Creating Incidents

Incident information is recorded in the OPS Incidents Admin screen, which can be accessed from the Daily Activity screen.

  1. Open the Daily Activity screen and set the Context (F3).
  2. Select an employee or piece of work for recording an incident.
  3. Select Accidents/Incidents: Accidents/Incidents
  4. In the Incidents Detail dialog, select Create Incident: Create Incident
  5. Specify the Date the event occurred.
  6. Specify the Time the event occurred.
  7. Select the Division.
  8. Select the appropriate Incident Type and Incident Subtype.
  9. Select Ignore Validation to skip Trapeze OPS-level validation.
    This option is only available if you have the OPS > Workforce Management > Incidents > Can Ignore Validation permission granted. If you select this option, your entries won't be validated against OPS data. For example, you could enter a nonexistent work name.
  10. Depending on the Incident Type and Incident Subtype you selected, fields are shown in the Details section. Complete the fields as necessary.
  11. Select OK.
    The incident is now shown in the Incidents Detail dialog and you can add more information as needed.