Fountain Training Manual

Modifications to this software not provided or approved by Syntex Management Systems, Inc.
(Syntex) may affect or negate any applicable warranty and/or maintenance agreement related to
this software.
The software described in this document including, without limitation, any information contained
in any databases, is furnished pursuant to the terms of the license and related agreements between
Syntex and Licensee, and may be used or copied only in accordance with the terms of such
agreements. Also, this manual may be copied or utilized only as specifically allowed in such license
and related agreements between Syntex and Licensee.
This document is the property of Licensee and is confidential to Syntex and Licensee subject to use
under the license agreement. Its use is restricted and neither this document nor its contents are to
0be disclosed outside of the Licensee's organisational structure in whole or in part without the
written authorization of
Syntex Management Systems, Inc.
8 Greenway Plaza, Suite 404

Houston, TX 77046
(832) 476-5500
500 North Water Street, Suite 300

Corpus Christi, TX 78471
(361) 882-2988
(800) 588-8391
Licensee Responsibility for Their Systems Security
The Licensee is responsible for the security of its own system. Product administration to prevent
unauthorized use is the Licensees responsibility. The system administrator should read all
documents provided with this product to fully understand the features that may reduce the
Licensees risk of incurring charges.
Trademarks
IMPACT EnterpriseTM and IMPACT Exec are trademarks of Syntex Management Systems, Inc. All
other trademarks are trademarks of their respective organisations.
Trademarked names and/or company names mentioned in this document are the property of their
respective companies and are used for identification purposes only.
2005 Syntex Management Systems, Inc. All Rights Reserved.

Fountain Incident Tracking - Amendment Record Sheet
Software Version: Impact Enterprise v5.0
Section Title: Fountain Incident: Training Manual
Rev Chapter Nos. Description to Amendment Date Amended By

No. dd/mm/yy
0 All Original copy posted on the web 11/06/05 Syntex
Contents
Chapter 1. About Fountain........................................................ 1

Reasons for Fountain ................................................................2
Data Privacy and Fountain.........................................................3
Chapter 2. Overview of FountainIncident Tracking................ 5

How Fountain Incident Tracking Works.....................................6
Your Home Page ......................................................................7
Common Features ....................................................................7
Reinforcing New Ideas ............................................................10
Summary ..............................................................................10
Chapter 3. If you witness an incident .................................. 13

About the First Report of Incident.............................................14
Completing the First Report Record ..........................................16
Hands-on Practice ..................................................................17
Summary ..............................................................................20
Chapter 4. If an incident occurs........................................... 21

About the Incident Record .......................................................22
Completing the Incident Record ...............................................30
Searching for Incident Records ................................................31
What does the Incident Owner do? ...........................................32
Incident FAQs ........................................................................34
Summary ..............................................................................44
Chapter 5. If you have an emergency response................... 45

About the Emergency Response Record ....................................46
Chapter 6. Adding Information About Consequences ............. 49
If people are injured............................................................ 51

About the People Consequence Record......................................52
iv Fountain Incident Tracking Training Guide
Completing a People Consequence Record .................................58

Searching for People Consequence Records ...............................59
If property is damaged ........................................................ 63

About the Asset Consequence Record .......................................64
Completing the Asset Consequence Record................................66
Searching for Asset Consequence Records.................................67
If the environment is affected ............................................. 69

About the Environmental Consequence Record...........................70
Creating an Environmental Consequence Record ........................73
Searching for Environmental Consequence Records ....................75
If Shells reputation is damaged.......................................... 77

About the Reputation Consequence Record................................78
Creating a Reputation Consequence Record ...............................79
If there is a security breach ................................................ 83

About the Security Detail Record..............................................84
Creating a Security Detail Record .............................................86
If the incident involved automobiles, boats, or planes ........ 89

About the Transportation Detail Record.....................................90
Creating a Transportation Detail Record ....................................94
Searching for Transportation Detail Records ..............................96
Chapter 7. When you investigate an incident or finding ...... 99

About the Investigation Record .............................................. 100
Completing the Investigation Record ...................................... 103
Searching for Investigation Records........................................ 103
What does the Investigation Team do? ................................... 104
Hands-on Practice ................................................................ 105
Contents
Chapter 8. When you need to assign work to others ......... 111

About the Action Item Record ................................................ 112
Adding an Action Item Record to Another Record ..................... 115
Searching for Action Items Records ........................................ 115
What does the Action Party do? ............................................. 116
What does the Pre-Action Approver do? .................................. 116
What does the Post-Action Approver do? ................................. 117
What does the Verifier do? .................................................... 117
Chapter 9. When you conduct an audit .............................. 125

About the Assessment Record................................................ 126
Completing the Assessment Record ........................................ 126
Searching for Assessment Records ......................................... 127
Chapter 10. When you have a discovery to share

with others. ....................................................................... 129
About the Finding Record ...................................................... 130
Creating a Finding Record Related to an Assessment or HVL ...... 134
Creating a New Finding Record .............................................. 134
Searching for Finding Records................................................ 135
Chapter 11. When you need to share Significant Incident

information ....................................................................... 137
About the High Value Learning Record .................................... 138
When you learn about an HVL from another company............... 140
When you need to share an HVL, from an Incident record... ...... 140
Chapter 12. When you have HSE meetings and training

sessions ............................................................................ 145
About the Meeting Record ..................................................... 146
Creating a Meeting Record .................................................... 147
Searching for Meeting Records............................................... 148
Chapter 13. Running Reports ............................................... 149

Overview............................................................................. 150
vi Fountain Incident Tracking Training Guide
Review of the Scenario Configuration Window.......................... 152

Modifying a Scenario and Running a Report ............................. 153
Emailing a Report................................................................. 153
Exporting a Report ............................................................... 153
Saving a Scenario ................................................................ 154
Deleting a Scenario .............................................................. 154
Chapter 14. When you need to add new users and modify
user accounts .................................................................... 155
About the Personnel Administration Record ............................. 156
Searching for User Records ................................................... 160
About Fountain 1
Chapter 1.
About Fountain
Inside This Chapter

Reasons for Fountain
Data Privacy and Fountain

2 Fountain Incident Tracking Training Guide
Reasons for Fountain

Before Fountain, every Shell EP group used a different system to collect HSE data.
Together, the groups used over 170 different systems. In 2003, Shell EP decided to use
one global system to collect HSE data. The benefits of a single, global system are:
Less auditing
Single point of support and a single point for upgrades
Less expensive, because over 170 applications are retired
Standardised training and guides
No need to enter data more than once
Automated system that can be linked to global and local systems
A global solution to local problems
A more sophisticated application for smaller operating units
More manageable External Reporting cycle for Shell EP Group
What Fountain will deliver

New operating model
Shell EP is developing 25 global HSE processes. Support for 8 of the 25 new
global HSE processes being developed by Shell EP. The 8 new processes that will
be supported by Fountain are:
- Incident Reporting & Follow-up
- H&S PMR
- Environmental PMR
- Knowledge Management
- HEMP
- HSE Cases
- HSE MS (CMS)
- Audit action tracking
Integrated HSE data management, incident reporting, and PMR
Fountain - Incident Tracking

Fountain - Incident Tracking is one of the three applications in Fountain. This application
is used for incident reporting and follow-up, and producing health and safety statistics.
Fountain - Environmental
Fountain - Environmental is one of the three applications in Fountain. This application:
Manages data about environmental emissions
About Fountain 3
Tracks compliance with national laws and installation-specific permit obligations

Provides one tool for modelling past, present, and future emissions, in
compliance with the International Emissions Trading rules
Fountain - Insight
Fountain - Insight is one of the three applications in Fountain. This application:
Operationalises the HSE Management Systems
Creates a corporate HSE memory
Helps improve the hazard bowties and critical tasks, based on real incidents
Allows people to quickly review critical HSE information and incident learnings
that only pertain to their job
Data Privacy and Fountain

General Guidelines
It is important to understand how the data privacy principles embodied in the
Exploration & Production HSE Data Privacy Policy relate to the use of the Fountain
system. The following is a general overview of the meaning of some of these principles
and a specific set of guidelines.
How does HSE data privacy concern me?
Personal data being used as part of HSE processes, as well as the general managerial use
of personal data appertaining to others, all fall under the obligations Exploration &
Production Companies undertake in HSE Data Privacy.
What data needs protecting?
The Exploration & Production Data Privacy Policy applies to any information about a
person that is personally identifiable as used within HSE processes or by HSE staff in
the course of performing any aspect of their work. This is defined as information that can
identify a person directly or indirectly by one or more factors, e.g. a name, personnel
number, picture, or any collection of otherwise anonymous data that would allow
someone to determine the identity of the person.
Data Access Request
If Line Managers are presented with a HSE personal data access request from a
subordinate, Line Managers are to refer the request to Gatekeepers.
Guidance
There are 5 data privacy principles embodied in the EP HSE Data Privacy Policy of
relevance to users of the Fountain system. Your information management practices must
be compliant with each principle. It is important to understand how these principles can
be upheld in your use of the Fountain system. The following guidance demonstrates how
this is easily accomplished.
Purpose Limitation
Your specific HSE responsibilities are to be directly reflected in how you enter and use
personal information in Fountain.
Example: Fountain users should only enter and view personally identifiable information
for the specific purpose of upholding their HSE responsibilities. The personal HSE data
contained in Fountain can easily be considered, for instance, intrusive if inappropriately
used and therefore should not to be used for any purpose inconsistent with the objectives
of HSE.
Data Quality and Proportionality
Try to keep data accurate and dont record or use more data than is necessary to perform
your designated activities.
Example: The tool is intended for HSE purposes. Where the tool offers data entry in free
form text fields, only relevant data pertaining to an individual should be recorded which
is specifically appropriate for HSE purposes. Other information of a personal nature
should not be recorded!
Transparency
Because employees and contractors are informed about why personal HSE data is
processed on them, they are also aware of their rights (see Rights).
Example: Bear in mind that the personal data of others belongs to them, and that Shell has
an obligation to disclose all types and uses of your personal data.
Security and Confidentiality
Consider the personal data of others to be an asset that the organisation, as custodian, is
vested to protect, where your actions concerning the confidentiality of others personal
data have a meaningful effect on the level of protection expected of the company.
Example: Bear in mind the strict confidentiality of personal HSE data you may enter in
Fountain.
Rights
Like any asset that belongs to a person, the owner is afforded certain rights. Personal
data belongs to the individual, as such that person is afforded certain rights. Bear these in
mind when you use and record personal HSE data.
Example: As a line manager receiving a personal data access request, forward this to your
Gatekeeper and expect a response within 10 working days.
Overview of Fountain Incident Tracking 5
Chapter 2.
Overview of
FountainIncident Tracking
Inside This Chapter

How Fountain Incident Tracking Works
Overview of Your Home Page
Common Features
How Fountain Incident Tracking Works

Fountain Incident Tracking passes risk information from the people who know about
the risks to the people who are responsible for identifying and resolving them. This
lessens your loss rates.
You can use this application to capture information about reactive and proactive
activities. When you do this, you can then benefit from reports that show trends and the
successes of your HSE programs.
To track reactive activities in this application, you can use these records:
Incident
Consequence
Investigation
Action Item
To enter information about proactive activities, you can use these records:
High Value Learning (HVL)
Assessment
Finding
Meeting
Action Item
The following illustration shows how the records work together.
Your Home Page

The Home Page displays when you open the application. You can use your Home Page
to manage your work. The Home Page has two parts: the My Responsibilities part, and
the My Track and Prevent part.
The My Responsibilities part lists the records that are waiting for your response and
records that you created that are still in Draft status (because another person has not
accepted them yet). The records in this part are the ones you should work on now.
The My Track and Prevent part lists all the records for which you are a Responsible
Party. You will work on these records at some point. When it is time for you to work on
them, the record will display in the My Responsibilities part.
Common Features
If you learn the menus, window elements, and buttons, it is easy to navigate in this
application.
Menus
Use the menus to open records. The menus display on the upper right part of your
window.
Use this menu To do this

Track Open Incident, Consequence, and Investigation
records.
Prevent Open Assessment, Finding, Action Item, Meeting,

and HVL records.
Prove Enter measure and workhours, and to run reports.
Administration Set up new users and change the abilities of current

users.
NOTE: Depending on your job responsibilities, you
may not see an Administration menu.
Window Elements and Buttons
Element Example of element

Tabs
Required fields
(marked with an
asterisk)
Lists
Text fields
Error messages
Click this button To do this

Search by ID number.
(ID Search)
Open and edit record.

(Edit)
Expand an outline list.

(Arrow)
Select a date from a calendar.

(Calendar)
Search for a person from a list.

(People Search)
Delete a row, before saving.

(Delete Row)
Add a row.
(Add Row)
View Consequence records that you may need to

create, based on your incident subtype(s).
(Recommended Consequence)
Create new entry for current module.
Save data.
Display the active window as it will look when

printed.
List changes made to a record.
Add files or hyperlinks to a record.

Reinforcing New Ideas

Complete the following multiple-choice quiz.
1 On your home page, the My Responsibilities section lists:
A All records in the Fountain Incident Tracking system
B All records that are waiting for your response
C All records that you created
2 Which record type is not part of FountainIncident?
A Tracking records, such as Incident and Investigation records
B Preventing records, such as Assessment and Meeting records
C Prediction records, such as Future Incident records
3 All records can have Action Item records related to them.
A True
B False
4 Required fields are marked with:
A Bold text
B An asterisk ( * )
C An error message
5 To add a row, click this button:
A
6 To search for a person, click this button:

A
Summary
In Fountain Incident Tracking, you can create records for these activities:
Reactive; these are on the Track menu of the application
- Incident records
- Consequence records (People, Asset, Environmental,
Non-Conformance, Security, Transportation, and Reputation)
- Investigation records
Proactive; these are on the Prevent menu of the application
- High Value Learning records
- Assessment records
- Finding records
- Meeting records
- Action Item records
The My Responsibilities section lists records that you should work on immediately.
The My Track and Prevent section lists records that you will work on in the future.
If you witness an incident 13
Chapter 3.
If you witness an incident
Inside This Chapter

About the First Report of Incident
About the First Report of Incident

If you witness an incident, submit a First Report of Incident (First Report). On the First
Report, you enter basic information about the incident. After you submit the First Report,
Fountain Incident Tracking automatically sends an email to the proper people to tell
them that a new incident has occurred. Those people add more information, such as the:
Consequences of the incident
Investigations into the causes of the incident
Action items that must be completed
This record has 5 parts. The following pages explain the information you enter in
each part.
Header
On this field Enter this

Responsible Dept/Unit The department responsible for the Incident record.
Short Description This text displays on search windows and Home

Pages. It helps others identify your record. Enter a
description in the Incident Description field.
Responsible Supervisor Manager at the site when the incident occurred. This
person will receive an email telling them of the
incident when you submit the First Report of
Incident record.
Where did the incident occur?

In this part, enter the location of the incident. This list that displays is specific to your
area.
When did the incident occur?

Date Occurred When the incident occurred. This date must be on or
before the date reported.
Date Reported When you learned about the incident. This field
automatically populates with todays date, but you
can change it.
Enter a full description of the incident.

Incident Description A detailed description of the incident.
Immediate Corrective Actions Any actions you took immediately after the
Taken incident occurred.
Enter description of incident.

Event Type Drills/ExercisesPractice safety drill.
Incident-Third PartyIncident involving only third
parties.
Public ComplaintComplaint by individuals.
Non-ConformanceActivities that do not follow
government rules.
Potential IncidentUnsafe practices or dangerous
situations that could result in an incident (but an
incident has not occurred). This was previously
named Unsafe Act/Unsafe Condition.
Incident-Near MissIncident that could have had
consequences, but it did not.
Incident-With ConsequencesIncident that had
negative consequences to people, assets, the
environment, or Shells reputation.
More information check boxes This list allows you to further classify the incident.
Select as many as apply.
Completing the First Report Record

If you witness an incident, submit a First Report of Incident record.
1 On the Track menu, click Add First Report.
Result: The First Report of Incident window displays.
2 In each field, enter as much information as possible about the incident.
3 Click Submit.
Result: After you submit a First Report, the application automatically sends
an email to other people, to tell them that an incident has occurred. Those
people will add more information.
Hands-on Practice
A Quartermaster has been killed while at work. Use your notes below to submit a First
Report of Incident.
Remember to follow these steps:

1 To view the First Report of Incident window, on the Track menu, click Add
First Report.
2 Enter information about the incident.

- The incident occurred on a boat, between Mallaig and the Isle of Skye, on
2 January at 13:10.
- The Event Type is Incident With Consequences. There is a People-
Injury.
3 Click Submit to send the incident information to the responsible supervisor.
Hands-on Practice
A transportation incident has occurred. Use your notes below to submit a First Report of
Incident.

1 To view the First Report of Incident window, on the Track menu, click Add
First Report.
2 Enter information about the incident.

- The incident occurred on 2 January, at 9:50.
- The incident happened on the Keflavik-Grindvik road.
- The Event Type is Incident With Consequences. The consequences
were People Injury and Assets Transportation Land.
3 Click Submit to send the incident information to the responsible supervisor.

Provide short answers to the following questions.
1 When do you enter a First Report of Incident record?
2 What happens after you submit a First Report?

Summary
Complete a First Report of Incident record when an incident first occurs.
When you submit a First Report, the information you entered automatically populates an
Incident record and the application tells the proper people that an incident has occurred.
If an incident occurs 21
Chapter 4.
If an incident occurs
Inside This Chapter

About the Incident Record
Completing the Incident Record
Searching for Incident Records
What does the Incident Owner do?
Incident FAQs
About the Incident Record

Incidents are events that interrupt your organisations normal processes and cause, or
can cause, negative consequences. The types of incidents are:
Incident - With Consequences
Incident - Near Miss
Potential Incident
Non-Conformance
Public Complaint
Incident - Third Party
Drills/Exercises
When anyone sees an incident, they enter the basic information about the incident as a
First Report of Incident. When someone submits a First Report, the proper people
automatically receive an email telling them of the incident. Those people then add more
information to the Incident record. Consequences, Investigations, and Action Items can
be related to an Incident record.
This record has 11 parts. The next pages explain the information that is collected in
each part.
Header
The Header portion of the window provides basic information about the Incident record.

Short Description Text that helps others identify your record. This text
displays on Search windows and Home Pages.
Responsible Department/Unit The department that is responsible for the Incident

record.
Event Type Drills/ExercisesPractice safety drill.

Incident-Third PartyIncident involving only third
parties.
Public ComplaintComplaint by individuals.
Non-ConformanceActivities that do not follow
government rules.
Potential IncidentUnsafe practices or dangerous
situation that could result in an incident (but an
incident has not occurred). This was previously
named Unsafe Act/Unsafe Condition.
Incident-Near MissIncident that could have had
consequences, but it did not.
Incident-With ConsequencesIncident that had
negative consequences to people, assets, the
environment, or Shells reputation.
The Header also displays two buttons.
With this button Do this

Status Click this button when you finish with your work on
this record, and you are ready for others to work on
it.
Risk Analysis Click this button to complete the Risk Assessment

Matrix (RAM).
Assigning a Risk Rating

After the first time you save an Incident record, the Header portion of the window
displays a Risk Analysis button and a rating for Potential Risk and Actual Severity.
To assign a risk rating to the Incident record:

1 Click the Risk Analysis button.
Result: The Risk Analysis window displays.
2 In the Actual Severity part, select the correct level of severity for each
consequence of the incident. If the record is a near miss, select the level of
zero.
3 In the Potential Risk Rating part, select consequences that could have
happened because of the incident, and the likelihood of the consequence.
4 Click OK.
Result: The Actual and Potential risk ratings display on the Header.
Sub Types Tab

The Sub Types tab allows you to further classify the incident. After you select an Event
Type (in the Header), a list displays on this tab. Select as many as apply.
General Tab
On this tab, enter and view essential information about the incident.

Responsible Supervisor Manager at the site, when the incident occurred.
High Value Learning Status Check this box to share the incident record as a High
Value Learning (HVL).
Date Occurred The date on which the incident occurred. This date
must be on or before the date reported.
Date Reported When someone reported the incident to you. This

field automatically populates with todays date, but
you can change it.
Reported By Name of the person who submitted the First Report

of Incident. If the Incident record was created
without a First Report, this field has the name of the
person who created the Incident record.
Incident Description A full description of the incident.
Incident Flags These are needed for reports. Select as many as

apply:
Local Gov't/Group Reportable ConflictYou do not
have to report the incident to both your government
regulatory agencies and the Shell EP Group.
One example is an incident with a People
consequence that needs a butterfly bandage to close a
wound. You must report the incident to the Shell EP
Group, but if you work in the United States you do
not report the incident to the regulatory agency. In
this example, you would select this check box.
Process InterruptionProduction has stopped for a
period of time.
Short Service Employee (SSE)A person involved
in the incident has fewer than 6 months experience at
the job they were performing.
Technical IntegrityDue to the incident, assets at
the site are not working.
Table continued on next page


Activity Types The activity that was being performed at the time of
the incident. Select as many as apply.
Hazard Registry Select as many as apply. This list is the Hazard and
Effects Hierarchy, which is used in the THESIS
software. It is the first step in the Hazards and Effects
Management Process (HEMP).
Responsibilities Tab
The Responsibilities tab lists people who will add information to this record, and people
who will review the record at some point.
This responsibility Means this

Incident Owner The person who is responsible for the Incident
record.
By default, the Responsible Supervisor (named on
the First Report of Incident record and displaying on
the General tab of the Incident record) is the Incident
Owner, but this can be reassigned.
Notify Only Will receive an email with a link to the record.
Actual Severity Notification Automatically populated with the names of people in

your area or group who have the Actual Severity
Notification role.
These people receive an email with a link to the
Incident record when the Incident status progresses
to In Progress.
Group Level 1 Notification Automatically populates with the names of people in

your area or group who have the Level 1 Notification
role.
Incident record if the incident has an ActualSeverity
of 4 or 5, or a Potential Risk of High, and the Incident
status progresses to In Progress.


role.
Incident record if the incident has an Actual Severity
status progresses to In Review.

role.
Incident record if the incident has an Actual Severity
status progresses to Closed.
Journal Tab
Use this tab as a diary or log of events. Each journal entry can have a maximum of 3000
characters.
To add a journal entry:
1 Click the Add Row button.
Result: The Incident Journal window displays.
NOTE: If you are creating a new Incident record, you must save the record
before adding a journal entry.
2 Type your information in the Notes field, and then click Save.
Result: Your entry displays on the Journal tab, with your name and the date
that you made the entry.
Equipment Tab
The Equipment tab lists equipment involved in the incident.
To add a piece of equipment:
2 In the Equipment Involved field, click the arrow to view the outline list of
equipment.
3 Click the plus sign to expand the list.
REMEMBER: You must select equipment from the lowest level on the outline.
4 If the piece of equipment is essential to the business, select the Critical check
box.
5 In the Comment field, type more identifying information about the
equipment.
Involvement Tab
This tab has three parts: List of links, witnesses, and contractor involvement.
On this part View or enter this

List of links This part has links to Consequences related to the
Incident. For each person named on a Consequence
record related to this record, there is a link to those
records. You can click the links to open the
Consequence record.
This is useful if you want to see how many (and
which) consequences each person suffered.
Witnesses People who saw the incident occur.

This information helps the Incident Owner,
Consequence Experts, and the Investigation Team, if
they need more information about the incident.
NOTE: If a contractor witnesses an incident, add
their name to this sectionnot the Witness section.
Contractor Involvement Select from the list of contract companies.

Then, select how they were involved with the
incident:
ContributedTheir actions helped cause the
incident.
InjuredThey were injured.
InvolvedThey were in some way involved, but
their actions did not help cause the incident.
Other
WitnessThey saw the incident.
NOTE: If a contractor witnesses an incident, add
their name and contact information in the Witness
section.
Consequence Tab
This tab has two parts: Incident consequences, and pending consequences.
On this part View this

Incident Consequences Lists Consequence records related to the Incident
record.
Pending Consequence Lists Consequence records that you may want to

create. These are suggestions, based on the items
selected on the Sub Types tab.
If you agree with the suggestionClick the link to
the record in this section to create the Consequence
record. When you return to the Incident record, the
consequence will display in the Incident
Consequences part, and will no longer display in the
Pending Consequences part.
If you do not agree with the suggestionDo not
click the link. It is acceptable to have records listed in
the Pending Consequences part of this tab.
Investigation Tab
This tab lists all Investigation records related to the Incident record, with a link to the
Investigation records. You can check the progress of the investigation from this tab.
Action Items Tab

The Action Items tab lists all Action Item records related to the Incident record and the
Investigation into the incident. You can check the progress of action items related to the
incident from this tab.
Summary Tab
On this tab, you can check:
Total cost of the incident
Total number of each consequence
Details about the investigation
Completing the Incident Record

Follow these steps to submit a new full Incident record (not a First Report).
1 On the Track menu, click Add Incident.
Result: The Incident window displays.

2 Complete the fields with the information about the incident.
REMEMBER: Required fields are marked with an asterisk ( * ).
3 To attach a file or a link, click Attachments.

4 Click Save.
Result: FountainIncident assigns the new Incident record a unique ID
number (which displays in the Header) and tells the proper people that an
incident has occurred.
5 After saving the record, you can add other records to the Incident record.
- To add information about the consequences of the incident, click the
Add Consequence button.
- To add information about the investigation into the causes of the
incident, click the Add Investigation button.
- To assign actions for others to do, related to the incident, click the Add
Action Items button.
6 To create another new Incident record, click the New button.
Searching for Incident Records

Follow these steps to find an Incident record.
1 On the Track menu, click Incident Search.
Result: The Incident Search window displays.

2 Select your search criteria (the information you know about the
Incident record).
3 Click Search.
Result: A list of incidents that match your search criteria displays.
4 Click the link to the left of your Incident listing to open the Incident record.
Result: The Incident record displays.
HINT: If you usually search for Incident records with the same search criteria, on
the Incident Search window click Save Search. When you search for an Incident
record again, your search limits already will be selected for you.
What does the Incident Owner do?

When an incident occurs, someone completes a First Report of Incident record, and
submits it to the Incident Owner. By default, the Incident Owner is the person named as
the Responsible Supervisor on the First Report.
The Incident Owner receives an email with a link to the new Incident record. A link to
the Incident record also displays on his Home Page.
If you are the Incident Owner, follow these steps:
1 Review the information on the Incident record. Decide if you are the correct
Incident Owner for the record.
- YesIn the Header of the Incident record, click the Accept button. The
status of the Incident record will change from Draft to Open. This status
signals that you have accepted responsibility for the Incident record, and
that you are completing the record.
- NoOn the Responsibilities tab, your name displays as the Incident
Owner. Click the People Search button to search for, and select, the
name of the correct Incident Owner. Then, click Save. You are finished
with the record. Do not complete the other steps (below).
2 In the Header, click the Risk Analysis button. Complete the RAM.
3 Add any information that you have to the General, Journal, and Equipment
tabs. Then, click Save.
4 Add Consequence records to the Incident record.
5 Change the status of the Incident record to In Progress. This status signals
that you are completing the Consequence records.
REMEMBER: After you have completed the Consequence records, review the
RAM on the Incident record to ensure that it is correct for the information you
have collected about the consequences.
6 Add an Investigation record to the Incident record.

- If you are conducting the investigationComplete the Investigation
record.
- If other people are conducting the investigationOn the new
Investigation record, complete only the compulsory fields (in the
Header). On the Responsibilities tab, assign an Investigation Team
Leader. Then, click Save. The Investigation Team Leader will receive an
email with a link to this Investigation record.
7 When the investigation is complete, change the status of the Incident record
to In Review. This status signals that you are reviewing the records related
to the incident. Review the Incident and Investigation records to ensure that
they are complete and accurate.
8 Review the Consequence records. Compare them with the information found
during the investigation. Make changes, if needed, so the Consequence
records are complete and correct. Then, change the status of the
Consequence records to Accepted. This status signals that the Consequence
record is complete.
9 Perform an Incident Review with the Responsible Manager, Directorate/HSE
Manager, Investigation Team, and HSE Manager.
10 After the review:
- If needed, create Action Item records related to the Incident, for
corrective or preventive work to be done.
- Update the Incident record, if needed.
- On the Journal tab of the Incident record, add comments about the
results of the review.
11 Change the status of the Incident record to Closed.
Incident FAQs
I received an email about an Incident record. My name displays on the Responsibilities
tab as the Incident Owner, but I am not the Incident Owner! What should I do?
On the Responsibilities tab, click the People Search button next to your name.
Search for, and select, the name of the correct Incident Owner. Then, on the
Incident record, click Save. No other steps are necessary!
What is the difference between the Responsible Supervisor (on the General tab) and the
Incident Owner (on the Responsibilities tab)?
The Responsible Supervisor is the person who was the manager working at the site,
at the time of the incident. The Incident Owner is the person who is responsible
for completing the Incident record, the Consequence records related to it, and
overseeing the Investigation record.
Usually, the Responsible Supervisor is the Incident Owner, but sometimes this is
not the case.
An incident involved a Shell employee who usually works at a different location, but was
visiting our location. Which is the Responsible Department/Unit: mine, or theirs?
On the Incident record, you must enter the department that employs the person.
In other words, the department that captures the exposure hours is the
responsible department for the incident.
On the Investigation record and Action Item records related to the Investigation,
you must enter the department that was visited.
We were told of the incident several days after it occurred. Which date do I enter on the
Incident record?
On the Date Occurred field, enter the date the incident happened. On the Date
Reported field, enter the date that you were told of the incident.
The incident involved a vehicle. I cannot find vehicles on the Equipment tab. Where is it?
On the outline list of equipment, vehicles are listed under Transportation.
How can I have a department added to the list of Responsible Departments/Units?

Send an email to GRASP. They can add departments/units.
I am completing a new Incident record. The Risk Analysis button is not on the Header.
Why?
You must select a Responsible Dept/Unit (in the Header) first. After you select
the Responsible Dept/Unit, you can complete the RAM.
On the Involvement tab, there is a Witness section and a Contractor section. Which do I
use for a contractor who witnessed an incident?
If a contractor witnesses an incident, add that information in the Contractor
section, and then select Witness in the Involvement Type field.
Hands-on Practice
As the responsible supervisor, you have received more information about the incident.
Add this information to the Incident record.

1 On the Track menu, click Incident Search to find and open the Incident
record.
REMEMBER: If your name is on the Incident record as the Incident Owner, you
receive an email with a link to the Incident record. But, for this class we have
disabled the email function in the application.
2 On the Header click the Accept button, to accept responsibility for the
Incident record.
3 Click the Risk Analysis button, and then complete the RAM.
4 On the General tab, verify the information from the First Report and add
information as needed.
- On the Activity Types, select Sea Transport: Other Activity.
- On the Hazard Registry, select H-27.02 Security Related Hazards
Assault.
5 On the Sub Types tab, verify the information from the First Report and
correct them as needed. Because you suspect a security breach, on the Sub
Types tab select Security Breach.
6 On the Journal tab, add an entry that states that the journey management
form may provide more information. This information will help the
investigator.
7 On the Consequences tab, notice there are no Consequence records related
to this incident, but several are recommended.
8 On the Investigation and Action Items tabs, notice there are no Investigation
or Action Item records related to this Incident record.
9 Click Save.
Hands-on Practice
You are the Incident Owner for the record about the Keflavik-Grindvik road. Use your
notes to add information to the Incident record.

record.
2 On the Header, click the Accept button.
3 Complete the Risk Assessment Matrix.
4 On the Sub Types tab, verify the information from the First Report.
5 On the General tab, complete all the compulsory fields.
- On the Activity Types, select Land Transport: Driving.
- On the Hazard Registry, select H-08.01 Dynamic Situation Hazards

On Land Transport.
6 On the Equipment tab, note the equipment involved in the incident.
REMEMBER: On the Equipment list, vehicles are under Transportation.
7 On the Involvement tab, note there was one witness, who is unidentified.
8 On the Conseuqence tab, notice there are no Consequence records related to
this Incident record, but several are recommended.
9 On the Investigation and Action Items tabs, notice there are no Investigation
or Action Item records related to this Incident record.
10 Click Save.
Hands-on Practice
An incident occurred in your department. A First Report was not submitted. Use your
notes below to complete an Incident record.

2 Complete the fields on the Header, and then click the Risk Assessment
button to complete the RAM.
3 On the General tab, enter descriptive information about the incident,
including the location, date, and weather. Remember to make selections from
the Activity Types and Hazard Registry.
4 On the Sub Types tab, select People-Injury and Assets-Transportation-

Land.
5 On the Responsibilities tab, assign an Incident Owner for this record.
6 On the Equipment tab, add a row for the Shell sand truck.
7 On the Involvement tab, enter one row for the witness who called the police
and ambulance. You do not know this persons name, so in the Name field
type unknown and then describe their actions in the Comments field.
8 Click Save.
Hands-on Practice
There has been one more incident! A First Report was not submitted, so use your notes
below to create a new Incident record.

2 Complete the fields on the Header, and then click the Risk Assessment
button to complete the RAM.
3 On the General tab, enter descriptive information about the incident,

including the location and date. Remember to make selections from the
Activity Type and Hazard Registry.
4 On the Sub Types tab, select People-Injury, Security Breach, and
Reputation-Other.
5 On the Responsibilities tab, assign an Incident Owner for this record.
6 Click Save.

Create your own quick reference card, to help you remember the important details about
Incident records.
Summary
When you submit a First Report of Incident record, it automatically populates a new
Incident record.
Incident records record the details of incidents and near-misses.
Your Home Page lists Incident records that need your response
Consequence, Investigation, and Action Item records can be related to Incident records.
If you have an emergency response 45
Chapter 5.
If you have an
emergency response
Inside This Chapter

About the Emergency Response Record
About the Emergency Response Record

After an emergency response, complete an Incident record and then add an Emergency
Response record to it.
This record has six parts. The next pages explain the information that is collected in each
part.
Header
The Header captures the type of emergency response that was needed for the incident.
General Tab
On this tab, enter basic information about the emergency response.

IC Incident Command; the command centre for the
Emergency Response team.
Some people call this the Emergency Response
Centre, Crisis Management Centre, or Incident
Centre.
Note Any information about the emergency response that

you have not entered in other fields on this record.
If you have an emergency response 47
Cost Tab
On this tab, enter the costs of the emergency response. This will be useful later, to find
the total cost of the incident, or the total amount of money spent on emergency
responses.
When you click the Add Row button to add cost information to your record, the Cost
Details window displays.

Date Date the cost was incurred.
Type Direct Costs/Losses

Indirect or Consequential Costs/LossesCosts that
are not related specifically to the cost of the
emergency response.
Mitigated Costs/Losses PreventedCost that are
avoided or saved.
Cost Category Type of cost.

The letter at the beginning of each item on this list
serves to group types of cost categories. This is the
meaning of each letter:
bLoss of business
cLitigation/cost increase
dDeferment
eEmergency response
fFollow-up management
lLoss of property/product
oOther
pMedical/personnel
rRemediation/repair
Ownership Percentage This is always 100%.
Cost (USD) Amount in the Shell corporate currency.
Cost (Local) The cost in your local currency.
Currency (Local) The currency you use.
Coordinator Tab
On this tab, enter the name of the Coordinator for the Emergency Response team.
Agency Notification Tab

Complete this tab when you report the emergency to a governmental agency, police,
rescue centre, coast guard, or internal company sources.
If you contact more than one agency, add one row for each agency notified.

Reported By Shell employee who contacted the agency.
Agencies Notified Name of the agency contacted.

This list displays generic agencies (such as
"Government Safety") as well as agencies that are in
your area.
Contact Person at the agency whom you contacted about the

incident.
Notify Date Date and time you contacted the agency.
Comments Notes about the conversation with the person at the

agency.
Summary Tab
This tab displays a summary of the incident, and a link to the Incident record.
Adding Information About Consequences 49
Chapter 6.
Adding Information About
Consequences
Inside This Chapter

If people are injured
About the People Consequence Record
If property is damaged
About the Asset Consequence Record
If the environment is affected
About the Environmental Consequence Record
If Shells reputation is damaged
About the Reputation Consequence Record
If there is a security breach
About the Security Details Record
If the incident involved automobiles, boats, or planes
About the Transportation Details Record

Consequences are the actual and potential results of incidents. One incident can have
many different consequences. The different types of Consequence records are:
People Consequences
Asset Consequences
Environmental Consequences
Reputation Consequences
Records that are similar to Consequence records collect more information about the
incident:
Transportation Details
Security Details
Non-Conformance Details
If people are injured
Inside This Section

Completing a People Consequence Record
Searching for People Consequence Records


A People Consequence record captures information about injuries and illnesses that are
the result of an incident. Information captured in this record includes the details of the
injury, time lost due to the injury, and the cost related to the injury.
This record has eight parts. The next pages explain the information that is collected in
each part.
Header
The Header part of the window provides high-level information about the injured
person.

Third Party Select this check box if the injured person is a third
party.
Patient To follow the data privacy rules, enter one of the

following:
Shell Employee
Shell Contractor
Shell Third Party


Injury/Occupational Illness Type Not Yet ClassifiedYou do not have enough
information about the injury or illness to classify it.
FAC OnlyThe person has a slight injury or health
effects.
Any Other Injury/IllnessThe person has minor or
major health effects, or has died.
Not Work RelatedThe injury or illness was not
received while working.
Status When you have completed the People Consequence

record, change the status from Open to Accepted.
This signals the record is complete.
General Tab
The General tab captures essential information about the injury.

Help Needed with Classification? Select this check box if you are uncertain about the
Injury/Occ Illness Classification that displays in the
Header of this record.
When you select this check box, the application sends
an email to people in your area who have the New
Problematic Recordability role. That person will
verify that it is correct, and make any needed
changes.
Treatment Date Date that medical staff helped the patient.
Fatality Select this check box if the injured person died. Then,
enter the date and time of their death.
Medical Confidential If you select this check box, the patient's name does
not display on the OSHA Form 300, used in the
United States. Instead, 'privacy case' displays in the
space normally used for the employee's name.
IMPORTANT: Selecting this check box does not
offer any privacy for any information in the People
Consequence record other than on the OSHA Form
300. If you select this check box, your information
does not remain confidential in any way except on
the OSHA Form300.


Reporting Reporting category for OSHA rules. These rules are
in place in the United States.
If you do not work in the U.S., you do not need to
make a selection in this field.
Describe Injury/Illness A description of the injury or illness. You must only

enter factual information that is directly related to the
incident.
NOTE: You must not enter the patient's name or any
identifying information about the patient in this field,
to comply with the data privacy rules.
Health Care Provider Name of the doctor, nurse, clinician, or other medical
personnel that treated the patient.
Injury/Illness Tab
This tab has three parts: Injury/Illness, Object and Leading Event, and Lost/Restricted
Time.

Injury/Illness Add one row for each injury or illness. On the first
row, enter the primary injury first. The primary
injury is the most-serious injury.
TypeType of injury
Body PartThe part of the patient's body that was
injured. Note that this list contains general (such as
"Head") and more-specific (such as "Lip) body parts.
Select the most-specific one for the injury.
PositionFurther description of Body Part; where
on the body part the injury is located.
RankThis column automatically populates with
either "Primary" or "Secondary." The primary injury
is the most severe injury. If the patient has more than
one injury, always enter the primary injury first.
Group ReportableSelect this check box you must
report the injury or illness to the Shell EP Group. You
must report all injuries and illnesses except First Aid
Cases (FACs).


Object and Leading Event This is only used by people in the United States, for
OSHA reports. If you are not in the United States,
you do not need to complete this part.
Lost/Restricted Time This section displays the estimated and actual time
lost and restricted, for each injury.
Adding Lost/Restricted Time

A best practice is to enter the estimated lost/restricted time when you are notified of it,
and then to enter the actual lost/restricted time when the person has returned to work.
There is no need to update the actual time every day.
To add lost/restricted time information:
1 Click the Edit Lost/Restricted Time button.
Result: The Lost/Restricted Time window displays.
2 In the LostRestrictedTime part of the window, click the Add Row button. If
the patient has multiple injuries, add one row for each injury.
Result: A new row displays.
3 Enter the estimated (or actual) number of missed or restricted time due to the
injury or illness. If you have added more than one row, enter the lost or
restricted time for the primary injury in the first row.
4 Click Save.
5 To go back to the People Consequence record, on the Summary tab click the
link to the People Consequence.
6 To go to the Incident record related to the People Consequence record, click
the link to the Incident record.
Health Hazard Tab

This tab has two parts: A list of health hazards, and side effects.

List of health hazards Select all the agents to which the patient was
exposed.
Agents on this list with an asterisk ( * ) are used to
calculate hydrocarbon totals.
Side Effects Side effects suffered because of exposure to the

health hazards. Add one row for each side effect.
Select the Abnormal check box if the side effect is
unusual for the exposure the patient had.
Cost Tab
On this tab, enter the costs of this People consequence. This will be useful later, to find
the total cost of the incident, or the total amount of money spent on People consequences.


emergency response.
avoided or saved.


bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Insurance Information Tab

This tab is available when you select the Third-Party check box on the Header. Complete
this tab when needed.

Carrier Name Name of the company who issued the insurance
policy to the third party.
Contact Name, Contact Phone, Who to speak with, for more information about the
Address, Address 2, Address 3, insurance claim, and how to contact them.
City, Country, State/Province,
and Zip/Postal Code
Time Information Tab

Do not enter any information in this tab.
This tab is used by companies who link this application with their time-keeping
application. Shell EP has not created this link, and so this tab is not used.
Summary Tab
This tab gives a summary of the Incident, and a link to the Incident record.
Completing a People Consequence Record

When a person is injured in an incident, you must complete a People Consequence
record. Complete one record for each person injured in the incident.
REMEMBER: Consequence records must be related to an existing Incident

record.
1 Open the Incident record.

2 If you have made changes to this Incident record, click Save to save
those changes.
3 Click Add Consequence, and then Add People Consequence.
Result: The People Consequence window displays.

4 Complete the fields on the Consequence record.
- To attach a file or a link, click the Attachments button.

5 Click Save.
Result: The application saves the new Consequence record, and ties that
record to the Incident record. The ID number for that Incident record
displays on the Summary tab of the Consequence record.
Searching for People Consequence Records

Follow these steps to find a People Consequence record.
1 On the Track menu, click People Consequence.
Result: The People Consequence Search window displays.
2 On the Search tab, enter information about the Consequence record you
want to find, and then click Search.
Result: The Results tab displays the Consequence records that match your
search criteria.
3 On the list of results, find the needed Consequence record, and then click the
link to the record (in the left column).
Result: The Consequence record displays.
HINT: If you usually search for People Consequence records with the same
search criteria, on the People Consequence Search window click the
Save Search button. When you search for a People Consequence record again,
your search limits already will be selected for you.
Hands-on Practice
Add a People Consequence record for the consequence related to this incident.

record.
2 On the Consequence tab, click the link to the recommended People
Consequence.
REMEMBER: If you want to add a Consequence record, and there is not a link
on the Consequence tab, you can click the Add Consequence button.
3 Complete the compulsory fields.

- On the Header, remember to follow your data privacy rules. You should
only enter Shell Employee, Shell Contractor, or Shell Third Party.
- If you are not sure what to select on the Injury/Occ Illness Type field, on
the General tab select the Need Help With Classification check box.
- Do not make any selections on the Time Information tab.
4 Click Save.
If property is damaged
Inside This Section

About the Aset Consequence Record
Completing an Asset Consequence Record
Searching for Asset Consequence Records

About the Asset Consequence Record

An Asset Consequence record captures a list of property that was damaged, and owner
and cost of the damage.
each part.
Header
The Header part of the window captures the owner of the property that was damaged.
By default, Shell: Exploration and Production is the owner. If Shell EP does not own the
damaged property, select the Third Party Owner check box and then enter the name of
the person who owns the property.
When you have completed the Asset Consequence record, change the status from Open
to Accepted. This signals that the record is complete.
Asset Damage Tab

The Asset Damage tab captures a specific description of the damaged property. You
must complete this tab with at least one asset.
This is a general list. In the Description field, add more information about the property
to help others identify exactly the property that was damaged.
Notes Tab
On this tab, add any important information about the asset that you have not entered in
other fields on this record.
Cost Tab
On this tab, enter the costs of the Asset consequence. This will be useful later, to find the
total cost of the incident, or the total amount of money spent on Asset consequences.


are not specifically related to the cost of the
emergency response.
avoided or saved.

bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Personnel Tab
On this tab, enter the names of people involved in the asset damage.


This tab is available when you select the Third-Party check box on the Header. Complete
this tab when needed.

and Zip/Postal Code
Summary Tab
Completing the Asset Consequence Record

If property is damaged during an incident, you should complete an Asset Consequence
record. This record captures information about the damaged property.
those changes.
3 Click the Add Consequence button, and then Asset Consequence.
Result: The Asset Consequence window displays.

- To attach pictures of the property, invoices, or other files or links, click
the Attachments button.
5 Click Save.
Searching for Asset Consequence Records

Follow these steps to find an Asset Consequence record.
1 On the Track menu, click Asset Consequence:
Result: The Asset Consequence Search window displays.
search criteria.
HINT: If you usually search for Asset Consequence records with the same search
criteria, on the Asset Consequence Search window click the Save Search button.
When you search for an Asset Consequence record again, your search limits
already will be selected for you.
If the environment is affected
Inside This Section

Creating an Environmental Consequence Record
Searching for Environmental Consequence Records


The Environmental Consequence record captures information about the environmental
consequences of an incident. Information captured in this record includes the released
chemical, agencies notified, and costs related to the consequence.
This record has seven parts. The next pages explain the information that is collected in
each part.
Header
The Header part of the window captures basic information.

Discovery Date Date and time the environmental consequence was
noticed.
Class The type of environmental consequence.

If more than one class applies to your Environmental
Consequence record, select the higher classification.
For example, if you must report the release/spill to a
regulatory agency and the Shell EP Group, you
should select Reportable.
Status When you have completed the Environmental

Consequence record, change the status from Open to
Accepted. This signals that the record is complete.
General Tab
This tab captures more basic information about the environmental consequences of the
incident.

Environmental Consequence Type of spill or leak.
Type Items on this list that begin with the letters "HC" are
used to calculate hydrocarbon totals.
End Date Date and time the release/spill stopped.

If you need to report on the duration of the release,
you must complete this field. The Discovery Date (in
the Header) and the End Date provide the duration in
your reports.
Windspeed, Direction, Line These fields only accept numbers. You cannot enter
Pressure (Before and After), and letters to mark your unit of measurement. Use the
Material Temperature measurement that most people use in your area.
Leak/Release Attributes This list helps with environmental reports. Select as

many check boxes as appropriate.
Environmental Quantity Tab

This tab captures the types of materials released into the environment, and the amount
released. Add one row for each material that was spilled or released.
If you expand the Details part of the row, you can enter the contained and recovered
amounts, and the physical state of the chemical that was released or spilled.

Complete this tab when you report the environmental consequence to a governmental
agency, regulatory agencies, or internal company sources.


your area.
Contact Person at the agency whom you notified about the

incident.
Notify Date Date and time you contacted the agency.

agency.
Excursions Tab
The Excursions tab captures information about reportable and non-reportable excursions
that are related to an incident.
Add one row for each excursion.
Cost Tab
On this tab, enter the costs of the emergency response. This will be useful later, to find
the total cost of the incident, or the total amount of money spent on emergency
responses.


emergency response.
avoided or saved.


bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Summary Tab
Creating an Environmental Consequence

Record
Follow these steps to add a new Environmental Consequence record to an Incident
record.

record.

those changes.
3 Click the Add Consequence button, and then Add Environmental

Consequence.
Result: The Environmental Consequence window displays.

- To attach reports, photographs, emails, or other files or links, click the
Attachments button.
5 Click Save.
Searching for Environmental Consequence

Records
Follow these steps to find an Environmental Consequence record.
1 On the Track menu, click Environmental Consequence.
Result: The Environmental Consequence Search window displays.
search criteria.
HINT: If you usually search for Environmental Consequence records with the
same search criteria, on the Environmental Consequence Search window click
the Save Search button. When you search for an Environmental Consequence
record again, your search limits already will be selected for you.
If Shells reputation is damaged
Inside This Section

Creating a Reputation Consequence Record


This record has 2 parts. The next pages explain the information that is collected in each
part.
Header
The Header part of the window captures a description of the reputation damage, and the
groups involved with the loss of reputation.

Third Party check box Select this check box if a third party damaged Shell's
reputation.
HINT: You will select this check box on most
Reputation Consequence records.
Types Groups involved with the loss of reputation. Select as

many as apply.
Description Complete details about the damage to Shells

reputation.
Categorical Costs
On this tab, enter the costs of the Reputation consequence. This will be useful later, to
find the total cost of the incident, or the total amount of money spent on Reputation
consequences.


emergency response.
avoided or saved.

bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Creating a Reputation Consequence Record

Follow these steps to add a new Reputation Consequence record to an Incident record.

record.

those changes.
3 Click the Add Consequence button, and then Reputation Consequence.
Result: The Reputation Consequence window displays.

- To attach letters, newspaper articles, or other files or links, click the
Attachments button.
3 Click Save.
Hands-on Practice
This incident has a Reputation consequence. Complete a record with the information in
your notes.

record.
2 Click the Add Consequence button, and then click Reputation.

3 Select the Third Party check box, because the media are a third party.
4 In the Types field, select Media.
5 On the Description field, add information about the
6 Add the estimated costs of this consequence.
7 Click Save.
8 At the top of the Reputation Consequence recod, click the Incident ID link to
view the Incident record that is related to the Reputation Consequence.
9 On the Incident record, click the Consequence tab. Notice the new
Reputation Consequence record is listed.
10 Click the Summary tab. Notice the costs captured on the Reputation
Consequence record are now added to the total cost of the incident.
If there is a security breach
Inside This Chapter

About the Security Detail Record
Creating a Security Detail Record
Searching for Security Detail Records

About the Security Detail Record

A Security Detail record captures information about any security issues and breaches
during an incident.
This record has five parts. The next pages explain the information that is collected in each
part.
Header
The Header part of the window captures the type of security breach incurred during an
incident and the name of the security officer who responded to the security issue.
When you have completed the Security Detail record, change the status from Open to
Accepted. This signals that the record is complete.
General Tab
This tab captures the name of the person who originally created the Security record, and
details not captured elsewhere.

Complete the Agency Notification tab when you report the security breach to a
governmental agency, police, other regulatory agencies, or internal company sources.


your area.
Contact Person at the agency whom you notifiedabout the

incident.
Notify Date Date and time that you contacted the agency.

agency.
Cost Tab
On this tab, enter the costs of the security breach. This will be useful later, to find the
total cost of the incident, or the total amount of money spent on security issues.


emergency response.
avoided or saved.


bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Summary Tab
Creating a Security Detail Record

Follow these steps to add a new Security Detail record to an Incident record.
REMEMBER: This record must be related to an existing Incident record.

those changes.
3 Click the Add Consequence button, and then Add Security Detail.
Result: The Security Detail window displays.

- To attach memos, emails, reports that you filed, or other files or links,
click the Attachments button.
5 Click Save.
Result: The application saves the new Security Detail record, and ties that
displays on the Summary tab.
Searching for Security Detail Records

Follow these steps to find a People Consequence record.
1 On the Track menu, click Security Detail.
Result: The Security Detail Search window displays.
2 On the Search tab, enter information about the record you want to find, and
then click Search.
Result: The Results tab displays the Security Detail records that match your
search criteria.
3 On the list of results, find the needed record, and then click the link to the
record (in the left column).
Result: The Security Detail record displays.
HINT: If you usually search for Security Detail records with the same search
criteria, on the Security Detail Search window click the Save Search button.
When you search for a Security Detail record again, your search limits already
will be selected for you.
If the incident involved

automobiles, boats, or planes
Inside This Chapter

About the Transportation Detail Record
Creating a Transporation Detail Record
Searching for Transportation Detail Records

About the Transportation Detail Record

The Transportation Detail record captures information about transportation incidents.
This record has ten parts. The next pages explain the information that is collected in each
part.
Header
The Header part of the window captures basic information.
When you have completed the Transportation Details record, change the status from
Open to Accepted. This signals the record is complete.
General Tab
On this tab, enter information about the driver.

Unoccupied Vehicle Select this check box if nobody was driving the car at
the time of the incident (for example, a parked car).
Driver Name Name of the person who was driving.

Notice that this field does not have a Data Privacy
symbol next to it. You can enter the true name of the
driver.
State/Province and Expiration Every driver should have a drivers license. But, if the
and License Number driver does not, in the License Number field (which
is compulsory), type "not available".
HAZMAT Spill Select this check box if the transportation incident

resulted in a HAZMAT (hazardous material) spill.
Notes Tab
On this tab, add any important information about the transportation incident, that you
have not entered in other fields on this record.
Fines Tab
The Fines tab captures information about any fines that were a result of the incident.
If you added a row to this tab, a fine was given. So, on the Fine Issued field you will
always select Yes.
Testing Tab
The Testing tab captures information about any testing (such as for alcohol or drug use
by the driver) that was conducted.

Test Type Substance the test finds. An example of Other is an
eyesight test.
Method Type of test given to the driver.
Administered in time To be 100% accurate, you must test the driver for
alcohol and drug use within a certain number of
hours or days.
Select Yes if you gave the driver the test within the
time frame needed for an accurate test.
Select No if you did not give the test in time and then
complete the next field (Reason Test Not in Time)
Reason Test Not in Time If you did not give the driver the test within the
number of hours or days needed to ensure 100%
accuracy, state the reason for the delay in this field.
Vehicle Tab
The Vehicle tab captures more information about the vehicle, and the age of the person
who was driving the vehicle.
After you select a vehicle, more information about it displays on this tab.
To select a vehicle:
1 Click the Vehicle Search button.
Result: The Vehicle Search window displays.
2 On the Search tab, select the Unit Type.
3 Click Search to display the Results tab.
4 On the list of results, find the correct Make and then click the Select link to
the right of the vehicle listing.
Cost Tab
On this tab, enter the costs specifically related to the transportation part of the incident.
This will be useful later, to find the total cost of the incident, or the total amount of
money spent on transportation incidents.


emergency response.
avoided or saved.

bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Transportation Incident Tab

The Transportation Incident tab captures information about the accident and accident
report, and the surface conditions.

This tab is available when you select Third-Party on the Ownership field (in the
Header). Complete this tab when needed.

and Zip/Postal Code

Summary Tab
Creating a Transportation Detail Record

Follow these steps to add a new Transportation Detail record to an Incident record.

record.

those changes.
3 Click Add Consequence, and then Add Transportation Detail.
Result: The Transportation Detail window displays.
NOTE: If this is the first Transportation Detail record related to your Incident
record, the Accident Information window displays first. The application will
automatically add the information you enter in these fields, in every
Transportation Detail record related to the Incident. So, if the incident involved
two or more vehicles, you only need to enter this information one time, on this
window. Complete the fields on that record and then click Save & Continue.

- To attach invoices, photographs, diagrams of the road, or other files or
links, click the Attachments button.
5 Click Save.
Result: The application saves the record, and ties it to the Incident record. The
ID number for that Incident record displays on the Summary tab of the
Transportation Detail record.
Searching for Transportation Detail Records

Follow these steps to find a Transportation Detail record.
1 On the Track menu, click Transportation Detail.
Result: The Transportation Detail Search window displays.
2 On the Search tab, enter information about the record you want to find, and
then click Search.
Result: The Results tab displays the records that match your search criteria.
3 On the list of results, find the needed record, and then click the link to it (in
the left column).
Result: The record displays.
HINT: If you usually search for Transportation Detail records with the same
search criteria, on the Transportation Detail Search window click Save Search.
When you search for a Transportation Detail record again, your search limits
already will be selected for you.
Hands-on Practice
Using your notes, add details to the Incident record about the transportation aspect of the
incident.

1 On the Consequence tab of the Incident record, click the link to the
recommended Transportation Detail record.
2 On the Transportation Incident Information window, complete the fields.
The information on these fields will be the same for each of the
Transportation Detail records related to this incident. When you add
information in these fields on this window, you will not need to add them to
the other Transportation Detail records related to the Incident record. They
will automatically populate.
3 Click Save & Continue.
4 On the Mode of Transportation field, on the Header of the Transportation

Detail window, select Road.
5 On the General tab, add information about the driver.
6 On the Vehicle tab, select the type of vehicle.
7 On the Cost tab, enter the value of the vehicle.
8 Do not enter any information on the Time Information tab.
9 Click Save.
10 On the Summary tab, click the Incident ID link to view the Incident record.
11 On the Incident record, click the Consequence tab. Notice the Transportation
Detail record is listed.
12 Click the Involvement tab. Notice the name of the driver displays, with a
link to the Transportation Detail record.
13 Click the Summary tab. Notice the costs captured on the Transportation
Detail record are now added to the total cost of the incident.
When you investigate an incident or finding 99
Chapter 7.
When you investigate an
incident or finding
Inside This Chapter

About the Investigation Record
Completing the Investigation Record
Searching for the Investigation Record
What does the Investigation Team do?

About the Investigation Record

Investigations are activities that find the causes of incidents and findings. An
Investigation record includes all information surrounding an investigation. You can:
Assign Action Items to correct failed barriers
View Investigation record approvals and closures online
Tie incident information with root causes, corrective actions, and costs
each part.
Header
The Header captures basic information about the incident.

Location Where you are performing the investigation. For
example, you may be doing the investigation at your
desk, or at the site of the incident.
Type The method you are using in your investigation.
Table contined on next page


Legally Privileged check box Select this check box if you want this Investigation
recordincluding attachments to this recordonly
to be visible to people with responsibilities during
the investigation and people in these Groups:
Medical Staff
Legal Staff
Global Gatekeeper
Global System Administrator
Status button Click this button when you finish with your work on
this record, and you are ready for others to work on
it.
General Tab
The General tab has a text field for information about the investigation that you have not
entered in other fields on this record.
REMEMBER: You can also enter information on the Journal tab. Enter more
information on the General tab for basic notes. Enter more information on the
Journal tab for notes that should capture the entry date and name of person who
entered the journal entry.
This tab lists the people involved in the investigation.

Investigation Team Leader Assigns investigation team members, leads the
investigation, and records the causes of the incident in
the Investigation record.
Investigation Team Member Takes part in the investigation, and edits the
Investigation record with more information.
Notify Only Receives an email with a link to the Investigation

record, but does not have responsibilities.
Immediate Cause Tab

On this tab, enter the specific, ultimate cause of the incident. For less-significant
incidents, you may choose to enter only an immediate cause, and not underlying causes.
Click the Add Row button to add one row for each immediate cause. In the Note field,
and more information about the immediate cause you selected.
Underlying Cause Tab

The Cause tab captures information about the underlying cause, or causes, of the
incident. Complete this tab after you have conducted your investigation using the
Tripod-BETA, TapRooT, or Top Set application.
To complete this tab:
1 Click the Attachments button to attach your Tripod-BETA report to the
Investigation record.
2 On the Underlying Cause tab, in the section for your investigation method,
add one row for each causal factor discovered during your investigation.
3 On each row, in the Underlying Cause column, select a factor from the
lowest level on the outline list.
4 On each row, enter a Note that describes how underlying cause contributed
to the incident.
5 If an action can be taken to strengthen the barrier that failed, on the row for
that underlying cause click the Add Action Item button.
Result: A new Action Item record displays. This record is related to the
Underlying Cause you selected on the Investigation record.
Action Items Tab

This tab displays a list of all Action Item records related to the Investigation. These may
be actions that progress the investigation, or they may be actions related to the
underlying causes of the incident.
Journal Tab
characters.
REMEMBER: You can also enter information on the General tab. Use the
General tab for basic notes. Use the Journal tab for notes that should have the
entry date and name of person who entered the journal entry.

Result: The Investigation Journal window displays.
NOTE: If you are creating a new Action Item record, you must save the record
Summary Tab
The Summary tab provides a summary of the incident. It also has a link to the Incident or
Finding record related to the investigation.
Completing the Investigation Record

Follow these steps to add a new Investigation record to an existing Incident or Finding
record.
1 Open the Incident or Finding record.
If you have made changes to this Incident record, click Save to save
those changes.
2 Click the Add Investigation button.
Result: The Investigation window displays.
3 Complete the fields on the Investigation window.
4 Click Save.
Searching for Investigation Records

Follow these steps to find an Investigation record.
1 On the Track menu, click Investigation.
Result: The Investigation Search window displays.
2 Select your search criteria (the information you know about the Investigation
record).
3 Click Search.
Result: A list of investigations that match your search criteria displays.
4 Click the link to the left of your Investigation listing to open the Investigation
record.
Result: The Investigation record displays.
HINT: If you usually search for Investigation records with the same search
criteria, on the Investigation Search window click the Save Search button. When
you search for an Investigation record again, your search limits already will be
selected for you.
What does the Investigation Team do?

If you are the Investigation Team Leader, follow these steps:
1 Review the Incident record, Consequence records, and the Emergency
Response record for information about the incident.
2 Using the risk assessment of the incident (on the Incident record), determine
the type and level of investigation you must conduct.
3 Conduct the investigation.
4 On the Investigation record, enter the immediate causes.
5 If the incident required a formal investigation, also record the underlying
causes.
6 Attach your investigation report (from Tripod-BETA, for example) to the
7 Change the status of the Investigation record to In Review. This status
indicates that the investigation is complete, and that the actions needed (to
correct failed barriers or to prevent future incidents) are being reviewed.
8 If needed, create Action Item records to correct problems found during the
investigation.
9 If the incident had a Actual Severity 4 or 5, or a High potential risk, make
recommendations for the Incident Review.
10 After the review:
- If needed, create Action Item records related to the findings of the
investigation, for corrective or preventative work to be done.
- Change the status of the Investigation record to Accepted. This status
indicates that the investigation is finished.
Hands-on Practice
You served as the Investigation Team Leader. Use your notes to add an Investigation
record to the Incident record.

1 On the Incident record, click the Add Investigation button.
2 In the Header of the Investigation record, enter the date you started the
investigation, the location of the investigation (for example, your office or at
the site of the incident), and the method you used.
3 On the Immediate Cause tab, select Assault.
4 On the Underlying Cause tab, add three rows in the Tripod-BETA section.
On each row, select the cause (provided in Tripod-BETA). Then, add a note
to clarify your selection.
5 On the Action Items tab, notice that there are no Action Item records related
to this investigation.
6 Click Save.
7 On the Summary tab, click the Incident ID link to view the Incident record
related to the Investigation record.
8 On the Incident record, click the Investigation tab. Notice that a link to your
Investigation record displays on this tab.
Hands-on Practice
You are also the Investigation Team Leader for this incident. Add an Investigation record
to the Incident record.

2 In the Header of the Investigation record, enter the date you started the
investigation, the location of the investigation (for example, your office or at
the site of the incident), and the method you used.
3 On the Underlying Cause tab, add two rows in the Tripod-BETA section. On
each row, select the cause (provided in Tripod-BETA). Then, add a note to
clarify your selection.
4 On the Action Items tab, notice that there are no Action Item records related
to this investigation.
6 Click Save.
7 On the Summary tab, click the Incident ID link to view the Incident record
related to the Investigation record.
8 On the Incident record, click the Investigation tab. Notice that a link to your
Investigation record displays on this tab.
Hands-on Practice
You just finished the investigation into this incident. Use your notes to complete an

2 Complete the fields on the Header.
3 On the General tab, note that you recommend continuing to ask the police
for their report into the incident.
4 Complete the Underlying Cause tab.
5 Click Save.
Hands-on Practice
You have one more Investigation record to complete. Use your notes to help you.
When you need to assign work to others 111
Chapter 8.
When you need
to assign work to others
Inside This Chapter

About the Action Item Record
Adding an Action Item Record to Another Record
Searching for Action Item Records
What does the Action Party do?
What does the Pre-Action Approver do?
What does the Post-Action Approver do?
What does the Verfier do?

About the Action Item Record

Action items are tasks that are assigned to others for completion. All records (except
Consequence record) can have Action Items related to them.
part.
Header
The Header part of the window captures basic information about the action item.

Short Description A few words about the action item.
This text displays on Search windows and Home
Pages. It helps others identify your record.
Responsible Dept/Unit The department that is responsible for the Finding

record.
The Header also displays several buttons.

Status When you are finished with your work on this
record, and you are ready for others to work on it.
Risk Analysis Complete the Risk Assessment Matrix (RAM).

General Tab
This tab contains tracking and assignment information, action item classification, and
priority level of the action item.

Action Item Type Whether the action item corrects a problem or is a
preventative measure.
Category Select from the list of HSE Management System

headings and sub-elements.
Priority Indicate the level of importance for this item. When

you select the priority, the Target Date automatically
changes. You can change the date, if it is not correct
for the Action Item.
1Advances to 14 days after the Date Assigned.
4Advances to 6 months after the Date Assigned.
5Advances to 1 year after the Date Assigned.
Target Date Date by which the action should be complete.
Date Completed This field is completed by the Action Party, after they
have completed the action item.
Verification Status This field is completed by the Verifier, 180 days after
the Action Item is closed.
Legally Privileged Select this check box if you want this Action Item
to be visible to people with responsibilities for the
action item and people who are assigned to these
Groups:
Medical Staff
Legal Staff
Global Gatekeeper
Action Required Work the Action Party should do.
Action Taken This field is completed by the Action Party, after they
have completed the action item.
The Responsibilities tab lists people who will complete the action, and people who will
approve the work.

Pre-Action Approver Decides if the action is assigned to the right person,
and if the action can be done by the date required.
Action Party Does the work assigned on the record.
Post-Action Approver Verifies that the work was done correctly and
completely.
Verifier After the Action Item record is closed, decides if the

business objectives were met when the work was
finished.
Journal Tab
characters.
Result: The Action Item Journal window displays.
NOTE: If you are creating a new Action Item record, you must save the record
Action Items Tab

This tab lists all child action items associated with the parent action item, and provides a
link to child action items.
For actions that have multiple steps assigned to multiple people, you may want to create
additional Action Item records that are all related to a parent Action Item. To create a
new Action Item record that is attached to this Action Item record:
1 Click Save to save your changes to the current Action Item record.
2 Click the Add Action Items button.
Result: A new Action Item record displays.
3 Complete this child Action Item record and then click Save.
Result: The child Action Item record is saved.
Summary Tab
The Summary tab provides a summary of the action item details.
Adding an Action Item Record to Another

Record
Follow these steps to create a new Action Item that is related to another record.
1 Open the record that needs an Action Item related to it.
2 Click the Add Action Items button.
Result: A new Action Item record displays. The Source and Source ID fields
automatically populate with information from the record for which this is an
action item.
3 Complete the fields on this record.
4 Click Save.
Result: The application saves the new Action Item record, and ties that record
to the record you opened in Step 1. The ID number for that record displays
on the header of the Action Item record, as the Source ID.
Searching for Action Items Records

Follow these steps to find an Action Item record.
1 On the Prevent menu, click Action Items.
Result: The Action Item Search window displays.
2 Select your search criteria (the information you know about the Action Item
record).
3 Click Search.
Result: A list of action items that match your search criteria displays.
4 Click the link to the left of your Action Item listing to open the Action Item
record.
Result: The Action Item record displays.
HINT: If you usually search for Action Item records with the same search
criteria, on the Action Item Search window click the Save Search button. When
you search for an Action Item record again, your search parameters will already
be selected for you.
What does the Action Party do?

If you are the Action Party on an Action Item record, follow these steps:
1 Review the Action Item record to find:
- The work that is required (on the Action Required field on the General
tab)
- The date by which it must be completed (on the Target Date field on the
General tab)
- The urgency of the work (on the Priority field on the General tab)
2 Change the status of the Action Item record to In Progress. This status
indicates that you are completing the work assigned to you.
3 Do the work outlined on the Action Item record.
4 On the Action Item record, enter this information:
- The work you completed (on the Action Taken field on the General tab)
- The date you finished the work (on the Date Completed field on the
General tab)
5 Change the status of the Action Item record to the next status. This indicates
that you are finished with your work. The next status depends on how many
responsibilities are assigned to this record.
What does the Pre-Action Approver do?

A Pre-Action Approver is usually the manager of the Action Party.
If you are the Pre-Action Approver on an Action Item record, follow these steps:
- The work that is required (on the Action Required field on the General
tab)
- The date by which it must be completed (on the Target Date field on the
General tab)
- The urgency of the work (on the Priority field on the General tab)
- The person who will conduct the work (on the Action Party field on the
Responsibilities tab)
2 Make any needed changes to these fields.
3 Change the status of the Action Item to the next status. This sends the record
to the Action Party.
What does the Post-Action Approver do?

A Post-Action Approver is usually a manager.
If you are the Post-Action Approver on an Action Item record, follow these steps:
- The work that was required (on the Action Required field on the
General tab)
- The work that was done (on the Action Taken field on the General tab)
2 Verify that the work was done correctly and completely.
3 If it was not done correctly, review the work with the Action Party.
4 If it was done correctly, change the status of the Action Item record to
Closed.
5 If the work was not done as specified on the Action Required field, but is
satisfactory, change the status to Closed at Variance. This status indicates
that the work was acceptable, but varied slightly from what was asked.
What does the Verifier do?

Verifiers are usually supervisors.
If you are a Verifier on an Action Item record, you will receive an email 180 days after the
Action Item record is Closed. Follow these steps:
- The work that was required (on the Action Required field on the
General tab)
- The work that was done (on the Action Taken field on the General tab)
2 Decide if the work achieved the business objective.
2 Change the Verification Status field on the General tab to indicate whether
the business objective was met.
Hands-on Practice
Use your notes to add Action Items to address the underlying causes found during the
investigation.

1 On the Track menu, click Investigation to find and open the Investigation
record.
2 On the Investigation record, click the Underlying Cause tab.

3 On the row for the first causal factor, click the Add Action Item button.
REMEMBER: For actions related to the progress of the investigation, click the
Add Action Item button on the bottom of the window. For actions to improve
one of the causal factors, click the Add Action Item button on the appropriate
row on the Underlying Cause tab.
4 On the Header of the Action Item record, type Improve Journey

Management Compliance in the Short Description field.
5 On the General tab, complete the mandatory fields.
- Assign this action a priority of 1. This automatically advances the
Target Date to 14 days after the Date Assigned.
- On the Action Required field, type a full description of the action
needed to improve Journey Management compliance.
6 On the Responsibilities tab, assign the work to an Action Party.
7 Click Save.
8 In the Header, click the Source ID link to open the Investigation record.
9 On the Investigation record, click the Action Items tab. Notice that a link to
your Action Item record displays on this tab.
10 On the Summary tab, click the Incident ID link to view the Incident record.
11 On the Incident record, click the Action Items tab. Notice that a link to your
Action Item record displays on this tab.
12 Click the Investigation tab. Notice that a link to your Investigation record
displays on this tab.
13 Click the link to view the Investigation record.
14 Follow these same steps to add Action Item records to the other two causal
factors on the Investigation record.
Hands-on Practice
Follow similar steps to correct the issues found during this investigation.
Hands-on Practice
The police must have a written request from Shell. Add an Action Item record to the
Incident record.

On the Track menu, click Incident Search to find and open the Incident record.
On the Incident record, click the Add Action Items button.
On the Short Description field in the Header of the Action Item record, type
Request report from police.
On the General tab, add more information about this work request, including the
date that it should be done.
On the Responsibilities tab, assign an Action Party to complete the work.

Click Save.
On the Header, click the Source ID link to view the Incident record related to the
Action Item.
On the Incident record, click the Action Items tab. Notice that a link to your
Action Item record displays on this tab.
Hands-on Practice
You have one more action to assign. Follow the same steps as the previous exercise, to
add an Action Item record to the Incident.
When you conduct an audit 125
Chapter 9.
When you conduct an audit
Inside This Chapter

About the Assessment Record
Completing the Assessment Record
Searching for Assessment Records

About the Assessment Record

Assessments are your companys proactive, planned events. During an assessment, an
auditor or observer measures the safety of the facility, equipment, procedures, or work in
progress, and scores their observations.
There are an unlimited number of assessment types, including hazard identifications,
safety audits, agency inspections, behaviour observations, physical health assessments,
process reviews, risk analyses, and job safety analyses.
NOTE: If you need an Assessment Type that is not available, contact GRASP.
They can create one for you.
Assessment records reflect the needs of each assessment. Shell may eventually have
dozens, or even hundreds, of different Assessment record types. Every Assessment Type
will be different.
Completing the Assessment Record

Follow these steps to create a new Assessment record.
1 On the Prevent menu, click Assessments.
Result: The Assessment Search window displays.
2 On the Assessment Search window, click the Add New button.
Result: An Assessment Type Select dialog box displays.
3 Select your department or unit, the type of assessment you are conducting,
and then click Create Assessment.
Result: The Assessment window displays for the assessment type you
selected.
When you conduct an audit 127
4 Complete the fields on this window.

Click Save.
5 Conduct the audit.
6 When you return to your desk, add the results of your assessment by
clicking the Add/Edit Results button, to display the Assessment Results
window.
7 If the Assessement record does not have an Add/Edit Results button, there is
no standard list to record the results of the audit. In this case, add a Finding
record for each discovery made during the audit.
8 To save your results, on the Assessment Results window click Save.
9 To save your completed Assessment record, on the Assessment window
click Save.
Searching for Assessment Records

Follow these steps to find an Assessment record.
1 On the Prevent menu, click Assessments.
Result: The Assessment Search window displays.
2 On the Search tab, enter information about the Assessment record you want
to find, and then click Search.
3 On the list of results, find the desired Assessment record, and then click the
Result: The Assessment record displays.
NOTE: If you do not find the Assessment record, and want to create a new one,
on the Search tab click the Add New button.
When you have a discovery to share with others 129
Chapter 10.
When you have a discovery to
share with others.
Inside This Chapter

About the Finding Record
Creating a Finding Record Related to an Assessment or HVL
Creating a New Finding Record
Searching for Finding Records

About the Finding Record

Findings are events or facts that are uncovered through casual analysis or assessments. In
this application, Findings are not the discoveries you make during an investigation into
an Incident. Instead, Findings are a proactive activity.
If you notice something that could cause an incident, complete a Finding record.
NOTE: For potential incidents (previously called unsafe acts/unsafe conditions),

you can create an Incident record with Potential Incident selected in the Event
Type field. Or, you may capture the information using a form that supports the
DuPont Safety Training Observation Program (STOP) methodology. Or, you may
create a Finding record. Follow the way that is adopted in your business group.
Or, if you are conducting a general assessment that does not have a checklist of items,
create a Finding record for each of your observations.
The Finding record has eight parts. The next pages explain the information that is
collected in each part.
Header
The Header part of the window captures basic information about the finding.

Short Description A few words about the finding.
This text displays on Search windows and Home
Pages. It helps others identify your record.
Responsible Dept/Unit The department that is responsible for the Finding

record.
The Header also displays several buttons.

Status When you are finished with your work on this
record, and you are ready for others to work on it.
Risk Analysis Complete the Risk Assessment Matrix (RAM).
General Tab
The General tab captures more basic information about the finding.

Finding Type Indicate whether you are sharing the finding to
correct a problem or as a preventative measure.
Category Select from the list of HSE Management System

headings and sub-elements.
Priority Indicate the level of importance for this item. When

you select the priority, the Target Date automatically
changes. You can change the date, if it is not correct
for the Action Item.
4Advances to 6 months after the Date Assigned.
5Advances to 1 year after the Date Assigned.
Target Date Date by which the finding should be read.


Date Completed This field is completed by the Action Party, after they
have read the finding.
Legally Privileged Select this check box if you want this Finding
to be visible to people with responsibilities for the
action item and people who are assigned to these
Groups:
Medical Staff
Legal Staff
Global Gatekeeper
Recommended Action Recommendation for an Action Item record related to

this Finding record.
Finding Flags This list helps with reports. Select as many as

appropriate.
The Responsibilities tab assigns responsibilities to personnel. The responsibilities
required for this tab depend on the type of record that is related to the Finding record.
If the Finding is related to an Assessment or is not related to any other record, the
responsibilities are:
Pre-Action Approver
Action Party
Post-Action Approver
Verifier
If the Finding is related to an HVL, the responsibilities are:
HVL Responsible Party
Final Approver
Action Items Tab

The Action Items tab provides a list of all Action Item records related to the Finding
record, and a link to those records.
Cost Tab
On this tab, enter the costs of the finding. When you click the Add Row button to add
cost information to your record, the Cost Details window displays.

Date Date that the cost was incurred.

are not specifically related to the cost of the
emergency response.
avoided or saved.

serves to group together types of cost categories. This
is the meaning of each letter:
bLoss of business
dDeferment
eEmergency response
oOther
pMedical/personnel
rRemediation/repair
Currency (Local) The type of currency you use.
Journal Tab
characters.
Result: The Finding Journal window displays.
NOTE: If you are creating a new Finding record, you must save the record before
adding a journal entry.
Investigations Tab
This tab lists all Investigation records related to the Finding record, with a link to the
Investigation records. You can monitor the progress of the investigation from this tab.
Summary Tab
The Summary tab provides a summary of the Finding record details.
Creating a Finding Record Related to an

Assessment or HVL
For Findings that are related to an Assessment or an HVL, follow these steps.
1 Open the Assessment or HVL record.
2 On the Assessment or HVL record, click the Add Findings button.
Result: A new Finding record displays.
3 Complete the fields on the Finding record.
- To add an Investigation record related to the Finding record, click
the Add Investigations button.
- To add an Action Item record related to the Finding record, click
the Add Action Items button.
4 Click Save.
Result: The application saves the new Finding record, and ties it to the
Assessment or HVL record you opened in Step 1.
Creating a New Finding Record

Follow these steps to create a new Finding record.
1 On the Prevent menu, click Findings.
Result: The Finding Search window displays.
2 Click the Add New button.
Result: A new Finding record displays.
3 Complete the fields on the Finding record.
- To add an Investigation record related to the Finding record, click
the Add Investigations button.
- To add an Action Item record related to the Finding record, click
the Add Action Items button.
4 Click Save.
Result: The application saves the new Finding record.
Searching for Finding Records

Finding records that you must work on now or in the future, and Finding records that
you created, are listed on your Home Page.
Follow these steps to find a Finding record.
1 On the Prevent menu, click Findings.
Result: The Finding Search window displays.
2 Select your search criteria (the information you know about the Finding
record).
3 Click Search.
Result: A list of findings that match your search criteria displays.
4 Click the link to the left of your Finding listing to open the Finding record.
Result: The Finding record displays.
HINT: If you usually search for Finding records with the same search criteria, on
the Finding Search window click the Save Search button. When you search for
an Finding record again, your search parameters already will be selected for you.
When you need to share Significant Incident information 137
Chapter 11.
When you need to share
Significant Incident information
Inside This Chapter

About the High Value Learning Record
When you learn about an HVL from another company
When you need to share an HVL, from an Incident record

About the High Value Learning Record

High Value Learnings, or HVLs, are sometimes called best practices or lessons learned.
Usually HVL records evolve from an Incident record. But, an HVL record can be created
as a stand-alone record to share lessons learned by other companies.
part.
Header
This part of the window captures basic information about the HVL.
If the HVL record is created from an Incident record, the Responsible Dept./Unit field
automatically populates. If not, you must complete the Responsible Dept/Unit field.
General Tab
On this tab, enter the date that the HVL was discovered and any notes.
People Tab
The People tab lists coordinators with responsibilities related to the HVL. You must
assign a Regional HVL Coordinator.
Action Items Tab

The Action Items tab displays a summary of all action items related to the HVL, with a
link to the Action Item records.
Findings Tab
The Findings tab lists all Finding records related to the HVL record, with a link to the
Finding records.
Adding Packaged Findings
When you create a packaged finding, all the HVL coordinators receive an exact copy of
the Finding record, each with its own identification number.
To create a package of Finding records:
1 Click the Add Packaged Findings button.
Result: The Finding Detail window displays.
2 Enter the information you want to share with the company.

3 Click Save.
Result: The application creates multiple Finding records. Each of these
records has the same information, and each person selected in the
Departments fields receives one of the Finding records assigned to them.
Summary Tab
The Summary tab provides a summary of the HVL details.
When you learn about an HVL from another

company...
To share information you learned from colleagues, for which no incident occurred, create
an HVL record that does not originate from a completed Incident record.
Follow these steps to create a new HVL record.
1 On the Prevent menu, click High Value Learning.
Result: The HVL search window displays.
2 Click Add New.
Result: The High Value Learning window displays.
- To add Finding records to support the information on your HVL record,
click the Add Findings button. If you want to create Finding records for
several people, click the Add Packaged Findings button.
- To add an Action Item record to the HVL, click the Add Action Items
button.
- To attach a file or link to the HVL, click the Attachments button.
4 Click Save.
When you need to share an HVL, from an

Incident record...
You may want to share information learned from a Significant Incident with others. To
do this, designate the Incident record as an HVL record.
NOTE: You can mark an Incident record as a HVL at any time.
Follow these steps to designate an Incident record as an HVL.

1 Open the Incident record that you wish to share as a High Value Learning
with others in your organisation.
2 Click the General tab.
3 On the High Value Learning Status field, select Reviewed - HVL.
4 Click Save.
Result: The application saves the Incident record as a new, completed
HVL record. The High Value Learning Status field on the Incident record
provides a link to the new HVL record.
- To add Finding records to support the information on your HVL record,
click the Add Findings button. If you want to create Finding records for
several people, click the Add Packaged Findings button.
- To add an Action Item record to the HVL, click the Add Action Items
button.
- To attach a file or link to the HVL, click the Attachments button.
6 Click Save.
Hands-on Practice
You have received the following email.
Complete an HVL record to share the lessons learned with others in your company.
2 On the High Value Learning Search window, click Add New to create a
new record.
3 On the Header, select a department that is responsible for the HVL record.
4 On the General tab, enter todays date and a note about the source of the
HVL information.
5 On the People tab, select a Regional HVL Coordinator.
6 On the Action Items and Findings tabs, notice that there are no Action Item
or Finding records related to your HVL record.
7 Click Save.
9 On the Finding Detail window, enter:
- A short description of one of the findings you learned from your
colleagues story.
- A recommended action, to prevent this risk at Shell.
- A Finding Type and Priority.
10 In the Departments section of the Finding Detail window, select several
departments. The HVL coordinators for each of these departments will
receive a Finding record.
11 Click Save.
12 On the High Value Learning Detail window, click the Findings tab.
13 Notice that one Finding record was created for each of the departments you
selected.
14 Click Save.
15 On the Findings tab, click one of the links in the Finding ID column, to view
one of the Finding records created by the Packaged Finding function.
Hands-on Practice
This newspaper article was posted on the office bulletin board. You know a better way to
share the lessons learned!
Complete an HVL record to share the lessons learned with others in your company.
2 On the High Value Learning Search window, click Add New to create a
new record.
3 On the Header, select a department that is responsible for the HVL record.
4 On the General tab, enter todays date and a note about the source of the
HVL information.
5 On the People tab, select a Regional HVL Coordinator.
6 On the Action Items and Findings tabs, notice that there are no Action Item
or Finding records related to your HVL record.
7 Click Save.
9 On the Finding Detail window, enter:

- A short description of one of the findings you learned from your
colleagues story.
- A recommended action, to prevent this risk at Shell.
- A Finding Type and Priority.
10 In the Departments section of the Finding Detail window, select several
departments. The HVL coordinators for each of these departments will
receive a Finding record.
11 Click Save.
12 On the High Value Learning Detail window, click the Findings tab.
13 Notice that one Finding record was created for each of the departments you
selected.
14 Click Save.
15 On the Findings tab, click one of the links in the Finding ID column, to view
one of the Finding records created by the Packaged Finding function.
Meetings 145
Chapter 12.
When you have HSE
meetings and training sessions
Inside This Chapter

About the Meeting Record
Creating a Meeting Record
Searching for Meeting Records

About the Meeting Record

Meetings of any typefrom monthly safety meetings to training sessionscan be
tracked. Information about meetings, such as the purpose of the meeting, name of leader,
participants, and topics discussed, are entered in Meeting records. Action Items can be
related to Meeting records, to help you ensure that the actions are completed.
This record has four parts. The next pages explain the information that is collected in
each part.
Header
The Header part of the window captures the responsible department, meeting date, and
supervisor. You must complete all the fields.
Attendees Tab
The Attendees tab lists the people invited to the meeting. To add people to this list, click
the Add Row button.
HINT: You may want to add the names of the attendees as an attachment, if
many people attended the meeting and you do not need to run reports showing
which meetings each person attended.
Meetings 147
Topics Tab
One meeting may have several topics. For each topic, click the Add Row button on this
tab and complete the fields on that row.

Topics Many types of meetings display on this list. These are
grouped into the following basic categories:
Activity Safety Review
Business Performance Review
External Engagement
HSE Meeting
Leadership Team Meeting
Other
Staff Engagement
Instructor Person who presented the information during the

meeting.
Action Items Tab

The Action Items tab lists all Action Item records related to the Meeting record, with a
link to those records.
Creating a Meeting Record

Follow these steps to create a new Meeting record.
1 On the Prevent menu, click Meeting.
Result: The Meeting Search window displays.
2 Click Add New.
Result: A new Meeting record displays.
3 Complete the fields.
4 Click Save.
Result: The application saves the meeting record.
5 To add the meeting minutes, presentations, and other meeting material to the
Meeting record, click the Attachments button.
6 After the meeting, you can add Action Items that were assigned during the
meeting. To do this, click the Add Action Items button.
Searching for Meeting Records

Follow these steps to find an existing Meeting record.
1 On the Prevent menu, click Meeting.
Result: The Meeting Search window displays.
2 On the Search tab, enter information about the Meeting record you want to
find, and then click Search.
Result: The Results tab displays the Meeting records that match your search
criteria. If you searched by ID number, the Meeting record displays.
3 On the list of results, find the desired Meeting record, and then click the link
to the record (in the left column).
Result: The Meeting record displays.
Reports 149
Chapter 13.
Running Reports
Inside This Chapter

Overview
About the Scenario Configuration Window
Modifying a Scenario and Running a Report
Emailing a Report
Exporting a Report
Saving a Scenario
Deleting a Scenario
Overview
With this application, you can create reports with real-time data.
To be effective in this, you need to know about scenarios and reports.
Scenarios
A scenario is a set of characteristics, or report criteria, for reports. A scenario is the inputs
(filter, category, and value options) that you select.
Filters define when and where.
Categories group the data.
Value Options define the way data and calculations display.
The following are the three types of scenarios.
System Scenarios are the report characteristics that come standard in the
FountainIncident system. Your system administrator can create additional
System Scenarios if you need them.
User Scenarios are report characteristics that are created by the
FountainIncident users within your organisation. After they are created, User
Scenarios are available to all Fountain users in your organisation.
My Scenarios are report characteristics created by an individual user and saved in
a personalised list within FountainIncident. Other
FountainIncident users within your company can use these scenarios, by
finding them as a User Scenario. The person who created the scenario can
schedule them to generate reports on a regular basis, automatically send them by
email to other users, and/or publish the reports to an intranet site.
To generate the exact report you need, you first select a scenario and then further specify
the results you wish to see by using filters, categories, and sorting.
Reports
When you run a scenario to generate a report, you can view the report on your screen,
save it as an HTML file, save it as a CSV file to export into a spreadsheet application such
as Microsoft Excel, or print the report.
Reports 151
Review of the Scenario Configuration Window

The Scenario Configuration window has five parts.
The following table describes the information entered in each part of this window.
Parts of the Scenario Configuration Window

In this part Enter this information
Scenario source The source or creator of the scenario.
Scenario The specific scenario you wish to use.

Expand or collapse the list to see more or less.
Output information Type of output display.
Input information Information about the inputs.

Filters narrow the data results, so you can indicate
the location and dates.
Categories group the data.
Values display the data/calculated amounts.
Run Report button Click this button after completing the other fields to
run the report.
Reports 153
Modifying a Scenario and Running a Report

Follow these steps to modify an existing scenario to better meet your needs, and then to
run a report using the modified scenario.
1 Select System Scenario, My Scenario, or User Scenario.
Result: The scenario list refreshes to display all the scenarios from the
scenario source you selected.
2 Select the scenario from the list.
3 In the output section, modify the title, if needed, and select the output type.
4 In the input section, adjust the inputs, if needed (filters, categories, values).
5 Click the Run Report button.
Result: The Report window displays your report, using real-time data
graphically displayed according to your scenario.
Emailing a Report
You can email a report to share it with others. Perform these steps to send a report
via email.
1 Select and modify the scenario that meets your needs.
2 Click Run Report.
Result: The report displays.
3 On the Results window, click Report Options and then Email.
Result: The Options window displays.
4 On the Options window, you can choose to email the report in any of the
following formats:
- CSV fileA comma-separated file that is appropriate for spreadsheets
- BMPA bitmap file that is appropriate for charts and graphs
- HTMLA web-based file
5 Address your email message to the appropriate person(s) and then
click Send.
Exporting a Report
1 Select and modify the scenario that meets your needs.
2 Click Run Report.
Result: The report displays.
3 On the Results window, click Report Options and then Export.
4 You can choose to export the report in any of the following formats:
- CSV fileA comma-separated file that is appropriate for spreadsheets
- BMPA bitmap file that is appropriate for charts and graphs
5 Click Open.
6 To save the file, click Save.
Saving a Scenario
The following are steps to save a scenario in your My Scenario list:
1 From the list of scenarios, select the scenario that is most similar to the one
you want to create. You will be modifying this scenario and saving it with
those changes as a new scenario.
2 Change the input and outputs to better meet your needs.
3 To overwrite an existing scenario on your My Scenario list, click the Save
button.
4 To save as a new scenario, click the Save As button.
Result: The scenario will display on your My Scenario list. Others in your
organisation can find and use your scenario. For them, the scenario will be
listed as a User Scenario.
Deleting a Scenario
Follow these steps to delete a scenario you have created.
1 On the scenario source, select My Scenarios.
Result: The list of scenarios refreshes to display only the scenarios
you created.
2 From the list of scenarios, select the one you want to delete.
3 Click Delete.
Result: The scenario is deleted from FountainIncident. It will not display on
your list of My Scenarios and it will not display on the User Scenarios list
for others in your organisation.
When you need to add new users and modify user accounts 155
Chapter 14.
When you need to add new users
and modify user accounts
Inside This Chapter

About the Personnel Adminstration Window
Creating a Personnel Administration Record
Searching for Personnel Administration Records

About the Personnel Administration Record

When someone needs access to this application, or needs their abilities in the application
changed, you work with the Personnel Administration window.
each part.
Header
The Header part of the window provides the basic identifying information about the
user. If this is not a new record, the Personnel ID number also displays.

Name The userss full name.
Some people may have more than 3 names (for
example, they may use their mother's surname and
their father's surname). If this is the case, use the
same convention as they used for GID.
Site and Department Where the user works.
Type The user's work relationship with Shell.

General Tab
The General tab captures basic information about the user.

User Name The login name for the user. This should match their
login name for GID.
Locked Select Yes if you do not want this record to be

automatically updated, to match the information in
Shell EP's personnel database.
HINT: This is useful when an employees
information remains the same in your organisations
Human Resources database, but the employee has
taken a temporary assignment at a different location
or is filling a different role.
Select No if you want this record (for the user
account, for this application) to be updated by Shell
EP's personnel application.
Active Personnel files in IMPACT are never deleted. Instead,

this field is changed to Yes (active) or No (not active).
This helps maintain data integrity.
Select Yes if you want the user to be able to access
this application.
Select No if the user should not be able to access this
application.
UOM Reporting Preference In previous versions of this application, you could

see reports only in the unit of measurement (UOM)
that you prefer. This is no longer true. Make any
selection on this field. It does not affect your reports,
or any other feature in the application.
Confidential Tab
The Confidential tab contains information that should not be shared or widely available,
such as the users birth date and driver license number.
It is not mandatory to complete any of these fields.
Groups Tab
On this tab, select as many groups as you wish for the user. The types of records that the
user can view and edit is determined, in part, by the Groups of which he is a part.
Roles Tab
On this tab, you select the user's functions. Most functions involve receiving emails for
specific types of records. Those roles, that mostly involve receiving emails about records,
have the word "notification" in the name of the role.
You can assign a user to a Role by:
Region/Site/Department (area in the world)
AND/OR
Division (area within the Shell EP organization)
To assign a user to a Role:
1 On the By Region/Site/Department section or the By Division section, click
the Add Row button.
2 From the outline list, select the region, site, or department; or the division.
3 On the Role column, select the role.
4 Add one row for each Role at each region, site, department, or division. For
example, if the user needs to see records in the Netherlands and also in
Canada, you will need to add 2 rows (one for the Data Visibility role in the
Netherlands, and one for the Data Visibility role in Canada).
Which roles should I assign to a user?
This is what happens if you are assigned these roles:
Actual Severity NotificationYou will receive an email every time an Incident
record has an Actual Severity of 1 or higher, when the Incident record moves to
In Progress status. Your name will display on the Responsibilities tab of the
Incident record, as an Actual Severity Notification.
Data VisibilityYou can see records in this area of the hierarchy. Assign this
role to see records outside of your own site.
Local HVL CoordinatorYou are automatically assigned on the Responsibilities
tab of Finding records related to HVLs, if the Responsible Department/Unit of
the HVL record is your own department/unit. Your own Responsible
Department/Unit is on the Header of your Personnel Administration record.
Regional HVL CoordinatorWhen a person creates an HVL record, and selects
(in the Header of that record), your Responsible Dept/Unit, your name will
automatically display on the People tab as a Regional HVL Coordinator.
Incident Notification RecipientYou will receive an email every time a new
Incident record is created for an incident that occurred in your department/unit.
Incident With Injury NotificationYou will receive an email every time there is
an incident with a People consequence. This is indicated on the Incident record
when a People consequence is selected on the Sub Types tab. Your name will
automatically display on the Responsibilities tab, as Notify Only. This role is
usually assigned to medical personnel.
Late Environmental Discovery NotificationYou will receive an email every

time the Discovery Date (on the Environmental record) is more than 24 hours
later than the Date Occurred (on the Incident record).
Late Medical Treatment NotificationYou will receive an email every time the
Treatment Date (on the People Consequence record) is more than 24 hours later
than the Date Occurred (on the Incident record).
Group Level 1 NotificationYou will receive an email when an Incident record
in your department/unit has an Actual Severity 4 or 5 or a high Potential Risk,
and the Incident record moves to In Progress status.
and the Incident record moves to In Review status.
and the Incident record moves to Closed status.
New Emergency Response NotificationYou will receive an email every time a
new Emergency Response record is created for your department/unit.
New Environmental NotificationYou will receive an email every time a new
Environmental Consequence record is created for your department/unit.
New Near Miss NotificationYou will receive an email every time a new
Incident record with an Event Type of Incident-Near Miss is created for your
department/unit.
New Problematic RecordabilityYou will receive an email every time a person
needs help with the Injury/Occupational Illness Classification on a People
Consequence record. When a person needs help with the classification, they
select the Help Needed with Classification check box on the General tab of the
People Consequence record.
New Property Damage NotificationYou will receive an email every time a
new Asset Consequence record is created for your department/unit.
New Quality NotificationYou will receive an email every time a new Non-
Conformance Detail record is created for your department/unit.
New Recordable InjuryYou will receive an email every time a new People
Consequence record is created for your department/unit that is not a First Aid
Case (FAC) and is work-related. On the People Consequence record, this is
indicated when Any Other Injury/Illness is selected in the Injury/Occ Illness Type
field.
Role Summary Tab

This tab lists all the roles you selected on the Roles tab.
Permission Summary Tab

This tab lists all the records that the user can view and edit. This tab helps you verify that
you made the right selections on the Groups tab.
REMEMBER: If you made changes on the Groups tab, save the record first
before verifying your selections on this tab.
When a person changes job, location, or responsibilities, you may need to reassign their
records to other people.
REMEMBER: If a person no longer needs access to this application, you must

select No on the Active field (on the General tab).
This tab lists all the records assigned to the user, by record type. To reassign these
records, follow these steps:
1 On the Transfer To field, select the name of the person who will be
responsible for the records (the person you are transferring the records to).
2 Select the check box that is to the right of each record that should be
transferred to the person you selected.
3 Click Save.
4 Repeat these steps for each person who will have records transferred to
them.
Searching for User Records

Follow these steps to find an existing Personnel Administration record.
1 On the Administration menu, click Personnel.
Result: The Personnel Administration Search window displays.
2 On the Search tab, enter information about the user you want to find, and
then click Search.
Result: The Results tab displays the users who match your search criteria. If
you searched by ID number, the users record displays.
3 On the list of results, find the desired user, and then click the link to the
record (in the left column).
Result: The users record displays.

Fountain Training Manual

Transféré par

Informations du document

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

Fountain Training Manual

Transféré par

Droits d'auteur :

Formats disponibles

Modifications to this software not provided or approved by Syntex Management Systems, Inc.

Syntex Management Systems, Inc.

8 Greenway Plaza, Suite 404

500 North Water Street, Suite 300

Licensee Responsibility for Their Systems Security

2005 Syntex Management Systems, Inc. All Rights Reserved.

Rev Chapter Nos. Description to Amendment Date Amended By

Chapter 1. About Fountain........................................................ 1

Chapter 2. Overview of FountainIncident Tracking................ 5

Chapter 3. If you witness an incident .................................. 13

Chapter 4. If an incident occurs........................................... 21

Chapter 5. If you have an emergency response................... 45

Chapter 6. Adding Information About Consequences ............. 49

If people are injured............................................................ 51

Completing a People Consequence Record .................................58

If property is damaged ........................................................ 63

If the environment is affected ............................................. 69

If Shells reputation is damaged.......................................... 77

If there is a security breach ................................................ 83

If the incident involved automobiles, boats, or planes ........ 89

Chapter 7. When you investigate an incident or finding ...... 99

Chapter 8. When you need to assign work to others ......... 111

Chapter 9. When you conduct an audit .............................. 125

Chapter 10. When you have a discovery to share

Chapter 11. When you need to share Significant Incident

Chapter 12. When you have HSE meetings and training

Chapter 13. Running Reports ............................................... 149

Review of the Scenario Configuration Window.......................... 152

Inside This Chapter

Data Privacy and Fountain

Reasons for Fountain

What Fountain will deliver

Fountain - Incident Tracking

Tracks compliance with national laws and installation-specific permit obligations

Data Privacy and Fountain

Inside This Chapter

Overview of Your Home Page

How Fountain Incident Tracking Works

Your Home Page

Use this menu To do this

Prevent Open Assessment, Finding, Action Item, Meeting,

Prove Enter measure and workhours, and to run reports.

Administration Set up new users and change the abilities of current

Window Elements and Buttons

Element Example of element

Click this button To do this

Open and edit record.

Expand an outline list.

Select a date from a calendar.

Search for a person from a list.

Delete a row, before saving.

View Consequence records that you may need to

Create new entry for current module.

Display the active window as it will look when

List changes made to a record.

Add files or hyperlinks to a record.

Reinforcing New Ideas

6 To search for a person, click this button:

Inside This Chapter

About the First Report of Incident

On this field Enter this

Short Description This text displays on search windows and Home

Where did the incident occur?

When did the incident occur?