This lesson covers deciding whether an incident is notifiable, flagging it in ReFresh, and meeting the regulatory deadline.
What you'll cover:
What notifiable means. Why it's a legal term, not a workflow status, with death, serious injury or illness, and dangerous incidents requiring report to the regulator immediately, and how psychosocial matters like serious bullying, a credible threat of self-harm, or a workplace suicide attempt can clear the threshold.
Where to record the decision. The Assessment card and its four independent fields (Severity, Potential Severity, Immediate Risk, Notifiable), and why severity is about consequence while notifiable is about whether the law requires you to tell the regulator.
Toggling Notifiable on. What happens when you flag it: the incident is tagged across reports and the audit log, and a Regulator Notification section, marked Required, appears on the Overview tab.
The Regulator Notification section. The live callout showing how long has passed since the incident, read against the deadline, and the edit form for recording which regulator, the date and time notified, the reference number, and any attachments.
Key takeaways:
Severity and notifiable are independent. A Minor incident can still be notifiable and a Major one might not be, so when in doubt, notify.
The clock in the yellow callout is the legal deadline, not a display element, tracking the time since the incident against the regulator's expectation of immediate notification.
The Regulator Notification card is your evidence for three later audiences, the regulator, your legal team, and your board, so keeping it complete is what makes the rest of the lifecycle defensible.
IN THIS COURSE
3
.
O13. Incident reporting and triage
3
min
1
.
O14. Shareable reporting links, QR codes, and multi-channel deployment
1
min
4
.
O15. Incident handler groups, SLAs, and escalation rules
4
min
4
.
O16. Opening and managing investigations
4
min
4
.
O17. Collecting statements, managing people involved, and the investigation record
4
min
2
.
O18. Incident resolution
2
min
3
.
O19. Notifiable incidents and regulatory deadlines
3
min
3
.
O20. Worker self-service incident reporting and the portal experience
3
min
