Incident InvestigationIncident Investigation ReportjRe-design of work area;Improve housekeeping;Employee Legal NameGenderCountry of OriginDate of BirthAgeVolunteer?CanadaInform and/or train associate(s) on safe work procedures (review safety standard);Mailing AddressWorkSafeBC Case NumberLocal AddressLength of ServiceLength of Service in DepartmentYearsMonthsYearsMonthsDepartmentSki AreaProvinceBCJob TitleIf Other, please specify.Date of IncidentTime of IncidentDate ReportedTime ReportedReported to (Employee Name/Title)Classification of IncidentIncident While PerformingShift Start TimeWas the employee on a ride break?Was the employee on a designated run?Was the employee working at the time of the incident?Were the employee's actions for the purpose of work?Location of IncidentBuildingLiftRunRoadConditions (If applicable)Run TypeDensityWeatherLightingTemperatureConditionsSnowEquipment & Ability (If applicable)EquipmentBinding ReleaseLessonsAbilityHelmetBody Part InjuredSpecific Description0Type of InjurySpecific Description0Incident DescriptionDescribe what happened in detail including the sequence of events which preceeded the incident. Where appropriate use weights and measurements and reference any additional images (e.g. photos, drawings, etc.)Primary Cause (What action or failure to act directly caused the incident?)0Mechanical FactorsHuman FactorsManagement FactorsEnvironmental Factors0Add Brief Description of Primary CausesAdditional Factors (What are the basic fundamental reasons for the existence of these acts and/or conditions?) (Choose all that apply)Mechanical FactorsHuman FactorsManagement FactorsEnvironmental Factors0Add more information if necessary.What remedial action has been or will be taken to prevent recurrence?Review incident details at management meetingCompletion DateResponsibilityApproved ByCommunicate action items to associatesOther remedial actions that have or will be taken to prevent recurrence?Completion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByCompletion DateResponsibilityApproved ByWitness(es)Contact InfoLogistics1. Enter full name hereEnter Contact DetailsEnter witness statement2. Enter full name hereEnter Contact DetailsEnter witness statementFirst Aid AttendantFirst Aid Contact infoForm completed by:List all the people that were involved in this investigation (including the Joint Occupational Health and Safety Committee (JOHSC) representative)Include any additional comments or information hereversion: Y12M05D11Copyright 2012 go2 Tourism HR Society

&CClick to ChooseClick to ChooseClick to ChooseMore Information & ExampleClick to Add an Additional LineClick to ChooseClick to ChooseClick to ChooseClick to ChooseMore Information & ExampleMore Information & ExampleMore Information & ExampleChoose Date4) Capture Data1 ) Save FormChoose DateClick to ChooseClick to ChooseClick to ChooseClick to ChooseClick to ChooseAdd Logo3) E-Mail2 ) Print Form4) Capture Data1 ) Save Form3) E-Mail2 ) Print FormDelete LogoClick to Choose5) Clear Form5) Clear FormMore Info

Dropdown ListBannerJobTitleTitleTimeDepartmentResortsProvWhenInj1InjuryTypeTime2YES/NOYearsMonthsCountryNameAdministrationAdministrative Assistant - Senior VP levelMaleAMAdministrationAPEX MOUNTAIN RESORT (1997) LTDBCRegular Duty11YES00CanadaAdministrationAdministrative Assistant - Senior Manager levelFemalePMAccomodationsBEAR MOUNTAIN SKI HILLABNewly Assigned Duty2Near Miss2NO11United StatesAdministrationAdministrative Assistant - Senior General Manager levelBC Visitor CentreBIG WHITE SKI RESORT LTDSKModified Duty3Property or Equipment Damage3N/A22AfghanistanAdministrationAdministrative Assistant - Manager levelBike ParkCALLAGHAN COUNTRY WILDERNESS ADVENTURESMBAssigned Break4First Aid433Aland IslandsSenior ManagementPresident, CEOBike ShopCLEARWATER SKI CLUBONChange of Work Location5Medical Aid544AlbaniaSenior ManagementCFO, VP/Director, FinanceBuilding MaintenanceCRYSTAL MOUNTAIN POQCProduct Testing6Fatality655AlgeriaSenior ManagementVP/Director, MaintenanceDay CareCYPRESS MOUNTAINNfldProfessional Development7Lost Time766American SamoaSenior ManagementVP/Director, OperationsElectrical MaintenanceDAKOTA RIDGE WINTER RECREATION AREANBTerrain Familiarization877AndorraSenior ManagementVP/Director, Sales & Marketing/Business DevelopmentEventsDAWSON CREEK SKI & RECREATION ASSOCIATIONNS988AngolaSenior ManagementVP/Director, Food & BeverageFinance And AccountingFAIRMONT HOT SPRINGSPEI1099AnguillaSenior ManagementVP/Director, Human ResourcesFood And BeverageFERNIE ALPINE RESORT111010AntarcticaSenior ManagementVP/Director, RetailGolfFORT ST JAMES SKI CLUB121111Antigua And BarbudaSenior ManagementVP/Director, Guest ServicesGuest Services/RelationsGROUSE MOUNTAIN RESORTS LTD12ArgentinaSenior ManagementVP/Director, ITHeli-SkiingGIBSON PASS RESORT13ArmeniaAccomodationsVP/Director, OperationsHuman ResourcesHARPER MOUNTAIN LIFTS LTD14ArubaAccomodationsAccommodations SupervisorITHART HIGHLANDS WINTER CLUB15AustraliaAccomodationsFront Desk StaffLandscapingHELL'S GATE AIRTRAM INC16AustriaAccomodationsHead HousekeeperLift MaintenanceHEMLOCK VALLEY RESORT17AzerbaijanAccomodationsHousekeeping StaffLift OperationsHUDSON BAY MOUNTAIN RESORT18BahamasAccomodationsNight AuditorNordic OperationsHUDSON'S HOPE SKI ASSOCIATION19BahrainAccomodationsAccommodations SecurityOtherKICKING HORSE MOUNTAIN RESORT20BangladeshAccomodationsChief ConciergeParks And WildlifeKIMBERLEY ALPINE RESORT21BarbadosReservation Center/Travel AgencySupervisorPatrol, Safety, And Crew TrailLITTLE MAC SKI HILL22BelarusReservation Center/Travel AgencyAgent/Customer RepresentativePlanning, Engineering, and Real EstateLOST LAKE CROSS-COUNTRY SKI TRAILS23BelgiumPublic ServicesPublic Service SupervisorPublic ServicesMANNING PARK RESORT24BelizeRetailRetail SupervisorRentalsMOUNT WASHINGTON ALPINE RESORT25BeninRetailRetail Inventory ControllerRetailMT BALDY SKI AREA26BermudaRetailRetail Sales AssociateReservation Center/Travel AgencyMT CAIN ALPINE PARK SOCIETY27BhutanRetailRetail CashierRoads & ParkingMT SEYMOUR RESORTS LTD28BoliviaRetailRetail TechnicianSales, Marketing, Communications, and PRMT TIMOTHY SKI SOCIETY29Bosnia And HerzegovinaRetailRetail BuyerSenior ManagementMURRAY RIDGE SKI AREA30BotswanaRetailGeneral Store SupervisorSecurityNAKUSP SKI CLUB31Bouvet IslandRetailGeneral Store Sales StaffSign ShopPANORAMA MOUNTAIN VILLAGE32BrazilBike ShopBike Shop SupervisorSkating RinkPHOENIX MTN ALPINE SKI SOCIETY33British Indian Ocean TerritoryBike ShopBike TechniciansSlope/Groomer Operations and Snow MakingPOWDER KING MOUNTAIN RESORT INC34Brunei DarussalamBike ShopBike InstructorsSnow RemovalPURDEN LAKE SKI DEVELOPMENT LTD35BulgariaBike ShopBike Shop Sales AssociateSnow SchoolRED MOUNTAIN RESORTS INCBurkina FasoBike ShopBike Shop CashiersTerrain ParkREVELSTOKE MOUNTAIN RESORTBurundiFinance And AccountingCFO, VP/Director, FinanceTransportationSALMO SKI CLUBCambodiaFinance And AccountingAccountantTube ParkSHAMES MOUNTAIN SKI CORPCameroonFinance And AccountingControllerUtilities MaintenanceSILVER STAR MOUNTAIN RESORTCape VerdeFinance And AccountingAdministrator/Manager, PayrollVehicle MaintenanceSOVEREIGN LAKE NORDIC CENTRECayman IslandsFinance And AccountingAccounts PayableWarehouseSUMMIT LAKE SKI AREACentral African RepublicFinance And AccountingAccounting AssistantZiplineSUN PEAKS RESORT CORPORATIONChadWarehouseParts ClerkTABOR MOUNTAIN SKI RESORT LTDChileWarehouseDelivery PersonnelTHE HILLS HEALTH & GUEST RANCHChinaHuman ResourcesVP/Director, Human ResourcesTROLL RESORT LTDChristmas IslandHuman ResourcesManager, Human ResourcesWAPITI SKI CLUBCocos (Keeling) IslandsHuman ResourcesCoordinator, Human ResourcesWHISTLER BLACKCOMBColombiaHuman ResourcesAdministrator/Manager, PayrollWHISTLER OLYMPIC PARKComorosHuman ResourcesCoordinator/Manager, Health and SafetyWHITEWATER SKI RESORT LTDCongoGuest Services/RelationsVP/Director, Guest ServicesCongo, The Democratic Republic Of TheGuest Services/RelationsSupervisor/Manager, Guest ServicesCook IslandsGuest Services/RelationsGuest Services AgentCosta RicaGuest Services/RelationsGuest Services Team LeadCote D'IvoireGuest Services/RelationsAestheticianCroatiaGuest Services/RelationsTicketing SupervisorCubaGuest Services/RelationsTicket Sales AgentCyprusGuest Services/RelationsTicket Checking SupervisorCzech RepublicGuest Services/RelationsTicket Checker/ValidatorDenmarkGuest Services/RelationsSupervisor/ Manager, ReservationsDjiboutiGuest Services/RelationsReservations AgentDominicaPatrol, Safety, And Crew TrailPatrol DirectorDominican RepublicPatrol, Safety, And Crew TrailSki PatrollerEcuadorPatrol, Safety, And Crew TrailAvalanche ForecasterEgyptPatrol, Safety, And Crew TrailAvalanche TechnicianEl SalvadorPatrol, Safety, And Crew TrailSafe Slopes StaffEquatorial GuineaPatrol, Safety, And Crew TrailDispatcherEritreaPatrol, Safety, And Crew TrailBike PatrolEstoniaPatrol, Safety, And Crew TrailWinter Trail Crew SupervisorEthiopiaPatrol, Safety, And Crew TrailWinter Trail CrewFalkland Islands (Malvinas)Lift OperationsVP/Director, OperationsFaroe IslandsLift OperationsSupervisor/Manager, Lift OperationsFijiLift OperationsLead Hand, Lift OperationsFinlandLift OperationsOperator, Lift OperationsFranceTransportationVP/Director, TransportationFrench GuianaTransportationSupervisor/Manager, TransportationFrench PolynesiaTransportationLead Hand, TransportationFrench Southern TerritoriesTransportationOperator, Transportation (Freight Driver)GabonSlope/Groomer Operations and Snow MakingVP/Director, OperationsGambiaSlope/Groomer Operations and Snow MakingSupervisor/Manager, Slope/Groomer & SnowmakingGeorgiaSlope/Groomer Operations and Snow MakingLead Hand, Slope/Groomer & SnowmakingGermanySlope/Groomer Operations and Snow MakingOperator, Slope/Groomer & SnowmakingGhanaSlope/Groomer Operations and Snow MakingManual Snow RemovalGibraltarSlope/Groomer Operations and Snow MakingMechanical snow removalGreeceLift MaintenanceVP/Director, MaintenanceGreenlandLift MaintenanceSupervisor/Manager, Lift MaintenanceGrenadaLift MaintenanceLead Hand, Lift MaintenanceGuadeloupeLift MaintenanceOperator, Lift MaintenanceGuamLift MaintenanceApprentice, Lift MaintenanceGuatemalaElectrical MaintenanceVP/Director, MaintenanceGuernseyElectrical MaintenanceSupervisor/Manager, Electrical MaintenanceGuineaElectrical MaintenanceLead Hand, Electrical MaintenanceGuinea-BissauElectrical MaintenanceOperator, Electrical Maintenance (Electrician)GuyanaElectrical MaintenanceApprentice, Electrical MaintenanceHaitiVehicle MaintenanceVP/Director, MaintenanceHeard Island And Mcdonald IslandsVehicle MaintenanceSupervisor/Manager, Vehicle MaintenanceHoly See (Vatican City State)Vehicle MaintenanceLead Hand, Vehcle MaintenanceHondurasVehicle MaintenanceOperator, Vehicle Maintenance (Mechanic)Hong KongVehicle MaintenanceApprentice, Vehicle MaintenanceHungaryBuilding MaintenanceVP/Director, MaintenanceIcelandBuilding MaintenanceSupervisor/Manager, Building MaintenanceIndiaBuilding MaintenanceLead Hand, Building MaintenanceIndonesiaBulding MaintenanceOperator, Building MaintenanceIran, Islamic Republic OfBulding MaintenanceApprentice, Building MaintenanceIraqUtilities MaintenanceVP/Director, MaintenanceIrelandUtilities MaintenanceSupervisor/Manager, UtilitiesIsle Of ManUtilities MaintenanceLead Hand, UtilitiesIsraelUtilities MaintenanceOperator, UtilitiesItalyUtilities MaintenanceApprentice, UtilitiesJamaicaFood And BeverageVP/Director of Hospitality OperationsJapanFood And BeverageFood and Beverage SupervisorJerseyFood And BeverageCappuccino Bar WorkerJordanFood And BeverageCatering Operations ManagerKazakhstanFood And BeverageCatering Sales Development ManagerKenyaFood And BeverageExecutive ChefKiribatiFood And BeverageSous ChefKorea, Democratic People'S Republic OfFood And BeverageJunior Sous ChefKorea, Republic OfFood And BeverageChefKuwaitFood And BeverageLine CookKyrgyzstanFood And BeveragePrep CookLao People'S Democratic RepublicFood And BeverageBakerLatviaFood And BeverageCleanerLebanonFood And BeverageDisc JockeyLesothoFood And BeverageF & B Safety OfficerLiberiaFood And BeverageHost - HostessLibyan Arab JamahiriyaFood And BeverageOffice AssistantLiechtensteinFood And BeverageCashierLithuaniaFood And BeverageShipper/Receiver/Warehouse WorkerLuxembourgFood And BeverageBar ManagerMacaoFood And BeverageDishwasherMacedonia, The Former Yugoslav Republic OfFood And BeverageCatering CoordinatorMadagascarFood And BeverageRestaurant ManagerMalawiFood And BeverageBanquet CaptainMalaysiaFood And BeverageCatering ServerMaldivesFood And BeverageCafeteria SupervisorMaliFood And BeverageF & B CashierMaltaFood And BeverageDeli AttendantMarshall IslandsFood And BeverageBusser & ExpediterMartiniqueFood And BeverageBartenderMauritaniaFood And BeverageServerMauritiusFood And BeverageBaristaMayotteFood And BeverageInventory ControllerMexicoFood And BeverageWarehouse WorkerMicronesia, Federated States OfNordic OperationsVP/Director, MaintenanceMoldova, Republic OfNordic OperationsSupervisor/Manager, NordicMonacoNordic OperationsLead Hand, NordicMongoliaNordic OperationsInstructor, NordicMontserratNordic OperationsOperator, NordicMoroccoNordic OperationsNordic Rental StaffMozambiqueSales, Marketing, Communications, and PRVP/Director of Sales and MarketingMyanmarSales, Marketing, Communications, and PRMarketing ManagerNamibiaSales, Marketing, Communications, and PRSales CoordinatorNauruSales, Marketing, Communications, and PRSales SupervisorNepalSales, Marketing, Communications, and PRSales AssociateNetherlandsSales, Marketing, Communications, and PRSales CoordinatorNetherlands AntillesSales, Marketing, Communications, and PRSales SpecialistNew CaledoniaSales, Marketing, Communications, and PRMarketing AssistantNew ZealandSales, Marketing, Communications, and PRPublic Relations/Media RelationsNicaraguaSales, Marketing, Communications, and PREvents CoordinatorNigerSales, Marketing, Communications, and PRSales & SponsorshipNigeriaSales, Marketing, Communications, and PRGraphic DesignerNiueSales, Marketing, Communications, and PRWebsite AdministrationNorfolk IslandSales, Marketing, Communications, and PRResort Sales AgentNorthern Mariana IslandsSign ShopManager, Sign ShopNorwaySign ShopSupervisor, Sign ShopOmanSign ShopLead Hand, Sign ShopPakistanSign ShopSign Maker, Sign ShopPalauEventsManager, EventsPalestinian Territory, OccupiedEventsSupervisor, EventsPanamaEventsLead Hand, EventsPapua New GuineaEventsOn Hill Staff, EventsParaguayEventsOffice Administration, EventsPeruSecuritySecurity ManagerPhilippinesSecuritySecurity SupervisorPitcairnSecuritySecurity GuardPolandSnow SchoolSupervisor/Manager, Snow SchoolPortugalSnow SchoolAdult Ski InstructorPuerto RicoSnow SchoolAdult Snowboard InstructorQatarSnow SchoolKid Ski InstructorReunionSnow SchoolKid Snowboard InstructorRomaniaSnow SchoolAdaptive InstructorRussian FederationSnow SchoolAir Dome AttendantRwandaSnow SchoolBuilding Support SupervisorSaint HelenaSnow SchoolCamp CounselorSaint Kitts And NevisSnow SchoolChildcare Lead HandSaint LuciaSnow SchoolChildcare WorkerSaint Pierre And MiquelonSnow SchoolComp/Support WorkerSaint Vincent And The GrenadinesSnow SchoolDaycare SupervisorSamoaSnow SchoolProduct DriverSan MarinoSnow SchoolSnow School AdministrationSao Tome And PrincipeSnow SchoolSnow School Event HelperSaudi ArabiaSnow SchoolSnow School HostSenegalSnow SchoolSnow School InstructorSerbia And MontenegroSnow SchoolSnow School SchedulerSeychellesSnow SchoolSnow School Scheduler Lead HandSierra LeoneSnow SchoolSnow School TrainerSingaporeSnow SchoolSnow School HostSlovakiaSnow SchoolSnow School Scheduling SupervisorSloveniaSnow SchoolSpecial Camp CoachSolomon IslandsSnow SchoolSummer Kids SupervisorSomaliaSnow SchoolTechnical DirectorSouth AfricaSnow SchoolVideo CoordinatorSouth Georgia And The South Sandwich IslandsSnow SchoolProgram CoordinatorSpainSnow SchoolProgram SupervisorSri LankaRentalsRentals SupervisorSudanRentalsRental TechnicianSurinameITManager Technology & SystemsSvalbard And Jan MayenITSystems & Technology Support AnalystSwazilandITSystems & Technology AdministratorSwedenBC Visitor CentreBC Visitor CentreSwitzerlandPlanning, Engineering, and Real EstateChief Development OfficerSyrian Arab RepublicPlanning, Engineering, and Real EstateReal Estate HostTaiwan, Province Of ChinaPlanning, Engineering, and Real EstateProject ManagerTajikistanPlanning, Engineering, and Real EstateAssistant Project ManagerTanzania, United Republic OfPlanning, Engineering, and Real EstateDesign & Master PlannerThailandPlanning, Engineering, and Real EstateDevelopment CoordinatorTimor-LestePlanning, Engineering, and Real EstateEnvironment & Sustainability CoordinatorTogoParks And WildlifeSupervisor/Manager, Parks & WildlifeTokelauParks And WildlifeWildlife RangerTongaSkating RinkSupervisor/Manager, Skating RinkTrinidad And TobagoSkating RinkLead Hand, Skating RinkTunisiaSkating RinkInstructor, Skating RinkTurkeySkating RinkOperator, Skating RinkTurkmenistanZiplineManager, ZiplineTurks And Caicos IslandsZiplineSupervisor, ZiplineTuvaluZiplineGuide, ZiplineUgandaTerrain ParkSupervisor/Manager, Terrain ParkUkraineTerrain ParkLead Hand, Terrain ParkUnited Arab EmiratesTerrain ParkInstructor, Terrain ParkUnited KingdomTerrain ParkOperator, Terrain ParkUnited States Minor Outlying IslandsBike ParkSupervisor/Manager, Bike ParkUruguayBike ParkLead Hand, Bike ParkUzbekistanBike ParkInstructor, Bike ParkVanuatuBike ParkOperator, Bike ParkVenezuelaTube ParkSupervisor/Manager, Tube ParkViet NamTube ParkLead Hand, Tube ParkVirgin Islands, BritishTube ParkInstructor, Tube ParkVirgin Islands, U.S.Tube ParkOperator, Tube ParkWallis And FutunaHeli-SkiingSupervisor/Manager, Heli-SkiingWestern SaharaHeli-SkiingLead Hand, Heli-SkiingYemenHeli-SkiingInstructor, Heli-SkiingZambiaHeli-SkiingOperator, Heli-SkiingZimbabweHeli-SkiingHeli-Ski Ground OperationsHeli-SkiingHeli-Ski Guest ServicesDay CareSupervisor/Manager, Day CareDay CareLead Hand, Day CareDay CareOperator, Day CareGolfGolf Course SuperintendantGolfLead Hand, Golf CourseGolfOperator, Golf CourseRoads & ParkingSupervisor/Manager, Roads & ParkingRoads & ParkingLead Hand, Roads & ParkingRoads & ParkingOperator, Roads & ParkingRoads & ParkingGroundskeeperLandscapingManager, LandscapingLandscapingSupervisor, LandscapingLandscapingLead Hand, LandscapingLandscapingLandscaper, LandscapingOtherSecurity StaffOtherCustodial StaffOtherParking SupervisorOtherParking StaffOtherGrounds Keeper (Summer)OtherSlopes SupervisorOtherSnow Shoe GuideOtherNordic RetailOtherSeason Pass & Groups SupervisorOtherSeason Pass Groups staffOtherProject AdministratorOtherBusiness AnalystOtherEquipment OperatorOtherInterpretive Guide

Sheet1

Unprotect Sheet

User Guide

USER GUIDE

Initialization

1) ADD LOGO. On your first opening of the sheet you can add a custom logo of your choice. Click on "Add Logo" and the logo will be placed in the upper right and corner of the sheet. The logo has a height of 60 pixels and a variable width. Should you want to remove the logo click "Delete Logo". Logo's must be in JPEG(JPG), bitmap (BMP), or GIF fomats. You can save the template afterwards.

2) When you complete and capture your first report the sheet will automatically create a separate workbook named "AllIncidents.xls" that stores information on all reports you capture. It is located in the same directory as the "Incident Investigation report.xls" . Moving this workbook from the current directory without moving the AllIncidents file will create multiple copies of the file and should be avoided.

3) There are a number of macroes in this workbook that are completely safe. Access to the file system is needed to create and modify files and because of this you may need to turn your macro security to low.

Fill in Information

1) When a new record is started the first field you should change is the employee's department. This will populate the Job Title drop down menu with the most common positions pertaining to that department. All the remaining positions are listed after the most common.

2) Mandatory fields are coloured to help prompt you. Fill in each section with the pertinent information. If a field doesn't apply put NA in it.

Click to Choose Some fields are only populated if you use the "Click to Choose" button and select options. This button pops a menu up with checkboxes. When you press "Okay" the selected options will be saved to the field.

Drop Down ListFor fields with a limited number of valid options, drop down lists are connected to the cell. Click the arrow button on the right side to view and select your value.

More Information and ExamplesThese buttons create pop ups that provide example s and more explanation of what is requested.

3) Remedial Action Section. This section is completed using 2 different controls. First select the "Click to Choose" and choose all future actions that will be implemented to help avoid a recurrence. These selections will auto-fill rows. Each row will have a date for completion as well as who is assigned to and who authorized the action. To fill in the date, select the cell corresponding to the date field for that row and simply press the "Choose Date" button and select the desired date. It's important that you select the cell you want filled in.

After Completion

There are 4 buttons on the sheet that aid in completing the process.

1) The save button can be used to save the sheet if you need more time or information to complete the form. You can rename the report but you must save the file in the same directory as the original template.

2) The print button will open the print dialog to select your preferred printer. Using this function will format page breaks appropriately in case the form gets overly long.

3) The E-Mail button should be used if you have Microsoft Outlook setup on your computer. You can add e-mail addresses to the pop up box and select OK. A security warning will pop up. Select yes when the option becomes available. This will send a macro disabled copy of the sheet to the addresses selected. If Outlook isn't open then the messages will be saved in the outbox until Outlook is opened. If you don't have Outlook installed it is recommended to print the sheet to a PDF format and manually e-mail it.

4) The Capture Data button is the last step in the process. This will transfer all pertinent data to a central sheet called "AllIncidents.xls". This will also prompt to clear the sheet of data and you should select yes. Once you have captured data you should not capture the same data to the database again as this will cause duplicates and skew historical information. If it's imperative to change data for an entry the "AllIncidents.xls" file can be modified.

FAQ

FAQ1) I don't use Outlook, can I still e-mail the form? Excel can only use Outlook and Microsoft Live Mail to send e-mails. If you don't use these then the best option is to print the file as a PDF using the print button and attach this file using the normal methods in your regular e-mail program.

2) I'm using Outlook but the e-mails aren't sending. If Outlook is not actually running then the e-mails will be placed in the Outbox until you start the Outlook program. Please ensure you select "Yes" to the security warning.

3) Can I move or save my Incident Investigation workbook under a different name? You can rename and save the workbook for each incident but the directory you save the file in must remain the same. You can not move the workbook. It is recommended you use the original file as a template and save copies of each incident if necessary.

4) What if I don't have the information when I start to fill out out the form? Using the "Save" button, save the file under a unique name in the same folder as the template. The form can be updated as many times as necessary to collect all the mandatory information. Once you have used the "capture" button the form should no longer be editted. See note 9 for details.

5) What is the AllIncidents.xls file? This file contains data for each incident you saved and is meant for gathering data to help you to identify and improve areas or processes where incidents occur.

6) Can I move or delete the AllIncidents file? This file must remain in the folder where your reports are saved. If you move it or delete it, another one is created but you will lose all the previous report data.

7) What happens when I capture data in the Incident Investigation report? The data is saved in the AllIncidents file for future reference.

8) What if I accidentally capture the data twice? Avoid this if possible but if it occurs either ignore the data when creating historical reports or you can modify the AllIncidents file. See below for more information.

9) What if I captured the report but realized there was a mistake. Can I edit the AllIncidents file? It is possible to modify the file. The sheet has been protected to avoid accidental data loss. Go to the "Review" tab in the upper menu and click the "Unprotect" button. No password is needed. Modify your sheet and then hit the "Protect" button above.

10) How can I place a filter on the Sheet data? Unprotect the sheet as above. Select all the data in the workbook . Go to the "Data" tab in the upper menu and select filter. The first row will contain filter functions that will allow you to choose what to search for in each column.

11) What version of Excel is the form compatible with? The form was developed for Excel 2003 and upward. Functionality can't be guaranteed for versions older than that.

12) The form is having errors on opening! Ensure your turn your macro security to low. To find out how to do this search "enabling EXCEL 2003 macros to run" in your web browser but sub the version you are using into the year.

13) Why is the form printing strangely? The form has a number of functions that change the length and format of the form and the native excel print function may not interpret page breaks properly. The "Print Form" button automatically reformats the page for printing on 8.5"x11" sheets and should be used to print the form.