Incident Reporting - User Guide
Contents
1. ConfirmUser 12 Aug 10 16 22 Fvant Anant Undated Case Details Reallarated tn user Toni Rall No Interaction Confirmlser 1 Aun 1M 1f 2 6 The online form that has been completed will be displayed Review the information contained within the form by scrolling down the length of the form Click the button Manager Notes which is located at both the top and bottom of the form ot d Manager Motes J H amp S Officer Notes September 2012 Page 9 7 The Manager Notes page will be displayed Complete the information as required in the page in Status Box select In Progress and click the Submit button Incident_Report_Details Microsoft Internet Explorer provided by Bracknell Forest Counc A T a http bFcrmliveapp S080 EFS General jsp form Incident_Report_Detailspage ManagerNotes File Edit View Favorites Too Help w ode 58 7 amp Lagan Activily Details lt yLagan Zase 101000193024 E incident _Report_p 1 FA Bracknell Forest Council The barough of opportunity ERSESEMEN S rigina Risk Assessment E E Data i Subsequent Risk gt T a Assessment Date e e OOPS Qes a Report conchusion by ee manager Please note there is a 5000 character limit If your conclusion is longer please attach a word document using the Add Note byfton on the Virtus Office Case Details pace Remedie action taken best Please note there is a 5000 c2. Logout Lagan 2007 2 The user details page will be displayed In the top left hand corner is a button Change Password Click this Lagan Connecting Governments and People Cases Activities Search ser Details Change Password Attribute Value User ID toniba User Name Toni Ball Email alix scott bracknell forest gav uK printable version 3 The Change Password screen will be displayed You will need to enter your current password that you used to log in to the system and then choose a new password before clicking OK Enter Current Password eae Enter New Password esses Confirm New Password Cancel 4 You will return to the Change Password screen which indicates your password has now been changed September 2012 Page 13 How to search for a closed case 1 Click on the Cases button at the top left of the screen The cases page will be displayed Case Activities Search You are here Home Cases 2 Click on the Case Search button The case search screen will be displayed Cases Activities Search You are here Hop Take CAses Case Search More Actians 3 The case search screen is a default system screen and therefore contains a lot of filters that can be viewed as surplus to requirements Listed below are the main filters you might like to use when searching for your past cases incident reports o Case
3. To complete the whole process and submit the form to the H amp S officer you must click on the Complete button UL O JLN ICHI I U CSL DOE SU il OT TAJLO a ee IIS Loyal LOY Uo LIV SUIT 11 JCI YILT EOL Lagan Connecting Governments and People Cases Activities Search You are here Home Activities Activity Details Attribute Value Primary Process Name Incident Report Name Add Manager Notes to Incident Due Date 13 Apr 10 12 48 38 seconds agoj Priority 1 Case Ref 201000139798 Attribute Value TICK HERE IF THIS CASE IS INVALID OTHERWISE CLICK COMPLET Complete ancel 11 Your review is now complete Log off by clicking the logout button in the top right hand corner Toni Ball Help Logout 12 To complete the logout process click on red X in top right hand corner of Browser Lagan Help Microsoft Internet Explorer provided by Bracknell Forest Council ev a http bfcrmliveapp 8080 laganj uwa generalflogout html vi Xx Q Fie Edit view Favorites Tools Help w we E Lagan Help T D fm gt Page iG Tools To complete the log out process you must close all browser windows and exit the browser application Lagan 2010 September 2012 Page 12 How to change your system password 1 After logging in to the system click on your username in the top right hand corner of the screen Toni Ball Help
4. Ref this is the 12 digit unique reference number 101000139876 assigned to the incident report You can input the full 12 digits or use a sign followed by the last 6 digits 139876 to search for the case o Created After this will search for all cases created on or after the date selected The date can be easily chosen from a pop up calendar by clicking on the small icon to the right of the text field Created After e ddimm y yyy Created Before 0o B E EEE on o Created Before this will search for all cases created on or before the date selected The date can be easily chosen from a pop up calendar by clicking on the small icon to the right of the text field Created Before and After can be used together to narrow down the search to a defined set of dates Important Note The case search screen does not enable any searching of the fields within the incident report form September 2012 Page 14 Troubleshooting 1 If you are experiencing any problems with the Online Incident Reporting System EG forgotten Username and or password e Reviewing Manager has left and or need to allocate a new Manager e The link to the Incident Report Form does not work e The link to the Incident Report System does not work Contact the Councils ICT Helpdesk IC T HelpDesk Bracknell Forest gov uk indicating message FAO of the CRM Development Team 2 If the Managers Notes button is greyed out or it will not accept managers comme
5. User Guide Incident Reporting Schools Contents Completing the Online Incident Report Form 0 cccsccccessseeeeeeeeseeeeseaeeeees 2 Adding Manager Notes to Incident and Submitting to the H amp S Team 7 How to change your system PaSSWwold ccccccescccseeeeseeeeseeeeseeeeseeesseeeeseeeens 13 How to search for a closed CASE cece cccccccceeeeecaeeeeceeeeecsaeeeeseaeeeeseeesseeeeesaaeees 14 MPOUDICSINOO UN Gack sek sesso asec ene ect es ieee ees cee 15 September 2012 Page 1 Completing the Online Incident Report Form 1 The link to Incident Report Form for schools is please note there is an underscore after the words Incident Report and Details htips boris bracknell forest gov uk Ef3 Incident Report Details Schools xml username lagan The above link can saved as a favourite in Internet Explore or can used to create a short cut on the desktop The first page of the incident report form looks like this _ Bracknell Forest Council Ma bomnagh cet opportunity EEEN Incident Details Gection job Te gt 2 Ensure you select the Reviewing Manager from the drop down lists To do this Select the Relevant Department click Retrieve Sections Select the Relevant Section Click Retrieve Job Titles Select the Job Title of the person who should review this incident NB Select the department section and job title of the manager responsibl
6. de details on the person injured Enter their forename and surname below and click the Validate Individual button to do a search The individual must be validated before you can continue to the next step Casualty Status Council Employee E v Job Title Senior Health and Safety Adviser Ensure there are NO BLANK SPACES after the forename or surname as this wil cause a system error Title Mr v Forename Andy Surname Anderson Postcode RG12 1AQ Validate Individual September 2012 Page 3 Enter Injured Persons forename surname and postcode then click the Validate Individual button to do a search Ensure there are NO BLANK SPACES before or after the forename or surname as this will cause a system error NB If double barrelled surname then separate names with a hyphen e g Hoyle Johnson no spaces Individual Results Results Found 3 Individual Details oa erson Andy Easthampstead House RG12 1AQ iderson Andy Easthampstead House RGi2 1AQ erson Andy Easthampstead House RG12 1AQ Create Individu NO Select Individual Click the radio button next to the address then click Select Individual The casualty fields will be populated in form If O Results found you must add new by clicking on Create Individual Individual Results Results Found 0 ndividual Details lt lt Bik Create Individual Select Individual ee The page below will be displayed Co
7. e displayed and in the row marked eForms Click in the edit this will enable you to update report E Lagan Case 1010001558 33 Microsoft Internet Explorer provided by Bracknell Forest Council A File Edit view Favorites Tool Help lt gt x aA f P Search 5 Favorites 4 2 w LJ Q rel re 33 Address 5j http bFcrmliveapp 8080 lagan uwycase view html caseref 101000155633 amp source mycases amp status 1 Lagan Connecting Governments and People Cases Activities You are here Home Cases Case 101000155633 Update Add Note Close Respond via Case Details Case Ref Classification Associated with Interactions Search v SE Toni Ball Help Logout More Options More Actions Y 101000155633 rporate Services gt gt Health and Safety gt gt Incident Report ScNt Alix Miss Title Incid amp nt Report Description Status Open Due Date g Allocated To Toni Ball Created Date 16 Apr 10 17 24 158 days ago Created by ConfirmUser Priority very High Severity very High Internal Only eForms Incident_Report_Detg Era Y Case Form Allocate To User ID toniba Allocate To User Name Toni Ball History All eForms Events Interactions Notes Type Description Raised by Created by Created Event Agent Created Case No Interaction ConfirmUser 16 Apr 10 17 24 eForm Incident_Report_Details No Interaction ConfirmUser 16 Apr 10 17 24 Event BPM Job Created No Interaction
8. e for the injured employee or responsible for hosting the injured person If no one injured then this will be the manager responsible for the area of work where the incident took place For example Department Schools Q Retrieve Sections 6 Section Jennetts Park School Retrieve Job Titles Job Title Head Teacher 3 Navigate between each page by clicking the Next button September 2012 Page 2 4 Where did the incident occur Search for the location of the incident using the address search Where did the incident occur Address Name Number Pe Postcode Type part of the address astcode or street name into the relevant field and click Validate Address Tf the property is within the borough a list of addresses will be returned For example Address Results Results Found 1 Address Details o e HOLISE TOWN SQUARE BRACKNELL BERKSHIRE Roi LAG lt Ba Select Address Mi Click the radio button next to the address then click Select be populated in form You MUST validate an address If you don t know the postcode a number and street name should suffice If the address is not in the borough you may free type it but ONLY if it is NOT in the borough Please be aware that the database does not just contain properties but also other locations such as car parks parks bus shelters etc ddress The address fields will 5 CASUALTY DETAILS Click here for help completing this form Please provi
9. es Search You are here G didi as Activity Filter All Name Due Date Priority Process Name Activity 10 Mar 10 15 30 1 Incident Report Add Manager Notes to Incident 18 Mar 10 10 12 1 Incident Report 2 items found Export CS Excel XML POF Show all results printable version Lagan 2007 September 2012 Page 7 3 Click the link to the activity Add Manager Notes to Incident Lagan Tani Ball Help Logout Connecting Governments and People Cases Activities Search You are here Home Activities Activity Filter Ally Due Date Priority Process Name 10 Mar 10 15 30 1 Incident Report 18 Mar 10 10 12 1 Incident Report 2 items found Export CS Excel XML POF Show all results printable version B Lagan 2007 4 The Activity Details screen will be displayed Click on the Case Ref number Ul DJLA ICI I UPS DO Uo il CT TAJLO 1 Ais ee IIS LOYyoll fa LOY A Ieie LIV SUI 11 JCI YILT EOL Lagan Connecting Governments and People Cases Activities Search You are here Home Activities Activity Details Attribute Value Primary Process Name Incident Report Name Add Manager Notes to Incident Due Date 13 Apr 10 12 48 38 seconds agoj Priority Case Ref Attribute Value TICK HERE IF THIS CASE IS INVALID OTHERWISE CLICK COMPLETE Complete Cancel September 2012 Page 8 5 The Incident Report Details page will b
10. haracter limit If your conclusion is longer please attach a word document using the mee Mote button on the Virtue Office Case Details paga gt September 2012 Page 10 8 After clicking submit the review page of the online form will be displayed with your manager comments at the bottom If you are happy with the content then click the x in the box circled below to close the form Incident_Report_Details_Schools 4icrosoft Internet Explorer provided by Bracknell Forest Council m efx les File Edit view Favorites Tools Help 7 Z x w we 38 7 Lagan Activity Details Lagan Case 101000190221 E incident Report Dy fm A E Page G Tools 4 E7 fal http bfcrmliveapp 8080 EF3 General jsp form Incida m eport_Details_Schools amp page ReviewIncidentNoClient v 4 X ac ogle __ Bracknell Forest Council The borough of opportunity Incident Details Injury Details Pro Damage Witnesses ee Review Incident No Client Manager Notes H amp S Officer Notes General Details Incident reference 101000190221 Reported to HSE Reported By Full name Mrs Keren Brake Phone number 01344483872 Allocated To Department Schools Serctinn Kannal I ane Srhnnl v J Local intranet R100 start Inbox Andy Ander Be F WINWORD Accid D User Guide Inciden Incident_Report_De 36H 84 F we Bl 16 32 Cal 9 Incident Report De
11. mplete details ensure there are NO BLANK SPACES before or after the forename or surname and click populated in form Create The casualty fields will be Create Individual Click here for help completing this form Title Mr E Forename Surname Address Name Number Address Line 1 Address Line 2 Postcode Gender lt lt Back Create The individual must be validated before you can continue to the next step September 2012 Page 4 6 Navigate through each page completing the information where relevant as you go and clicking Next to move onto the next page 7 Answering No and the field that do not need to be completed will be greyed out Was there a injury includes verbal abuse O 19 Parts of the body injured Head Shoulder Injury category If other please specify here Description of injury 8 Answering Yes to the question in the images above and below will result in the subsequent fields becoming Live and you should complete these Was there a injury includes verbal abuse Yed O No Parts of the body injured Head Shoulder Arm Wrist Hand Back OOOOOOO000000 f other pease sea here N Description of injury September 2012 Page 5 9 Review and Submit At the end of the form you will be given the opportunity to review before submitting If you wish to change any of the information use the links across the
12. nts it could be you have not directly hit EDIT see below a Lagan Case 101000155633 Microsoft Internet Explorer provided by Bracknell Forest Council File Edit View Favorites Tools Help lt E gt x a A JO search Sie Favorites g B Se wj LJ Q rel Address http bFermliveapp 8080 lagan uwajcase view html caseref 101000155633 amp source mycases amp status 1 b g Go Toni Ball Help Logout Cases Activities Interactions Search More Options You are here Home Cases Case 101000155633 Update Add Note Close Respond via More Actions Y Case Details Case Ref 101000155633 Classification Corporate Services gt gt Health and Safety gt gt Incident Report Associated with Scott Alix Miss Title Incident Report Description Status Open Due Date Allocated To Toni Ball Created Date 16 Apr 10 17 24 158 days ago Created by ConfirmUser Priority Very High Severity very High Internal Only eForms vin eG Case Form Allocate To User ID toniba Allocate To User Name Toni Ball History All eForms Events Interactions Notes Type Description Raised by Created by Created i i ta ote fa anmi September 2012 Page 15
13. tails page will then be displayed click the x in the box circled below to close Ek BB Es 2s ccose m Lagan Case 101000190221 Microsoft Internet Explorer provided by Bracknell Forest Council EA G7 T http bFcrmliveapp 8080 lagan uwa case view html caseref 101000190221 amp source mycasese amp sigars E1 Mi Fie Edit wiew Favorites Tools Help a s gt we we s8 Lagan Activity Details Lagan Case 10109 fo ai O da Page Tools A Lagan q Connecting Governments and People Cases Activities Interactions Search More Options You are here Home Cases Case 101000190221 Take Update Add Note Close Respond via v More Actions v Case Details Case Ref 101000190221 Classification Corporate Services gt gt Health and Safety gt gt Incident Report Associated with Title Incident Report Description Status Open Due Date Allocated To Health and Safety Officers Created Date 11 Mar 11 13 48 20 days ago J Created by ConfirmUser Priority Very High Severity Very High Internal Only eForms Incident_Report_Details_Schools edit Case Form Allocate To User ID bjf Allocate To User Name Barbara Ford seirm All AO meen Meet Tete mtima Ratan Mi Local intranet 100 Inbox Andy i F WINWORD Ty User Guide I S Lagan Case TG Documenti 2 aLe 16 33 September 2012 Page 11 10 Complete an Incident
14. top to return to that section to make the change When changes are complete click Review to return to the report then click Submit The borough of oopartun Incident Details Injury Details Property Damage Witnesses Click on Submit if you have no further notes amendments to make 1 _P Bracknell Forest Council The borough of opportunity Incident Details Injury Details Property Damage Witnesses Review Incident General Details September 2012 Page 6 Adding Manager Notes to Incident and Submitting to the H amp S Team 1 The Reviewing Manager will receive an email from noreply eform com mailto noreply eform com advising them an incident has been reported that requires their review There may be a time delay so you may not receive the email immediately Log in to Incident Reporting Lagan Virtual Office using the following link https boris bracknell forest qgov uk lagan uwa home main html The above link can saved as a favourite in Internet Explore or can used to create a short cut on the desktop Lagan User name Password 5 ember my password Cancel NB s e Please note the login is in lower case e f you tick the Remember my password box it will do what it says 2 Inthe top menu click Activities A list of all outstanding activities will be displayed Lagan Toni Ball Help Logout Connecting Governments and Pecple Case Activiti
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