FirstRePortal Feature Details

Feature Details:  

• Employer Profiles -  FirstReport Online tracks occupational illness and injury incidents within an organization. When you activated your account, you created a rudimentary organizational structure - just the minimum required to get started. The organizational structure of an employer is an arbitrary hierarchy with three levels, determined by OSHA recordkeeping regulations. Employer Groups can support many "Employer" Profiles.

  1. Employer
  2. Locations
  3. Departments

• Location Profiles -  The next level is a location within an employer. A location is usually a specific place where people regularly work. A location corresponds to what OSHA calls an establishment. FirstReport Online will generate a separate OSHA 300 Log and 300A Summary for each location you create. The application can support 1000's of locations.

• Admin User ID's - The customer may create as many UserIDs as needed. Therefore there is no reason to share an access code with another person.

  User types 

  A user is anyone with a UserID and Password. Users can have administrative or standard use privileges.

  The MasterAdmin. userID is provided with the account when it is created. It can not be deleted from the account. It may appear in the top level as an "nnnn-nnnn" format ID. The password can be changed.

  Admin Users can create new users, set their level of access and restrict them to certain locations or departments.

  • MasterAdmin
  • Admin
  • User

• Standard User ID's -  Users can use the FirstReport Online application, but cannot add or edit other users. Standard users can only edit their own user profiles. 

• Hide Data -  Records can be hidden and unhidden.  Hidden records don’t appear in searches or reports.  Hiding records can reduce clutter in reports and make searches easier.  Hidden records can be shown on demand by checking the "Show Hidden Records" field on all search and profile pages.

• Root Cause Analysis Tool - CPA - Cause & Prevention Analysis (CPA) is a root cause analysis tool that enables loss control professionals to use available data to determine the root cause of incidents and suggest preventive measures.

  Available as an optional feature, CPA is designed for risk engineers/consultants that enables them to add value to client relationships by using available client data to determine the root cause of incidents and suggest preventive measures. A true loss control function, CPA goes beyond forms and compliance to provide an outline for consultative services that can be performed by a risk engineer.

• Data Manager - Advanced Reports -  The Data Manager function allows you to work with your existing incident records. Once you add a new incident record (OSHA or Workers Compensation) using the Create New incident function, the information in that incident record is available through the Data Manager. The Edit Existing function allows you to retrieve a specific incident record and see all of the fields of information for that particular record. The Data Manager allows you to access a limited number of fields of information for many incident records in a single operation.

• Account Manager - Advanced Reports -  The Account Manager Search Form helps you manage your account organizational profiles. You can search for specific employers, locations and users within your account. Once you locate the employer, location or user of your choice, you can then proceed to edit the profile information or set the organization level as your pick level.

• Summary Management Reports - The Summary Reports function allows you to create custom summary reports based on the information contained in the individual incident records. The reports can be customized. You can select the column topics (data fields) to be included on the report and specify detailed search criteria to select the desired incident records.

  You can also specify a particular level within the organization hierarchy and have the report "roll up" the data from all levels below. Using this combination of organization level, search criteria and column topics allows you to create reports that are very specific or very broad in scope. You have the additional flexibility of creating your summary report in various output formats.

• Cost Tracking Reporting -  The FirstReport Online (FROL) Service includes an incident cost tracking system that can be enabled for all accounts except those based on OSHA only products. Once enabled, the system can be customized by an end user Master Administrator to suit their individual needs.  For each enabled cost, the Total, Paid and Reserve summation fields are displayed using the descriptions entered on the cost profile. The top "Total" summation field is always locked (i.e. read only) and cannot be directly edited. The middle "Paid" field will be locked (not directly editable) if the cost type has be set to "Detail" and will be unlocked (directly editable) is set to "Cumulative". The bottom "Reserve" field is always unlocked and directly editable.

• Case Notes - Incident and CPA records - Case notes allow you to create a series of short notes related to an incident report. Notes are classified as public (viewable by all users) or private (viewable only by the author).

  Each note is stored in the database along with the userID and name of the author, and date of creation.

  You can also create links to associated files on a local hard drive, a local area network, an internet address or file, or an email address.

  The case notes are presented on a page with a basic summary of the related incident. You can use this screen to add, edit or delete public or private notes.

  The page displays all public notes and only the private notes created by the user that logged in. Reports including some or all of the notes can be generated in Acrobat PDF or Rich Text Format.

• Live Data Access and Storage -  The subscribing customer has live access to over five years of the data entered for 24/7 reports and inquiries.

• OSHA 300 Logs -  OSHA Log - generates the 300 Log in landscape 8.5 X 11 format. PDF file format. 10 records to a page. Quantities totaled by page, no summation total.  The 300 log includes all incident records checked "Recordable" on the incident form. If a record should not be on the log or is missing from the log, this is corrected by editing the incident record.

• OSHA 300A Summary Reports -    The report is generated in PDF format printable on 8.5" x 11" paper. The 300A includes a summary of all incident records checked "Recordable" on the incident form. This report is printed and posted in view of all employees from February 1 to April 30 each year for the previous year's history.  When you run the report be sure you choose the correct year. You post 2011 data in 2012.

• OSHA DART Reports multi-level -  the Department of Labor PDF file:  DIRECTIVE NUMBER 10-02 (CPL 02)

  EFFECTIVE DATE: February 19, 2010, SUBJECT: Injury and Illness Recordkeeping National Emphasis Program (RK NEP). 

  Days Away, Restricted or Transferred (DART) Rate - The DART rate includes cases involving days away from work, restricted work activity, and transfers to another job. It is calculated based on (N/EH) x (200,000) where N is the number of cases involving days away and/or restricted work activity, and/or job transfers; EH is the total number of hours worked by all workers during the calendar year; and 200,000 is the base number of hours worked for 100 full-time equivalent workers.

• Privacy Case log and test - The "Privacy Case Test" assists you in the process of determining whether an incident qualifies as a privacy case. If an incident is designated as a "Privacy Case" the Employee's identification will not be disclosed to the public on the OSHA Log but rather numerically referenced to a "Privacy Log" report that is not posted.

  The Employee's identification is however included on the OSHA 301 incident report form. Simply answer the questions to determine Privacy qualifications. The Privacy Case Test does not force your designation as "Private" or not. It suggests what to do, but the decision is yours. You can always change your decision at a later time.

• Sharps log -  Sharps Log - generates the Log in 8.5 X 11 format. PDF file format.  If, as an employer, you are required to maintain a log of occupational injuries and illnesses under 29 CFR 1904, you must also establish and maintain a sharps injury log for recording percutaneous injuries from contaminated sharps. The Sharps Log must contain, at a minimum, information about the injury, the type and brand of device involved in the injury (if known), the department or work area where the exposure occurred, and an explanation of how the incident occurred. The log must be recorded and maintained in such a manner so as to protect the confidentiality of the injured employee (e.g., removal of personal identifiers)

• Occupation Description Build Lists -  The employer can build "Drop-down" pick lists and change the field description for some fields on the Incident Report Form.  "Occupation Description" - found in the Employee Information category. Users can then complete the incident form more quickly and accurately while using standard terminology company wide.

• Transmit Incident Data to Claims Admin - No incident records are automatically "Transmitted" to a third party.  The user must actively transmit the data. 

  The Incident Transmittal Form:  

  • Is only visible to Users with permission
  • Displays key data to verify correctness before transmitting
  • Builds a transmittal package Cover Sheet with contact information
  • Permits generating copies of transmittal packages without transmitting to the recipient
  • Creates a date/time stamp of the last transmittal for recordkeeping 
  • Confirmation will come directly from the recipient, not FROL 
  • Can be configured for unique recipients by Location Profile on request
• Transmit Incident FROI's via Fax - No incident records are automatically "Transmitted" to a third party.  The user must actively transmit the data. 

  The Incident Transmittal Form:  

  • Is only visible to Users with permission
  • Displays key data to verify correctness before transmitting
  • Builds a transmittal package Cover Sheet with contact information
  • Permits generating copies of transmittal packages without transmitting to the recipient
  • Creates a date/time stamp of the last transmittal for recordkeeping 
  • FAX transmit Confirmation will come to the Contact email input in the transmit form
  • Can be sent to one or two Fax numbers per transmition
  • Can be pre-configured for unique recipients by Location Profile on request
  • The Fax number can be edited to a different number than the default in the profile

• FROI's - State Specific -  Report generated at the incident record level only contain information for that incident. Some reports are defined by the State or Federal agency and others are provided by our service for your benefit.

• DOL - LS 202 FROI Reports -   It is not based on Jurisdictions as are the State FROI’s.  The employer may select the LS 202 and when completed can generate a PDF report.  The data form, like all FROI’s, also satisfies OSHA recordkeeping requirements.  Additionally, the User may choose to create a State specific FROI by selecting that button at the bottom of the LS 202 Data form. This will prefill the common data fields on the State data form and provide the ability for the creation of the state FROI PDF report. About 18 states require a copy of the incident on their FROI form even though the primary recipient is the DOL. The customer should NOT create an incident record through our traditional method of “Incidents, Create, Osha/WC because there will then be duplicate records and you cannot create a LS 202 from the State Data form, only the inverse.

• OSHA 301's - Incident Summary -   OSHA 301 Summary. It is a specific incident summary report.   OSHA 301 Summary. It is a specific incident summary report.

• CSV Export Report -  This is the FirstReport Online Incident Record Export File you requested. The file is a delimited text file formatted to match the chosen printed report.The delimiting character is the pipe (|) character which is located directly above
  the back slash (\) character on your keyboard. This file can be imported into many spreadsheet or database programs such as Microsoft Excel or Access.Since the data is formatted to match the current printed report, it is subject to change without notice as the printed report is revised.

• General Liability Incident Report - This application is "Incident Record" based. This page includes all the fields of information required to complete the General Liability Notice of Occurrence report.

  Unlike the OSHA Workers Comp incident data entry forms  these fields match the order of the printed form and are grouped likewise.

  The “Form Assistant” does NOT complete any fields at this time Enter appropriate information in any empty fields.

  All fields on the form except "User Defined Fields" are used to complete the report and are stored in your account database. You are responsible for the completeness and accuracy of the information you enter and report.

  It is not necessary to complete every field to generate a report. Fields that you leave blank can be completed later. Entries can be corrected or embellished by you later.  Fields bordered in red are required in order to save the record in FROL (FirstReport Online).

   

• Auto Incident Report - This application is "Incident Record" based. This page includes all the fields of information required to complete the Automobile Loss Notice report.

  Unlike the OSHA Workers Comp incident data entry forms  these fields match the order of the printed form and are grouped likewise.

  The “Form Assistant” does NOT complete any fields at this time Enter appropriate information in any empty fields.

  All fields on the form except "User Defined Fields" are used to complete the report and are stored in your account database. You are responsible for the completeness and accuracy of the information you enter and report.

  It is not necessary to complete every field to generate a report. Fields that you leave blank can be completed later. Entries can be corrected or embellished by you later.  Fields bordered in red are required in order to save the record in FROL (FirstReport Online). 

• Property Incident Report - This application is "Incident Record" based. This page includes all the fields of information required to complete the Property Loss Notice report.

  Unlike the OSHA Workers Comp incident data entry forms  these fields match the order of the printed form and are grouped likewise.

  The “Form Assistant” does NOT complete any fields at this time Enter appropriate information in any empty fields.

  All fields on the form except "User Defined Fields" are used to complete the report and are stored in your account database. You are responsible for the completeness and accuracy of the information you enter and report.

  It is not necessary to complete every field to generate a report. Fields that you leave blank can be completed later. Entries can be corrected or embellished by you later.  Fields bordered in red are required in order to save the record in FROL (FirstReport Online). 

• TrainFirst Basic LMS - Experience learning management that fits your needs.TrainFirst LMS configurable solutions give organizations the ability to pick and choose the features and services that can shape a new learning and collaboration program or perfectly fit into an existing one. Use Many types of Resource (Office or Google docs, web pages, audio/video, Flash and more), collaborative discussion boards (Forums), Create interactive Lessons (add rich media), Encourage project based learning (Wiki), Keep an online journal (Blogs), Create peer review activities (Workshop), Create learner surveys (Questionnaire),Internal Message system and live Chat, Set up Virtual classrooms, Create and syndicate presentations (Podcasts), Assign Roles & Capabilities, Connect activities with Outcome standards, View Logs & Reports, Course Calendar, and Conect with external systems.

• 3 Free Mastery Safety Courses - Our expansive e-learning and training content library offers organizations with a single-source solution for meeting compliance, pre-licensing, continuing education, certification and career development needs across a wide spectrum of industry sectors.All courses feature integrated audio, text, graphics, animation, quizzes and final assessments.

• 360 Training Course Discounts - Our expansive e-learning and training content library offers organizations with a single-source solution for meeting compliance, pre-licensing, continuing education, certification and career development needs across a wide spectrum of industry sectors. All courses feature integrated audio, text, graphics, animation, quizzes and final assessments.

• Webinar Admin Training up to 2 Hrs - One or our representatives will provide one or two, one hour live Web meeting sessions using our  Live Web Meeting Tool (eBLVD)  utility to train your key administrators and primary users. Maximum 10 attendees per meeting.

• Setup Assistance - includes account setup consultation to match your organizational structure as well as uploading assistance for Locations, departments and users.

• Admin. Telephone Support  - Preferred telephone support to account administrators. 8:00 to 5:00 PM EST.

• Archive inactive FROL Accts. - Customers may terminate their subscription but retain editing and report writing functionality on the existing account data for a modest annual Fee.