WHS (Legacy): Record a new incident (AU) or accident (NZ)

Please note that this article is only relevant if you are using the Legacy WHS Module. Citaiton HR Software has an updated WHS Module with increased functionality and that utilises eSS. 

Citation HR Software  provides clients the ability to report incidents (AU) or Accidents (NZ) that have occurred in the workplace.

Note: To complete this process you need to have the WHS role allocated to you

Part One – Locating the ‘Report an Incident' (AU) or 'Report an Accident' (NZ) option

Once you’ve logged into Citation HR Software;

1. Navigate to the ‘WHS Management’ module
2. Click ‘Go’ on the ‘Incident Management’ workflow
3. Click the ‘Report an Incident’ icon

Part Two – Adding details and submitting

Once the incident form loads;

1. Enter the title/nature of the incident and the date it occurred
2. Enter / select any relevant incident particulars
3. Confirm the name of the person reporting the incident
4. Click ‘Create’ to add the incident record to the list of open incidents on your account

Your newly created Incident (AU) or Accident (NZ) will be shown under the incident (AU) or Accident (NZ) tab in your account:

Note: the creation of an Incident (AU) or Accident (NZ) will automatically create an associated 'Manage an Incident' (AU) or 'Manage an Accident' (NZ) checklist.