Event Management
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      1. Opslock Knowledge Base
      2. Event Management

      Create In Progress Events

      When a supervisor creates an Event, it first lives in the "In Progress" stage.

      When a supervisor creates an Event, it first lives in the "In Progress" stage until all parties of the Investigation team sign and verify the details in the Event. There are two ways to make an Event—a standalone Event or one that is linked to an Observation. Note that the process is similar on the mobile app.

      Creating an Event.

      To start, navigate to the menu and click on your Company page.

        • Standalone Event: Click on "Event" and then click on “Add” in the top-right corner of the page

        • Events linked to Observations: Click on "Observations", select an Observation, and then click on “Start an Event”

      💡 Note that impacts from Observations are automatically transferred over to Events as consequences. Find out how you can edit consequences.

      1. Fill in the following information:

        • Title
        • Description
        • Category: Near Miss, Incident, Inspection, Drill, Meeting
        • Location: Choose the worksite or jobsite or area
        • Date of event: Date and time the event occurred
        • Event lead: Worker in charge of following the event from start to finish, including giving the final approval
        • Initial response: Immediate actions following the event
        • Participants/Investigation team: Workers responsible for contributing to the Event and for signing off on the final Event
        • File attachment(s)

        Once you click on “Save” in the top-right corner, all workers on the Investigation team will be notified that they have been added as a signatory on the Event. Find out how to sign an Event.

      2. Complete the rest of the Event information and then click on "Review" in the top-right corner

        • Event Information: Verify the event information at the top of the page and choose the event type(s). To do so, click on “Edit” in the top-right corner of the event types section and select the event type(s) from the list. Then, select the department responsible from the drop-down list. Once you’ve added in all of the information, click on “Save” in the top-right corner

        • Timeline: Add any pertinent information or events that occur after the initial event until the Event is closed. To do so, select the date of the event, toggle “Key event” on or off, add a description, and click on “Add to the timeline”. Once you’ve finished, click on “Done” in the top-right corner

      💡 Note that you can edit an event by clicking on "Edit" on the right-hand side and adjusting the time, "key event" toggle, and details. Once you're done, click on "Save".

      • Consequences: Select a consequence type from the drop-down list and fill in the information. Note that you can add more than one consequences
      • If it's a potential consequence, toggle it on and fill in the
        • Title
        • Description
        • Potential impact
      • If it's an actual consequence, fill in:

        • Title

        • Description

        • Actual impact

        • Depending on the actual consequence type, fill in the:

          • Environmental: Substance category, substance released, volume released, duration of release
          • Damage: Manufacturer, connected equipment
          • Illness: User, illness, organ system, severity, time of onset
          • Injury: Injury category, user, location on body, injury type, time of injury
          • Output loss: Cause of downtime, cause of poor quality, hours of downtime
          • Reputation risk: Exposure level, severity
          • Security threat: User, event type, severity

        💡Note that when creating an Event from an Observation, the impact is carried over as a consequence. Learn more about editing consequences.

        • Findings: Describe the root cause and other findings, if any, and analyze each, if necessary, by following the prompts
        • Mitigation: Add any actions or tasks that will help prevent the reoccurrence of the incident or near miss. Fill in the information:
          • Associated Finding
          • Task
          • Subtask (if applicable)
          • Assignee
          • Due date
          • Location
          • Team
          • Department
          • Priority
          • Media attachments

          💡Once you've created a mitigating Task for a finding, you will find the Task linked to the finding in the "Findings" section of the Event.

          • File attachments: Click on “Add a file” to upload any additional photos, videos, and documents pertinent to the Event

          • Investigation Team: Edit the members of the Investigation team by making selections from the list and then clicking on "Done" in the top-right corner
          • Comments: View the audit trail, add attachments, mention workers, leave messages, and more

              💡 Ready to move your Event to the "Open" stage? Find out how.