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Reporting an Incident, Near Miss, or Hazard ID
Reporting an Incident, Near Miss, or Hazard ID

Creating a report with all the information is simple!

Updated over 3 weeks ago

Keeping track of hazards, near misses, and incidents at work is everyone's responsibility. You can submit reports of all three types using the Incidents & Hazards component.

When you first open the Incidents & Hazards component, you may see a list of previously submitted reports. Your admin can effect the settings for their visibility, so you may not see anything here too!

To submit a new report, click the Add New button in the top right corner of the screen and choose the type you want to create.

As a reminder, the different types denote different nature of events or situations.

Hazard: an object or situation with the potential to cause harm to a person, damage to the environment, or damage to property

Near Miss: an unexpected event that occurred with the potential to cause injury, illness, or damage but no injury, illness, or damage resulted

Incident: an occurrence, condition, or situation that resulted in injury, illness, fatality, or damage

Submitting a Report

After choosing which Type of report you want to submit, you can fill in the needed details.

In the page, enter a Description of Events in the top field. This description should outline all the conditions and information relating to the hazard.

The page will default to show the current date and time of the hazard, so be sure to make changes to those fields if the hazard was identified on another day or another time during the day.

Location

The Location dropdowns allow you to indicate where you identified the hazard. The first dropdown option lets you select if the location was one listed within your Workhub account or an external location. The choices include:

  • Workhub Location

  • LSD (legal subdivision)

  • Coordinates

  • Address

Choosing one of those options will affect the next step.

If you chose Workhub Location, then:

  • you can choose a location listed in your Workhub account as created by your administrator(s)

If you chose LSD, then:

  • you can enter the quarter, section, township and range roads, and meridian of the hazard


If you chose Coordinates, then:

  • you can enter the latitude and longitude of the hazard


If you chose Address, then:

  • you can enter the address of the hazard

After entering the Location, you can enter additional information about the hazard, including any relevant photos, any people involved, any assets involved, and any environmental effects (this field is only available for a Incident report).

Photos

Adding photos can help add visual context to a report, allowing folks to see more detail than can be easily or accurately described. To add photos, click the + button in the Photos line. You can then use the Browse Computer option to find the relevant photo file you want to include.

The file types currently supported for this upload include .jpg, .jpeg, and .png.

Workhub is currently limited to one file per upload and we do not recommend selecting more than one file for upload at a time.


You CAN still upload multiple photos, they just need to be added one by one.
We're very sorry for the inconvenience!

People

You can include information for the people who were involved in the Hazard ID/Near Miss/Incident. Adding People provides several options:

  • Type: allows you to choose whether the person was an Employee, a Contractor, or a member of the public, and add their name

  • Involvement: this dropdown will populate with many options to choose from for how the individual listed was involved in the report. These options will change depending on the type of report you've chosen.

    • Eg. you will not be able to choose Fatality as an involvement for a Hazard ID.

  • Restricted Work: allows you to enter the number of days that individual was on restricted duties at their workplace

  • Lost Time: allows you to enter the number of days that individual was away from their workplace due to the incident reported

  • Injuries: the Injuries option allows you to select from a pop-up the body part(s) that were effected by the incident

  • Reportable?: this toggle allows you to flag this report as having a reportable involvement for the person listed.

You can add as many people as necessary to each report.

Assets

If any of the organization's assets were involved in the report, you can include them in the Assets field. Adding Assets provides several options:

  • Choose Asset: this option allows you to select an Asset from your organization's Asset list. You can choose to include Inactive Assets here as well using the Include inactive checkbox.

  • Status: this allows you to choose the status of the Asset involved in the report.

  • Cost: this allows you to enter a monetary value for any damage/loss sustained involving the Asset

  • Reportable?: this toggle allows you to flag this report as having a reportable involvement for the asset listed.

Environments

Sometimes incidents involve material that can be detrimental to the environment can occur. Adding Environment(s) allows you to outline any environmental impacts related to the incident. Options include:

  • Liquid Spill/Leak

  • Fire/Explosion

  • Gas Release/Leak

  • Fuel Mix

You can also use the Reportable toggle if the environmental impact is reportable.

The Environments option will only appear for you if you are submitting an Incident report. The Hazard ID and Near Miss types do not include the option to add Environments.

Additional Details

On the right side of the page, you'll see a box for additional details to add to the report.

The Open dropdown isn't available for you to change as a worker, but your admin can use this dropdown to change the status of the report as the situation evolves.

The Incident Tag option allows you to enter details for your administrators to track the reports more easily. Generally speaking, your admins will let you know what information to enter here if necessary.

The Reporter option will always default to your name. However, if you need to change this, you can do so by deleting the information in this field and typing in another name. When the system volunteers a name from the system, click or tap on it to select it.

The Vehicle Incident toggle allows you to indicate if the incident being reported involves a vehicle. We include this toggle because Workhub won't be able to tell for each Asset you may choose to include if it's a vehicle or non-vehicle Asset.

Submission

After filling out the details you need in the report, you can click the Save button in the top right corner of the screen.


Need Help?

Those are the steps for submitting a report within the Incidents & Hazards component. If you run into any trouble or if you have any questions, our Support team is always happy to help! You can click the orange question mark Help Chat button in the bottom left corner of your Workhub screen for support.

You can also email our Support team at [email protected] for assistance.

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