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Incidents Explained

Updated today

This feature is available for users on the Tanda HR plan.

Overview

The Incidents feature offers a centralised log for recording and managing workplace incidents. It streamlines the process of documenting events, injuries, and any associated evidence or restrictions, ensuring your business remains compliant with safety protocols.


Accessing the Incidents Feature

  • Navigate to HR > Incidents from the main menu on the desktop.


Recording Incidents

Desktop Access: All incidents are recorded via the desktop interface.

To record a new incident, click + New Incident in the top right.

  • You will be prompted to fill in the following form, then click Create:

After initially creating the incident, additional details must be included for it to be submitted. Incidents are recorded using a structured format that includes the following sets of information:

  1. Incident Details: Capture basic information about the incident (date, location, individuals involved).

  2. Incident Type and Summary: Provide a brief summary of what occurred.

  3. Injury Details: (If applicable) Record specifics regarding any injuries sustained.

  4. Evidence: Upload or describe evidence related to the incident.

  5. Witnesses: List any witnesses to the incident.

  6. Property/Equipment Damage: Document any damage to property or equipment.

Once all the relevant details have been entered, the incident can be submitted.


Customisation Options

The following categories can be customised via incident settings to better suit your business needs:

  • Injury Type

  • Severity

  • Incident Categories

  • Medical Attention

  • Attachment Types

  • Contributing Factors

  • Employee Work Restrictions

By tailoring these options, you can ensure that your incident reports accurately reflect your organisation’s processes.


Exporting Incidents

You can download a file of all recorded incidents by clicking Download CSV on the HR > Incidents page. Both Submitted and Not Submitted files will be included.

In the Incident Export page, choose which fields to include in the file > Export > Download.


FAQs

Why can't I delete an Incident?

You won’t be able to delete an incident record once it has been submitted. Only records with a Not Submitted status can be deleted.

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