Incident Categories allow you to sort Incidents into groups. This makes it easier to find a specific group of similar incidents within the Incident Register. An example would be creating a category called 'Fall' for a scaffolding incident, but a fall can also relate to other similar incidents.
Creating a New Incident Category:
To get started, click the Health & Safety tab and click 'Incident Categories.'
On this page, to start creating a new Incident Category, click the green '+New Incident Category' button on the right side of the screen.
On this page you may name your Incident Category and give it a description.
Below this, you may choose who may open and who may resolve incidents within this specific category.
Once you have completed this process, click the green 'Add' button to add the new Incident Category.
Adding and Using an Incident Category Example:
To use your new Incident Category, go to your Incident Register page.
Click on an existing Incident by clicking the blue 'Name of Affected Person' text.
Scroll down to the 'Investigation of Incident.'
Select your applicable Incident Category here.
Once you are satisfied with your Incidents you may click the green update button in the bottom right of the page
Using Incident Categories With Filters:
Once you have added an incident category to as many incidents as you would like, you may use it to filter through incidents in your register.
On your front page of the 'Incidents Register' click the 'Show Search' button at the top right:
In the second row of options there is the 'Select Category' option:
Select your category and then click the search button at the bottom right of the filters.
This will now show you only the Incidents within your chosen category to view below.