Compliance

How to Create a Health and Safety Incident Reports and Responses

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Expand or collapse content Overview

The Health and Safety Incident Reporting System is comprised of 5 distinct "Request and Response" sections as shown below:

  1. Incident Report (Request)
  2. Information about Medical Care (Response)
  3. Information about Workers Compensation (Response) - Optional
  4. HSE System Investigation (Response)
  5. Incident Investigation Results (Response)

After the Incident Report has been created and submitted each of the 2 -> 4 Responses may proceed in Parallel.  Each Response may be assigned to a different individual or team of individuals to complete.

At least One (1) Response must be created and completed in each section shown above (HR Responses and Operations Responses) before the Incident Report Request can be Completed and Submitted for Approval.

"Information about Medical Care" and "Incident Investigation Results" are considered mandatory.  The decision to complete the remaining responses will depend on local regulations as well as the maturity level of the HSE Management system within your specific site.  Site management should consult

It is the responsibility of the Plant Manager and Local HSE staff to enforce and ensure that the correct responses are both created and completed for incidents that occur within each facility.

Expand or collapse content 1. Health and Safety Incident Report (Request Form)

This section is intended for anyone entering a Health and Safety Incident Report. These are typically created by the affected employee's Supervisor, but it may also be created by HSE Compliance staff, the Plant Manager, Human Resources or other designee.

Expand or collapse content 1.1. Creating the Incident Report
Login to CPro
  1. Click the New Button

1.1.1. Select Org, Document Class, Type, and Layout

Select Org, Document Class, Type, and Layout
  1. Select the Site where the incident occurred in the "Select Organization drop-down box"
  2. Select "Health and Safety Incident Reports" in the "Select Document Class" drop-down box.
  3. Select "Health and Safety Incident Report" in the "Select Document Type" drop-down box.  This is the Default Selection
  4. Select "Health and Safety Incident Report" in the "Select Document Layout" drop-down box. This is the Default Selection
  5. Click the Chevron Icon (>>>) to continue.
Expand or collapse content 1.2. Setting the Incident Report Title
Health and Safety Incident Report (Request Form)
Title
  1. Enter the Title in the Box as shown.  A suggested Title format is "Date Site" as shown above, but it is not mandatory.

1.2.1. Title Considerations

Title Considerations

Personally Identifying Information should never be used in the Title.  Incident Reports are displayed as shown above when browsing.  The Document Title should be created in a way that allows to you to easily identify each Incident Report.  Additional Information such as the "Creation Date," who initiated the report ("Requester") and Current Status is displayed next to the Title.

Expand or collapse content 1.3. Effectiveness Review, Requester Info, and Allowance
Health and Safety Incident Report (Request Form)

Effectivess Review is necessary for each Health and Safety Incident.  When the Incident is approved, the system will send a notification after a set period of days to assess the long term effectiveness of any corrective actions put into place as a result of the incident.

  1. Set the Effectiveness Review period (in Days)
  2. The Requester is the person who initially created the incident report.  Location Address and Contact Information are option fields to provide more information about the Requester - if necessary.
  3. There is only 1 allowance enabled for HSE incident reports.  You need to click to highlight it before proceeding.  
Expand or collapse content 1.4. Categorization

Categories allow you to classify each Incident Report in a number of ways and can be used for searching and reporting within the system.  

  1. Categories that are mandatory are marked as "Required"
  2. Click each categories heading to see the choices underneath.

1.4.1. Business Unit

Business Unit
  1. Make the appropriate selection
  2. Click the "Chevron" (>>>) icon to confirm
  3. Complete the remaining categories as shown above.

1.4.2. Business Region

Business Region

1.4.3. Department

Department

1.4.4. Health and Safety Incident Type

Categories with Checkboxes allow you to select more than 1 box

Health and Safety Incident Type

1.4.5. Health and Safety Injury Type

Health and Safety Injury Type

1.4.6. Affected Body Part(s)

Affected Body Part(s)
Expand or collapse content 1.5. Due Date and Incident Description
Due Date and Incident Description
Expand or collapse content 1.5.1. Due Date Calendar Pop Up
Due Date Calendar Pop Up
Expand or collapse content 1.5.2. Incident Time
Incident Time
Expand or collapse content 1.5.3. Person Affected (Account Lookup)
Person Affected (Account Lookup)
1.5.3.1. Person Affected Continued
Person Affected Continued
1.5.3.2. Person Affected Completed
Person Affected Completed

1.5.4. Description of Incident and Immediate Actions

Description of Incident and Immediate Actions
Expand or collapse content 1.6. Incident Details and Attachments
Incident Details and Attachments
Expand or collapse content 1.7. Submitting for Acceptance
Submit for Acceptance

1.7.1. Confirmation of Submission

Confirmation of Submission
Expand or collapse content 2. Information about Medical Care (Response Form)

2.1. Select Response Type

2.3. Information about the Employee

2.4. Information about Medical Care

2.5. Completing the Response

2.5.1. Completion Confirmation

2.5.2. Completed Response

Expand or collapse content 3. Information about Workers Compensation (Response Form)
Expand or collapse content 4. HSE System Investigation (Response Form)
Expand or collapse content 5. Incident Investigation Results (Response Form)
Expand or collapse content Appendix: How to find a Health and Safety Incident Report by browsing the Main Menu

This Section applies to any user that wants to locate and browse any/all Incident Reports created in a specific Organization

Expand or collapse content 1. Changing Organizations (when applicable)

Depending on your Role in the Organization, you may work in one or many different Organizations within Compliant Pro.  This step may not apply to you if your work is primarily focused in a single site (CPro Organization)

Changing Organizations
  1. Login to Compliant Pro (https://cpro.alent.com)
  2. Make Note of the Organization you are currently signed into, located to the right of your name in the upper right hand corner of the webpage.  You will need to change your Organization to the one where you wish to Locate/Browse Reports.
  3. Click User Settings to change your current organization

1.1. User Settings

User Settings

Select the desired Organization in the top drop-down box.

1.2. Save User Settings

Save User Settings
  1. Click Save Changes and Continue after making an Organization Selection
Expand or collapse content 2. Browsing Incident Reports
Open the Main Menu
  1. Click the "Bullet List" in the upper left corner to toggle the Main Menu

2.1. Select Health and Safety Management

Select Health and Safety Management

Note: You may see more or less in this view depending on your individual access rights.

2.2. Select Health and Safety Incidents

Select Health and Safety Incidents

Note: You may see more or less in this view depending on your individual access rights.

2.3. Health and Safety Incidents List

There are Multiple "views" that allow you to sort and view the data in various ways.  For instance you may select "by Requester" to see All Reports by who created them originally.  You may also select "by Expediter" to see All Reports by Who they are assigned to.  The "by Status" view will allow you to sort reports by their current status, such as "In Process" or "Closed"

Health and Safety Incidents List

2. When you have located the desired report, click to open it from the list in the Main Window.

Expand or collapse content Appendix: How to find a Health and Safety Incident Report using your Dashboard

This article applies to any user who initiated an Incident Report (typically the affected employee's Supervisor) or any user who is an Expediter or Assignee for the Incident Report Responses (Typically the EHS Compliance Manager/Engineer, the Plant Manager, and a member of Human Resources)

Expand or collapse content 1. When you are an Expediter or Assignee
When you are an Expediter or Assignee
  1. Click My Tasks

1.1. Select My Tasks "by Document Class"

Select My Tasks "by Document Class"
  1. Click "by Document Class"
1.1.1. Select "Incident Report"
Select "Incident Report"
  1. Click Incident Report
1.1.2. Select the appropriate Incident Report
Select the appropriate Incident Report

Click on the desired Incident Report to open.

Expand or collapse content 2. When you Initiated the Report (Requester)
When you Initiated the Report (Requester)
  1. Click My Tracking

2.1. Select My Tracking "by Document Class"

Select My Tracking "by Document Class"
  1. Click "by Document Class"
2.1.1. Select "Incident Report" (Copy)
Select "Incident Report" (Copy)
  1. Click Incident Report
2.1.2. Select the appropriate Incident Report
Select the appropriate Incident Report

Click on the desired Incident Report to open.

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