Relate articles:
NOTE: Incident Management cases won’t be updated from CAC unless and until the incident becomes an official claim that is available in CAC, and the incident case is merged with the CAC-sourced case.
If receiving the incident notification by email (recommended if using Microsoft 365), use Send to Case to send the email and any attachments to the new Incident Management case you have created (as well as complete a case note and/or correspondence item for the case if needed).
Use the TL/LD tab to record the OSHA incident information and any days away or light duty as a result of the incident. (If the incident becomes a claim, record the TL/LD in the claim case. If the incident does not become a claim, be sure to complete the TL/LD tab in the incident case if you intend to include the incident in OSHA reports.)
Create case notes or To-Dos describing your actions or the conditions involved in the incident.
Add comments to Claim Info areas or to Contacts and Documents.
Create Custom Case Notes to capture standard information about the incident.
If an Action Plan has been created for the Incident Management service, use the plan’s Goals and To-Dos to record progress with the incident.
If the incident does not become a claim and will therefore never be merged with another case, use the Claim Info screens to add any useful information about the claimant, injury or workplace conditions. Be sure to also complete the TL/LD tab if you want the incident to be included in OSHA reports.