Skip to main content
J. J. Keller Support Center

Incidents Imports

Importing Incidents requires that adequate company data is already entered/imported in Safety Management Suite.  Imports or data entry should be completed in the following order as it relates to Incidents:

1. Locations

2. Employees

3. Physicians/Healthcare Professionals (import not available)

4. Healthcare Facilities (import not available)

5. Body Parts (optional)

6. Injury Causes (optional)

7. Injury/Illness Type (optional)

8. Where Events Occurred (optional)

9. Incident Records

 

Once Locations and Employees have been imported or entered, and Physicians/Healthcare Professionals and Healthcare Facilities are entered (import is not available for Professionals or Facilities at this time), you can proceed with the Incidents Import.  The following tables provide information on each of the fields in the import templates for Incidents. See Locations and Employees for more information on those respective imports.

 

 

Body Parts

DATA FIELD

REQUIRED?

MAX
 CHARACTERS

INSTRUCTIONS

Body Part Status

No

7

Enter Active or Inactive

Body Part

No

100

Enter the name of the body part

 

Injury Causes

DATA FIELD

REQUIRED?

MAX
 CHARACTERS

INSTRUCTIONS

Injury Cause Status

No

7

Enter Active or Inactive

Injury Cause

No

100

Enter the name of the injury cause

 

Injury/Illness Type

DATA FIELD

REQUIRED?

MAX
 CHARACTERS

INSTRUCTIONS

Injury/Illness Type

No

7

Enter Active or Inactive

Injury/Illness

No

100

Enter the name of the injury/illness

 

Where Events Occurred

DATA FIELD

REQUIRED?

MAX
 CHARACTERS

INSTRUCTIONS

Where Events Occurred Status

No

7

Enter Active or Inactive

Where Events Occurred

No

100

Enter the name of where the event(s) occur

 

Incident Records

DATA FIELD

REQUIRED?

MAX
 CHARACTERS

INSTRUCTIONS

Case Number

Yes

50

 

Status

Yes

 

Enter Open, To Do, In Progress, On Hold, Reopened, or Complete

Type of Incident Yes   Enter Recordable Incident, Near Miss, First Aid, Other Non-Recordable Incident, Safety Observation, Property Damage, or Equipment Failure
Employee Code Yes*    
Non Employee Name No    
Employee Job Title on Date of Incident Yes*    
Location Name Yes    
Date of Incident Yes    
Time of Incident No   Format: hh:mmAM/PM
Where did the Incident occur? Yes* 200  
Work Area No 100  
Short Description Yes* 260  
Type of Injury or Illness No 100  
Sharps Case? No   Enter Yes or No
Type of Sharp No 150  
Sharp Brand Name No 150  
Privacy Case? No   Enter Yes or No
Days Away from Work Yes*    
Days on Job Restriction or Transfer Yes*   If the incident is recordable, days on job restriction/transfer OR date of death are required.
Date of Death Yes*    
Is there another reason this incident is recordable? No    
OSHA Injury or Illness Classification Yes*   Enter Not Applicable, Injury, Skin Disorder, Respiratory Condition, Poisoning, Hearing Loss, or All Other Illnesses
Injury Cause No 100  
Part(s) of the Body Affected No 100 per body part Separate parts with a semi-colon (;), e.g., right forearm; right wrist; right thumb;
Title of Note No 100  
Additional Notes No 7000  
Name of Physician/Healthcare Professional No 50 If this field is completed, the physician or healthcare professional entered must already exist in SMS
Healthcare Facility No 50 If this field is completed, the healthcare facility entered must already exist in SMS
Treated in Emergency Room? No   Can be in the form Yes/No, Y/N, True/False, or T/F
Hospitalized Overnight? No   Can be in the form Yes/No, Y/N, True/False, or T/F
Time Employee Started Work No   Format: hh:mmAM/PM
What was the employee doing before the incident? No 200  
What happened? No 200  
What was the injury/illness? No 200  
What object or substance harmed the employee? No 200  

* - Required ONLY when incident is marked as recordable

 

  • Was this article helpful?