Generate a report for a safety incident, observation, or injury

Generate a report for a safety incident, observation, or an injury that you want to export for your regional or industry-specific requirements.

Antes de Iniciar

Role required: sn_ohs_im.manager, sn_ohs_im.agent, or sn_ohs_im.operations_manager

Por Que e Quando Desempenhar Esta Tarefa

The report generation uses a report field mapping for your reporting PDF template. A report field mapping includes mappings of fields from the safety record (such as incident or observation) to the fields in the reporting PDF template. When generating a report, the exported PDF fills in information from the selected safety record through mapped fields. This field mapping, therefore, speeds up the report filling for incidents, observations, or injury and illness records. For more information on report field mapping, see Create a safety report field mapping for generating reports.

Procedimento

1. Navigate to Workspaces > Health and Safety Workspace.
2. Select the Incident Management icon ().
3. In the Lists tab, open the safety incident, observation, or injury and illness list.
   • For the safety incidents list, select Safety Incidents and then All.
   • For the safety observations list, select Safety Observations and then All.
   • For the injury and illness list, select Injury / illnesses and then All.
4. In the list, open a safety record to generate a report for.
5. Select Generate report.
6. In the Generate report dialog box, select a report mapping in the Select report field.
   In the Select report field, the following report mappings are available:

   • Published report mapping forms.
   • Report mappings assigned to your role or with no assigned roles.
7. Select Generate.

Resultado

• The report is generated based on the selected report mapping and its PDF template.
• The PDF template is automatically filled with the values from the selected safety record.
• Based on the attachment option in the selected report mapping, the generated report is available in one of the following locations:
  • Attachments section of the safety record.
  • Downloaded to the browser.
  For more information, see Health and Safety report field mapping form.