People Involved form
Safety managers and agents can use the People involved form to add or modify an involved person in a safety incident or observation assigned to them.
| Field | Description |
|---|---|
| Person type | Type of the person involved in the safety incident or observation. If an incident or observation involves more than one person, you must add a record for each.- Employee: An employee of the organization where the safety incident or observation happened. - Visitor: A person from outside the organization who came to the site as a visitor. - Public: A person from public who was present at the site of safety incident or observation. - Contractor: A contract worker from a contractor company who came to the site to perform required tasks. This option appears only when the Health and Safety Contractor Management (sn_hs_crm) application is installed on your instance. |
| Employee | Name of the employee involved. This field appears only when Employee is selected from Person type. |
| Visitor | Email id of the visitor involved.This field appears only when Visitor is selected from Person type. Note: This field only lists visitors who have Health and Safety profile assigned to them. For more information, see Add a Health and Safety visitor. |
| Contractor | Name of the contract worker involved.This field appears only when Contractor is selected from Person type. Note: This field only lists users who have the [snc_external] role assigned to them and have their Health and Safety profile created. For more information, see Assign Health and Safety profile to a user. |
| Association | Type of involvement of the person.- Witness: A person who was present at the safety incident or observation described. - Injured party: A person who got injured in the incident. This option appears only for the Employee and Visitor person type. - Safety team: A person from safety team handling the investigation of the incident. - Collaborator: A person who's collaborating in any in the investigation of this incident or observation. - Involved: A person who's involved in any other way with this incident or observation. |
| Name | Name of the person involved.For a public person, enter the name. This field is available only when the Public option is selected from Person type. For a visitor, the name is auto-populated from the visitor profile. |
| Phone | Phone number of the involved person.For a public person, enter the phone number. This field is available only when the Public option is selected. For an employee or visitor, the phone number is auto-populated from the user or visitor profile. |
Email ID of the involved person.For a public person, enter the email ID. This field is available only when the Public option is selected. For an employee or visitor, the email ID is auto-populated from the user or visitor profile. | |
| Preferred contact method | Method to contact the involved person such as email or phone number. |
Parent Topic:Health and Safety Incident Management reference