Report WHS Incident Wizard

Revision as of 05:59, 9 September 2021

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. Click on the downwards pointing arrow (right-hand side of the popup window) to open the dropdown list.
3. Scroll down and click on the "WHS Incident " option 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.

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.

2. Incident Type – use the dropdown menu to specify the Incident type.
3. Name or Description of Illness – provide a name or description of the Incident. 4. Cleared – allows the User to indicate if the Incident has been cleared.
5. Cleared Date – if the Incident has been cleared, indicate the date on which that occurred.
6. Time of Incident – specify the time at which the Incident occurred.
7. Reported Date – specify the date on which the Incident occurred.
8. Body Part – if known, use the dropdown menu to specify the body part that was affected as part of the Incident.
8. Department – if known, use the dropdown menu to specify the Department of the Employee to whom the Incident occurred.
9. Witnessed – if known, specify whether the Incident was witnessed by other Employees.
10. Witness – if known, specify the names of the Employee/s who witnessed the Incident.
11. What was being done at the time of Incident – if known, specify what was being done at the time of Incident.
12. What went wrong – if known, specify what went wrong that caused the Incident.
13. Additional comments – record any additional information relating to the Incident. Click “Next.”
14. Initial Treatment – if known, use the dropdown menu specify the initial treatment.
15. Correct Procedures – if known, use the dropdown menu specify if the correct WHS procedures were being followed at the time of the Incident.
16. Notes – use this field to record any notes.
17. Related Hazard – if known, use the dropdown menu specify the any related hazard/s.
18. 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 send your “Onboarding” Workflow to the nominated Employee/s click “Submit.”
19. 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.