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Reporting
There are two different reports within the Accident Management System - the Query Analyser and the Report Designer.
Query Analyser
This report has fields that you can populate: Incident type, Reported by, Allocated to, Status, Date reported and Date confirmed. Once you click on run report this pulls up the data on the report, there is also the option to export to excel once it has been run. There will also be the option to click on the I.D to view the whole incident. The report will include I.D, Type, Created, Affected Person, Reported By, Allocated To and Status
Report Designer
Using the Report Designer you
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Tools
Selecting the tools tab will give you two options; Re-open Incident and Mark Incident as Void.
Re-open Incident
When an incident is re-opened, you will be able to add more details to the incident.
Mark Incident as Void
Marking an incident as void will stop the incident from appearing on the View Incident page or in any reports
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Action Plan
When you choose Action Plan after clicking on Administration, you can choose the email body for when an action plan is assigned to that person. By default the email will only include the incident type and reference and the action plan item details.
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Specific Notifications
When you choose Specific Notifications you can choose whether you would like any recipients to be notified if a certain question is answered in a certain way. Once you choose the question set, question and answer you will be able to choose who the email goes to, as well as the subject and body of the email.
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Email Settings
Selecting the Email Settings tab will show various different management options for automating emails that are sent through the AMS system.
The drop down boxes shown in the image above will show a list of users that are enabled with ‘Administrator’ access. You can add multiple users for any option and remove users at any stage.
- Union Rep Contact emails – Using this email setting allows you to configure which union representative(s) receive a copy of the incident notification.
- Unclosed Incident Reminders – Using this email setting allows you to schedule a reminder for any unclosed incidents after a chosen number of days. This setting also allows you
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List Management
Selecting the List Management option once you click on Administration, this will show a list of all the bespoke lists that are shown within the AMS question sets.
If you click in to a list that you would like to edit this list. Click 'Add Item' to add new items to this list. To edit or delete items, click on the appropriate 'Edit' or 'Delete' buttons. To change the display order of items in the list, click on 'Set Order', to cancel editing this list click on 'Cancel'.
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Incident Permissions
From the Administration page, you are able to choose who can have access to an incident, be allocated an incident as well as who can also view and close incidents.
Incident Access Control
Selecting the Incident Access Control option after you click on Adminstration will present a list of all incident types that have been created.
Each type of incident will be listed under the ‘Incident type’ banner shown on the left and the current status of access is shown on the right under ‘Access type’. To edit the access status click in to the link that shows under ‘Access type’.
Once you click the
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User Access Control
Selecting User Access Control under Administration will allow you to restrict who has access to AMS or set it so that all users have access to this.
This can be set to one of the following:
No restriction - all active users on your system will have access to AMS
Allow access by role - you can allow one or multiple of the following roles to have access to the system - Administrator, Manager or User
Allow access by individual role - you will be able to select users individually from a drop down menu to allow them access.
Once you
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Reporting Incidents
To create a new incident select the ‘Report Incident’ button located at the top right of your main menu screen for AMS. You will then be presented with a bespoke list of types on incident.
From the list you will be able to create an incident based on the list options you have available. Select the type of incident you would like to report and a form will appear which needs to be populated with the relevant information.
Once you have completed the form the system will generate an overall summary which is then stored on the system. At this point you have a few management options
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View Incidents
To see a list of incidents created, click the ‘View Incidents’ button located on the top left of your main menu screen. This will bring up filter options available and list the incidents populated by those filters.
1. Select Incident Type - This is a drop down list of bespoke Incident types that have been created.
2. Select Incident Status - This is a drop down list of different states of entry and completion for the incident you are searching for.
3. OR search by one of the following - This is a text box which will allow you to enter the Incident ID assigned, part of the name of the person involved or part of the name of the original reporter’s
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AMS - Main Menu
Depending on your access the main menu can give you 4 options of navigation to operate the Accident Management System (AMS) summarised below:
- View Incidents - This is a list of all incidents logged on the system which can be filtered with a different search criteria.
2. Report Incident - This is where you will create all incidents from a list of bespoke types of incident.
3. Administration - This is where you can change administrative settings for your AMS system.
4. Reports - This is where you are able to operate the ‘Query Analyser’ or create custom reports through the use of ‘Report Designer’.