General Liability Events

All the Safety Suite applications are domain level applications, but they can be accessed from any project or partition in your domain. The records you create are not connected to the project or partition that is open at the time you create the record.

To create a new General Liability Event record or edit an existing one, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events).

2. To create a new record, click New on the action bar. The new general liability event record detail page opens.

   To edit an existing record, select it from the log view to open the detail page. Click Edit on the action bar.

   Note To open the detail page in a full page view, click the Display Detail View icon at the bottom of the page. For more information, refer to Log view/Split View/Detail View.

3. Complete the following fields as necessary:

   Field	Description
   Details
   Incident #	Allow Kahua to auto-number the record, or enter a different value. Note The number format can be configured by your domain administrator. Refer to Number.
   Date	Enter the date of the incident.
   Jobsite	If applicable, select the jobsite where the incident occurred. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Department	If applicable, select the department related to the incident. Note This lookup list is managed in the Configuration app. Refer to Lookups.
   Injury	Enter any injury information.
   Recordable	Select "Yes" if this is a recordable incident, or "No" if it is not.
   Carrier/Claim #	Enter the Carrier/Claim number.
   Adjuster	Enter claim adjuster information.
   Attorney	Enter the attorney information.
   Expenses	Enter a numeric amount of expenses.
   Brief Description	Enter a brief description of the incident.
   Date Closed	Select the date the incident case is closed.
   Media
   Upload any relevant image files, such as pictures of vehicles and any damages. For more information on using this section, refer to Media section.
   References
   Upload any relevant files or documents. For more information on using this section, refer to References section.

4. When you have entered all the necessary information, click Save.

There is a built-in portable view available by default, a General Liability Events Detail report.

To generate the form, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events).

2. Select the appropriate record from the log view to open the detail page.

3. Click View from the action bar.

4. The report view opens. To generate a PDF of the report, click on the Open PDF icon . The PDF file can be printed.

   

5. Click the Close icon when you are done.

Note For more information on portable views, refer to Portable Views.

You can generate a General Liability Incident Log report.

To run this report or any other report that is available to you in the General Liability Events sub-app, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events).

2. Select Reports in the application title bar.

   

3. Select the GL Incident Log report or any other report that is available to you.

4. Apply any desired filters.

5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

   

6. Click the Close icon when you are done.

If you have existing General Liability Events data that you want to import into the General Liability Events sub-app in Kahua, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

Users with the appropriate permissions can delete a General Liability Event record.

To delete a record, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events).

3. In the log view, select the check box next to the record or multiple records that you want to delete. Select Delete from the action bar.

   

4. Alternatively, right-click on the record in the log view and select Delete.

5. Click OK on the confirmation message. The record or records will be deleted.

Note If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level.

Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.