Who is this article for?

Administrators responsible for setting up and managing the Incident module.

Administrator access is required.

The Incident module is a cloud-based tool for teams to report, track, and manage safety incidents centrally, with Administrators overseeing its configuration and maintenance.

This article highlights the benefits and resources to help you start configuring the module.

1. Overview

The Incident Module allows users to log safety incidents such as injuries, near-misses, property damage, and spills, capturing details on who, what, where, when, and actions taken.

As an administrator, you can customise forms, manage access, set notifications, and generate reports to identify safety trends and improve responses.

You are the main contact for ensuring the module meets your organisation's needs, maintaining data quality, and supporting users.

Your role is to create a safer workplace by making incident reporting simple and stress-free for all.

2. Benefits

The module delivers several important benefits for your organisation:

• Consistent reporting - Everyone follows the same process for logging incidents
• Faster response times - Communication and follow-up happen more quickly when incidents occur
• Risk reduction - Clear, organised data helps you spot patterns and prevent future incidents
• Regulatory compliance - Supports adherence to safety regulations like OSHA or EPA requirements
• Safety culture - Reporting becomes a normal, integrated part of daily operations

3. Resources

• Managing role-based access
• Creating a form
• Configuring form workflows, notifications, and approvals
• Adding an incident type
• Configuring incident types and export settings
• Using dashboards, reports, and the mobile app