Scenario: Use incident categories to document why and where injuries occur

Workplace injuries keep happening, and the XProtect Smart Client operators create more and more incident projects to document the injuries, why you now better understand who is getting injured. You decide to document more circumstances about the injuries. For example, you can now see that:

  • Most injuries are related to falling or getting hit by an object. You want to ensure that every incident project has information about the reason for the injury

  • Most injuries occur in the laboratory and storage room, and a few occur in the offices. You want to ensure that every incident project has information about the location of the injury

To document the these details, you enable and define incident categories.

From the Site Navigation pane in XProtect Management Client, select Incidents and then Incident properties. Select the Categories tab.

Create the following incident categories:

Category Name Description
1

Reason

What happened?
2

Location

Where did the incident happen?

How defining incident categories in Management Client looks like.

Next, on the Category 1 tab and on the Category 2 tab, you then create the values for the most common reasons and locations of the injuries.

Create the following values for the incident categories:

For category Category names
Category 1
(Reason)

Trapped between objects
Fallen from height
Struck by falling object
Tripped or fallen
Other

Category 2
(Location)

Laboratory
Storage room
Parking lot
Offices 1-12
Offices 13-19
Other

How defining incident categories in Management Client looks like.

How defining incident categories in Management Client looks like.

Save the settings and ask the XProtect Smart Client operators to restart XProtect Smart Client.

The next time the operators log in to XProtect Smart Client and update an incident project, they can assign the new categories and category values to the incident project.