General Liability Events

The General Liability Events application is a domain level sub-application within the Safety Suite which allows you to manage general liability insurance claims.  For more information on the Safety Suite, refer to Safety Suite.  

Note that the sub-apps in the Safety Suite are unlike most other apps in that they reside at the domain level, not at the project or partition level. They can be accessed while you have a project or partition open, but the data entered is not linked to that project or partition and instead resides at the domain level.

Key elements of the General Liability Events are as follows:

• You can log comprehensive information about incidents, including location details, carrier and claim numbers, adjuster and attorney details, and incurred expenses.
• The person listed as being involved in the incident must be set up as a contact in the Contacts app in Kahua. 
• You can upload supporting photos as media and documents as references on the incident report.
• The information gathered for a single incident can printed out as an incident report.
• You can generate a General Liability Incident log report for tracking and analysis, filtered as needed.

TABLE OF CONTENTS

• Create a new General Liability Event record or edit an existing one
• Generate a General Liability Events Detail report
• Generate a General Liability Incident Log report
• Import existing records
• Delete a General Liability Event record

Create a new General Liability Event record or edit an existing one

All the Safety Suite applications are domain level applications, but they can be accessed from any project or partition in your domain. The records you create are not connected to the project or partition that is open at the time you create the record.

To create a new General Liability Event record or edit an existing one, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events). 
2. To create a new record, click New on the action bar. The new general liability record detail page opens.
   To edit an existing record, select it from the log view to open the detail page. Click Edit on the action bar.
3. Complete the following fields as necessary:

   Field	Description
   Details
   Incident #	Allow Kahua to auto-number the record, or enter a different value.
   Date	Enter the date of the incident.
   Jobsite	If applicable, select the jobsite where the incident occurred. Note that this field is a lookup list that your domain administrator manages in the Configuration app.
   Department	If applicable, select the department related to the incident. Note that this field is a lookup list that your domain administrator manages in the Configuration app.
   Injury	Enter any injury information.
   Recordable	Select "Yes" if this is a recordable incident, or "No" if it is not.
   Carrier/Claim #	Enter the Carrier/Claim number.
   Adjuster	Enter claim adjuster information.
   Attorney	Enter the attorney information.
   Expenses	Enter a numeric amount of expenses.
   Brief Description	Enter a brief description of the incident.
   Date Closed	Select the date the incident case is closed.
   Media
   Upload any relevant image files, such as pictures of vehicles and any damages. For more information on using this section, refer to Media.
   References
   Upload any relevant files or documents. For more information on using this section, refer to References.

4. When you have entered all the necessary information, click Save. 

Generate a General Liability Events Detail report

There is a built-in portable view available by default, a General Liability Events Detail report.

To generate the form, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events). 
2. Select the appropriate record from the log view to open the detail page.
3.  Click View from the action bar. 
4. The report view opens. To generate a pdf of the report, click on the Open PDF icon . The PDF file can be printed.
   
5. Click the Close icon  when you are done.

Generate a General Liability Incident Log report

You can generate a General Liability Incident Log report.

To run this report or any other report that is available to you in the General Liability Events sub-app, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events). 
2. Click the Reports  icon in the action bar.
   
3.  Select the GL Incident Log report or any other report that is available to you. 
4. Apply any desired filters. 
5. Select View or Download as appropriate. For more information, refer to Viewing a Report.
   
   
   
   
6. Click the Close icon  when you are done.

Import existing records

If you have existing General Liability Events data that you want to import into the General Liability Events sub-app in Kahua, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more information, refer to Import Tips and Tricks.

Delete a General Liability Event record

Users with the appropriate permissions can delete a General Liability Event record.

To delete a record, complete the following steps:

1. Navigate to the General Liability Events sub-application (Apps > All Apps > Safety > General Liability Events). 
2. In the log view, select the check box next to the record or multiple records that you want to delete. 
3. Select Delete from the action bar.
   
   
   
   
4. Click OK on the confirmation message. The record or records will be deleted.

If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Recycle Bin.