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    • Add a Security Incident Record

      Add a Security Incident Record

      1. Click the ‘Add’ button on the bottom of the ‘Security’ browse screen.
      2. The ‘Security Incidents’ record window will appear, open to the ‘Incident’ tab. Enter the information into the appropriate fields, moving through the various tabs as necessary.

      To add information about the perpetrator of the incident:

      1. Click the ‘Perpetrator’ tab.
      2. Click ‘Add’ at the bottom of the tab to create a record on the perpetrator.
      3. The ‘Add a Security Incident Perpetrator’ will appear.
      4. Click the ‘Is Staff?’ checkbox if the perpetrator is an employee.
      5. Click ‘Save’ to return to the ‘Security Incidents’ record window.

       Add Corrective Action Items to a Security Incident Record

      1. Click the ‘Add Action Item’ button on the bottom of the security incident record window.
      2. The ‘Add an Action Item’ form will appear. Fill out the appropriate fields.

      To include the corrective action item on future Meeting records:

      NOTE: Corrective action items are only included on future meeting records for the Region and Site to which the corrective action applies.

      1. Click the ‘Record in Safety Minutes’ checkbox on the ‘Corrective Action Item’ record window.
      2. Populate the ‘Date Added to Safety Minutes’ field to determine which safety meeting minutes the items will appear in.
      3. The corrective action item will appear on the ‘Actions’ tab of each new Meeting record for the Region and Site for which the corrective action item was created.
      4. To stop the corrective action item from appearing on future Meeting records, open the relevant corrective action record and populate the ‘Don’t Display in Minutes After’ date field. If this field is left blank, the action item will appear indefinitely in new ‘Meeting’ records for the related Region and Site.
      5. Click ‘Save’ when complete.
      6. A record of the corrective action item will be saved both in the Workplace > Corrective Actions sub-module and on the ‘Actions’ tab of the security incident record window.
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    • Edit a Security Incident Record

      To edit a perpetrator record, select the appropriate listing on the ‘Perpetrator’ tab and click ‘Edit’. Make any changes and click ‘Save’ when complete.

      1. To connect a related corrective action item to a security incident record, click the ‘Add Action Item’ button at the bottom of the browse screen. See the instructions on how to “Add Corrective Action Items to a Security Incident Record” later in this section.
      2. Click ‘Save’ when complete.

      Edit a Security Incident Record

      NOTE: If the ‘Actions’ tab is underlined in red, then a related corrective action item is outstanding and requires attention.

      1. Double-click the appropriate record, or select it and click ‘Edit’.
      2. The ‘Security Incidents’ record window will appear. Make the necessary changes.
      3. When the incident follow-up and related procedures have been carried out, re-open the injury record and click ‘Complete’. A warning will appear if any related corrective action items are outstanding, but you can still complete the record as required. Click ‘Yes’ or ‘No’ as appropriate.
      4. Click ‘Save’ when complete.

      Edit Security-related Corrective Action Items

      NOTE: If the ‘Actions’ tab is underlined in red, then a related corrective action item is outstanding and requires attention.

      1. Click the ‘Actions’ tab on the security incident record window.
      2. Double-click the appropriate record from the browse list, or select the record and click ‘Edit.’
      3. The ‘Edit an Action Item’ window will appear. Make the necessary changes
      4. Click ‘Save’ when complete.
      5. Changes will appear both on the ‘Actions’ tab and in the Workplace > Corrective Actions sub-module.
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    • Printing and Emailing a Security Incident Record

      Print an Individual Security Incident Record

      1. Open the appropriate record.
      2. On the security incident record window, select an option from the ‘Report Type’ drop-down list: ‘Security Incident’ provides a very detailed report. ‘Security Occurrence’ provides more basic information.
      3. A print preview window will appear. Double-check the information.
      4. Click the ‘Print’ icon on the ‘Print Options’ toolbar.
      5. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

      Print a Company Security Incident Report

      1. Choose a filter, if applicable. Click the ‘Printer’ icon at the top of the ‘Security’ browse screen.
      2. A print preview window will appear. Double-check the information.
      3. Click the ‘Print’ icon on the ‘Print Options’ toolbar.
      4. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

      E-mail a Security Incident Record

      1. Open the appropriate record. Click the 'E-mail' icon.
      2. In the ‘To’, ‘CC’ and ‘BCC’ fields, choose the appropriate recipient(s) from the drop-down list, or type the address(es) into the field. Use the ‘BCC’ option if you have multiple recipients and you wish to maintain privacy.
      3. In the ‘Subject’ and 'Message' fields, some information that has been entered into Simply Safety will automatically appear. Modify the ‘Subject’ field as required.
      4. To edit the ‘Message’ field, close the ‘Send E-mail’ window and modify the appropriate fields on the record window.
      5. Add any relevant ‘Comments’ to the appropriate field.
      6. In the ‘Sender’ field, choose from the drop-down list, or type a name into the field.
      7. Click ‘Send’. Simply Safety! will advise when the message has been sent successfully.
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