You can add a reminder or record remedial action to be taken for an incident or accident, eg, a note of follow-up action to be taken to review costs, and then record when that action has been completed.
To add an action to an incident:
If the incident record is not already open, Incidents
icon on the toolbar. The Browse Accidents and Incidents screen opens. Select the incident and click Change. The Change an Accident/Incident Record screen opens.
Select the Actions tab and click Add. The Add Action screen opens.
Complete the details in the Add Action screen.
Click OK.
Click OK to exit or select another tab to add further incident information.
To complete an action that has been added to an incident:
If the incident record is not already open, click the Incidents
icon on the toolbar. The Browse Accidents and Incidents screen opens. Select the incident and click Change. The Change an Accident/Incident Record screen opens.
Select the Actions tab. Select the action and click Change. The Change Action screen opens.
Enter the date the action was completed in the completion Date field using the lookup button
.
Enter the name of the person who completed the action in the completion By Whom field using the lookup button
.
Click OK.
Click OK.
Note: You can also complete the action by using the Action menu.
Note: Once an action has been completed, the date will be noted on the Browse Actions screen.