6.1 Pick the right category
6.2 Severity
Severity levels are organization-defined under Set up → Severity Levels. The default scale is Low / Medium / High / Critical, but your organization may use a customized scale and color set.6.3 Incident type (for human injury)
Select from standard recordable / non-recordable types:- Fatality — recordable
- LTI (Lost Time Injury) — recordable
- RWC (Restricted Work Case) — recordable
- MTC (Medical Treatment Case) — recordable
- FAC (First Aid Case) — not recordable
6.4 Add workers (human injury or near miss)
- Click Add Worker.
- Enter name, job title, body part affected, and injury severity.
- LTI status is derived automatically from the incident type.
- Add as many workers as the incident involved.
6.5 Add assets (equipment, fire, process, property, environmental, near miss)
- Click Add Asset and pick from the Asset Registry (configured under Set up).
- Choose a Failure Mode from the organization taxonomy.
- Add downtime hours and repair cost when known — these feed MTBF and Availability KPIs.