Incident Types
Incident Types
The Incident Types tab under Health & Safety allows the user to create new types of Incidents which are essentially templates for the creation of future Incidents within your Incident Register.
On this page you may search for Incident Types through their name and status (active or inactive).
To add a new Incident Type, click the green '+New Incident Type' button on the right side of the screen.
Within the new incident type creator are various sections that allow you to Tick to allow certain sections to appear on the Incident Type form, or to Untick certain sections so these do appear on the form:
- Incident Details:
- Incident Type: What kind of incident is this? (Eg/ Slip, fall, etc.)
- PDF Report Settings: Allows you to choose how the PDF report relating to this incident type will be formatted.
- Personal Details: Tick or Untick boxes to choose which details will appear on this form.
- Incident: Tick or Untick boxes to choose which details (severity, location, etc.) relating to the incident will appear on the form.
- Treatment: Tick or Untick boxes relating to how the incident was treated.
- Signature: Tick or Untick to allow the user to sign their signature when filling out the incident form.
- Custom Fields: Tick or Untick which Incident Details Custom Fields will appear on this form. This are custom made within the Custom Fields section in Settings.
- Investigation of Incident:
- Incident Category: Tick or Untick boxes to choose whether the Incident category and Class appear on the form.
- Analysis: Tick or Untick boxes relating to the analysis of the Incident.
- Investigation: Tick or Untick boxes relating to how the incident was investigated.
- Investigation Officer Signature: Tick or Untick to allow an investigation officer to sign off on the form.
- Custom Fields: Tick or Untick previously created investigation incident custom fields created within the settings section of 1Place.
- Incident Status:
- Incident Status: This is greyed out as this is mandatory to be ticked. (Pending, Open or Resolved.)
Once you have completed all of your options, click the green 'Add' button at the bottom right of the page.
This will add your new Incident Type to the list on the Incident Type page:
Click the blue 'Set as Default' button to set a specific incident type to the default. The blue deactivate button will deactivate the incident type so it will not appear when creating an incident.
When creating a new Incident within the Incident Register, you will see your created Incident Type templates.
Select the Incident Type applicable and your custom incident type will appear to be used in the creation of a new incident.
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