Create An Incident
Create incident reports efficiently with this step-by-step guide. Document incidents accurately for safety and compliance. This guide simplifies the process, ensuring even new user
Create incident reports efficiently with this step-by-step guide. Document incidents accurately for safety and compliance. This guide simplifies the process, ensuring even new users can manage safety incidents effectively.
Step By Step Guide
1. Click "Site Management" on the Plexa Dashboard
2. Click "Safety Management" in the Site Menu
3. Click "INCIDENTS"
4. Click "Create Incident"
5. Enter all details of the Incident in Section 1
6. "Assign personnel" involved
7. Click "Next"
8. Select the "What Contributed to the incident" field.
9. Tag additional "Personnel" and "Equipment" Involved
10. Tag "Additional SDS" and "SWMS" applicable
11. Click "Next"
12. Use the "+ Drag & Drop or Browse" option to add Documents
13. Click "Finish"
Video Tutorial
For a visual guide, watch the video tutorial below
Create an Injury Workflow
This guide provides a straightforward process for creating an injury workflow within the Plexa Dashboard, ensuring that safety management is streamlined and efficient. By following
Create Permit Forms
Streamline your safety management with this guide on creating permit forms in Plexa Dashboard. Simplify workflows, enhance compliance, and capture all necessary details efficiently