Identification Code - Site Codes

Site codes utilize the Identification Code field on the incident form. The Identification Code is often used to track and trend incident record data.

"Identification Code" is the generic/FROL term for an incident record data field.  Site Code is the "Code Description" term used by Zurich and it's customers to historically report activity by specific codes for that employer.

Function description

• "User Defined Identification code"  is a searchable field in Summary Reports and Data Manager
• Site codes can be added to each incident record while entering incident data
• Values can be pre-loaded to automatically fill in the fields on the form by setting up the field values on the Employer, Location or Department Profile. This is recommended.
• New incident records first look up values at the department profile the the location and employer profiles.  If none is found the incident form has no value in the fields and data can be entered manually
• The identification code values are printed on the margins of FROIs and OSHA 301s for reference

Step by Step - pre-loading site codes

Sample - Location and Department level examples

Here are the steps to do the "pre-load" assuming the department has not been created yet. If it has then the second set of steps will show you how to add the site code to an existing department.

Create a Site Code in a Location

• login
• Manage
• Setup
• Select "Osha/WC"
• Location - Edit
• Next
• Pick the Location from the Organization select form
• Next
• Expand the Identification Code section
• Enter "Site Code" in Code Description
• Enter the actual site code in Code Value
• Edit Another if you have more to edit, Save, if it is the last

Create a Site Code in a new department

• login
• Manage
• Setup
• Select "Osha/WC"
• Department - New
• Next
• Pick the Location from the Organization select form
• Next
• Enter Department name
• Expand the Identification Code section
• Enter "Site Code" in Code Description
• Enter the actual site code in Code Value
• Add Another if you have more departments to add, Save if it is the last

Edit existing department site codes

• login
• Manage
• Setup
• Select "Osha/WC"
• Department - Edit
• Next
• Pick the Location from the Organization select form
• Next
• Pick the Department to edit
• Next
• Expand the Identification Code section
• Enter "Site Code" in Code Description
• Enter the actual site code in Code Value
• Edit Another if you have more departments to edit, Save, if it is the last