How Do I Organise Actions for an Incident Report?

This document outlines how to create, update and assign actions with the Incident Reporting feature.

Workflow of an Incident Report:

Incidents - Reported - Under Investigation - Closed


You can create and update actions when an incident is in the Reported and Under Investigation stages. An Incident Report cannot be closed until all actions are closed.


To add an action to an Incident Report, click the title in the overview column of the Incident Report you want and then either + Create Action.

To update an action that has already been added, click Update Action.



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On the app, to view reported incidents click on Safety Dashboard of a job or a site and select the reported issue you want to assign an action to.


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Click the blue button showing how many actions there are, in this case it reads 1 Action. Click + Add Action to add more.


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The app will guide you through assigning and summarising the action, selecting the priority and setting a deadline, once you have done this click Complete.