Maintain employee injury and illness information

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

It is recommended to complete the 'Setup injury and illness' task guide first, as some of the setup information is used here.

This task recording covers the basic steps to creating an injury or illness case. Besides tracking the details of the injury or illness, there is a case status that is tracked as well. The case defaults with an 'open' status. The statuses can be managed from the 'Case status' menu item in the application bar at the top of the form.

  1. Go to Human resources > Workers > Injury and illness > Injury or illness incidents.
  2. Click New.
  3. In the Case description field, type a value.
    • Example: Wrist injury
  4. In the Worker field, enter or select a value.
    • Example: Ahmed Barnett
  5. In the Date and time of incident field, enter a date and time.
    • Example: 1/20/2016 10:00 AM
  6. In the Injury or illness type field, enter or select a value.
    • Example: Fracture
  7. In the Body part field, enter or select a value.
    • Example: Wrist
  8. In the Outcome type field, enter or select a value.
    • Example: Therapy
  9. In the Date and time reported field, enter a date and time.
    • The date and time reported must be later than the date and time of incident.
  10. In the Person who reported case field, enter or select a value.
    • This could be the employee or another witness to the incident. Example: Ahmed Barnett
  11. Expand the Incident section.
  12. In the Where incident occurred field, type a value.
    • Example: Warehouse
  13. Select Yes in the On work premises field.
    • If the incident occurred on work premises, select yes.
  14. In the Date and time began work field, enter a date and time.
    • Enter the date and time that affected individual started working, prior to the incident occurring.
  15. In the Employee job or task field, type a value.
    • Enter the job or task the worker was performing when the incident occurred. Example: Loading boxes
  16. In the Cause of incident field, type a value.
    • Enter the cause of the incident. Example: Slipped on wet floor
  17. In the Severity level field, enter or select a value.
  18. In the Action to be taken field, type a value.
    • Example: Clean up spills promptly
  19. In the Expected days away from work field, enter a number.
    • Enter the number of days that the individual is expected to be away from work. Once the individual returns to work, update the 'Days away from work' field with the actual number of days away.
  20. Expand the Injury or illness costs section.
  21. Click Add.
  22. In the Date field, enter a date.
  23. In the Cost type field, enter or select a value.
    • Example: Therapy You can also enter in an amount, and attach any supporting documentation such as invoices or doctor's notes to the cost.
  24. Click Add.
  25. In the Date field, enter a date.
  26. In the Cost type field, enter or select a value.
    • Example: Doctor
  27. Expand the Injury or illness treatments section.
  28. Click Add.
  29. In the Treatment date field, enter a date and time.
  30. In the Treatment type field, enter or select a value.
    • Example: Splint
  31. Optionally, set the emergency room hospital visit section to Yes.
  32. In the Treatment comments field, type a value.
    • Example: Splint for 2 weeks
  33. In the Physician name field, type a value.
    • Example: Dr. Anderson
  34. In the Treatment facility and location field, type a value.
    • Example: Elm St. Emergency
  35. In the Treatment details field, type a value.
    • Example: Xray confirms fracture, wear splint
  36. Click Save.
    • The case status can be updated at any time. Set the case to in process, if the processing of the injury or illness is in process. Once you close the incident you can only add or remove costs, treatments or filings related to the incident. To modify other information, reopen the case.