Use Add Accident to enter employee accident, illness, or injury information.
To add an accident with more than one case classification, refer to Add an Accident with More Than One Case Classification.
To add an accident for independent contractors, refer to Add Accident for Independent Contractors.
Click administration | Employee Information | Accidents/Illnesses (OSHA).
Select the employee in which you need to add accident information for from the employee drop-down menu at the top of the screen.
Click Add Accident. The Add/Edit Accident or Illnesses screen displays.
Complete the following in the Describe the Incident section:
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Fields marked with an asterisk (*) are required fields. |
Check the Is this an OSHA Recordable Incident? checkbox if the accident is OSHA recordable.
Check the Does Workers' Compensation apply? checkbox if this is applicable to your company.
Check the Privacy Case checkbox if the accident is a privacy case.
The Case Number* is a unique ID number that can be edited to another unique number, up to 10 alphanumeric characters. If the edited number is already being used, an error message, "Case number already exists", displays.
Type the date that the injury or onset of illness occurred in the Date of injury or onset of illness* field or click the calendar icon next to the Date of injury or onset of illness* field.
Select the type of injury from the Type of injury or illness* drop-down menu.
Select the location where the incident occurred from the At location* drop-down menu.
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If the location of the incident is not in this list, choose the employee’s location. |
Type the area where the incident occurred in the Area where incident occurred* field.
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The Area where incident occurred* field is an 50 character field. |
Type the description of the injury or illness, parts of body affected, and object/substance that directly injured or made the employee ill in the Describe the injury or illness, parts of body affected, and object/substance that directly injured or made person ill field.
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The Describe the injury or illness, parts of body affected, and object/substance that directly injured or made person ill field is a 2000 character field. |
Click Save & Close to save the record, click Cancel to cancel the entry, or click Back to go back to the Accidents/Illnesses (OSHA) screen.
Type the employee's physician name in the Name of physician or other health care professional: field.
Type the facility where treatment occurred in the Facility: field.
Type the street address of the facility in the Street: field.
Type the city of the facility in the City: field.
Type the state of the facility in the State: field.
Type the zip code of the facility in the Zip: field.
Check the Was employee treated in an emergency room? checkbox if the employee was treated in an emergency room.
Check the Was employee hospitalized overnight as an in-patient? checkbox if the employee was hospitalized overnight as an in-patient.
Click Next >>. The Add/Edit Incident Report - Page 2 screen displays.
Select the time the employee began work using the Time the employee began work: drop-down menus and radio buttons.
Select the time that the accident occurred using the Time of event: drop-down menus and radio buttons. If you cannot determine the time, check the Time cannot be determined checkbox.
If applicable, type the date the employee died in the If the employee died, when did the death occur? field or click the calendar icon next to the If the employee died, when did the death occur? field to select the date the employee died.
Type what the employee was doing before the accident in the What was the employee doing just before the incident occurred? field.
Type what happened when the accident occurred in the What happened? field.
Type the injury or illness in the What was the injury or illness? field.
Type the object or substance that directly harmed the employee in the What object or substance directly harmed the employee? field.
Click Save.
The Case Classification History section of Add/Edit Accident or Illness screen allows you to enter multiple cases for a single accident.
Click administration | Employee Information | Accidents/Illnesses (OSHA).
Select the employee in which you need to add accident information for from the employee drop-down menu at the top of the screen. The Accidents/Illnesses (OSHA) screen displays.
Select the applicable Case Number/Employee from the Accidents/Illnesses (OSHA) screen, then click Add Accident. The Add/Edit Accident or Illness screen displays.
Select the new classification from the Classification* drop-down menu.
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This is a required field if the Is this an OSHA Recordable Incident checkbox is checked. |
For job transfer or job restriction, type the last full day of work before the job transfer, job restriction, or the date of the accident, whichever is later, in the Last Work Date* field.
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This is a required field if the Is this an OSHA Recordable Incident checkbox is checked. |
Type the first day of the job transfer or job restriction in the Return Date field.
The Days Away From Work field populates after clicking Save & Close. This is a read-only field.
To add another case, click Add New Classification. Repeat steps four through six.
Click Next >>. The Add/Edit Incident Report screen displays.
Click Next >> through the remaining pages.
Click Save. The Accidents/Illnesses screen displays.
Click Print to print the OSHA Form 301 for the applicable accident.