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Incident Reports

This directory contains documentation for SQL scripts that generate incident-related reports. These reports track employee incidents, point systems, attendance monitoring, and corrective action triggers for disciplinary management.

Available Reports

Point System Reports

ReportDescriptionKey Features
Employee Point Balance TodayCurrent point balances for all active employeesReal-time point tracking, 12-month rolling period, Workgroup integration
Employee Point Balance in Range (Positive Points)Employees with positive point balances in date rangeDisciplinary tracking, Action triggers, Risk assessment
Employee Point Balance in Range (Negative Points)Employees with negative point balances in date rangeRecognition programs, Point credits, Performance tracking
Points in Range with BalanceComprehensive point activity analysis for all employeesComplete overview, Trend analysis, Period comparisons

Incident Tracking & Analysis

ReportDescriptionKey Features
Days Since Last IncidentCalculates days elapsed since employee's last incidentTime-based analysis, Last incident tracking, Employee safety metrics
Employee Incidents in Range (Standard)Comprehensive incident history within date rangeStandardized format, Date range filtering, Compliance reporting
Broken ExpirationsIdentifies incidents with expired or broken expiration datesData integrity, Expiration tracking, System maintenance

Corrective Action & Discipline

ReportDescriptionKey Features
Trigger Corrective Action (Last 30 Days)Recent corrective action triggers for HR follow-up30-day window, HR workflow integration, Action trigger identification
Trigger Corrective Action - Trigger in RangeAction triggers within specified date rangePolicy compliance, Multiple trigger types, Priority ranking

System Maintenance & Audit

ReportDescriptionKey Features
Supervisor Edit History - Change Incident 601Tracks supervisor edits to incident type 601 recordsAudit trail, Change documentation, Compliance monitoring

Common Use Cases

  • Disciplinary Management - Monitor employee behavior and implement progressive discipline
  • Performance Recognition - Identify employees with exceptional attendance and behavior
  • Compliance Reporting - Generate standardized reports for regulatory requirements
  • Risk Assessment - Identify high-risk employees requiring proactive intervention
  • System Integrity - Maintain data quality and audit trails for incident records

Technical Notes

  • All reports support date range filtering for flexible analysis periods
  • Point calculations follow current disciplinary policy configurations
  • Reports include both positive and negative point tracking capabilities
  • Audit trails are maintained for all incident record modifications
  • Results can be filtered by employee, workgroup, or other criteria

Getting Started

  1. Identify Report Purpose - Determine what type of incident analysis you need
  2. Select Appropriate Report - Choose from point tracking, incident analysis, or corrective action reports
  3. Configure Parameters - Set date ranges, filters, and thresholds as needed
  4. Execute Report - Generate the report with your specified parameters
  5. Review Results - Analyze findings for trends, compliance, or action requirements
  6. Take Action - Use report insights for disciplinary decisions or recognition programs