Pisys
INCIDENT
MANAGER
ALLOWS YOU TO:
• Create, share and close out incidents electronically
• Capture information from IP, First Aider, Supervisors &
HSE Manager all in one place
• Agree Follow-Up Actions, assign them to a RP and track
their progress to closure
• Assign levels of urgency and use colour-coding
accordingly
• Get final electronic sign-off from management for
incidents and corrective actions
• Link Incidents and Follow-Up Actions
• Send Automatic email notifications – you decide the
wording and when they are sent
• Attach documents – e.g. Root Cause Analysis
• Use a tree map to record root causes
• Classify incidents using a matrix
PISYS INCIDENT
MANAGER:
LOGIN
INCIDENT
MANAGER
• Each user has a unique user name.
• Users can have different sets of user rights:
• WHAT THEY CAN SEE: e.g. all incident reports, or only
the ones that they are involved in.
PISYS INCIDENT
MANAGER:
THE INITIAL INCIDENT
REPORTING FORM
This form is filled in by HSE/Ops personnel when the incident record in
the system is created.
Tabs along the top are filled in by authorised personnel as the incident
progresses through the workflow – i.e. First Aid details, Follow-Up
Actions, Management Comments, Root Causes, Attachments.
Once created, the
incident is assigned
to the next person in
the workflow.
PISYS INCIDENT
MANAGER:
ADDING MORE DETAILS,
CREATING ACTIONS,
RE-ASSIGNING THE
INCIDENT,
SENDING EMAIL
NOTIFICATIONS
When the next person in the workflow, in this case the First Aider, opens the incident report, some fields are greyed out and cannot be edited.
White fields remain editable.
The First Aider adds some information for the next person in the workflow.
The First Aider then selects the next person in the workflow and clicks ‘Save’.
As before, the next person receives and email notification, and when they log in, they see the incident information on their dashboard.
The incident can be assigned from
person to person until the incident
form has been fully completed.
Personnel in the Incident Reporting workflow can create related Actions at any time.
These actions are linked to the Incident, but follow their own workflow to completion – i.e. can be assigned to different people and closed out.
• Sub-Actions MUST be completed before the Incident Report can be closed.
PISYS INCIDENT
MANAGER:
EXAMPLE EMAIL
NOTIFICATION
The automated email
looks like this.
It has some key
PISYS INCIDENT
MANAGER:
THE HOME SCREEN
All Incidents are shown on the Home Screen.
• It shows all Incidents and Actions that the user is involved with (or ALL Incidents and Actions for Management or HSE users).
• Incidents/Actions are presented in tabular format. You can customise what fields from the Incident Report you want to show in this table.
• You can export the data to Excel.
• Filters at the top make it easy to find specific Incident Reports or Actions. • Double-click on an item in the table to open up the full Incident Report.
• You can switch between Incident Reports and Corrective Actions by using the tabs at the bottom of the screen.
• You will notice additional tabs, e.g. for ‘Management of Change’. This is because you can create many different types of data entry forms for many different purposes – not just Incident Management. Other HSE uses might be ‘Audit Plans’, ‘Shared Learnings’, ‘Improvement Opportunities’
Audit Plans Shared Learnings
PISYS INCIDENT
MANAGER:
FOLLOW-UP
ACTIONS
EXPLAINED
Authorised Users can create Corrective Actions via buttons at the bottom of the
Incident Report Screen:
• Sub Actions MUST be completed before the Incident Report can be closed. • Linked Actions can remain open even when the Incident Report is closed.
Actions are created, assigned and
closed in the same way as Incident
Reports.
PISYS INCIDENT
MANAGER:
CORRECTIVE
ACTIONS
• Click on the icon to see a list of all corrective action for this incident report. • Double-click on an action to open it.PISYS INCIDENT
MANAGER:
ACTIONS SHOWN ON
THEIR OWN TAB
• Corrective Actions have their own tab on the Home Screen.• This tab shows ALL Actions, regardless of the related Incident Report.
• Icons indicate when an Action is linked to an Incident Report.
