Loss Control
Track the work behind the work: client support, utilization, and activity history.
Activity Ledger
Authorized Quality Control edit. The original Safety Reports link and source metadata remain attached; corrected values and the editor are recorded in ledger history.
Client Accounts
Client Account
Changing contract terms recalculates contract utilization from the actual Date of Service. Existing Pay By Service, Tier 1, and Complimentary classifications are preserved.
Incidents & Response
Case Basics
What Happened?
Select every event type that actually applies.
Injury / Illness
Near Miss
Property Damage
Fire / Explosion
Vehicle / Mobile Equipment
Environmental / Release
Safety Intervention / Stand-Down
Regulatory / Complaint / Audit
Other Event
What Are We Doing?
Select the processes S&S is actually managing for this case.
S&S Investigation
Emergency Response
Capture who actually responded and when/where the S&S response occurred.
OSHA
Track the OSHA process separately from the overall case stage.
DOT
State / Local Agency
Carrier / Insurance
Corrective Action / Mitigation
Training / Stand-Down
Reference Record Only
Case History
Documents & Links
Links only. Keep sensitive files, photos, medical information, and detailed investigation records in Safety Reports or another approved source system; add the secure URL here.
Client Service Hours
Select existing ledger entries that belong to this incident. Linking does not change the date, hours, performer, notes, or Count Hours As treatment.
Create a lightweight client profile for incident/history tracking. It can remain at 0 service hours until actual work is logged.
New incident-only profiles start as Pay By Service so no allotment is invented. Contract terms can be added later from Edit Contracts.
Admin Source Review