Add or update witnesses in a safety incident

Open the safety incident details

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Safety Incidents in the QC and Safety section.
3. Optionally, use the Search field to filter the list.
4. Select the incident date from the list.

Add a witness

1. In the Witnesses section, select Add / Import Items.
2. Select one of the following options:
   • To add a witness manually, select Add Manually and enter the following information:
     1. In the Witness Information section, enter the individual’s First and Last Name, then complete any additional fields as needed.
     2. Optionally, in the Employer section, enter the employer's information as needed.
     3. Optionally, in the Home Address section, enter the individual's home address as needed.
     4. Optionally, in the Observation section, enter the Observed From and Observation information.
   • To import a witness from the project directory, select Add Witness from Project Directory and do the following:
     1. Optionally, use the Search field to filter the list.
     2. Select one or more contacts from the list.
3. Select Add & Close.

Update a witness

1. In the Witnesses section, select the contact's name.
2. Select Edit.
3. Update any of the available fields as needed.
4. Select Save & Close.

Update multiple witnesses

1. In the Witnesses section, select Edit List.
2. Update any for the following information for each witness as needed:
   • First name
   • Middle name
   • Last name
   • Company
   • Employer phone
   • Home phone
   • Email address
   • Observed from
3. Select Save.