When employees suffer work-related injuries or illnesses, you record information about these incidents in the Work Incidents window. You begin this entry from the Person window.

   To enter data on an OSHA-reportable incident:

1. In the Person window query the employee suffering the injury or illness, if he or she does not already appear here.

2. Choose the Others button.

3. Select Work Incidents/OSHA.

4. For incidents of work-related injury, you must select the category Injury in the Incident Category field. Otherwise select the category appropriate for a work-related illness.

   See: OSHA Categories of Illness

5. If the employee has an existing incident record related to the new incident you are recording you can select a corresponding reference number in the Related Incident Ref field.

6. Enter the Incident date.

7. Enter the time the incident occurred.

8. If you want the incident to appear on your OSHA reports, choose the OSHA Recordable check box.

   Incident Description

   1. Choose the Description tab.

   2. In the Activity at time of incident field, describe what the employee was doing when injured or taken ill.

   3. In the Objects/Substances Involved field, list any tools, equipment, or materials being used or handled.

   4. If the incident caused the employee to miss work or restricted the employee's activities, enter the number of days missed or restricted.

      Do not include the day of injury or onset of illness, or days the employee would not have worked in any case. For employees without regular work schedules, estimate the number of missed days.

   5. Indicate if the incident caused the termination or permanent transfer of the employee.

   6. Select a hazard relative to the injury if appropriate.

   7. Enter the location where the incident took place.

   8. Enter a brief description of the incident.

   9. Enter any additional incident details.

      Reporting Information

      1. Choose the Reporting tab.

         Note: The information recorded in the Reporting tabbed region is not used by the OSHA reports.

      2. Enter a report date. The date you enter must be a date on or before the incident date.

      3. Enter a report time.

      4. Enter brief details of who the incident was reported to.

      5. . Briefly detail any witness accounts of the incident.

      6. . Enter a name, title, and telephone number for the person responsible for the report.

         Official Notifications

         1. Choose the Official Notifications tab.

            Note: This tabbed region is optional. The information recorded in this region is not used by the OSHA reports.

         2. Select a health and safety representative name.

         3. Enter a notification date for the health and safety representative.

            Note: You must enter a health and safety representative name before you can enter the Date Notified field.

         4. Briefly describe any remedial action taken as a direct result of the incident.

         5. Select the representative body notified of the incident.

         6. Select a representative name for the representative body.

            Note: You must enter a representative body before you can enter a representative name.

         7. Enter the date that the representative name was notified of the incident.

            Note: You must enter a representative name before you can enter a notification date.

            Medical Details

            1. Choose the Medical Details tab.

            2. If the employee was hospitalized as a result of the incident choose the Hospitalized check box.

            3. If the employee required emergency treatment as a result of the incident choose the Emergency Room check box.

            4. If the employee sustained an injury as a result of the incident select the injury sustained.

            5. If the employee contracted a disease as a result of the incident select the disease contracted.

            6. In the Body Parts Affected field, enter the injury or illness and the body part, for example, Fracture of ribs; Dermatitis of left hand; Lead poisoning.

            7. Enter the name and address of the physician attending the employee, and if he or she was hospitalized, the name and address of the hospital.

               Other Important Information

               1. Choose the Other tab.

               2. Enter the work start time of the employee.

               3. If you do not want the employee to be identified on the OSHA reports choose the Privacy Issue check box.

               4. If the injury or illness caused the employee's death, you must enter the date of death. Entry of a date in the Date of Death field signals that the injury or illness was fatal, and must be reported as such.

               5. Enter compensation details of amount, currency and the date compensation was awarded.

               6. Select the employee's job at the time of the incident.

               7. If the incident resulted in an absence from work check the Resulted in Absence check box.

               8. Save your work.

                  When you run the OSHA 300 and OSHA 301 reports, information entered in this window appears on one or both of these reports.

                  See: Obtaining OSHA Reports

                  Note: The Case Number field populates when you save your work.