Report WHS Incident Wizard

WHS Incident Wizard Navigation Functionality

There are multiple navigation options available to you throughout the WHS Incident Wizard. These navigation options are outlined below.

1. START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
5. Create - allows you to 'save' a New Record you've created.
6. Edit - allows you to Edit a Record.
7. Save - allows you to Save a Record.
8. Delete - allows you to Delete a Record.
9. Previous - allows you to go back one step.
10. Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go bacc' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

NOTE: There is a 6MB file limit on all files that are uploaded into Subscribe-HR's Team Dashboards System. Please ensure that large files are compressed/reduced and that the file size is less than 6MB (the smaller the file size, the better).

How to Trigger the WHS Incident Wizard

You can trigger the WHS Incident Wizard from the Wizard popup menu:

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "WHS Incident" option from the menu, then click "Select."

The WHS Incident Wizard allows Users to quickly and easily report/record an Incident for themselves or for someone else. Reporting Incidents this way ensure that organisations remain compliant and have an audit trail of the Incident history.

SPECIAL NOTES FOR DASHBOARDS AND SUBMITTING FOR SELF OR TEAM MEMBER / ANYONE:
Managers (with Line Manager User Group Assigned), can create WHS Incidents for other Employees, but those Employees must be their direct report (just because an Employee is a ‘Manager’ and has ‘Line Manager’ User Group assigned, this does not allow them to create WHS Incidents for any/all Employees). Submitting WHS Incidents works as follows:

• System Administrators and People & Culture Users can create/submit WHS Incidents for all Users.
  • To do so, the User must be on the People & Culture Dashboard (and can then use the WHS Incident Wizard via the 'Start' Wizard menu, or via the WHS Incident Wizard that is accessible via the WHS Incident Widget on the People & Culture Dashboard).
• Managers can create WHS Incidents on behalf of their direct reports only (such Managers need to have 'Line Manager' User Group assigned, they have to be set in the System as a 'Manager,' and specified as the Employee's Manager to be able to do this). Other Line Managers can't create WHS Incidents on behalf of Employees for whom they are not the specified/assigned Manager. Only one Manager can/has the capacity to do this.
  • To do so, the User must be on the Manager Dashboard (and can then use the WHS Incident Wizard via the 'Start' Wizard menu, or via the WHS Incident Wizard that is accessible via the WHS Incident Widget on the Manager Dashboard).

WHS Incident Wizard Steps

1. Reporting Incident For – use the dropdown menu to specify who you are reporting the Incident for. The options are:

• Myself.
• Someone else.

Please note: that you need to be in the relevant Dashboard, to submit the request for Myself or Team Member - if you are an Manager of People & Culture user, using START to submit a request for someone else. If you are submitting the request for yourself, you can use the Manager or My Info Dashboard.

2. Incident Type – use the dropdown menu to specify the Incident type.
3. Near Miss – specify whether the Incident was a near miss or not.
4. Level of importance – select an option from the dropdown menu.
5. Name of Illness or Description of Injury – provide a name or description of the Incident.
6. Time of Incident – specify the date and time of the Incident.
7. Reported Date – specify the date and time the Incident is being reported. Click “Next."
8. Body Part – specify the body part that was injured.
9. Department – if known specify the Department in which the Incident occurred.
10. Location – if known specify the Department of the Employee to whom the Incident occurred.
11. Witnesses – if known, specify whether the Incident was witnessed by other Employees.
12. Witness – if known, specify the names of the Employee/s who witnessed the Incident.
13. What was being done at the time of Injury – if known, specify what was being done at the time of Incident.
14. What Went Wrong – if known, specify what went wrong that caused the Incident.
15. Additional comments – record any additional information relating to the Incident. Click “Next."
16. Resolved – specify if the Incident has been resolved.
17. Initial Treatment – if known specify the initial treatment.
18. Correct Procedures – if known specify if the correct WHS procedures were being followed at the time of the Incident.
19. Related Hazard – if known specify if there was a related hazard.
20. Attachments – use this field to documentation related to the Incident. Click “Next."
21. Summary – the final screen for the WHS Incident Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to complete the WHS Incident, click “Submit.”
22. Success – if your WHS Incident Wizard has been submitted correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.