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Documenting an Exposure - Personnel Exposed

Purpose Statement

The Personnel Section allows users to add and document detailed exposure information for each individual involved in an incident. This ensures accurate personnel-level tracking, supports compliance requirements, and enhances reporting for health and safety monitoring.

Background Information

Within an Exposure Report, the Personnel section is used to:

  • Add personnel involved in the exposure
  • Capture individual exposure timelines and details
  • Document narratives and exposure-specific data
  • Attach supporting documentation

Personnel can be added manually or imported from other modules. Each individual record can be customized with unique exposure details.

Required Permissions

Users typically need:

  • Create Exposure Reports
  • Edit Exposure Reports
  • View Personnel Records
  • Add/Edit Attachments
  • Complete Exposure Reports

Permissions may vary by agency configuration.

Video

Step-by-Step Guide
 

1. Add Personnel

  1. Navigate to the Personnel Exposed section.
  2. Select the + Add button.

Note:
If personnel were imported, proceed to Step 6.

 

2. Search for Personnel

  1. In the Add Personnel Exposed modal:
    • Scroll through personnel, or
    • Use pagination (Next/Previous) to navigate
  2. Adjust the number of records displayed per page if needed.

 

3. Use Search to Filter Results

  1. Enter a name in the Search field.
  2. Select the magnifying glass or press Enter to filter results.

 

4. Apply Additional Filters

  1. Select Filters.
  2. Refine results as needed.
  3. Select Add after selecting personnel.

 

5. Add Selected Personnel

  1. Select the checkbox next to one or more personnel.
  2. Select Add to include them in the Exposure.

 

6. Manage Added Personnel

  1. For each person:
    • Select the pencil icon to document exposure details
    • Select the trashcan icon to remove the person

 

7. Open General Info

  1. Select General Info within the personnel record.

 

8. Select Exposure Types

  1. Use the dropdown to select or deselect exposure types.

Note:
Custom exposure types and questions may appear depending on agency configuration.

 

9. Enter Exposure Timeframe

  1. Enter Start Date/Time and End Date/Time:
    • Type directly into the field, or
    • Use the calendar picker

 

10. Use Calendar Picker

  1. Enter values using the keypad or keyboard.
  2. Select Apply to confirm.

 

11. Indicate Combustion Exposure

  1. Enable the toggle if particles of incomplete combustion were present.

 

12. Enter Narrative

  1. Use the Narrative field to document exposure details.
  2. Resize the field if needed.

 

13. Complete Exposure-Specific Tabs

  1. Selected exposure types will generate additional tabs.
  2. Select each tab and complete all required fields.

 

14. Add Attachments

  1. Navigate to the Attachments tab.
  2. Select + Add.

 

15. Upload Files

  1. Drag and drop files or select from your device.
  2. Select Add.

Notes:

  • Accepted file types are defined in the system
  • Maximum total upload size is 256MB

 

16. Manage Attachments

From the Actions column:

  • Eye icon → View
  • Pencil icon → Add/edit caption
  • Trashcan icon → Delete

 

17. Add Attachment Caption

  1. Select the pencil icon.
  2. Enter a caption.
  3. Select Update.

 

18. Delete Attachments

  1. Select the trashcan icon.
  2. Confirm deletion in the warning modal.

 

19. Save Personnel Details

  1. Select Update after completing all tabs.

 

20. Use Apply To (Optional)

  1. Select Apply To (available when multiple personnel exist).
  2. Choose personnel to copy data to.
  3. Select Apply.

 

21. Confirm Data Copy

  • A confirmation message will display once data is copied successfully.

 

22. Review Attachments Log

  • All uploaded files are stored in the Attachments Log section.

 

23. Continue or Complete the Exposure

  1. Choose one of the following:
    • Navigate to Associated Records
    • Select Save to continue later
    • Select Complete to finalize

Note:
Selecting Complete moves the report to Pending Authorization for review.

Best Practices

  • Add all personnel before completing documentation.
  • Use filters to quickly locate personnel.
  • Accurately document start and end times for exposure tracking.
  • Use Apply To for efficiency when multiple personnel share details.
  • Include detailed narratives for compliance and clarity.
  • Attach supporting documentation when available.

Troubleshooting & FAQs

Why can’t I find a person?
Use search and filters to refine the personnel list.

Why don’t I see exposure-specific tabs?
Tabs appear only after selecting corresponding exposure types.

Why is the Apply To button unavailable?
It is only enabled when multiple personnel are added.

Can I edit personnel after saving?
Yes, unless restricted by permissions or report status.

Why can’t I upload attachments?
Ensure file type is supported and total size is under 256MB.

What happens when I complete the Exposure?
The report moves to Pending Authorization for review and approval.