Who is this article for?
Within this article you will learn how to use the two unique reports in the Accident Management System - the Query Analyser and the Report Designer.
This article is only relevant for Clients who have access to the Accident Management System. If you feel you would benefit from this system, please contact your Account Manager
This report has fields that you can populate:
Incident type - the type of incident you wish to run a report one
Reported by - the user that created the incident on WorkRite
Allocated to - who the incident has been allocated to on the system to investigate
Status - the current status of the incident on the system
Date reported - Date the incident was reported
Date confirmed - the date this was confirmed on the system and allocated to a user to investigate.
Once you select Run Report this pulls up the data on the report, there is also the option to Export to Excel once the report has generated.
There will also be the option to click on the I.D to view the whole incident in details.
The Investigation Details will include I.D, Type, Created, Affected Person, Reported By, Allocated To and Status
The Report Designer allows you to create specific reports for the Accident Management by Incident Type. There is also the option to filter by Status and/or Date reported, if required.
You will then be presented with the Data Items where you can select which columns to show on the report. Listed will be all the questions in the selected question set.
Simply click the add/remove buttons to select or deselect items of data to show on the report, then click Run Report.
The columns will be added to the report in the same order they are selected below. You also have the option to select all data items as well.
Once you have run the report this will export into an Excel Formal immediately.