🚨 Managing an Incident

In Take5 Connect™️, managing incidents efficiently ensures effective tracking and resolution. This guide will take you through the process of managing an incident within the web portal. 👇

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Step 1: 🔑 Access the Incidents Section

1. Log into Take5 Connect™️ web portal.
2. From the left-hand menu, click on Incidents to view a list of all reported incidents.
3. Click Manage on the specific incident you want to manage.

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Step 2: 📋 Overview of Incident

In the Overview tab, you can update the details of the incident:

• Summary of the incident
• Date of incident
• Type of incident and treatment required
• Drug/Alcohol testing requirements
• Involved individuals
• WorkSafe notification status
• Investigation status
• LTI (Lost Time Injury) status
• Causal findings

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Step 3: ✏️ LTI – Lost Time Injury

If the incident is a Lost Time Injury (LTI):

1. Click on the LTI – Lost Time Injury tab.
2. Click New LTI Record to add information about the injured person, health provider, ACC case manager, and return-to-work details.
3. Enter LTI days and hours taken for the injury, and save the time records.

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Step 4: 🔍 Conduct an Investigation

1. Click on the Investigation tab to provide details about the incident:
   • What happened before, during, and after the incident.
2. Select an Investigator and Reviewer from the employee list.

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Step 5: 📂 Add Files and Notes

You can add any relevant files or Notes related to the incident using the Manage Files section.

• Add Notes on the last tab on the top bar.
• Add Files by selecting Manage Files at the bottom of the Overview page.
• This is useful for documenting evidence or additional information.

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Step 6: 📂 Additional Information Sections

There are three additional tabs along the top bar to provide more information for the incident. Which include:

• Cause/Corrective Actions: Here you can add the cause(s) for the incident and what corrective action will be taken. You are also assign this action to someone or add files.
• Witnesses: Provide details of any witnesses of the incident and their statement.
• Hazards & Risks: Add Hazards & Risks that are identified with this incident.

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Step 7: ⚙️ Save and Finalize

Once all necessary details are entered, click Save to finalize the incident management. You can track the incident’s progress and outcomes through the portal.

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❓ Troubleshooting

If you encounter issues:

• Ensure that all fields, especially those related to LTI, Investigation, and Cause/Corrections, are filled.
• Verify that you have the required permissions to manage incidents.

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📞 Need Help?

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