Export (0) Print
Expand All
This topic has not yet been rated - Rate this topic

Maintain employee injury and illness information [AX 2012]

Updated: July 18, 2011

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

An occupational injury is an injury, such as a cut, fracture, burn, sprain, or amputation that results from a work-related accident or exposure to dangerous conditions that involves a single incident in the work environment. An occupational illness is a medical condition or disorder, other than one that is the result of an injury, caused by exposure to environmental factors associated with employment.

Your company can use the information about worker injuries and illnesses to develop a comprehensive safety and help plan. By analyzing and reviewing the information in injury and illness records, your company can identify potential safety hazards and take precautionary steps to prevent additional injuries and illnesses. Also, depending on your country/region, your legal entity might be required to record workplace injury and illness information for liability, legal, and insurance reasons.

Create an employee injury or illness record

  1. Click Human resources > Periodic > Workers > Injury or illness incidents.

  2. Click New.

  3. Enter a case number or accept the default number, and enter a description.

  4. Enter or select the date and time of the incident and the date and time that it was reported.

  5. Select the person who reported the injury.

  6. Select the Compliance recordable case option if the case meets the criteria to be recorded, based on regulations or policies. If you selected the Default check box in the Injury and illness form, a record for this reporting agency is automatically created when a new injury or illness record is created.

  7. Select the Privacy case option if additional precautions must be taken to keep the incident information private, based on regulations or policies.

  8. To attach a document to the record, click the Attachments button.

  9. Enter the date when the case was opened.

  10. On the Worker FastTab, select the worker who was injured or became ill, and the worker’s position and supervisor.

  11. Select the Human resources contact for this case.

  12. On the Incident FastTab, you can enter additional information about the injury or illness incident, as required by your company.

  13. On the Injury or illness costs FastTab, click Add to enter information about a cost that is related to the injury or illness.

  14. Enter the date when the cost was incurred, the cost type, and the amount of the cost. You can set up cost types in the Injury and illness form.

  15. To attach a document, such as a medical bill, click the Documents button for the cost line item.

  16. On the Injury or illness treatments FastTab, click Add to add treatment information related to the injury or illness.

  17. Enter or select a treatment date and time and select a treatment type. You can set up treatment types in the Injury and illness form.

  18. Select the appropriate check boxes if the treatment included an emergency room hospital visit and/or an overnight hospital stay.

  19. Enter additional comments about the treatment, if necessary.

  20. Enter the name of the physician who provided the treatment.

  21. Enter the name and location of the facility where the treatment was provided.

  22. Enter additional details about the treatment.

  23. On the Injury or illness filings FastTab, click Add to add filing information that is related to the injury or illness.

  24. Select a reporting agency and enter or select the date and time when the incident report was submitted to the reporting agency. You can set up reporting agencies in the Injury and illness form.

    If you selected the Default check box in the Injury and illness form, a filing record for this reporting agency is automatically created when a new injury or illness record is created.

  25. You can enter additional comments about filing the incident.

  26. If the incident was reported to the reporting agency, select the Was incident reported? check box.

  27. To attach a document, click the Documents button for the filings line item.

Change the status of an employee injury or illness record

  1. Click Human resources > Periodic > Workers > Injury or illness incidents.

  2. Select the incident to change the status of.

  3. Click Case status and select the appropriate status:

    • In process – The processing of the injury or illness incident is in process. You can select this status after the incident has been opened.

    • Close – Close the incident. You only can add or remove costs, treatments, or filings related to the incident. To modify other information about the incident, click Reopen.

    • Reopen – Reopen the incident after it has been closed.

Did you find this helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft. All rights reserved.