Risk Management Platform Ideas

Propel Custom Report Request

Propel Insurance would like to have a custom report written and delivered to them on a monthly basis.

The client is Apollo Inc.

 

Attached is an example of the information they are requesting to be included in the report.

 

Please let me know what the time frame will be to build this report and if there will be a cost associated to build this report.

 

Created from https://kpamaintenance.ideas.aha.io/ideas/MAINTEN-I-360 as a new enhancement request

  • Guest
  • Aug 6 2019
  • Needs review
Reporting Customer Propel Insurance > Apollo
  • Attach files
  • Guest commented
    November 20, 2019 21:12

    Please also include the column Incident Type (whether the incident is a claim, incident, or near miss)

  • Admin
    Jade Brainard commented
    November 20, 2019 21:03

    Is this report to include near misses? I dont see a field that would specify the severity.

  • Guest commented
    November 04, 2019 16:28

    The only export that includes near miss data is the work-related basic report. Attached is an example of the work-related basic report. I have listed all fields they want on the report below.

     

    - Site Employee Based

    - Employee Involved

    - Short Description

    - Description 

    - Date Incident Occurred

    - Date Shift Started

    - Time of Day Shift Started

    - Location

    - Incident Occurred offsite?

          - If yes, address 

    - Incident ID

    - Time of Day Incident Occurred

    - Date Recorded

    - Location within Site

    - Was the incident preventable?

    - Employee activity just before the incident

    - Equipment or substance involved?

    - Were safeguards or safety equipment used?

    -Were safeguards or safety equipment provided?

    -Date the employee notified administration of incident?

    -Injury source

    -Investigation Team

    -Witness

    -Investigation started on:

    -Investigation completed on:

    -Investigation comments:

    -At-Risk Behavior

    -At-Risk Condition