Maximo HSE Application Maps – Incidents (HSE)

HSE-IncidentsThe use cases for Incident Management reporting include, injury and illness, environmental or security incidents, a near miss, a spillage, a safety observation or a failure in a safety process. These are events with an HSE impact, for non-HSE related events the Defects (HSE) application can be used.

Incident reporting can be performed through a self-service application, a mobile application or directly in the Incidents (HSE) application. An Incident of a certain type can also be created directly from a Start Center by using the Quick Insert portlet and associating a Ticket Template this reduces the effort in creating the initial incident record. Incidents can also be created from an email using the Email Listener.

Ticket Templates (HSE)


A Ticket Template is a template for a Service Request, Incident, Defect or Investigation, the classes of a ticket. Each record has a status of Draft, Active or Inactive. Draft is the default and a ticket template must be in an Active status to be applied to a ticket.

The Ticket Template will typically default the description, classification, owner or owner group and the internal priority when it is applied to a class of ticket. The Service Group and Service might be used as an alternative to the classification. One useful feature of a ticket template is that it can be applied when a user chooses an option in a Quick Insert portlet on their Start Center. Additional fields can be added to the Ticket Template and copied across to the corresponding field on a ticket by adding them to the Crossover Domain TKTEMPLATE.

A Ticket Template supports a set of activities which are also copied to the ticket. The activity may have a different owner or owner group and classification. A Job Plan can be applied to create a set of tasks, an Activity is a class of work order. The activity will be created in the default insert site of the person who applies the ticket template, unless the site is referenced on the ticket template activity. The Incident (HSE) and Investigation (HSE) applications have an Activities tab but the Service Request (HSE) and Defects (HSE) application do not, but this could be configured to add one.

For the HSE product three additional fields have been added to the Ticket Template and each will appear only when the class of ticket is INCIDENT, otherwise they are hidden. Each field is supported by a value list, the standard values are shown below:

The Safety Observation Type field is read-only except when the Incident Category is set to Safety Observation when it will become editable.

These three fields will be copied when the ticket template is applied to an Incident, they are listed in the Crossover Domain TKTEMPLATE.

Create Incident (HSE), Review Incidents (HSE)

The Create Incidents (HSE) application is for use by occasional Maximo users who need to report an Incident without having to use the main Incidents (HSE) application. It would be used for incident reporting, hazard reporting and safety observations.


SelfServ-CreateInc2The fields associated with the sections What happened? Where did it happen? Who was involved? What did you do about it? are described below as part of the main Incidents (HSE) application.

For Maximo Anywhere users there is a similar mobile application for creating an Incident.


The Review Incidents (HSE) application provides a search capability with a table window below providing the results of the search. From the table window you can review an incident, but it is read-only, it cannot be modified from this application.SelfServ-ReviewInc

Incidents (HSE)

The Incidents (HSE) application is based on a view of a ticket called INCIDENT. The Defects (HSE) application also shares this view, this is for non-HSE related incidents.

Incidents (HSE) is a clone of the Maximo Incidents application, a lot of additional functionality has been added. The functionality of the base Incidents application is very similar to that described for Service Requests (HSE), a Service Request is another class of ticket.

The additional functionality added to Incidents (HSE) is as follows:

Incident Tab



If treatment was given away from the worksite, where was it given:


Sequence of Event Tab


Related Records Tab

In addition to Related Tickets and Related Work Orders, HSE provides:


Solution Details Tab

A solution is a knowledge document that can be applied for recurring incidents. Alternatively, the fields on the Solution Details tab can be used to capture the symptom, cause and resolution and the Create Solution action used to create the knowledge document. A checkbox indicates whether a user can search for the knowledge document using the Self-Service Search Solutions application. The Solution Details can have associated attachments. This is standard to the base Incidents application in Maximo, however HSE adds three additional fields which are read-only because they are on the associated Solution record:


Action – Search Solutions


High Context Tab

When incidents occur analysis of the behaviours and attitudes can differ depending on the cultural backgrounds of those involved. What is common sense in one culture may not be in another. Similarly, what does acting naturally really mean?

People have both a high context and low context dimension to their behaviours and attitudes. Different cultures favour High Context (Chinese, Japanese) others favour Low Context (Swiss, German). For people who favour High Context behaviours and attitudes they:

If the analysis of the incident shows culturally specific attitudes or behaviours whether they have been effective or ineffective then the High Context tab might be relevant in order to prevent future reoccurrence of the event or to reinforce effective behaviour. The fields can be used to support an analysis method, for example Critical Incident Technique.

Review Information section:

Incident Context section:

Suggestions section:

Behavior section:

Consequences section:



There is no Create Defect action, but this could be added through configuration.

Incident Reports

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