Ref 1.1 - How to Write an Incident Report

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  • 8/13/2019 Ref 1.1 - How to Write an Incident Report

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    HOW TO WRITE AN INCIDENT REPORT:

    1. Obtain the proper forms and supporting documents Each department/satellite office has adifferent protocol in place for dealing with an incident and filing a report. In some cases you'reresponsible for filling out a form issued by your institution, and in other cases you'll be asked totype or write up the report by hand. Once the form is filled out properly, you'll need to turn it in to

    the correct department.o If possible, do your write up using word processing software. It will look neater, and you'llbe able to use spell check to polish it when you're finished.

    o If you write your report by hand, print clearly instead of using cursive. Don't leave peopleguessing whether your 7s are actually 1s.

    2. Start the report as soon as possible Write it the same day as the incident, if possible, because ifyou wait a day or two your memory will start to get a little fuzzy. You should write down the basicfacts you need to remember as soon as the incident occurs, and do your report write-up within thefirst 24 hours afterward.

    3. Provide the basic facts Your form may have blanks for you to fill out with information about theincident. If not, start the report with a sentence clearly stating the following basic information:

    1. Attestation on why the inventory has reached below safety stock level2. Attestation on why there was NO PO balance for the inventory bringing us to the

    level when a possible production halt is expected3. Attestation that all the steps have been exhausted prior to using an Emergency

    PO

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    4. Attestations that the goods receipt has been posted in SAP when ER PO hasbeen created due to the premise of its urgency

    5. Details of the PO, delivery receipt (e.g. Material, PO no. DR Number, GRdocument material document slip, vendor, quantity)NOTE: Note that you should not write what you think might have happened. Stickto the facts, and be objective.

    4. Describing What Happenedo Write a first person narrative telling what happened. For the meat of your report, write a

    detailed, chronological narrative of exactly what happened when you report. Use the fullnames of each person who is included in the report, designation/position and name of thedepartment.

    o Start a new paragraph to describe each person's actions separately. o Answer the who, what, when, where, and why of what happened. o Identify the number of occurrences the scenario happened as reference to the approver

    of the report. o Be thorough. Write as much as you can remember - the more details, the better. Don't

    leave room for people reading the report to interpret something the wrong way. Don'tworry about your report being too long or wordy. The important thing is to report acomplete picture of what occurred.

    o Be clear Don't use flowery, confusing language to describe what occurred. Your writingshould be clear and concise. Use short, to-the-point, fact-oriented sentences that don'tleave room for interpretation

    5. Polishing the Report

    o Edit and proofread your report. Read through it to make sure it's coherent and easy tounderstand. Double check all of the facts, including spellings of names, dates, times, andso on. Make sure you didn't leave out any information that should have been included.Look for obvious gaps in the narrative that you might need to fill in

    o Check it one more time for spelling and grammar errors.o Remove any words that could be seen as subjective, like words describing feelings and

    emotionso Seek proper approval

    6. Submit your incident report Find out the name of the person or department to whom your reportmust be sent. Submit the incident report ON TIME. The scanned copy may be sent via email toERPD or the approved hardcopy document can be sent accordingly. In situations where anincident report must be mailed or e-mailed, follow up with a phone call within 24 hours uponsubmission of report to ensure that your report was received.