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Incidents

Report an Incident: filing a PIN

A PIN (preliminary incident notice) is the first report of an incident. It's your own account, in your own words. Nothing on it suggests causes; the investigation comes later.

Who can file one

Everyone, unless their position hides Report an Incident on the Personal side or turns off the Report an Incident (file a PIN) card. An admin can also log one that was phoned or radioed in, from Incidents → + Log a PIN.

File it

  1. FieldView → Report an Incident → Report.
  2. Timing: the incident date and time, and when it was reported. Reporting it late? Switch on Late report and give the date it was actually reported.
  3. What & Where: pick the classification. Motor Vehicle Incident offers Collision information — the other vehicle, driver and insurance; fill in what you can. Security offers Security event — what kind, a police report number, and for a theft what was taken and its estimated cost. Medical Aid asks whether the worker will miss their next shift; Yes makes it Lost Time.
  4. Add the subcontractor if one was involved, and pick the location, or type it if it isn't listed.
  5. Narrative: Description of incident (what happened, in your own words) and Immediate actions taken (what was done straight away to make it safe). With your hands full, use the mic to say it.
  6. Evidence: take or add photos. On a phone it opens the camera.
  7. Submit report.
The report is kept as a draft on the phone while you fill it in, so a dropped connection doesn't lose it. With no signal at all, Report an Incident in field mode saves it on the phone and it uploads by itself when signal returns.

What happens next

  • The people set under Incidents → Setup → PIN Notifications are told straight away: the location's manager, named people and everyone in chosen positions. If that reaches nobody active, the PIN backups set under Notifications → Backups are told.
  • An admin reviews the PIN and sends a Flash. See "Reviewing a PIN and sending a Flash".
  • Follow it under Report an Incident → My Incidents, and in FieldView → My reports: Received, Reviewed, Action, Closed.

Who can read an incident

  • Company Admins, and anyone whose position gives them Incidents on the Admin side.
  • The person who filed it sees the PIN they filed, not the investigation. The lead investigator and the reviewers on its sign-off see the investigation too.
  • Someone with Claims access, for an incident a claim is linked to. Its injuries and investigation also need View Sensitive Claim Detail.
  • The supervisor of the person who filed it, or of someone involved, sees the PIN only: what was reported, who was involved and modified duty. Not the injuries, and not the investigation.
  • Injury detail (body part, injury type, notes, time off and return-to-work dates) is locked. Only the Company Admin, the injured person (their own), and Admins with Incidents and View Injury & Claim Detail on their Access tab see it. A position can switch it on for every Admin in it (Organization → Positions → Extra rights), and the lead investigator sees the injuries on the incident they lead. Everyone else sees "You don't have access to injury details".
  • Being named as involved doesn't by itself let someone read it.

Stats still count every incident. They read totals, not the incidents themselves, so someone with Stats but not Incidents sees the right numbers without opening anyone's report.