itrak Portal Training Module 33 Entering and submitting incidents.

Transcription

1 itrak Portal Training Module 33 Entering and submitting incidents. From the portal home screen click add a form On the next screen tick the type of report you want to enter. Use the scroll bar to see all of the choices. Note: Generally HSE Incident reports cover all injuries to employees, spills and property damage involving the company. Quality incidents cover contractor, customer, third party, product mis-deliveries/mixes and service quality incidents. itrak Portal Training Module 33 Adding and submitting incidents. 1 of 10

2 Tick the class of incident on the next screen. Use the scroll bar to see all of the choices. Click Enter Form. In this training module we have selected an HSE Incdent Light vehicle. The following screens may differ based on the incident class. Enter the date and time by clicking the calendar and clock icon the selecting the time from the appropriate calender and list. itrak Portal Training Module 33 Adding and submitting incidents. 2 of 10

3 Click the Edit button to the right of Business Unit. Select your business unit by clicking edit and clicking the parent business unit tick marker to expand the list. Tick the business unit tick box to close the window. Select the location by clicking the Edit button to the right of Location. itrak Portal Training Module 33 Adding and submitting incidents. 3 of 10

4 Tick the Address circle and enter the address and city. If the location is in a remote area tick the Other circle and enter a description in the box. Click OK. itrak Portal Training Module 33 Adding and submitting incidents. 4 of 10

5 Enter a site specific location in the On-site location box if applicable. Enter Information leading up to the incident. What task or job was being performed at the time of the incident. Enter Description of incident Provide a description of the incident. Enter Details of immediate action taken Provide a description of actions taken after the incident. Do not include names of persons in the 3 steps above. Names will be added under Persons Involved. If a drug test is required select Yes from the Drug Test drop down list. If not, select No. Click Add to enter the names of persons involved in the incident. itrak Portal Training Module 33 Adding and submitting incidents. 5 of 10

6 Enter the person s name and telephone number in the appropriate fields. Select their role in the incident from the Role drop down list. Enter any comments on the person involved in the Reference/Comment box. Click Save & Close. Click Add to add another person. Click Add to enter a description of the vehicles involved in the incident. itrak Portal Training Module 33 Adding and submitting incidents. 6 of 10

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8 Enter the vehicle & driver information in the appropriate boxes and select from the drop down lists. Complete as many boxes as possible, Driver name is mandatory in this section. Tick Is employee if the driver is an employee. Click Save & Close to complete this section. Click Add to add another vehicle. Enter the road data by clicking the Edit button on the right. itrak Portal Training Module 33 Adding and submitting incidents. 8 of 10

9 Tick all boxes that apply. Use the scroll bars on the right to see the full list. Click OK. Repeat for Visibility & Type of incident. Enter the Number of Vehicles involved in the appropriate box. Note: Other incident classes (Spill, Property damage) will require additional information. However the method of entry is the same for all incident classes. Click Add to add any attachments. (Photos or documents) itrak Portal Training Module 33 Adding and submitting incidents. 9 of 10

10 Select the date by clicking the calendar icon to the right of Date Enter the attachments title in the Title box. Do not alter View Role or Secure without direction from the HSE department. Click Select and navigate to the photos location on your PC or device. Click Open Click Upload file Click Add to add additional files. Click Submit to complete the report. itrak Portal Training Module 33 Adding and submitting incidents. 10 of 10