Injury or illness incidents (form)

Article
10/09/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Periodic > Workers > Injury or illness incidents.

Use this form to track an injury or illness of a worker, including general case information, such as when the incident occurred, and when and who reported it.

Tasks that use this form

Maintain employee injury and illness information

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Enter and view general information about an injury or illness, such as the case number and description, date and time of the incident, and the status of the case.
Worker	Enter and view information about a worker who was injured or became ill.
Incident	Enter and view specific information about an injury or illness, such as where the incident occurred, what the worker was working on at the time of the incident, and actions to be taken because of the incident.
Injury or illness costs	Enter information about costs for an injury or illness that a worker received on the job. You can enter information, such as the date and type of the cost and the amount. You also can save a document to the cost record. Use the Injury and illness form to set up cost types.
Injury or illness treatments	Enter treatment information about an injury or illness that a worker received on the job. You can enter information, such as treatment dates and types and physician information. After you save the information, you can select each treatment incident in the table to view additional information. Use the Injury and illness form to set up treatment types.
Injury or illness filings	Enter information about the agency that you reported an injury or illness to. After you save the information, you can select each reporting agency in the table to view additional information. Use the Injury and illness form to set up reporting agencies. If you select the Default option in the Injury and illness form, reporting agency records are created automatically.

Buttons

Button	Description
Case status	Change the status of the injury or illness case. You can select from the following statuses: In process – Indicate that the processing of the injury or illness is in process. You can select this status after the incident has been opened. Close – Close the incident. To modify the incident, select Reopen. Reopen – Reopen the incident after it has been closed. Note This button is available only after you save the injury and illness record.
Worker information	Select one of the following options. Details – Opens the Worker form, where you can view and update information about a worker who is injured or ill. Benefits – Opens the Maintain benefits form, where you can view or update information about the benefits that are assigned to a worker. Absence history – Opens the Absence history form, where you can view absence information for a worker. Note This button is available only after you save the injury and illness record.
Attachments	Opens the Document handling of Case number form, where you can view the documents that are attached to the current record.

Case status

Change the status of the injury or illness case. You can select from the following statuses:

In process – Indicate that the processing of the injury or illness is in process. You can select this status after the incident has been opened.
Close – Close the incident. To modify the incident, select Reopen.
Reopen – Reopen the incident after it has been closed.

Note

This button is available only after you save the injury and illness record.

Worker information

Select one of the following options.

Details – Opens the Worker form, where you can view and update information about a worker who is injured or ill.
Benefits – Opens the Maintain benefits form, where you can view or update information about the benefits that are assigned to a worker.
Absence history – Opens the Absence history form, where you can view absence information for a worker.

Note

This button is available only after you save the injury and illness record.

Attachments

Opens the Document handling of Case number form, where you can view the documents that are attached to the current record.

Fields

Field	Description
Case number	Enter a unique case number for an injury or illness incident.
Case description	Enter a description for the case number.
Worker	Select the worker who was injured or became ill.
Date and time of incident	Select the date and time when the incident occurred.
Injury or illness type	Select the type of injury or illness. The information in this field is maintained in the following form: Injury and illness.
Body part	Select the body part affected by the injury or illness. The information in this field is maintained in the following form: Injury and illness.
Outcome type	Select the outcome of the injury or illness. The information in this field is maintained in the following form: Injury and illness.
Date reported	Select the date and time when the incident was reported.
Person who reported case	Select the worker who reported the incident.
Compliance recordable case	Select this option if the injury or illness case meets the criteria to be recorded because of certain regulations. A filing record for this incident is created automatically when a new injury or illness record is created.
Privacy case	Select this check box if the injury or illness case is considered a private case because of certain regulations.
Documents	Opens the Document handling of Reference form, where you can view the documents that are attached to the current record.
Case status	The status of the injury or illness case. To change the status, click the Case status button on the Action Pane and select the appropriate status.
Case opened date	The date when the injury or illness case was opened.
Case closed date	The date when the injury or illness case was closed.
Position	Select the employment position of the worker at the time of the injury or illness.
Supervisor	Select the supervisor of the worker at the time of the injury or illness.
Human resources contact	Select the Human resources contact for this injury or illness case.
Where incident occurred	Enter the location where the injury or illness incident occurred.
On work premises	Select this check box if the injury or illness occurred on work premises.
Date and time began work	Enter or select the date and time that the worker started work on the date when the injury or illness occurred.
Employee job or task	Enter the job or task that the worker was performing when the injury or illness incident occurred.
Cause of incident	Enter the cause of the injury or illness.
Severity level	Select the severity level of the injury or illness. Use the Injury and illness form to set up severity levels.
Safeguards that were provided	Enter the safeguards that were provided to the worker before the injury or illness occurred. For example, you could enter Safety goggles.
Action to be taken	Enter the action that will be taken because of the injury or illness. For example, you could enter Policy changed to require harnesses be worn when 5 or more feet above ground level or Steel-toed boots must be worn on the shop floor.
Expected days away from work	Enter the number of days that the worker is expected to be away from work.
Days away from work	Enter the actual number of days that the worker was away from work.
Days on job transfer or restriction	Enter the number of days that the worker was transferred to another position or on restricted duty.
Date	Enter or select the date when the cost was incurred for the injury or illness.
Cost type	Select the type of cost.
Amount	Enter the amount of the cost.
Treatment date	Enter or select the date and type of the treatment.
Treatment type	Select the treatment type. Use the Injury and illness form to set up treatment types.
Emergency room hospital visit	Select this check box if the worker visited the emergency room of a hospital because of the injury or illness.
Overnight hospital stay	Select this check box if the injury or illness required an overnight stay in the hospital.
Treatment comments	Enter additional information about the treatment.
Physician name	Enter the name of the physician who treated the worker for the injury or illness.
Treatment facility and location	Enter the name of the treatment facility and location where the worker was treated for the injury or illness.
Treatment details	Enter additional details about the treatment.
Reporting agency	Select the reporting agency that the injury or illness was reported to. Use the Injury and illness form to set up reporting agencies.
Description	The description for the reporting agency. Use the Injury and illness form to enter reporting agency information.
Date incident report was submitted	Enter or select the date when the incident report was submitted to the reporting agency.
Comments	Enter additional comments about the injury or illness filing.
Was incident reported?	Select this check box if the incident was reported to the reporting agency.