Customize Incident Forms through Incident Settings

Before adopting the Incidents feature, you must tailor your incident reporting forms to reflect your operations by updating Incident Settings. Users with the appropriate permissions may access Incident Settings by:

1.    Clicking “Incidents” from the MANAGEMENT menu. 

2.    Select “Settings” from the upper right-hand corner to be directed to the Incident Settings page.

The Incident Settings page is made up of six tabs. All but the “Types of Injury” tab represent fields in the incident submission form. The “Types of Injury” tab represents the “Types of Injury” field on the “Back Office Information” section of a submitted incident. 

For each tab, you may add options to the field’s drop-down menu. Employees will be able to select from these options when answering the respective field on their incident submission form or on the “Back Office Information” section of a submitted incident.

“Initial treatment” tab

• This tab lists the options available under the “Initial Treatment/Response” field which appears on all claimant incident submission forms.
• To add an option to the “Initial Treatment/Response” field, select the green “Add Initial Treatment” text which will generate a new option box labeled with “New Setting Name.” Replace this text with the text for the new option.
• Examples of options: No Medical Care, Emergency Care

“Types of Injury” tab

• This tab lists the options available under the “Types of Injury” field which appears on the “Back Office Information” section of a submitted incident.
• To add an option to the “Types of Injury” field, select the green “Add Types of Injury” text which will generate a new option box labeled with “New Setting Name.” Replace this text with the text for the new option.
• Examples of options: Electric Shock, Chemical Burn, Passed Out

“Body Parts” tab

• This tab lists the options available under the “Body Part Affected” field which appears on the incident submission form if the selected incident type is configured to show the “Body Parts” field (see the “Type of Incident” tab).
• To add an option to the “Body Part Affected” field, select the green “Add Body Parts” text which will generate a new option box labeled with “New Setting Name.” Replace this text with the text for the new option.
• Examples of options: Head, Arm, Shoulder

“Root Cause of Incident” tab

• This tab lists the options available under the “Root Cause of Incident” field which appears on all claimant incident submission forms.
• To add an option to the “Root Cause of Incident” field, select the green “Add Root Cause of Incident” text which will generate a new option box labeled with “New Setting Name.” Replace this text with the text for the new option.
• Examples of options: Inclement Weather, Wet Surface, Unlocked Locker

“Type of Incident” tab

• This tab lists the options available under the “Type of Incident” field, but the options will only appear on the selected claimant-type forms. To have the option appear in the Customer claimant incident submission form, select “Yes” under the “Customer Claimant” column. To have the option appear in the Team Member claimant incident submission form, select “Yes” under the “Employee” column, and so on.
• Select “Yes” under the “Show Body Parts” column for each type of incident option that should trigger the field asking the employee to identify the affected body parts. For example, if you’ve entered “Automobile Damage” as the type of incident option and selected “Yes” under the “Show Body Parts” column, the employee will see the “Show Body Parts” question after selecting “Automobile Damage” as their answer to the “Type of Incident” field. This makes sense as automobile damage is likely to affect body parts.
• To add an option to the “Type of Incident” field, select the green “Add-Type of Incident” text which will generate a new option box labeled with “New Setting Name.” Replace this text with the text for the new option.
• Examples of options: Slip and Fall, Facility Damage, Electrical Shock

“Activity During Incident” tab

• This tab lists the options available under the “Activity During Incident” field, but the options will only appear on the selected claimant-type forms. To have the option appear in the Customer claimant incident submission form, select “Yes” under the “Customer Claimant” column. To have the option appear in the Team Member claimant incident submission form, select “Yes” under the “Employee” column, and so on.
• To add an option to the “Activity During Incident” field, select the green “Add Activity During Incident” text which will generate a new option box labeled with “New Setting Name.” Replace this text with the text for the new option.
• Examples of options: Cardio Exercise, Cleaning Facility

PRO TIP: Quickly add options to each tab by clicking on the blue “Bulk Add” text. This will open up a text box where you can list all the options you want to add. Separate each option with a hard enter, and when ready, click the green “Add Settings” button. 

PRO TIP: In the “Configuration” tab in Incident Settings, you can configure your incidents to show the most recent or oldest incident first.