Welcome to Incident Track!
Incident Track is designed to help organizations track and manage their incidents and claims. Completing a single incident report provides additional benefits through enabling:
- Trending information to be generated to focus your resources and prevent losses
- Sharing an Incident Report internally
- Near Miss Trending
- Automatic completion of your OSHA logs
Getting Started with Incident Track
This section will help guide you through the steps and best practices to set up and begin using the Incident Track application. If you have any questions or need any assistance, please feel free to contact us using the options to the right. Before getting started in Incident Track, you should set up sites and employees in your account.
Step 1: Configure Organization Settings
In a multi-site account, you can customize whether company information in incident reports is sourced from the primary site of your account or from the site that the involved employee is based at. To do this, select the desired value in the Company Information for Claims Processing dropdown on the Organization Settings page.
Step 2: Set up Distribution Lists
Incident reports can optionally be distributed to employees or external contacts when the incident is saved. Distribution lists can be configured per site, incident type, or notification type. Secondary sites will inherit distribution list settings from the primary site unless a distribution is set up in that site. Click here to read more about setting up distribution lists in Incident Track.
Step 3: Import Incident Data
You can import historical incident data into Incident Track. We provide import spreadsheet templates for each incident type as well as one specifically for OSHA 300 logs. This support article provides instructions for importing incidents into your account.
- Important!: Be sure to select the desired site in your account before importing incidents.
Step 4: Add New Incidents
You are ready to begin using Incident Track to record incident data for your organization. This support article covers the steps to record a work-related incident. Electronic claims submission will need to be enabled by your provider, if desired.
Step 5: Reports & Trending
Once you have incident data loaded into Incident Track, you can run several reports on your data, including automatic generation of OSHA logs. You can also build custom trending graphs in multiple formats and export information from those graphs into a spreadsheet.
Incident Track Administration
Users that have full access to Incident Track in the primary site of an account are able to manage incidents in all sites of an account. When accessed in the primary site, the Advanced Search on the Manage Incidents page will allow users to filter incidents by any site in the account. When editing an incident in the primary site, users will be able to select any site in the account as the site that the involved employee is based at. Some set up options, such as managing custom lists and root causes, are only available in the primary site.
We offer live weekly training webinars on each of the applications in the Risk Management platform. You can register for an upcoming webinar by selecting Training Center from the Help menu in the platform navigation bar or through our online training schedule.
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