor is time lost. Healthcare Only: The injured person visited a health-care practitioner, but no time loss beyond the day of injury occurred. In some WCB jurisdictions, this is also known as medical aid. Short Term Disability: The injured worker is off work beyond the day of the injury. In some WCB jurisdictions, this is also known as wage loss. Fatal: A fatal injury. Dangerous Occurrence: No injuries or injury outcomes are involved.
Date and Time Exact	Select to indicate that the date and time on the primary page are exact.
Exposure	If you select the exposure incident type on the primary page, enter the exposure start date and time and end date and time, if they're known.
Disability Program Available	Select if there is a disability program available at the organization.
Contact ID	You must select the Disability Program Available check box to use this field.
Descr (description)	You must select the Disability Program Available check box to use this field.
RTW Program Available (return to work available)	Select to indicate if there is a return-to-work program available at the organization.
In WCB Jurisdiction	Select to indicate if the business operation that is involved is in the WCB jurisdiction.
Class/Subclass	Enter the industry class or subclass code. Define the standard industry classes and subclasses for the Canadian business locations on the CAN Class/Subclass Table page.

(FRA) France

Where	Indicate where the incident is reported.
Sign Off By	Enter the employee ID of the person who approved and signed the internal company written report.
Police Report	Select if a police report is prepared.
Author	Identify the author of the police report.
Internal Investig Conclusions (internal investigation conclusions)	Describe the conclusions of the internal investigation.

(MEX) Mexico

Detected by Mixed Committee	Select if the incident is detected by the Health and Safety mixed committee.
Mixed Committee	Select the name of the mixed committee. This field appears only if you select the Detected by Mixed Committee check box. Define mixed committees on the Mixed Committee page.

Recording Notification Details

Access the Incident Details - Notification page.

Date Reported andTime Reported

Enter the date and time that the incident is reported to a company official or employee.

Reported To EmplID(reported to employee ID)

Enter the employee ID of the organization official or employee who received the report, or select from the list of values that come from personal data.

Reported By EmplID (reported by employee ID) and Reported By Non-EmplID(reported by non-employee ID)

Enter an ID for the employee or non-employee who reported the incident.

Note. (CAN) If you are a user in British Columbia and report incidents to the BC WCB electronically, the Date Reported, Time Reported, Reported To EmplID, and Reported By EmplID fields are required.

Incident Tracking

Use this group box for recording purposes. For example, track when the incident report or notification is first documented by an organization official in writing. In this example, you enter the date recorded and time recorded to track this information internally.

You can also use this field to track another date, for example, the date that preexisting conditions began or the date when the employee began missing work. Alternatively, you can track the date that an internal report, note, or memorandum is written to document the incident. For users who are in the United States subject to Occupational Safety and Health Administration (OSHA) regulations, the date recorded might represent the date that the incident is first entered into the PeopleSoft system.

Note. If you use the fields in the Incident Tracking group box, document the decision, train all of the users accordingly, and use the fields consistently.

Describing Incident Details

Access the Incident Details - Description page.

Code

For most incident types, this field is unavailable. When the incident type that you selected on the Incident page is dangerous occurrence, the Code field is available. The codes from which you can select come from the Dangerous Occurrences table.

(CAN) Canada

Contrib. Factor (contributing factor)

Indicate contributing factors that might have caused the incident to occur. This information is used for reporting to the Canadian WCB.

If you are a user in British Columbia and you report to the BC WCB electronically, the contributing factor is required on a final report for all incident outcomes except reported only.

Select a contributing factor from the list of prompt values that come from the CAN Contributing Factors Table. The Other Description field becomes unavailable for input.

Other Description

This field is generally unavailable for data entry. When the contributing factor code is 00996 - Other, the Other Description field is available for data entry, and you must enter a narrative description of the Other contributing factor.

(IND) India

Alcohol/Substance Taken

Select if alcohol or a substance is taken during the time of the incident.

Recording the Location of an Incident

Access the Incident Details - Location page.

Occurred on Employer Premises

Select if the incident occurred on employer premises.

Location SetID

If you select the Occurred on Employer Premises check box, select a location setID from the list of prompt values that come from the Company table. Use this field to set up the Location list of prompt values. For instance, if the location where the employee normally works is in Canada, but the location where the incident occurred is in France, use the Location SetID field to specify a French setID, and you can select the French location where the incident occurred.

Location

Select from the list of prompt values that come from the Location table for the location setID that you select.

Exact Location

Record a detailed description of where the incident occurred, using up to 240 characters.

Edit Address

Click this link to view or edit the address where the incident occurred.

If the incident occurred on the employer’s premises you can only view the address. The address information is populated from the Location table.

If the incident occurred off the employer’s premises, this link accesses the Address Data page for you to enter the address data for the off-site location where the incident occurred.

(CAN) Canada

Get Default Address	If street number and street name information already exists in the system for this employee, click the Get Default Address button to populate the fields that are on this page.
Street Number, Street Name, Unit Number, P.O. Box, andRural Route	If the system does not have street number and street name information for this employee, enter additional address details directly into these fields. Some of this information is needed if the incident location is at a nonstandard address, such as in a remote or rural location.
Location Size	Indicate the location size (in terms of numbers of people) by selecting from the list of translate values.
Incident At Temporary Site	Select to indicate whether the incident occurred at a temporary site.
Incident At Operating Lcn (incident at operating location)	Select to indicate whether the incident occurred at an operating location.

Note. For users in British Columbia who report incidents electronically to the BC WCB, much of this page is required for all incident types. Separate the street number from the street name. The additional unit number, PO box, and rural route information are only required if the location is a nonstandard address. The Location Size field is required. You must select either the Incident at Temporary Site or the Incident at Operating Location check box if the Occurred on Employer’s Premises check box is selected on the Incident Location page. The WCB mainframe computer checks for valid address and postal code combinations, so ensure that these are correct to avoid having the electronic report rejected by the BC WCB.

(FRA) France

Location Class

Select the appropriate item from the list of available options to indicate additional information regarding the location and circumstances under which an incident occurred.

(GBR) United Kingdom

Provide additional location details for incidents that occur in the United Kingdom. This information is needed for reporting under Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR).

Local Authority	Identify the local authority if the incident did not occur at a specific postal code location. For example, if an accident occurs while an employee is traveling in a vehicle, you might enter the location of the accident as “5 miles outside Reading on the A33 route.” Depending upon the circumstances of an accident, you might want to contact the HSE office in the area for clarification.
Public Place	Select if the incident location is a public place.

(IND) India

Establishment ID	Enter the ID of the establishment where the incident occurred.
Empl State Ins/Workmen Comp(employee state insurance/workmen compensation)	The type of registration under which the establishment is covered appears here.

Recording Travel-Related Incidents

Access the Incident Details - Travel page.

Start Date, Start Time, Arrival Date, andArrival Time

Enter these values, if known.

Destination

When you enter a destination, the Route Details link is available. Click the link to access the Route Details page.

Mode Of Transport

Select the mode of travel from the list of available options. The values come from the Transport table.

Break Taken In Journey

Select if the travel is not continuous. The Break Details link is available. Click the link to access the Break Details page.

Animals Involved

Select if an animal is involved in the incident.

Animal Details

When you select the Animals Involved check box, the Animal Details link is available. Click the link to access the Animal Details page.

(DEU) Germany

Alcohol/Substance Taken	If applicable, specify how drugs or alcohol are involved in the incident.
Endorser	Record the identity of the person or authority who confirms the information in the Alcohol/Substance Taken field.
Accident Report Type	Select from the list of German authorities to indicate the accident report type, if needed.
Reference Number	Enter the reference number that this public office is using to store the report.

Entering Additional Travel Route Details

Access the Route Details page.

Actual Route

Enter a description of the actual route that is traveled.

Direct Route Taken

Select if the actual route is the most direct route that is available.

Direct Route

This field is available for entry if you do not select the Direct Route Taken check box. Enter a description of the most direct route.

Usual Route Taken

Select if the actual route is the usual route.

Usual Route

This field is available if you do not select the Usual Route Taken check box. Enter a description of the usual route.

Route Length (km)

Enter the kilometers for the actual travel route.

Identifying People Connected to an Incident

Access the Incident Details - People page.

People Connected to this Incident

EmplID (employee ID), Non-Employee ID	Enter either an employee ID or a non-employee ID. The field that you do not use disappears. Note. Enter employees into the system by using the Administer Workforce business process. Enter non-employees into the system by using the Non-Employee component (HS_NE_PERS_DATA) component. See Adding a Person in PeopleSoft Human Resources. Add a row for each individual who is connected to the incident.
Role	Indicate the individual’s role in the incident by using the list of translate values. The value that you select for this field affects the availability of fields on the remainder of the page.
Responsible For Incident, Trustworthy Person, Able To Answer Questions, and Under The Influence Of Drugs	Select the appropriate check boxes. If the individual is in the role of Investigator or Witness, then the Responsible For Incident check box is unavailable for data entry. A witness is not involved in the incident but is merely an observer. An eyewitness is involved in the incident.
Drug Class	If you select the Under the Influence of Drugs check box, select the appropriate drug class from the list of available options.
Witnesses Confirmation	This field is available when you select the Witness check box. Use the list of translate values to identify whether or not the witness confirms the statement made by the individual who is involved in the incident.
Edit Address	Click this link to access the Incident Details - People: Contact Address page.

(CAN) Canada

Users in British Columbia who report incidents to the BC WCB electronically must identify an Investigator in the Role field when the report is a final report. This is true for all incident outcomes other than reported only. In addition, you must select either the Management Representative or the Labor Representative check box. For incident outcomes of the type Reported Only, no investigator information is required.

To provide address information for all persons who are connected to the incident, click the Edit Address link and access the Contact Address page.

Investigators

Select the appropriate check box to indicate whether the investigator is a management representative or a labor representative.

(DEU) Germany

Insurance Details

Enter additional insurance information for people who are involved in German incidents.

(FRA) France

Accident Insurance

Enter additional insurance information for people who are involved in French incidents.

Maintaining Notification Requirements

Access the Incident Details - Reporting page.

Reporting

Add data rows if multiple initial incident reports are made, such as to more than one authority or agency.

Regulatory Region	Select the person who makes the initial incident report. When you add or update an incident and need to change the regulatory region from the default value, select from the list of prompt values. Regulatory regions are set up in the Regulatory Region table, and the Regions In Transaction table. The system uses the HANDS regulatory transaction type for health and safety transactions. This transaction type includes regulatory regions for the main countries that are supported in the system and for the Canadian provinces. Warning! If you change the regulatory region for an existing incident, and the setID for the previous and current regulatory regions differ, the system deletes all of the relevant linked values from the setup tables. Before proceeding with the change, the system prompts you to confirm the action. When the original information is deleted, you must reenter the data for the incident.
Person Reporting	Select the person who is reporting (employee ID). The values come from the Workforce Administration business process.
Location SetID	Select the location setID for the location of the person who is reporting. Prompt values come from the TableSetID table.
Reporting Location	Select the reporting location that is officially making the report.

(CAN) Canada

For users in British Columbia who report incidents to the BC WCB electronically, the Regulatory Region, Report Date, and Report Time fields on the Incident Reporting page are mandatory for all incident outcomes. Also, select CANBC in the Regulatory Region field. This is critical because warning messages for the BC WCB EDI file functionality is activated only when this is set.

Report Status	Select an option to indicate whether the report is preliminary or final.
Reporting	Enter the Canadian WCB firm number and location code.

Note. (CAN) For users in British Columbia who report incidents to the BC WCB electronically, the Report Status, Firm Number, and Location fields are required. When the report status is final, you must identify an investigator on the Incident - People page.

(IND) India

Reported By

Select if the incident is reported by Airlines, Police Report, Railways, State Transport Administration, or Others.

Entering Injury Details

This section lists prerequisites and common elements and discusses how to:

Record work-related injuries.
Enter injury and illness descriptions.
Document injury statements.
Enter injury and illness details.
Enter medical treatment information.
Record diagnoses details.
Record work-related incidents.
(CAN) Enter long-term earnings.
Track reporting details.

Use the Injury Details (HS_INJURY_ILL) component to record information about injuries that are sustained in incidents.

Note. (CAN) For incidents in which the incident outcome is dangerous occurrence, no injury information is entered into the system because by definition there are no injuries in these types of incidents. Proceed to the Consequent Actions pages to enter corrective and preventative actions for the incident.

Prerequisites

Before you enter injury and illness information, you create an incident, assign an incident type, and select the Resulted In An Injury Or Illness check box on the Incident Details - Incident page.

Common Elements Used in this Section

Accident Type	If the injury resulted from an accident, select the type of accident from the Accident Type table.
Body Part	Select a code from the list of values from the Body Parts table.
Nature of Injury	Select a code to identify the injury in terms of its principal physical characteristics: what happened to the employee. The values come from the Nature of Injury tables.
Primary Injury	Select if this injury detail is associated with the primary injury.
Side of Body	Indicate the side of the body for the body part, if appropriate, by selecting from the list of translate values.
Source of Injury	Select a code to identify the object, substance, exposure, or bodily motion that produced or inflicted the injury. Use the list of prompt values that come from the Source of Injury table.
Unsafe Act Performed	If applicable, select a code to indicate if the accident was caused by an unsafe action.

Pages Used to Enter Injury Details

Page Name	Object Name	Navigation	Usage
Injury Details - Injury	HS_INJ_NOTIFY	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Injury	Enter information about employees and non-employees who have work-related injuries or illnesses.
Injury Details - Description	HS_INJ_DESCRIPTION	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Description	Enter detailed information about the injury or illness or both that are involved in the incident.
Injury Details - Statements	HS_INJ_STATEMENT	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Statements	Document the statements that are made by the injured or ill party, the employer, and witnesses.
Injury Details - Details	HS_INJ_DETAIL	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Details	Provide details of the injury or illness that is suffered by each person who is involved in the incident.
Injury Details - Details: Body Parts	HS_INJ_BP_SEC	Click theBody Parts link on the Injury Details - Details page.	Identify body parts that are affected by the injury or illness.
Injury Details - Details: Nature of Injury	HS_INJ_NOI_SEC	Click the Nature of Injury link on the Injury Details - Details page.	Define the nature of the injury or illness.
Injury Details - Details: Source of Injury	HS_INJ_SOI_SEC	Click the Source of Injury link on the Injury Details - Details page.	Identify the source of the injury.
Injury Details - Details: Accident Type	HS_INJ_ACC_SEC	Click the Accident Type link on the Injury Details - Details page.	Assign accident types to the injury or illness.
Injury Details - Details: Unsafe Act	HS_INJ_ACT_SEC	Click the Unsafe Act link on the Injury Details - Details page.	Indicate if an unsafe act contributed to the injury or illness.
Injury Details - 1st Aid	HS_INJ_AID	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, 1st Aid	Enter first aid and medical treatment information for all injured or ill individuals who are involved in the incident.
Injury Details - 1st Aid: Ambulance Details	HS_INJ_AID_AMB_SEC	Click the Ambulance Details on the Injury Details - 1st Aid page.	Enter additional details about the time when the individual was transported to a hospital by an ambulance.
Prior Disability	HS_INJ_PDSCAN_SEC	On the Injury Details - 1st Aid page, select thePrior Disability check box in the Canada group box. Click the Disability link.	Enter details about any relevant prior disabilities of the injured or ill person.
Prior Health Condition	HS_INJ_PHCCAN_SEC	On the Injury Details - 1st Aid page, select the Prior Health Condition check box in the Canada group box. Click the Condition link.	Enter details about any relevant prior health conditions of the injured or ill person.
Injury Details - Diagnoses	HS_INJ_DIAGNOSIS	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Diagnoses	Record details about the physician, hospital or clinic, and the medical diagnoses that are involved with the injured and ill employees.
Injury Details - Diagnoses: Medical Facility Address	HS_INJ_MEDFAC_SEC	Click the View Address link on the Injury Details - Diagnoses page.	View the address of the medical facility.
Injury Details - Work-Related	HS_INJ_WORK	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Work-Related	Record if the incident occurred while the person was involved in a work-related activity.
Wage Inclusions	HS_INJ_WICAN_SEC	Click the Wage Inclusions link on the Injury Details - Work-Related page.	Enter additional information about wage inclusions for Canadian employees who have a work-related injury or illness.
Wage Additions	HS_INJ_WACAN_SEC	Click the Wage Additions link on the Injury Details - Work-Related page.	Enter additional information about wage additions for Canadian employees who have a work-related injury or illness.
Actions	HS_INJ_ACTCAN_SEC	Click the Actions link on the Injury Details - Work-Related page.	Enter additional information that is needed for reporting to the WCB, concerning the employee’s actions at the time of the incident.
Return To Work	HS_INJ_RTWCAN_SEC	Click the Return to Work link on the Injury Details - Work-Related page.	Enter additional return-to-work details for Canadian employees who are injured or ill in work-related incidents.
Long Term Earnings	HS_INJ_LTECAN_SEC	Click the Long Term Earnings link on the Injury Details - Work-Related page.	Enter additional information about long term earnings for Canadian employees who have work-related injuries or illnesses.
WCB Form 7 Details	HS_INJ_WCBCAN_SEC	Click the WCB Form 7 Details link on the Injury Details - Work-Related page.	Enter additional information about Canadian incidents that is needed for reporting to the WCB.
Injury Details - Reporting	HS_INJ_REPORT	Workforce Monitoring, Health and Safety, Obtain Incident Information, Injury Details, Reporting	Track if incidents are reportable under the terms an authority of a regulatory region.

Recording Work-Related Injuries

Access the Injury Details - Injury page.

EmplID

For each person who is involved in the incident, select either an employee ID or a non-employee ID. The person's name, date of birth, gender and, if applicable, the date of death appear next to this field.

Note. If a fatality occurs, enter the date of death in the Workforce Administration business process or the Non-Employee - Personal Details page, as appropriate.

Empl Rcd # (employment record number)

If you enter information for an employee who has more than one job, select the employment record number for the job that the employee was performing when the incident occurred.

Employee Data At Incident Date

The information that appears here comes from job data that is valid as of the incident date.

Notification - This Person

Enter the date and time when this person’s injury or illness was reported to an organization official.

(CAN) Canada

In the Injury group box, enter the date and time of the injury. Select the Date and Time Exact check box if the date and time are exact.

In the Exposure group box, enter the exposure start date, start time, end date, and end time, if known

Use the Designates group box to record details about incident designates to whom injuries and incidents are reported. They are distinguished from incident people, who are usually the people who are involved in the incident and are reporting it.

Sequence	This is a sequential number that the system assigns automatically to differentiate between designates. When you save this record, the sequence number is available in the First Aider Designate field on the 1st Aid page.
Designate	Select the employee ID of the designate.
Date Reported and Time Reported	Enter the date and the time that the injury was reported.
Position Type	The value that you select determines the availability of the remaining fields that are on the page. If you select the types None or Worker’s Supervisor, the Other Description and 1st Aid Cert. # fields are unavailable.
1st Aid Cert. # (first aid certificate number)	If you select First Aid Attendant as the position type, enter the first aid certificate number for the designate.
Other Description	If you select Other in the Position Type field, then enter a description of the designate’s position.
First Designate Reported To	Select whether the person is the first designate to whom the injury was reported.

(DEU) Germany

Owner Partner, Partner, Incompetent, and Relation	Indicate the relationship of the person who was notified to the person who was involved. If you select Relation, the associated field is available for selection.
Work Area	Select an option from the values that you set up in the Work Area table.

(FRA) France

Timetable

Enter the time of the notification.

(GBR) United Kingdom

Member Of Public and Self-Employed

If the individual who is involved in the incident is a non-employee, indicate if that person is a member of the public or is self-employed.

Entering Injury and Illness Descriptions

Access the Injury Details - Description page.

Primary Outcome

Indicate whether the incident resulted in Injury, Illness, or Death.

Treatment Required

Indicate if the treatment was Medical, First Aid, Hospitalized, or None.

Note. (DEU) All illnesses that involve German operations are tracked by using the DEU Illness Tracking (HS_ILLNESS_GER) component.

Occupational Illness

If you select Illness in the Primary Outcome group box, then Illness is available for data entry in this group box. Values come from the Occupational Illness table.

Injury/Illness Details

Enter details about the illness.

(CAN) Canada

For users in British Columbia who report incidents to the BC WCB electronically, note that injury information is not required for incident outcomes that are dangerous occurrences. On the Injury Description page, the only required item is the Injury Outcome, which is used to derive the Incident Outcome on the Incident Details - Canada page. The entries that you make in the Primary Outcome and Treatment Required group boxes should be consistent with the type of incident outcome that you enter into the system.

Injury Outcome	Values are Fatality, Health Care Only, Reported Only, and Short Term Disability.
Business Type	Use the values that are approved by the regional WCB office to describe the business type (required).

People

Identify the people who are involved with or who have knowledge of the injury or illness. People with knowledge of the incident are entered on the Incident People page.

EmplID and Non-Employee ID

Enter either an employee ID or a non-employee ID.

Note. You must enter the employee into the system by using the Workforce Administration business process, or the non-employee by using Non-Employee Details.

Prepare a separate data row for each individual who is connected to the incident.

Role

Select a role for each individual who is identified. Values are Witness or Other Party. The value that you select here affects the availability of fields on the remainder of the page.

Responsible For Incident

If you select Other Party in the Role field, you can select this check box.

Note. For users in British Columbia who report incidents to the BC WCB electronically, the information that is on this page is not required for incident outcomes that are dangerous occurrences. The Injury Outcome and Business Type are required fields. Remember, the most severe injury outcome for all of the injured persons in this incident is used to derive the incident outcome on the Incident Details - Canada page.

(GBR) United Kingdom

Occ. Illness Diagnosis Date (occupational illness diagnosis date)

This field is available when the selected injury outcome is illness.

Documenting Injury Statements

Access the Injury Details - Statements page.

Employer’s Statement

Enter the employer’s statement.

Injured Party’s Statement

Enter the injured party’s statement. Select Witness Confirms Statement if a witness confirms the injured person’s statement.

Employer Objections

To indicate that there are employer objections to the injured party’s statement, select Employer Objects To Statement and enter the objections.

Note. (CAN) For users in British Columbia who report incidents to the BC WCB electronically, the information that is on this page is not required for incident outcomes of the types dangerous occurrences or reported only. The employer’s statement is required for incident outcomes of the types health care only, short-term disability, and fatality.

Entering Injury and Illness Details

Access the Injury Details - Details page.

Injury Description

Click the links to gain access to the detail pages that describe the attributes of the injury.

Note. Information on the Body Parts, Nature of Injury, and Accident Type pages is required for an incident outcome of reported only. information on the Body Parts, Nature of Injury, Source of Injury, and Accident Type pages is required for the incident outcomes health care only, short-term disability, and fatality.

(CAN) Canada

For users in British Columbia who report incidents to the BC WCB electronically, the injury information that is on this page is not required for incident outcomes that are dangerous occurrences.

Nature of Injury

Enter the code that you want to link to a body part. The reason for creating this link is that the BC WCB assumes that the nature of injury is directly associated with some body part.

Body Part Code

Enter the code for the body part that you want to link to the nature of the injury.

To activate the link, save the information that you enter on the Body Parts and Nature of Injury pages, and save the information here.

(DEU) Germany

Unsafe Item

Select an unsafe item code, if applicable. Values come from the DEU Unsafe Item table.

(FRA) France

Protective Clothing

Identify the employee’s protective clothing at the time of the incident. Insert a new data row for more entries.

(GBR) United Kingdom

Height of Fall

If the individual was involved in a fall, enter the height of the fall in meters.

Entering Medical Treatment Information

Access the Injury Details - 1st Aid page.

Patient Fell Unconscious

If you select this check box, the Hrs. and Mins. fields are available. Enter the amount of time, in hours and minutes, that the individual remained unconscious.

Patient Taken To Hospital

Select if the individual was taken to a hospital.

Fatal Injuries Sustained

If you select this, ensure that the primary outcome on the incident description page is death, and enter the date of death in the Workforce Administration business process if the individual is an employee.

Ambulance Required

If you select this, the Ambulance Details link is available. Click the link to gain access to the Ambulance Details page.

Resuscitation Required

Select if the individual required resuscitation.

Date and Time

Enter the date and time when first aid or medical treatment was provided.

Employee

When you add a data row, both of these fields are available. Select either the employee ID or non-employee ID of the person who provides first aid or medical treatment.

First Aid, Medical, andNone

Select the appropriate option to indicate the type treatment that was provided.

(CAN) Canada

First Aider Desig Seq # (first aider designate sequence number)	Select a designate (first aider) who treated or assisted the injured or ill person. The available values and sequence numbers come from the Injury Details - Injury page.
How Worker Arrived First Aid	Select the mode of transportation that was used to bring the injured or ill worker to the designate.
How Worker Left First Aid	Select the mode of transportation was used to take the injured or ill person away, if applicable.
Attendant Observe Unconscious	If you select the Patient Fell Unconscious check box on the primary page, then this check box is available for data entry. Indicate that the designate (first aider) observed the injured person was unconscious at the time treatment was given.
Hours and Minutes	Enter the ambulance transportation time in hours or minutes or both. This is the amount of time that the ambulance took to transport the injured or ill person to the hospital. Note. In the context of operations and incidents that occur within the CANBC regulatory region, Ambulance specifically means British Columbia Ambulance.
Prior Disability and Prior Health Condition	Select the appropriate check boxes to indicate whether the injured or ill person had a relevant prior disability or prior health condition. When you select a check box, the associated Disability or Condition link is available. Click these links to gain access to the Prior Disability and Prior Health Condition pages.
Nearest Practitioner Distance	Enter the distance to the nearest medical practitioner, if it is known.
Nearest Hospital Distance and Nearest Hospital Name	Name the nearest hospital and enter its distance from the accident site.

(FRA) France

Registered at Infirmary

Select if the injured or ill person was registered at an infirmary.

Date and Number

Enter the date of registration in the infirmary and the registration number.

Medical Facility

Select the medical facility to which the injured or ill person was taken. Values come from the Medical Facilities table.

If the injured or ill person was taken to a location that is not a medical facility in the system, then bypass the Medical Facility field, and describe where the individual was taken in the Where Taken field.

(GBR) United Kingdom

Hospitalized for over 24 hours

Indicate if the injured or ill person was hospitalized for over 24 hours.

(IND) India

Nearest Practitioner Distance	Enter the distance from the establishment to the nearest medical practitioner at the time of the injury.
Nearest Hospital Distance	Enter the distance from the establishment to the nearest hospital at the time of the injury.
Nearest Hospital Name	Enter the name of the nearest hospital at the time of the injury.

Recording Diagnoses Details

Access the Injury Details - Diagnoses page.

Type of Health Care

Select the type of health care, such as Emergency Care or Ongoing Health Care, that the individual received at the hospital or clinic.

Physician ID

Select a physician ID for the doctor or other medical specialist who treated the injured or ill person. The associated name appears.

Medical Facility

Select a medical facility where the injured or ill person was treated. The name of the facility appears.

View Address

Click this link to access the Injury Details - Diagnoses: Medical Facility Address page. This page is read-only. Use the Medical Facility page (HS_MEDICAL_FAC ) to edit medical facility address information.

Diagnosis

When you know the results of the physician’s medical diagnosis, select a diagnosis code. Define these codes in the Diagnosis table. If you do not know this information now, enter it at a later date.

Insert a new data row for each additional diagnosis code.

(IND) India

Type of Disablement	Select if the type of disablement is Permanent Partial Disablement, Permanent Total Disablement, due to an Occupational Disease/Illness, or due to Other reasons.
Disablement Code	If the type of disablement is permanent partial disablement or permanent total disablement, select the appropriate code. Disablement codes are defined on the IND Disablement Types (India Disablement Types) page.
Pct Loss of Earnings (percent loss of earnings)	The percentage of loss of earnings for the selected disablement code appears. This percentage is defined on the IND Disablement Types page.
Illness	If the type of disablement is an occupational disease or illness, select the type of illness.
Additional Descr (additional description)	If the type of disablement is due to some other reason, enter a description of the disablement type here.
Job Type	Select if the physician recommended an Alternate Job or Light Work.
Job Start Date	Enter the start date of the alternate job or light work job.
Job End Date	Enter the end date of the alternate job or light work job.
Leave Type	Select if the physician recommended Accident Leave or Special Leave.
Leave From Date	Enter the start date of the leave.
Leave To Date	Enter the end date of the leave.
Approval Date	Enter the date that the physician's recommendations are approved.
Employee ID	Select if an employee approved the physician recommendations and select the employee’s ID.
Physician ID	Select if a physician approved the recommendations and select the physician’s ID.

Recording Work-Related Incidents

Access the Injury Details - Work-Related page.

Employee Return To Work

Select if the employee returned to work after the incident.

Work-Related

Select if the incident is work-related.

Days Away From Work

If the employee spent time away from work as a result of the incident, enter the number of days that the employee is away from work.

Note. Some government authorities have very precise definitions of days away from work and restricted workdays. Ensure that you use the definitions that apply to the regulatory region.

Enter Detailed Dates

Select this check box to enable entry of detailed dates. If the box is cleared, only the Days Away From Work and Restricted Workdays fields are editable and the detailed dates grid is not editable. When the box is selected, the detail dates grid is editable and the Days Away From Work and Restricted Workdays fields are automatically updated to show the total days from the detail dates.

Type

Select from the available options to provide more detail about the time away from work due to an injury. The Days Away from Work and the Restricted Workdays are automatically updated depending on the that is selected. For example, if the type is 'Away from Work Due to Injury, the Days Away from Work field is automatically updated with the number of days entered in the Start and End dates.

Last Date/Time

If the employee spent time away from work, enter the date and time of the employee’s last day at work.

Note. (CAN) The Last Date/Time field on this page is required for reporting to the BC WCB.

Restricted Workdays

Enter the number of days that the employee is able to work within limitations that a doctor established.

Return Date/Time

If the employee spent time away from work, enter the date and time of the employee’s first day back at work after the incident.

Illness Resulted In

Select from the available options to indicate if the injury or illness resulted in Transfer, Termination, or is N/A (not applicable).

(CAN) Canada

Payments during disability	Select if the employee is receiving payments and then describe the payments in the Payments Descr (Payments Description) field.
Benefits continue	Select if the employee’s benefits are continuing.
Variable Shift Rotation	Select if an employee is working a variable shift rotation.
Fixed Rotation Start Date	Enter when the employee returns to a fixed shift rotation.
Last Day Scheduled Start/End Time	Record information about lost work time.
Last Day’s Wages	Enter the wages of the employee’s last day.
Lump Sum Holiday Pay Received	Select if the employee received lump sum holiday pay.
Holiday Pay Rate % (holiday pay rate percent)	If the employee received lump sum holiday pay, enter the pay rate percentage.
Absent after day of injury	Select if the employee missed work after the injury and then enter the Start/End Dates for the period of absence.
Class/Subclass	Select the correct class or subclass for the employee’s business unit. Use the proper WCB classification for the business.
Customer Cost Center	Enter the employer’s Customer Cost Center code that represents the cost center that the individual is in. The Customer Cost Center code is assigned by the WBC in conjunction with the employer and helps to track claim costs at a given organizational level.

Note. To enter additional information that is needed for reporting to the WCB, click any of the six links to open additional Canadian pages.

(CAN) Canada

This table lists the required fields for British Columbia users:

Incident Outcome	Required Fields
Reported only.	Last Day’s Wages.
	Class/Subclass.
Health care only.	Last Day’s Wages.
	Last Date Time.
	Class/Subclass.
Short-term disability or fatality.	Last Day Scheduled Start/End Time.
	Last Day’s Wages.
	Last Date Time.
	Class/Subclass.

(DEU) Germany

Payments Continue	If the employee has the right to collect compensation payments, select this check box and enter the date when the payments stop in the Until Date field.
Work After Start	Select this check box if the employee resumed working after an illness.
Work Stop	If the employee no longer works for the organization, select the appropriate work stop time. Values are None, Immediately, Later, and No.
Stop Date	Enter the date when the employee stopped working.

(FRA) France

Consequences	Indicate the actions taken by the employer in response to the injury or illness.
Period	Select whether the period of disability for the injured or ill employee is a Permanent Disability or a Temporary Disability.
Amount % (amount percent)	Indicate the estimated degree of disability, which is determined by a doctor or medical specialist.
Notify Date	Enter the date that the employer is notified regarding the employee’s disability.

(IND) India

Shift

Select General Shift, Shift One, Shift Two, or Shift Three.

For example, if the organization has a day shift and a night shift, you can use Shift One for the day shift and Shift Two for the night shift. If the organization has more than two shifts, you can use Shift Three, depending on the timing of the shift.

Supervisor ID

Select the employee ID of the employee's shift supervisor.

Start Time and End Time

Enter the employee's shift start and end time.

(CAN) Entering Long Term Earnings

Access the Injury Details - Work-Related: Long Term Earnings page.

The WCB is interested in two different long term earnings periods: the three months that are prior to the injury, and the twelve months that are prior to the injury.

Sequence Number	In the records that are on this page, the dates appear by default to three months prior to the injury for sequence number 1 and 12 months prior to the injury for sequence number 2.
Amount	Enter the amount of earnings for the periods that are in each sequence.
Period Start Date and Period End Date	If the person is not with the organization for either the entire three-month period or the entire twelve-month period, enter the period start date and the period end date.
Date Change Reason	When you enter period start and end dates, you must provide a reason for the date changes.

Tracking Reporting Details

Access the Injury Details - Reporting page.

Further Inquiry

Select if additional inquiry is required to determine if this is a reportable case.

Reportable Case

Select if the incident is reportable under the terms of one or more authorities in one or more regulatory regions. Even if there are no regulatory requirements at the location for tracking reportable cases, you can track whether the case is reportable based upon insurer requirements or the requirements of the organization.

If you do not need to report this particular case based upon the requirements for the regulatory region, the insurer, or the organization, then clear the Reportable Case check box.

Warning! You must follow the reporting requirements of any particular regulatory regions where you have operations. Clearly document the reasons and methods for how you use the system for identifying reportable cases, and train all of the users to do it the same way.

Note. If the U.S. operations follow the requirements of the Occupational Safety and Health Administration (OSHA), select the Reportable Case check box for cases that are required for recording on the OSHA Form 200 Injury and Illness Recordkeeping Log.

(DEU) Germany

Case Number	Enter the official report case number. Note. If the government, insurer, or organization uses a standard system for numbering cases, you can set up Human Resources so that it assigns the numbers automatically.
Case Officer ID	The case officer ID from the Details DEU - Job Data page (for the person who is involved in the incident). Case officers are set up for particular setIDs and locations using the Case Officers page. Individuals are designated as case officers on the Employee Details page. Case officers are assigned to individuals who are involved in incidents by using the Details DEU - Job Data page.
Date Filed	Enter the date that the report is filed with the insurer. This information is used in the DEU accident report.
Reject Reason	Select any reason that the insurer gave for rejecting the claim, if applicable.

(USA) United States

OSHA Case Nbr (occupational safety and health case number)	Enter the case number; the system uses it in the OSHA 200 Occupational Injury and Illness report (OHS001).
Privacy Case	Select to mark the incident as private. This is to comply with an OSHA requirement. Private cased do not display the employee's name on any reports but maintain the name in the system in case it is requested by OSHA.
Date Filed	Enter the date that the reportable case is entered into the OSHA Form 200 Injury and Illness Recordkeeping Log.
Illness Type	If the person has a work-related illness, select an appropriate type of illness. OSHA defines these illness types.
Log Comments	You can enter comments that are exactly the length of the field as it appears on the page. This length matches the length for comments on the OSHA Form 200 Injury and Illness Recordkeeping Log.

(AUS) Australia

Case Number

Enter the case number.

(NZL) New Zealand

Case Number

Enter the case number.

(IND) India

Inspector Name	Enter the name of the person who is doing the inspection.
Inspector Title	Enter the title of the inspector.
Inspection Date	Enter the date of the inspection.
Inspection Time	Enter the time of the inspection.
Corrective or Preventive Actn (corrective or preventive actn)	Select if the inspector has directed Corrective Action or Preventive Action.
Action	Enter the specifics of the corrective or preventive action.
Date of Action	Enter the date by which the corrective or preventive action must be completed.
Officer Responsible	Enter the name of the officer who is responsible for the completion of the corrective or preventive action.
Reported to Empl ID(reported to employee ID)	Select the ID of the employee to whom the injury is reported.
Employer Designate ID	Enter the ID of the person in the organization who received the information about the injured employee.
Dept ID	Select the department ID to which the employer designate belongs.
Insurance Number	Enter the employee’s insurance number.
Insurance Date	Enter the effective date of the employee’s insurance.

Entering Incident Data for Vehicles and Equipment

This section discusses how to enter incident data for vehicles and equipment.

Pages Used to Enter Incident Data for Vehicles and Equipment

Page Name	Object Name	Navigation	Usage
Vehicle/Equipment	HS_INC_VEHICLE	Workforce Monitoring, Health and Safety, Obtain Incident Information, Vehicle/Equipment Involved, Vehicle/Equipment	Enter the specifics of incidents involving vehicle or equipment accidents. You must create the incident and assign it an incident type of Vehicle/Equipment Accident.
Equipment Details	EQUIP_SUM_SEC	Click the Equipment link on the Vehicle/Equipment page.	View additional information about equipment.
Vehicle/Equipment Incident Details: Car Details	CAR_DATA_SUM_SEC	Click the Car Details link on the Vehicle/Equipment page.	View additional information about vehicles.

Entering Incident Data for Vehicles and Equipment

Access the Vehicle/Equipment page.

Property Code

Select a property code from the values that you classify as vehicles or heavy equipment in the Company Property table.

For vehicles, the Car Details link is available. For heavy equipment, the Equipment Details link is available. Click the links for the associated pages.

Business Unit and Dept Charged (department charged)

If you assign this company property to a business unit and department in the Company Property table, the business unit and department that is charged for the incident appears here. Otherwise, select the business unit, if needed. The values come from the Business Unit table. Select the department charged, if needed. The values come from the Department table.

Estimated Damage Amount

Enter an estimated damage amount for the vehicle or equipment and any other property that is damaged in the incident, if an estimate is provided.

Actual Damage Amount

Enter an actual damage amount for the vehicle or equipment and any other property that is damaged in the incident, when that information is known.

(USA) USA

DMV Reported(Department of Motor Vehicles reported)	Select if the incident is reported to the state Department of Motor Vehicles.
DOT Reported(Department of Transportation reported)	Select if the incident is reported to the federal Department of Transportation.
EmplID (employee ID) and Non-EmplID (non-employee ID)	Identify the employees or non-employees that are associated with the vehicle or heavy equipment that is involved in the incident.
Role	Indicate the role of each person that is involved in the accident.

Tracking Consequent Actions of Incidents

This section provides an overview of the methods that you can use to document consequent actions of incidents and discusses how to:

Enter corrective actions.
Enter preventative actions.

Methods of Documenting Consequent Actions

You can use the Consequent Actions (HS_INCIDENT_ACTION) component to manage a health and safety program in one of three ways:

Document the causes, corrective actions, and preventative actions that are associated with a health and safety incident.
Document the efforts at preventative hazard control.
Document the corrective and preventative actions that you implemented as a result of the analysis of hazards that are associated with a particular job or location.

Pages Used to Track Incident Consequent Actions

Page Name	Object Name	Navigation	Usage
Corrective	HS_INC_ACTION_CRCT	Workforce Monitoring, Health and Safety, Obtain Incident Information, Identify Corr/Prevent (Corrective/Preventative) Actions, Corrective	Enter corrective and preventative actions.
Preventative	HS_INC_ACTION_PREV	Workforce Monitoring, Health and Safety, Obtain Incident Information, Identify Corr/Prevent Actions, Preventative	Enter preventative actions that are taken to prevent workplace incidents.

Entering Corrective Actions

Access the Corrective page.

Hazard

Select a code from the values that come from the Hazardous Materials/Conditions table. The value that is associated with the selected hazard appears in the Cause field.

Action Sequence

The system automatically assigns the action sequence in numerical order for each data row that you insert.

Category

Select a category for the action.

Responsible ID

Select the ID of the employee who is responsible for following through on the action.

Status

Enter the status of the action.

Action

For each action sequence, you can enter a description.

Estimated and Actual

When you know them, enter the estimated, actual, or both completion dates for carrying out the action.

Note. (CAN) For users in British Columbia who report incidents to the BC WCB electronically, the required fields for the Corrective Actions page are the Hazard Code and the written statement of the Action.

(DEU) Germany

Corrective Actions

For each action, select the appropriate code from the values that are established in the GER Corrective Actions table.

Entering Preventative Actions

Access the Preventative page.

Causes

The fields in this group box are identical to those that are on the Corrective page.

(CAN) Canada

Preventative Action

For each action, select the appropriate code from the values that come from the CAN Preventative Actions table.

‘Other’ Description

This field is available only to users in British Columbia when they enter the preventative action code 00996. Users in British Columbia may enter descriptions of nonstandard preventative actions, which are then used in reports to the British Columbia Workers Compensation Board (BC WCB).

Users in British Columbia must first ensure that the preventative action codes that are entered in the CAN Preventative Actions Table are the approved codes that are used by the BC WCB, including the code 00996 - Other.

If you are a user in British Columbia, and if the approved codes are entered into that table and the incident that you are currently working with has the Regulatory Region CANBC applied to it, then when you select a Preventative Action code of 00996 - Other in the Preventative Action field on this page, the ‘Other’ Description field is available for data entry. Enter a description of the nonstandard preventative action.

Note. (CAN) For users in British Columbia who report incidents to the BC WCB electronically, the Hazard code and the Preventative Action code are required fields.

(DEU) Germany

Preventative Action

For each action, select the appropriate action from the values which come from the GER Preventative Actions Table.

Tracking Incident, Injury, and Illness Data by Individual

This section discusses how to view employee injury summaries. This information is useful for pinpointing recurring problems that certain employees experience.

Prerequisites

Before you can access injury and illness data by individual, you must first create incident data and associate individuals with the incident by using the Incident Details (HS_INCIDENT) component.

Pages Used to Summarize Employee Injuries

Page Name

Object Name

Navigation

Usage

Employee Injury Summary

INJURY_SUMMARY

Workforce Monitoring, Health and Safety, Obtain Incident Information, Review Employee Injury Summary, Employee Injury Summary

View a summary of all the injuries that an employee has experienced and related incident data.

Injury Details - Details

HS_INJ_DETAIL

Workforce Monitoring, Health and Safety, Obtain Incident Information, Review Employee Injury Summary

Click the Show Details link.

Provide details of the injury or illness that is suffered by each person who is involved in the incident. This page is helpful when you do not have the incident number at hand.

Viewing Employee Injury Summaries

Access the Employee Injury Summary page.

Show Details

Click to access the Incident Details component for a selected incident. Review and update injury or illness information and the pages that are in the Incident Details component.

Save the changes before you close the pages.

(GBR) Collecting RIDDOR Data for UK reports

This section provides an overview of collecting RIDDOR data and lists the page used to run the Collect RIDDOR Data (OHS501UK) SQR process.

Understanding the Collect RIDDOR Data Process

The Collect RIDDOR Data process builds a data collection for reporting. You must enter either a date range or a manager to run the report, and you can (optionally) request data for a single incident. This process is run prior to requesting the following reports:

UK F2508 (injury/dangerous occurrences).
UK F2508A (illness).

Page Used to Run the Collect RIDDOR Data Process

Page Name	Object Name	Navigation	Usage
Collect RIDDOR Data	RUNCTL_OHS_UK	Workforce Monitoring, Health and Safety, Collect Health/Safety Data, RIDDOR Data GBR	Collect RIDDOR data for GBR Health and Safety reporting.

(MEX) Defining Mixed Committees for Mexico

This section provides an overview of mixed committees for health and safety and discusses how to define mixed committees.

Understanding Mixed Committees for Health and Safety

In Mexican companies, a mixed committee, Comisión Mixta de Seguridad e Higiene, is formed to oversee health and safety processes and investigate work-related accidents. A similar mixed committee, Comisión Mixta de Capacitación, is formed to oversee the training and development process for employees.

The mixed committee is made up of an equal number of employee and employer representatives and is selected annually. When the committee is formed, the group defines its working objectives, functions, and mechanisms.

The mixed committee for health and safety investigates the causes of work-related accidents, reviews legal decisions, registers violations of the legal decisions, and recommends health and safety preventative measures.

You can enter the information for a health and safety mixed committee on the Mixed Committee page.

After you define the details for a health and safety mixed committee, there is an additional step. If a safety incident occurs on the job, record it on the Incident Details page.

Defining Training Legal Requirements

There are specific legal forms for the formation of the mixed committee. The Department of Labor (STPS) can audit all the information that is related to the mixed committee and its formation (STPS Form DC-1).

Submit the committee formation and definition of the training plan to the STPS through Form DC-2.

After training is complete, the company can issue labor ability certificates to employees. Each employee who completes a course or event receives a certificate (STPS Form DC-3) and a copy is sent to the STPS.

You can now generate all the STPS reports that are used to track employee training.

Page Used to Define Mixed Committees

Page Name	Object Name	Navigation	Usage
Mixed Committee	MIX_COM_TBL_MEX	Workforce Monitoring, Health and Safety, Collect Health/Safety Data, Mixed Committee MEX Mixed Committee	Define details for the mixed committee, including class, representatives, location, and objectives.

Defining Mixed Committees

Access the Mixed Committee page.

Committee Detail

Enter the details about the mixed committee, such as a description of the committee.

Year	Enter the year for which the mixed committee is effective.
Constitution Date	Enter the date when the mixed committee is formed.
Class	Select the committee class. Values are Health & Safety and Training.

Representative

Define details for mixed committee representatives.

EmplID	Select the employee ID of the representative for the mixed committee.
Type	Identify the type of representative. Values are Employee and Employer.

Location

Business Unit	Select the business unit that the mixed committee serves.
Location Code	Identify the location where the mixed committee is available.

Objective Detail

Define the objectives, functions, and mechanisms for the mixed committee.

Objective Year	Enter the year in which the mixed committee's objectives are effective.
Sequence	If you have more than one objective, you can identify each objective by assigning it a sequence number.
Type	Select the objective type. Values are: Function: An activity that a mixed committee needs to do. Mechanism: The way to achieve the functions or goals of a mixed committee. Objective: The goals of the period in which the committee is valid. Other: Any other information that you need to enter about the mixed committee.
Objective	Enter the objective of the mixed committee.
Description	Enter a description for the function, mechanism, objective, or other objective type.

Incident Number	The incident number that you entered appears here. If you report to the British Columbia Workers’ Compensation Board (BC WCB), enter an incident number.
Incident Type	The default value is Incident, which you can change. The selected value controls the availability of other fields that are in the component. For BC WCB reports: If you file incident reports electronically with the BC WCB, leave the default value of Incident if you report an outcome of reported only, health care only, short term disability, or fatality. If you report an incident outcome of dangerous occurrences, select Dangerous Occurrence.
Details	If you select Vehicle/Equipment Accident, the Details link appears. Click this link to access the Vehicle/Equipment Accident Details page.
Incident Date	The default value is today's date, which you can change.
Incident Time	Enter the time that the incident occurred. If you are reporting to the BC WCB, ensure that you enter the time.
Regulatory Region	Enter the regulatory region for the incident. When you add an incident, the user’s regulatory region that is specified in user preferences appears by default. You can override this value. Note. This field controls the values that are returned by all of the Monitoring Health and Safety setup tables that use setID as their key field. Warning! If you change the regulatory region for an existing incident, and the setID for the previous and current regulatory regions differ, the system deletes all of the relevant linked values from the setup tables. Before proceeding with the change, the system prompts you to confirm the action. When the original information is deleted, you must reenter the data for the incident.
Is this a recurrence	Select if this incident has happened before.
Resulted in Injury or Illness	Select if the incident resulted in injury or illness and you want to track injury or illness data on the Injury or Illness pages. When you select this check box, enter an employee ID in the Reported to EmplID (reported to employee ID) field on the Notification page before saving the incident in the system. For BC WCB reports: Select this check box if you are reporting an outcome of reported only, health care only, short-term disability, or fatality. If you are reporting an outcome of dangerous occurrences, ensure that this check box is clear.
Investigated	Select this check box if this incident is investigated.

Date Reported andTime Reported	Enter the date and time that the incident is reported to a company official or employee.
Reported To EmplID(reported to employee ID)	Enter the employee ID of the organization official or employee who received the report, or select from the list of values that come from personal data.
Reported By EmplID (reported by employee ID) and Reported By Non-EmplID(reported by non-employee ID)	Enter an ID for the employee or non-employee who reported the incident.

Occurred on Employer Premises	Select if the incident occurred on employer premises.
Location SetID	If you select the Occurred on Employer Premises check box, select a location setID from the list of prompt values that come from the Company table. Use this field to set up the Location list of prompt values. For instance, if the location where the employee normally works is in Canada, but the location where the incident occurred is in France, use the Location SetID field to specify a French setID, and you can select the French location where the incident occurred.
Location	Select from the list of prompt values that come from the Location table for the location setID that you select.
Exact Location	Record a detailed description of where the incident occurred, using up to 240 characters.
Edit Address	Click this link to view or edit the address where the incident occurred. If the incident occurred on the employer’s premises you can only view the address. The address information is populated from the Location table. If the incident occurred off the employer’s premises, this link accesses the Address Data page for you to enter the address data for the off-site location where the incident occurred.

Start Date, Start Time, Arrival Date, andArrival Time	Enter these values, if known.
Destination	When you enter a destination, the Route Details link is available. Click the link to access the Route Details page.
Mode Of Transport	Select the mode of travel from the list of available options. The values come from the Transport table.
Break Taken In Journey	Select if the travel is not continuous. The Break Details link is available. Click the link to access the Break Details page.
Animals Involved	Select if an animal is involved in the incident.
Animal Details	When you select the Animals Involved check box, the Animal Details link is available. Click the link to access the Animal Details page.

Actual Route	Enter a description of the actual route that is traveled.
Direct Route Taken	Select if the actual route is the most direct route that is available.
Direct Route	This field is available for entry if you do not select the Direct Route Taken check box. Enter a description of the most direct route.
Usual Route Taken	Select if the actual route is the usual route.
Usual Route	This field is available if you do not select the Usual Route Taken check box. Enter a description of the usual route.
Route Length (km)	Enter the kilometers for the actual travel route.

EmplID	For each person who is involved in the incident, select either an employee ID or a non-employee ID. The person's name, date of birth, gender and, if applicable, the date of death appear next to this field. Note. If a fatality occurs, enter the date of death in the Workforce Administration business process or the Non-Employee - Personal Details page, as appropriate.
Empl Rcd # (employment record number)	If you enter information for an employee who has more than one job, select the employment record number for the job that the employee was performing when the incident occurred.
Employee Data At Incident Date	The information that appears here comes from job data that is valid as of the incident date.
Notification - This Person	Enter the date and time when this person’s injury or illness was reported to an organization official.

Primary Outcome	Indicate whether the incident resulted in Injury, Illness, or Death.
Treatment Required	Indicate if the treatment was Medical, First Aid, Hospitalized, or None.

Employer’s Statement	Enter the employer’s statement.
Injured Party’s Statement	Enter the injured party’s statement. Select Witness Confirms Statement if a witness confirms the injured person’s statement.
Employer Objections	To indicate that there are employer objections to the injured party’s statement, select Employer Objects To Statement and enter the objections.

Patient Fell Unconscious	If you select this check box, the Hrs. and Mins. fields are available. Enter the amount of time, in hours and minutes, that the individual remained unconscious.
Patient Taken To Hospital	Select if the individual was taken to a hospital.
Fatal Injuries Sustained	If you select this, ensure that the primary outcome on the incident description page is death, and enter the date of death in the Workforce Administration business process if the individual is an employee.
Ambulance Required	If you select this, the Ambulance Details link is available. Click the link to gain access to the Ambulance Details page.
Resuscitation Required	Select if the individual required resuscitation.
Date and Time	Enter the date and time when first aid or medical treatment was provided.
Employee	When you add a data row, both of these fields are available. Select either the employee ID or non-employee ID of the person who provides first aid or medical treatment.
First Aid, Medical, andNone	Select the appropriate option to indicate the type treatment that was provided.

Type of Health Care	Select the type of health care, such as Emergency Care or Ongoing Health Care, that the individual received at the hospital or clinic.
Physician ID	Select a physician ID for the doctor or other medical specialist who treated the injured or ill person. The associated name appears.
Medical Facility	Select a medical facility where the injured or ill person was treated. The name of the facility appears.
View Address	Click this link to access the Injury Details - Diagnoses: Medical Facility Address page. This page is read-only. Use the Medical Facility page (HS_MEDICAL_FAC ) to edit medical facility address information.
Diagnosis	When you know the results of the physician’s medical diagnosis, select a diagnosis code. Define these codes in the Diagnosis table. If you do not know this information now, enter it at a later date. Insert a new data row for each additional diagnosis code.

Employee Return To Work	Select if the employee returned to work after the incident.
Work-Related	Select if the incident is work-related.
Days Away From Work	If the employee spent time away from work as a result of the incident, enter the number of days that the employee is away from work. Note. Some government authorities have very precise definitions of days away from work and restricted workdays. Ensure that you use the definitions that apply to the regulatory region.
Enter Detailed Dates	Select this check box to enable entry of detailed dates. If the box is cleared, only the Days Away From Work and Restricted Workdays fields are editable and the detailed dates grid is not editable. When the box is selected, the detail dates grid is editable and the Days Away From Work and Restricted Workdays fields are automatically updated to show the total days from the detail dates.
Type	Select from the available options to provide more detail about the time away from work due to an injury. The Days Away from Work and the Restricted Workdays are automatically updated depending on the that is selected. For example, if the type is 'Away from Work Due to Injury, the Days Away from Work field is automatically updated with the number of days entered in the Start and End dates.
Last Date/Time	If the employee spent time away from work, enter the date and time of the employee’s last day at work. Note. (CAN) The Last Date/Time field on this page is required for reporting to the BC WCB.
Restricted Workdays	Enter the number of days that the employee is able to work within limitations that a doctor established.
Return Date/Time	If the employee spent time away from work, enter the date and time of the employee’s first day back at work after the incident.
Illness Resulted In	Select from the available options to indicate if the injury or illness resulted in Transfer, Termination, or is N/A (not applicable).

Property Code	Select a property code from the values that you classify as vehicles or heavy equipment in the Company Property table. For vehicles, the Car Details link is available. For heavy equipment, the Equipment Details link is available. Click the links for the associated pages.
Business Unit and Dept Charged (department charged)	If you assign this company property to a business unit and department in the Company Property table, the business unit and department that is charged for the incident appears here. Otherwise, select the business unit, if needed. The values come from the Business Unit table. Select the department charged, if needed. The values come from the Department table.
Estimated Damage Amount	Enter an estimated damage amount for the vehicle or equipment and any other property that is damaged in the incident, if an estimate is provided.
Actual Damage Amount	Enter an actual damage amount for the vehicle or equipment and any other property that is damaged in the incident, when that information is known.

Hazard	Select a code from the values that come from the Hazardous Materials/Conditions table. The value that is associated with the selected hazard appears in the Cause field.
Action Sequence	The system automatically assigns the action sequence in numerical order for each data row that you insert.
Category	Select a category for the action.
Responsible ID	Select the ID of the employee who is responsible for following through on the action.
Status	Enter the status of the action.
Action	For each action sequence, you can enter a description.
Estimated and Actual	When you know them, enter the estimated, actual, or both completion dates for carrying out the action.