Add a safety incident

Step 1: Enter the safety incident information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Safety Incidents under the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Select the approved Prime Contract #.
6. Select the Incident Date.

   The default value is today's date.

7. Optionally, select the Incident Time.
8. Enter the Location where the Incident occurred.
9. In the Recorded By section, do the following:
   1. Select the Company and Contact.
   2. Enter the Incident Description.
   3. Optionally, enter the Safety Violation and Corrective Action.
10. Optionally, select the Lost Time option to indicate that time was lost due to the incident.
11. Select Next.

Step 2: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the record.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.