Field Definitions: HR Accidents Form

The following is a list of field descriptions for the HR Accidents form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Accident #

The Accident # field on the HR Accidents form.

Enter a unique number (or code), up to 10 characters, that represents this accident.

Accident Date

The Accident Date field on the HR Accidents form, header Info tab.

Enter the date on which the accident occurred.

Accident Time

Enter the time (24-hour format) at which the accident occurred. Entry in this field prints in the 'Time of Event' field (#13) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Accident Location

The Accident Location field on the HR Accidents form, header Info tab.

Enter the location of the accident, up to 30 characters. This field is typically used to describe the exact location of the accident on the employer's premises or on the job site.It will print in Column E of the HR OSHA Form 300 report.

Reported By

The Reported By field on the HR Accidents form, header Info tab.

Specify the name of the individual, up to 30 characters, who reported this accident.

Date Reported

The Date Reported field on the HR Accidents form, header Info tab.

Enter the date this accident was reported. Although typical, this is not necessarily the same date the accident occurred. Entry in this field prints in the 'Date of injury or illness field' (#11) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Time Reported

The Time Reported field on the HR Accidents form, header Info tab.

Indicate at what time this accident was reported.

Closed Date

The Closed Date field on the HR Accidents form, header Info tab.

Specify on what date the all claims related to this accident were closed and all involved resources have been fully released to work.

On Employer's Premises

The On Employer's Premises checkbox on the HR Accidents form, header Info tab.

Select this checkbox if the accident occurred on the employer's premises (place of business).

Leave this checkbox unselected if the accident occurred at a location other than the employer's premises.

Accident Occurred on Job Site

The Accident Occurred on Job Site checkbox on the HR Accidents form, header Info tab.

Select this checkbox if the accident occurred on a job site.

Leave this checkbox unselected if the accident did not occur on a job site.

JC Co#

The JC Co# field on the HR Accidents form, header Info tab.

Enabled only if the Accident Occurred on Job Site checkbox is selected.

Enter the JC company of the job at which the accident occurred.

Job

The Job field on the HR Accidents form, header Info tab.

Enabled only if the Accident Occurred on Job Site checkbox is selected.

Enter the job (from JC Jobs) where this accident occurred.

Phase

The Phase field on the HR Accidents form, header Info tab.

Enabled only if the Accident Occurred on Job Site checkbox is selected.

Enter the phase of work involved with this accident. Must be a valid phase set up in JC Phases or JC Job Phases (if a locked job).

MSHA ID#

The MSHA ID# field on the HR Accidents form, header Info tab.

Use only if accident occurred at a mine.

Enter the identification number assigned by MSHA. Must be a valid MSHA identification number set up in HR Mine. This ID#, along with other information defined for the MSHA ID# will be used on the HR MSHA 7000-1 (Mine Accident, Injury Illness Report) report.

Note: If you are unsure of your number assignment, contact the nearest MSHA Mine Safety and Health District or Subdistrict Office.

Corrective Action

The Corrective Action tab on the HR Accidents form.

Use this tab to describe the corrective action that was taken, if any, as a result of the accident. The space allowance in this box is virtually unlimited.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Seq

The Seq field on the HR Accidents form, Witness tab.

Enter N, New, or + to add a new witness sequence. The system auto-assigns the next available sequential number.

Type

The Type drop-down on the HR Accidents form, Witness tab.

Indicate the witness type.

  • C-Contact - Select this option if the witness is set up as a claim contact (in HR Accident Claim Contacts).

  • R-Resource - Select this option if the witness is an employee (set up in HR Resources).

  • O-Other - Select this option if the witness is an individual other than an employee or accident claim contact.

Name

The Name field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the full name of the witness, up to 30 characters.

Address

The Address field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the address for this witness, up to 30 characters.

City

The City field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the city for this witness, up to 30 characters.

State

The State field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter a valid state (as defined in HQ States) for this witness. The system validates the state based on the Default Country specified in HQ Company Parameters for the active company. If not valid, an error displays, but entry is allowed. You must then enter a valid country for this state in the Country field.

Zip Code

The Zip Code field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the zip code of this witness, up to 12 characters.

Country

The Country field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the 2-character country code. Entry in this field is required when the address exists outside the Default Country specified in HQ Company Parameters for the active company. Country must be valid for the specified state (e.g. state, province, territory, etc.) as defined in HQ States.

Phone

The Phone field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the contact phone number for this witness.

Email

The Email field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type O-Other.

Enter the email address for this witness (if applicable).

Contact

The Contact field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type C-Contact.

Specify the claims contact that witnessed this accident. Must be a valid contact set up in HR Accident Claim Contacts.

Contact Name

The Contact Name field on the HR Accidents form, Witness tab.

For witnesses flagged as type C-Contact only.

Display only, the name of the accident claim contact specified in the previous field.

Resource #

The Resource # field on the HR Accidents form, Witness tab.

Enabled only for witnesses flagged as type R-Resource.

Specify the resource that witnessed this accident. Must be a valid resource set up in HR Resources.

Resource Name

The Resource Name field on the HR Accidents form, Witness tab.

For witnesses flagged as type O-Other only.

Display only, the name of the resource specified in the previous field.

Notes

The Notes field on the HR Accidents form, Witness tab.

Enter any notes or information about this witness in regards to this accident. The space allowance in this box is virtually unlimited.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Seq #

The Seq # field on the HR Accidents form, accident detail Info tab.

Enter a sequence number for this accident (1-9999) or enter N, New, or + to have the system auto-assign the next available sequential number.

This number is used to identify each of the resources, equipment, and/or third-party individuals involved in the accident. Each individual, piece of equipment, and third-party involved should be set up as a separate sequence. For example, if two employees, one piece of equipment, and two third-party individuals were involved, you should have a total of five sequences set up for the accident.

Accident Type

The Accident Type field on the HR Accidents form, accident detail Info tab.

  • Resource - Select this option if this sequence identifies a resource that was involved in this accident.

  • Equipment - Select this option if this sequence identifies a piece of equipment that was involved in this accident.

  • Third-Party - Select this option if this sequence identifies a third-party individual (non-employee) that was involved in this accident.

Resource #

The Resource # field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Resource.

Enter the resource (from HR Resources) that was involved in this accident.

Worker's Comp Filed

The Worker's Comp Filed checkbox on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Resource.

Select this checkbox if a Worker's Comp claim was completed and filed.

Leave this box unselected if a Worker's Comp claim has not yet been filed for this accident or if no Worker's Comp claim is required for this accident.

Claim #

The Claim # field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Resource.

Enter the worker's comp claim number, up to 20 characters.

EM Company #

The EM Company # field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Equipment.

Enter the EM company for this accident. This will be the company to which the equipment involved in this accident is assigned.

Equipment

The Equipment field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Equipment.

Enter the equipment (from EM Equipment) that was involved in this accident

Name

The Name field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter the name of the third-party (non-employee) individual involved in this accident, up to 20 characters.

Address

The Address field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter the address of the third-party individual, up to 60 characters.

Note: If you have Internet access, you can select the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

City

The City field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter the city for the third-party individual, up to 30 characters.

Note: If you have Internet access, you can select the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

State

The State field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter a valid state (as defined in HQ States) for this third-party individual. The system validates the state based on the Default Country specified in HQ Company Setup for the active company. If not valid, an error displays, but entry is allowed. You must then enter a valid country for this state in the Country field.

Note: If you have Internet access, you can select the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

Zip Code

The Zip Code field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter the zip code for this third-party individual, up to 12 digits.

Note: If you have Internet access, you can select the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

Country

The Country field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter the 2-character country code for this third-party individual. Entry in this field is required when the address exists outside the Default Country specified in HQ Company Setup for the active company. Country must be valid for the specified state (e.g. state, province, territory, etc.) as defined in HQ States.

Note: If you have Internet access, you can select the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

Phone

The Phone field on the HR Accidents form, accident detail Info tab.

Displays when Accident Type is Third Party.

Enter the phone number at which the third party can be reached, up to 20 characters.

Closed Date

The Closed Date field on the HR Accidents form, accident detail Info tab.

Enter the date the claim for this sequence (individual, piece of equipment, or third-party) was closed, and the individual was fully released to work or no further claims regarding this accident are expected to be filed.

Accident Code

The Accident Code field on the HR Accidents form, accident detail Info tab.

Enter the accident code (defined in HR Codes, Type A) that indicates the type or category of this accident.

Supervisor / Superintendent

The Supervisor / Superintendent field on the HR Accidents form, accident detail Info tab.

Enter the name of the supervisor or superintendent who was on duty at the time of this accident, up to 20 characters.

Project Manager

The Project Manager field on the HR Accidents form, accident detail Info tab.

If this accident occurred on a job site, enter the name of the project manager who was in charge at the time of the accident. Up to 20 characters allowed.

Hospitalized

The Hospitalized checkbox on the HR Accidents form, accident detail Info tab.

This field is disabled if Accident Type is Equipment.

Check this box if the individual specified for this accident sequence was hospitalized as a result of the accident.

Leave this box unchecked if this individual did not require hospitalization.

Hospital/Treatment Center

The Hospital/Treatment Center field on the HR Accidents form, accident detail Info tab.

This field is disabled if Accident Type is Equipment.

If the individual was hospitalized or received emergency treatment, specify the name of the hospital or treatment center, up to 20 characters. If you do not enter a valid hospital (set up in HR Hospital Information), you will receive a warning, but the entry will be accepted.

Entry in this field prints in the 'Facility' field (#7) on the HR OSHA Form 301 (Injury and Illness Incident) report. The address will be pulled from HR Hospital Information.

Hospitalized Overnight

The Hospitalized Overnight? checkbox on the HR Accidents form, accident detail Info tab.

This field is disabled if Accident Type is Equipment.

Select this checkbox if this individual required overnight hospitalization. If selected, a check mark will print in the Yes box (Field #9) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Leave this box unselected if this individual did not require overnight hospitalization. If unselected, a check mark will print in the No box (Field #9) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Treated in Emergency Room

The Treated in Emergency Room checkbox on the HR Accidents form, accident detail Info tab.

This field is disabled if Accident Type is Equipment.

Select this checkbox if this individual was treated in an emergency room (specified above). If selected, a check mark will print in the Yes box (Field #8) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Leave this checkbox unselected if this individual did not require emergency room treatment. If unselected, a check mark prints in the No box (Field #8) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Attending Physician

The Attending Physician field on the HR Accidents form, accident detail Info tab.

This field is disabled if Accident Type is Equipment.

Specify who the attending physician (from HR Claim Contacts) was for the person receiving first aid or medical attention. Entry in this field prints in the Name of physician or other healthcare professional field (#6) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Claim Estimate

The Claim Estimate field on the HR Accidents form, accident detail Info tab.

Enter the estimated amount of this accident claim, up to 10 digits before and 2 digits after the decimal (not including commas).

Preventable

The Preventable checkbox on the HR Accidents form, accident detail Info tab.

Select this checkbox if this accident could have been prevented.

Leave this box unselected if this accident could not have been prevented.

Type

The Type field on the HR Accidents form, More Info tab.

Select the correct accident type:

  • OSHA - Select this option if this accident will be reported to OSHA (Occupation Safety & Health Administration) and if a workman's comp claim will be filed.

  • MSHA - Select this option if this accident will be reported to MSHA (Mine Safety & Health Administration).

  • First Aid – Select this option if first aid was sufficient enough to handle the injury caused by this accident, and no medical treatment or hospitalization was required.

  • None - Select this option if no reporting is required for this accident. Typically, this type will be for liability-only accidents that are equipment-related or involve a third-party.

OSHA

The OSHA field on the HR Accidents form, More Info tab.

Enabled only when you select OSHA from the Type field.

  • Illness - Select this option if this accident resulted in an illness.

  • Injury - Select this option if this accident resulted in an injury.

Illness Type

The Illness Type field on the HR Accidents form, More Info tab.

Enabled only when the accident type is OSHA and OSHA option is set to Illness.

For accidents resulting in illness, specify which illness type applies to this individual. Illnesses specified here correspond to those shown on the OSHA report.

  • 2 - Skin Disorder

  • 3 - Respiratory Conditions

  • 4 - Poisoning

  • 5 - Hearing Loss

  • 6 - All Other Illness

Note: Type '1' is not available for Illness-type claims as it is reserved for, and identifies, an Injury-type claim.

Fatality

The Fatality checkbox on the HR Accidents form, More Info tab.

Enabled for OSHA accident types only.

Select this checkbox if this accident resulted in the individual's death.

Leave this box unselected if no fatality occurred.

Date of Death

The Date of Death field on the HR Accidents form, More Info tab.

Enabled only when the accident type is OSHA and the Fatality checkbox is selected.

Specify the date this individual died.

Entry in this field prints in the If the employee died, when did death occur? field (#18) on the HR OSHA Form 301 (Injury and Illness Incident) report.

OSHA Establishment/Site

The OSHA Establishment/Site field on the HR Accidents form, More Info tab.

Enabled for OSHA accident types only.

Enter the establishment for this incident. Up to 20 characters allowed.

When running the HR OSHA Form 300 report, this is the establishment that should be entered in the OSHA Establishment report parameter. The specified establishment is used to restrict the information pulled into the HR OSHA Form 300 report.

Case Number

The Case Number field on the HR Accidents form, More Info tab.

This field is enabled for OSHA accident types only and is required.

Enter a unique OSHA case number (1-9999) for this accident/event.

This field automatically defaults the next available number based on the greatest case number in use for the HR company and year. For example, if the greatest case number in use for the current HR company and year is 100, when you enter a new OSHA accident record, the system defaults a case number of 101.

If you override the defaulted case number, that number is taken into consideration when defaulting a value for the next new record. For example, if the system defaults a value of 101 and you override that value to 1250, the next time you enter a new OSHA accident, the system defaults the case number to 1251.

Note: This number is used to populate the Case Number field on the HR OSHA Form 300 and HR OSHA Form 301 reports.

Event Detail

The Event Detail drop-down on the HR Accidents form, More Info tab.

Enabled for OSHA accident types only.

Select one of the following options to indicate when the accident (event) occurred.

  • After employee's shift
  • Before employee's shift
  • During employee's shift

The value entered in this field is used to populate the event_details column in the .CSV export file generated via the HR OSHA Cases Export File form.

Experience in This Job Title: Years/Weeks

The Experience in This Job Title: Years/Weeks fields on the HR Accidents form, More Info tab.

Displays for MSHA accident types only.

Enter the number of years and/or weeks (0-255) experience this individual has had in his/her current job title. Entry here will print in the corresponding field (Field #25) of the HR MSHA 7000-1 (Mine Accident, Injury Illness Report) report.

Experience at This Mine: Years/Weeks

The Experience at This Mine: Years/Weeks fields on the HR Accidents form, More Info tab.

Displays for MSHA accident types only.

Enter the number of years and/or weeks (0-255) experience this individual has had at this mine. Entry here will print in the corresponding field (Field #26) of the HR MSHA 7000-1 (Mine Accident, Injury Illness Report) report.

Total Mining Experience: Years/Weeks

The Total Mining Experience: Years/Weeks fields on the HR Accidents form, More Info tab.

Displays for MSHA accident types only.

Enter the total number of years and/or weeks (0-255) mining experience this individual has had. Entry here will print in the corresponding field (Field #27) of the HR MSHA 7000-1 (Mine Accident, Injury Illness Report) report.

Hazardous Material Involved

The Hazardous Material Involved checkbox on the HR Accidents form, More Info tab.

Select this checkbox if any hazardous materials were involved in this accident. If a hazardous material is involved, you will need to indicate (below) whether the material requires a Material Safety Data Sheet (MSDS).

Leave this checkbox unselected if no hazardous materials were involved.

MSDS

The MSDS checkbox on the HR Accidents form, More Info tab.

Enabled only when the Hazardous Material Involved checkbox is selected.

Select this checkbox if the accident involved a hazardous material and the material requires a MSDS (Material Safety Data Sheet) sheet.

Leave this checkbox unselected if the hazardous material involved with this accident does not require a MSDS sheet.

MSDS# / Description

The MSDS# / Description checkbox on the HR Accidents form, More Info tab.

Enabled only when the Hazardous Material Involved checkbox is selected.

If the accident involved a hazardous material requiring a MSDS sheet, enter the MSDS (Material Safety Data Sheet) number and/or description, up to 30 characters.

DOT Reportable

The DOT Reportable checkbox on the HR Accidents form, More Info tab.

Select this checkbox if this accident will be reported to the Department of Transportation (DOT).

Leave this checkbox unselected if you do not need to report this accident to DOT.

Time Employee Started Work

The Time Employee Started Work field on the HR Accidents form, More Info tab.

Enter the time (24-hour format) the employee started work. Entry in this field prints in the 'Time employee began work' field (#123) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Object/Substance Cause

The Object/Substance Cause field on the HR Accidents form, More Info tab.

If the accident was caused by an object or substance, enter a description of the object or substance here, up to 60 characters. Entry in this field prints in the What object or substance directly harmed the employee? field (#17) on the HR OSHA Form 301 (Injury and Illness Incident) report.

Cause of Accident

The Cause of Accident text box on the HR Accidents form, Narrative tab.

Use this section to enter the details of the accident. The space allowance in this box is virtually unlimited. Entry in this field prints in the What happened? field (#15) on the HR OSHA Form 301 (Injury and Illness Incident) report. (Note: Due to space limitations on the report, you may want to limit entry to less than 640 characters.)

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

Injury/Illness Description

The Injury/Illness Description text box on the HR Accidents form, Narrative tab.

Use this section to describe the injury or illness that resulted from the accident. The space allowance in this box is virtually unlimited. Entry in this field prints in the 'What was the injury or illness?' field (#16) on the HR OSHA Form 301 (Injury and Illness Incident) report. (Note: Due to space limitations on the report, you may want to limit entry to less than 640 characters.)

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

First Aid Administered

The First Aid Administered text box on the HR Accidents form, Narrative tab.

Use this section to enter the details of the first aid that was administered to the employee after the accident occurred. The space allowance in this box is virtually unlimited.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

Activity When Injured

The Activity When Injured text box on the HR Accidents form, Narrative tab.

Indicate what this employee was doing at the time the accident occurred. The space allowance in this box is virtually unlimited. Entry in this field prints in the 'What was the employee doing just before the incident occurred?' field (#14) on the HR OSHA Form 301 (Injury and Illness Incident) report. (Note: Due to space limitations on the report, you may want to limit entry to less than 750 characters.)

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

Claim Seq

The Claim Seq field on the HR Accidents form, Claims tab.

Display only, the sequential number assigned to this claim entry.

Claim Date

The Claim Date field on the HR Accidents form, Claims tab.

Enter the date that the claim was received.

Claim Contact

The Claim Contact field on the HR Accidents form, Claims tab.

Specify who the claim contact was for this accident. The contact's name displays in the Name column to the right. Must be a valid contact set up in HR Accident Claim Contacts. The name of the claim contact displays to the right of this field.

Medical Facility

The Medical Facility field on the HR Accidents form, Claims tab.

Enter the name of the medical facility (from HR Hospital Information) used for initial and/or on-going treatment for this claim contract.

Cost

The Cost field on the HR Accidents form, Claims tab.

Enter the total cost of this claim.

Deductible

The Deductible field on the HR Accidents form, Claims tab.

Enter the deductible amount for this claim (i.e. the amount of the total cost that was applied to the deductible).

Paid

The Paid field on the HR Accidents form, Claims tab.

Enter the total non-deductible amount paid out for this claim.

Filed

The Filed checkbox on the HR Accidents form, Claims tab.

Select this checkbox if this claim has been filed with Worker’s Comp.

Leave this checkbox unselected if this claim has not yet been filed with Worker’s Comp or does not need to be filed with Worker's Comp.

Paid

The Paid checkbox on the HR Accidents form, Claims tab.

Select this checkbox if this claim has been fully paid.

Leave this checkbox unselected if this claim has not been fully paid.

Notes

The Notes field on the HR Accidents form, Claims tab.

Use this field to enter pertinent information about this claim. The space allowance in this box is virtually unlimited.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

Body Part

The Body Part field on the HR Accidents form, Body Parts tab.

Specify the body part code (HR Codes, Type B) that identifies the part of the individual’s body that was injured or affected by the accident (e.g. arm, leg, hand, eye, etc.).

Injury Type

The Injury Type field on the HR Accidents form, Body Parts tab.

Specify the injury type code (HR Codes, Type I) that indicates what type of injury occurred to the specified body part (e.g. burn, fracture, contusion, etc.).

Seq

The Seq field on the HR Accidents form, Restricted/Lost Days tab.

Enter a sequence number (1-9999) for this restricted/lost day entry or enter N or + to have the system auto-assign the next available sequential number.

Begin Date

The Begin Date field on the HR Accidents form, Restricted/Lost Days tab.

Enter the date of the individual’s first restricted or lost work day. This date may not necessarily be the date of the accident.

End Date

The End Date field on the HR Accidents form, Restricted/Lost Days tab.

Enter the date of the individual’s last restricted or lost work day. May be left blank if the end date is not yet known. Once this date is entered, the total number of restricted or lost work days is calculated and displayed to the right of this field.

# of Days

The # of Days field on the HR Accidents form, Restricted/Lost Days tab.

Defaults the total number of restricted or lost work days for this claim based on the Begin Date and End Date.

Res or Lost

The Res or Lost drop-down on the HR Accidents form, Restricted/Lost Days tab.

Indicate whether this was a restricted workday or lost workday.

  • R-Restricted
  • L-Lost

Notes

The Notes field on the HR Accidents form, Restricted/Lost Days tab.

Use this field to explain restrictions or enter pertinent information relating to this event. The space allowance in this box is virtually unlimited.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

Contacts Seq

The Contact Seq field on the HR Accidents form, Contacts Log tab.

Display only, the sequential number assigned to this contact log entry.

Date

The Date field on the HR Accidents form, Contacts Log tab.

Enter the date the communication or conversation occurred.

Claim

The Claim field on the HR Accidents form, Contacts Log tab.

Indicate the claim sequence (1-9999) to which this communication or conversation applies. This is a cross-reference to the claim entered on the Claims tab.

Contact

The Contact field on the HR Accidents form, Contacts Log tab.

Enter the contact (from HR Accident Claim Contacts) involved with this communication or conversation. The contact's name displays in the Name field to the right.

If you specify an non-valid contact, a warning displays, but the entry is accepted. Be aware that since the Name field is display only, you will not be able to enter the name of the contact. If you want to enter the contact's name, you will need to add the contact to HR Accident Claim Contacts.

Name

The Name field on the HR Accidents form, Contacts Log tab.

Display only, the name of the contact entered in the previous field if a valid contact from HR Accident Claim Contacts. If not a valid contact, a "Not a valid claim contact" message displays.

Type

The Type drop-down on the HR Accidents form, Contacts Log tab.

Specify the type for this claim contact.

  • W-Witness
  • P-Physician
  • O-Other
  • S-Supervisor
  • A-Agent
Tip: If you select Other, you can use the Notes field to enter a description of the contact type.

Notes

The Notes field on the HR Accidents form, Contacts Log tab.

Use this field to enter pertinent information about this contact. The space allowance in this box is virtually unlimited.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

You can insert a standard note into the field using either of the following methods:
  • Right-click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

  • If the Standard Notes option is not available from the shortcut menu, double-click in the Notes field to open the Grid Notes form. Then select Standard Notes from the shortcut menu or select the Standard Notes button in the toolbar.

    which opens the Std Note Copy window. Then enter the standard note to copy (or choose from F4 lookup) and select OK to insert the note.

Spelling Check

Select the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Tip: To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.