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Keller Soft® Workplace Accident Investigator User Manual

1. Click this link to edit information in the Injuries window Photos videos and sound files Clip this link to attach electronic media to the accident investigation Personal Protective Equipment Click this link to record information on personal protective equipment Property damages to edit information in the List property damages window Root causes to edit information in the Root causes window Witness forms Click this link to access a template you can use to record a witness statement Event sequence window Use this window to record an accident as a series of steps Type the first step in the text field provided Click the Add button to add additional fields to record the steps Click the Remove button to the right of a text field if you want to delete it Photos videos and sound files window Use this window to add or delete photos video and sound files Click the two links at the top of the window for reference information on photographing or sketching the accident scene Click the Add button to add a file Browse to the location on your computer or network where the file exists select it and click Open You be prompted to provide a description for the file Type in an appropriate description and click OK A copy of the file will be made and its name will appear in the list To renew or delete a file use the appropriate buttons at the bottom of this window Manage witness forms window Use the template i
2. com products acrobat To view the form fields easier you may want to set your field highlight option To do this open the Reader click Edit Preferences and then General Once in the Preference menu click on Forms and click on your Highlight Form Fields options To edit complete forms tab from field to field to enter your form information Use the spacebar to toggle check boxes on or off Once complete you may print the form by clicking the printer icon or using the File gt Print command Note Without the appropriate Acrobat software completed forms cannot be saved but fields will remain in the form until you close your internet browser window To download blank files to your pc right mouse click on the form link and click Save Target as Internet Explorer or Save Link as Netscape select a location to save the file to on your PC and click Save Requirements for Saving Completed Forms You must have Adobe Acrobat or Adobe Approval 5 to save the edited forms to your PC using the File gt Save commands Note If planning to keep several versions of the completed form be sure to save each form file under a different filename Create an accident investigation plan window Use this window to edit delete and rename accident investigation plans The program provides a plan template Accident Investigation Plan which displays at the top of the list Note that you cannot edit this plan you must make a copy of it Select
3. the template and click the Copy button at the bottom of the list You will be prompted to give the copy a name and you will be taken to the Accident investigation plan customization window All plans that you create will appear in the list Select the plan from the list by clicking on it and use the buttons at the bottom of the window to perform the action you want Accident investigation plan customization window This window provides you with a variety of ways to set up your plan Fill in the blank tab You are able to edit information anywhere there are blue underlined links Click on the link type in the appropriate information and it will be added to the plan Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 4 Question tab You provide the answers to a series of questions regarding your plan Summary tab Use this tab to create a plan summary Create full edit button Click this button if you want to edit the plan in Microsoft Word Use the Print button at the top of this window to print the plan Accident investigation plan full edit window Use this window if you want to edit the text of plan in Microsoft Word Click the Return button when you have finished editing it Train window This window contains a variety of documents pertaining to accident investigation training You cannot edit documents provided by the program If you want to edit one you must make a c
4. Keller Soft Workplace Accident Investigator User Manual Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 1 Reference planning training ccccccecececeeeeeeeeeeeeeaeeeeaeeecaeeesaaeeeeeeeseeeesaeseeaaeeseeeeesaeeeeaeseeeeeeeeees 4 Reference window a2 224 vein adanviedin eaa aaa aie eantata a ra lane tiat Ales 4 Plain WindOW iarri nda vice date hda ween a hive atthe 4 Create an accident investigation plan WiINGOW ccccsceeeeceseeeeeeneeceeeeeceaeeesaaeeeeneeseeeeetaeeeenees 4 Accident investigation plan customization WINKOW ceeeteceeeeneeeeeeenaeeeeeeaaeeeeeeeaaeeeeeeaaeeeeeenaes 4 Accident investigation plan full edit WINGOW cceeeeeeeeeeeceeeeeaeeeeeeeceeeeesaaeseeaeeseeeeeeeaeeteaeeeeaes 5 TAI WINGOW eaea eth endemic eddie tat bia adler edt ait A a aen alae 5 Notify WING ON ai ie a tive ace tata lett eee bia ened bea riled 5 INVEStIGatesaCCIC ON aria e R audit bhatt abhi Aa bve diet ait le bd E R 6 ACCIGONL WINDOW fei cee ti needa nian AidahndhntinnAnt atlantis 6 impon daa dialog box 4 janie R daha tienen anata ee 6 UES WINGOW 3 hie a ante ani ete ane An aL 7 List property daMaGeS WINJOW esisiini enrenar cette tees eet ea NE EENAA ENERSEN ENa ENa E PAATE ES ENEE CaS S 7 Accident GeSCription WINGOW nrs titenan ei a ei eaa AE aE E Ara eaS 7 Accident information WiNdOW ccccccccceeseeeeeeeeeeaeeeeneeeceaeeecaaeeeeaeeseeeeseaeessaaeeseeeesiaeestiaeeseneesae
5. Target as Internet Explorer or Save Link as Netscape select a location to save the file to on your PC and click Save Requirements for Saving Completed Forms You must have Adobe Acrobat or Adobe Approval 5 to save the edited forms to your PC using the File gt Save commands Note If planning to keep several versions of the completed form be sure to save each form file under a different filename Notify window This window contains a variety of documents pertaining to accident investigation notification You cannot edit documents provided by the program If you want to edit one you must make a copy of it click the Copy button and type in an appropriate name The document will appear in the list You can now open and edit the document by clicking the Edit button Click the Add button if you want to add your own document To view or delete a document select a document and click the appropriate button at the bottom of the list Note that you cannot delete documents provided by the program Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 5 Investigate accident Accident window This window is the start of your accident investigations All fields except Work area are required to be filled out Completed by Enter the name of the person who completed the investigation in this field The drop down list displays the employees that have been entered through the Employee information wind
6. ade click the appropriate button at the bottom of the list Manage personal protective equipment window Use this window to record information on personal protective equipment Click the Add button to open the Additional information dialog box where you can enter information on the equipment To edit the information to delete it from the list click the appropriate button at the bottom of the window Personal protective equipment Additional information dialog box Use the fields in this dialog box to fill out as much information as you want on the equipment Click OK button when you are done If you want to edit the information you can do so from the Manage personal protective equipment window Manage equipment information window Use this window to record information on equipment involved in the accident Click the Add button to open the Additional information dialog box where you can enter information on the equipment To edit the information to delete it from the list click the appropriate button at the bottom of the window Equipment Additional information dialog box Use the fields in this dialog box to fill out as much information as you want on the equipment Click OK button when you are done If you want to edit the information you can do so from the Manage equipment information window Root causes window Use this window to assign causes to an accident investigation That Major cause column has general categori
7. e Shite E ete wali ca avout Sevvutte cee otect eessuuae ts lalarne ss Cover ecssusetaaeeute teabten 11 AGIMIMISU ALIVE EE E E E S EE E E laid E E 12 Employee information Window c ccccccececeeeeeeeeeeeeeeeeeeceaeeeeaaeseeeesaeeesaaeseceeeeseaeeesiaeeseeeeeaes 12 Adding or editing an CEMplOyee ceeeeeceeeeeneeeeeeene eset eee ee ee eaae ee eet aeee ee taaeeeeeeaaeeeeeeaeeeeeenaeeeeeneaa 12 Company information Location information ccccceeeceeeeeeeeeeeeeeeeeeeseeeeeaeeseneeeseeeesaeeeeneeees 12 Company information tab sisses diii and didik iie iaaiiai iaai iaaah 12 Locations Tabeaio ai casas aie bese Ae E Bane te is alee ait ee en aan 13 Home Use the buttons on this window to access the areas of the program Reference Click this button to view general information on accident investigations Plan Click this button to create an accident investigation plan and to access information on how to create one Train Click this button to view edit and add information on accident investigation training for employees Notify Click this button to view edit and add information on accident investigation notification Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA Manage Click this button to view added or delete accident investigations that you have recorded in this program Investigate accident Click this button to access the main area of this program and begin recording an accid
8. e information Click the OK button if you do not want to add location information and are done entering company information Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 12 Locations tab Your location information is displayed here Click the Add button at the bottom left of the window to add a new location If you want to edit or delete an existing location select it from the list and click the Edit or Delete button Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 13
9. employee to the corrective action Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 10 Managing reporting Manage window This window displays a list of all accident investigations you have entered You can edit or delete an accident investigation by selecting it and clicking the appropriate button at the bottom left hand corner of the window You can sort the list chronologically or by name by clicking on the Date or Brief Description column If you assigned corrective actions to an investigation they will display in the Corrective actions column Click the Manage corrective actions in this column to go to the Manage corrective actions window where you can change the completion date or status of a corrective action or assign the corrective action Reports window This window contains a menu of links to a variety of reports Costs report Click this link to generate a report that displays costs associated with one or more accidents The report is based on costs for accidents that you entered in the List property damages window Root cause and corrective action report Click this link to generate a report that displays accident causes and corrective actions that have been taken This report is based on information that you entered in the Root causes window and Corrective actions window Accident summary report Click this link to generate a report that displays a summary of accidents Injuri
10. ent investigation Reports Click this button to generate a variety of reports including an accident cost report a cause and corrective action report an accident summary report and an injuries report Company and Locations Click this button to add edit or delete information regarding your company and its location s Employee Information Click this button to add edit or delete information regarding employees Note that you can import a list of employees by selecting the lmportant employees function from the File menu Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 3 Reference planning training Reference window This window contains a menu of links to general information regarding accident investigation procedures Click on the links to view and or print the information Plan window This window contains links to create customize your accident investigation plan as well as accident reporting and investigation reference material Click Accident investigation plan to go to the Create accident investigation plan window Click the other links below this to view print the reference material This window also contains links to an accident call record and contact form Instructions for downloading and using these forms Before you begin you must have Adobe Acrobat Reader installed on your computer to view these files You may download the reader at no charge at http www adobe
11. es Click this link to generate a report that displays a summary of injuries Report All accidents that you have recorded in the program display in this list You can sort the list by accident name or date by clicking on the appropriate column header Use the Select all checkbox at the bottom of the list to generate the report from all accidents If you want to generate the report from certain reports click the check boxes next to the reports to select them Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 11 Administrative Employee information window Use this window to work with your employee records Three drop down list boxes at the top of the window allow you to filter which employees to look at by location job title and active inactive status You can also sort the employees by employee name or ID by clicking on the respective column headings at the top of the employee list To quickly assign remove or edit locations or job titles for an employee or to change the active inactive status select an employee from the list then click in either the All Locations All Job Titles or Active Inactive drop down boxes Use the appropriate buttons at the bottom of the window to add edit or delete an employee Adding or editing an employee Click Add in the Employee Information window if you wish to add a new employee to the list or click the Edit button if you wish to change informat
12. es while the Root cause column contains specific examples Click the checkbox next to a root cause to assign it If you want to add a cause click the Add root cause links Click the Next link to move to the next window Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 9 Corrective actions window This window displays causes of the accident that you identified in the Root causes window and corrective actions to take To assign a corrective action click the checkbox next to it Click the Add corrective action link to add one Click Next to go to the next window Manage corrective actions window This window displays a list of all corrective actions that you have assigned to an investigation Click on the Corrective actions or Completion date column to sort the list by name or completion date You can change aspects of the corrective actions in these columns Completion date column Click in the cell of a corrective action under this column to pick a completion date from the calendar or type a date in If you don t want to assign a completion date click the checkbox to the left of the date so that there is no check mark displaying Status column Click in the cell of a corrective action under this column and choose either Closed In progress or Pending Assigned to column Click in the cell of a corrective action under this column to assign an
13. ion on an existing employee The Employee Information dialog box appears Most fields are optional except Employee ID First Name and Last Name so that you can add as much or as little information about the employee as you wish or have available Note There are two tabs at the top of this dialog box Personal Information and Employment Information Click on either tab to enter the respective information Click OK after you have finished adding or editing the employee information Click Cancel to close the Employee Information dialog box without making any changes Deleting an employee Click Delete in the Employee List window with an employee selected if you want to remove the information on that employee A confirming dialog box appears asking if you are sure Click Yes and one of two things will happen The employee information will be deleted or you will receive a message that the employee has training or other information attached to them so you must remove all those connections before you can remove the main employee listing Company information Location information Use the two tabs in the upper left corner of this screen to enter company or location information Company information tab A default entry of Your Company appears in the Company Name field when you first access it You may change it tofo match your company s identity Fill in the rest of the fields with appropriat
14. k the Yes radio button to record property damage information Click No if you have no property damage information to record If you have the Keller Soft OSHA 300 Recordkeeper or the Keller Soft Workers Compensation Manager plus OSHA 300 Recordkeeper installed on your computer click the Import data link at the bottom of the window to import injury information Click the Next button to proceed to the next window Import data dialog box If you have the Keller Soft OSHA 300 Recordkeeper or the Keller Soft Workers Compensation Manager plus OSHA 300 Recordkeeper installed on your computer you can import injury information from the cases you have recorded in these applications Click on any of the column headers to sort the list Select a record from the list and click the OK button to import the case information Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 6 Injuries window Use this window to record injuries associated with the accident investigation You can record multiple injuries in this window by clicking Record another injury in the lower left hand corner If you want to remove an injury that you have recorded click the Remove button next to the right of the injury Note that if you have only one injury recorded you cannot remove it Name Select the name of the employee who sustained the injury from the drop down list ID This field will be populated from your
15. n this window to record witness statements You cannot edit or delete the template you must make a copy of it Select it and click the Copy button You will be prompted to give the copy a name The copy will then open for you to edit Click OK when you are done and it will appear in the list with the name you assigned to it If you want to copy edit view or delete copies of the template you made click the appropriate button at the bottom of the list Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 8 Costs window Type a description of the cost in the text field List the actual cost in the Associated costs field To record multiple costs use the Record additional costs link at the bottom left hand corner of the window As you add costs the cost total will display at the bottom center of the window If you want to remove a cost click the Remove button next to the cost you want to remove Note that if you only have one cost you cannot remove it Manage employee interviews window Use the template in this window to employee interviews You cannot edit or delete the template you must make a copy of it Select it and click the Copy button You will be prompted to give the copy a name The copy will then open for you to edit Click OK when you are done and it will appear in the list with the name you assigned to it If you want to copy edit view or delete copies of the template you m
16. opy of the item click the Copy button and type in an appropriate name The document will appear in the list You can now open and edit the document by clicking the Edit button Click the Add button if you want to add your own document View or delete a document select a document and click the appropriate button at the bottom of the list Note that you cannot delete documents provided by the program This window also contains links two certificates of training for employers and employees Instructions for downloading and using these forms Before you begin you must have Adobe Acrobat Reader installed on your computer to view these files You may download the reader at no charge at http www adobe com products acrobat To view the form fields easier you may want to set your field highlight option To do this open the Reader click Edit Preferences and then General Once in the Preference menu click on Forms and click on your Highlight Form Fields options To edit complete forms tab from field to field to enter your form information Use the spacebar to toggle check boxes on or off Once complete you may print the form by clicking the printer icon or using the File gt Print command Note Without the appropriate Acrobat software completed forms cannot be saved but fields will remain in the form until you close your internet browser window To download blank files to your pc right mouse click on the form link and click Save
17. ow or through the employee import function which is accessed through Import Employees under the File menu Select Add new from the top of the drop down list to add an additional employee Date Select the date of the accident investigation from the drop down calendar Status Select the appropriate status of the accident investigation from the drop down list Brief description Type a brief description of the accident in this text field Date of accident Select the date of the accident from the drop down calendar Time Set the time of the accident by using the up and down arrows Accident location Select the location where the accident occurred The list is populated with locations that you entered in the Company and locations window Select Add new from the top of the drop down list to add another location Work area Select the work area where the accident occurred Select Add new from the top of the drop down list to add work areas Click the Edit list Link to add edit or delete items from the list Accident Near miss Click the appropriate radio button If you choose Accident you will be required to enter information about injuries and property damage If you choose Near miss you will not enter that information Injury to record Click the Yes radio button to record injury information Click No if you have no injury information to record Property damage to record Clic
18. rovides a standard word processing interface for you to describe the accident Click the Writing a detailed description link for guidance To include additional material such as photos videos forms or interviews click on Enter accident data link at the bottom left h and corner of this window Click the Next link to move to the next window Accident information window Click the links under Documents and forms to access an evidence collection checklist information on how to collect evidence and information on identifying evidence and contributing factors Click the links under Additional information to edit information and to include additional data elements in your accident investigation Accident Click this link to edit information in the Accident window Copyright 2007 J J Keller amp Associates Inc Neenah Wisconsin USA 7 Accident description Click this link to edit information in the Accident description window Corrective actions Click this link to edit information in the Corrective actions window Costs Click this link to record costs associated with the accident Employee interview Click this link to access a template you can use to record an employee interview Equipment involved Click this link to record information on equipment that was involved in the accident Event sequence Click this link to include a step by step account of the events leading to the accident Injuries
19. s 7 Event seguente WINKOW anseres eae e o a a a e 8 Photos videos and sound files WINdOW ccccccecececeecccceccececeeeeeeeeeeeeeeeceeneeeeeeeeeeeeeseesuseeeeanenenens 8 Manage witness forms WiNGOW cccccccseeeseeceeeeeeeaaeeeeneeceaeeesaaeeseaaeseeeeseaeeesaaeseeeeeesaeeesaeeeenees 8 COSTS WINGOW wee 5 iseitt eee te tna tadte a it cheated ada nia e aa eals 9 Manage employee interviews WINGOW ccceceeeeeeeeeeeeeeeeeeeeeneeeeesaeeeeeseeeeeeeseeeeeeseneaeereeneaeees 9 Manage personal protective equipment WINdOW sssssssssssssssisssisssirssrrssrnsstissrinsrnnstnnstnnsnnnnsrnnt 9 Personal protective equipment Additional information dialog bOX 0 ccccscccsstseeeeesteeeeenes 9 Manage equipment information WINdOW ccccccccceeceeeeeceeeeecaeeeeaeeceeeeseaeeesaaeeeeeeeesaeeesaeeeenees 9 Equipment Additional information dialog DOX cceccccceeeeeeeeeeeeeeceeeeesaeeeeaeeeseaeeeseaeeesaeseenees 9 FROOL CAUSES WINGOW orien oreen conan a aeee E a E A AE 9 Corrective actions WINdOW ccccceeececeeeeeeeeeeeseeceeeeeceaeeeeaaeeeeaeeeceaeeesaaeeseaaeseneeeseaeessaeeseaeeseeeeees 10 Manage corrective actions WINdOW eceeceeeeeeeeeeeeeeeeeeeeeeaeeeeeeaaeeeeeeaaeeeseeaaeeeseeeaaeeeeeenaeeeseenaes 10 Managing troponin eorr ran E EEEN AAE E N 11 Manage wiINGOw soceri s EE E EE EEE cess 11 REDONS WNGOW secs cee ety cag e ibs Lie aha deny EEEE nd geal EA de und IE EE 11 REDON arara te Soe cuti
20. selection in the Name field Case Tie the appropriate case number in this field Injury or illness Body part affected Source of injury Event or sequence Select the appropriate item from the lists in these fields Click Add new if you need to add items to these lists Click the Edit list links next to these fields to add edit or delete list items Note that you cannot edit or delete list items that were provided by the program Click the question mark icons next to the fields in this window for further information Click the Next link to move to the next window List property damages window Use this window to record property damage associated with the accident investigation You can record multiple incidences of property damage in this window by clicking Record additional damages in the lower left hand corner If you want to remove a property damage incident that you have recorded click the Remove button next to the right of the injury Note that if you have only one incident recorded you cannot remove it Type a description of the property damage in the text field Click the Yes radio button if you had to replace or repair the property Type in the amount of money the property damage cost in the Associated costs field A total of the costs will display at the bottom of this window Click the Next link to move to the next window Accident description window This window p

Keller Soft® Workplace Accident Investigator User Manual

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Keller Soft&reg; Workplace Accident Investigator User Manual

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Keller Soft® Workplace Accident Investigator User Manual