If the incident involves a company employee (you completed the Affected Employee in the Incident Details tab), you can record additional response details for this employee. For example, you may need to specify the follow-up medical appointments, work restrictions, additional PPE, or additional training that this employee requires as a result of this incident.
So that you can complete these details, if the incident involves a company employee, the Incident Response tab offers a second set of tabs so that you can tie your incident response to other components of your safety program. Use this set of tabs to access forms for noting medical monitoring and work restrictions that result from an incident, as well as changes to PPE and training for this employee. Items that you enter through these tabs will be tied to the incident because the system will automatically complete the item's Related Incident Code field with the value of the incident.
Note: If you associate follow-up work restrictions, medical monitoring, PPE, and training courses with a workplace incident, when you run the incident reports and drill down to specific incidents, the Incident Details window will also include these related items. See EH&S Operational Reports and EH&S Management Reports.
Note: In addition to using the procedures described below, you can associate work restrictions, medical monitoring, PPE, and training with a workplace incident by completing the Related Incident Code field in these tables.
Analysis of the incident may result in you implementing new training requirements for the employee involved in this incident. For example, analysis may show that an employee was not properly trained in handling a chemical and that this lack of training led to the workplace accident. As part of documenting your response to the incident, you can document the new training requirements for this employee.
Similarly, you may decide that you need to change the date of an upcoming training class as the employee needs to be immediately trained in this area. In this case:
For detailed information on assigning employees to training, see Assign Employees to Training Programs and Reschedule Training Programs.
Similar to a workplace incident indicating the need for more training, an accident may show that an employee needs new PPE or needs to replace existing PPE. For example, the incident shows that the employee should be wearing a hard hat for certain tasks and this is not currently part of the employee's PPE.
Similarly, perhaps the PPE was damaged in the accident and the employee immediately needs replacement.
For more information on associating employees with PPE and PPE replacement schedules, see Tracking Employee PPE.
As a general safety procedure, it is good practice to require any employee involved in a workplace incident to be immediately examined by medical personnel, even if an injury is not apparent. Perhaps the employee is suffering from a concussion or other condition that is not immediately evident. If an injury is apparent, you will want to immediately treat it and follow up until it is completely healed.
Typically, you will need a one-time medical exam to assess the situation and determine if there are any injuries. If injuries exist, you will need to monitor the medical condition until the employee is completely healed. Monitoring the injury through final healing is vital for OSHA requirements and worker compensation claims. Since you will want to tie both the initial exam and the follow-up exams to the incident, you will create a medical monitoring event for the initial exam and choose a Medical Monitoring Code that has a Monitoring Type of Incident-Related and no recurring schedule. Once you know the scope of the injury, you can schedule subsequent appointments on an event-by-event basis using the same Monitoring Code as the first exam. Another option is to create a second medical monitoring event that has a recurring schedule. In this case, you'd choose a Medical Monitoring Code whose Monitoring Type is "Incident-Related" and that has the appropriate recurring schedule. You can then generate the schedule for the subsequent follow-up exams. For information on establishing the Medical Monitoring Codes, see Background Data/Defining Medical Monitoring Requirements
For more information on associating employees with medical monitoring events, seeTrack Medical Monitoring task.
The affected employee may have sustained injuries and is therefore is restricted from various types of work while recuperating. Or, you may need to close off an area from employees while an incident is investigated and need to set up work restrictions for all employees who typically work in this area.
For more information on work restrictions and assigning them to employees, see Track Work Restrictions task.
When creating an incident-related work restriction, you may encounter situations that the restriction varies over time. For example, someone is out for a number of days due to an incident, then returns to work in a limited or restricted capacity. To track these phases of the restriction, create multiple restrictions for the incident and use the restriction's Restriction Classification field to specify if the employee is not working, if they are not performing their assigned job, or if other recordable case applies. This language is from the OSHA Form 300 report.
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