Task

Requires users to complete a specific task, such as cleaning up after a spill.

When you select an Assign Training task, you are presented with two options:

• Assign Training Directly which allows you to assign specific training courses from the PureSafety library to individuals or groups. As a result, the system creates a new training assignment, which appears in trainees’ assignment list.
• Create Task to Assign Training which requires another individual to assign training. You might want to do this if you don’t have permission to assign training.

Requires an assignee to create an injury record for an injury related to the reported incident.

Requires an assignee to investigate the reported incident.

You can choose the type of investigation that the assigned employee must complete as they record information about the incident. IMS includes several standard investigation forms and also allows you to create custom forms.

For more details about each, refer to the Investigation Forms section below.

• Observation. This form must be filled out by other employees who witnessed the incident.
• Supervisor Report. This form must be filled out by the injured employee’s supervisor or a member of the Safety team.
• Affected Party Form. This form must be filled out by the injured worker.
• Custom. You can assign users a custom form if you have created IMS custom forms. To create a custom form, see the Create a Custom Investigation Form topic below.

The task has been created and assigned.

The assignee has opened or accepted the task.

The assignee has indicated that he has completed the task, but the verifier has not checked it yet. Applies only if the task owner assigned a third individual to verify that the task was completed.

This status indicates the verifier failed the assignee’s attempt at completing the task.