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How to Create an Event

Instructions to complete a form recording an incident

Updated over 2 months ago

Creating an event allows you to record an incident, observation or issue as it occurs. From the My Checklists area, an event can be logged with the relevant details, time and date, images and a signature. Once submitted, the event is added to the events list and made visible to management, providing a clear and traceable record for review and follow-up. This guide explains how to create an event.

Quick Guide

Creating an Event

  1. Click the arrow to the right of My Checklists.

  2. Select Create Event.

  3. Choose the required options from the drop-down menus.

  4. Enter the time and date of the incident.

  5. Scroll down to the event form.

  6. Complete the form, adding images where prompted, if relevant.

  7. Ensure your details are entered and sign the report.

  8. Click Create Event to submit the report.

  9. Refresh the page.

  10. The event will now appear in the list of events, confirming it has been submitted to management.

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