Create An Incident

Create incident reports efficiently with this step-by-step guide. Document incidents accurately for safety and compliance. This guide simplifies the process, ensuring even new users can manage safety incidents effectively.

Step By Step Guide

1. Click "Site Management" on the Plexa Dashboard

2. Click "Safety Management" in the Site Menu

3. Click "INCIDENTS"

4. Click "Create Incident"

5. Enter all details of the Incident in Section 1

6. "Assign personnel" involved

7. Click "Next"

8. Select the "What Contributed to the incident" field.

9. Tag additional "Personnel" and "Equipment" Involved

10. Tag "Additional SDS" and "SWMS" applicable

11. Click "Next"

12. Use the "+ Drag & Drop or Browse" option to add Documents

13. Click "Finish"

Video Tutorial

For a visual guide, watch the video tutorial below