🚨 How to Create an Incident

In Take5 Connect™️, managing incidents is crucial for workplace safety. This guide will walk you through creating and managing incidents using the web portal. 👇

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Step 1: 🔑 Access the Incidents Section

1. Log into Take5 Connect™️ on the web portal.
2. In the left-hand menu, click on Incidents to view all recorded incidents.

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Step 2: 📋 Add a New Incident

To add a new incident:

1. Click Add Incident at the top of the page.
2. The Incident Form Editor will appear.

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Step 3: ✏️ Fill in Incident Details

In the form editor, fill in the following details:

• Date & Time: Select the date and time of the incident.
• Summary of Incident: Briefly describe the incident.
• Treatment Required: Choose from the dropdown menu.
• Type of Incident: Select the type (e.g., Near Miss, Property Damage, Illness).
• Involved Individuals: Specify who was involved.
• Drug & Alcohol Testing Required: Select Yes/No.
• WorkSafe Notification Required: Select Yes/No.
• Investigation Required: Specify if an investigation is necessary.
• Lost Time Injury: Select Yes/No.
• Causal Analysis Findings: Provide the findings.

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Step 4: ⚙️ Select Sites and Affected Users

1. Click Select Sites to associate the incident with specific sites.
2. Tick the relevant sites and click Select & Close.
3. Click Affected Users, select the users affected, and then click Select.

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Step 5: 📂 Add Files and Save

1. If necessary, upload relevant files by clicking Browse Files.
2. Once all details are filled, click Save to record the incident.

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Step 6: 📑 View and Download the Incident

Once saved, the incident will appear in your Incidents View. You can download it as a PDF if required.

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❓ Troubleshooting

If you encounter issues:

• Ensure all required fields are filled in before saving.
• Double-check that the correct sites and users are associated with the incident.

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📞 Need Help?

For additional support or questions, contact our team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535