Incident Reports

Using Incident Reports

There are many situations where it's useful to make a record of what has happened. For example, a security breach, a spill, a breakage, a fire, theft or an injury. These would all be events that would warrant an incident report.

It's important to make incident reports as easy as possible to enter into a system, because often they could be made in emergency situations where there is little time.

To create an incident report from your desktop PC or phone, just go to the Incidents tab and click "Incident Report". There you'll see this form:

The impact section lets you indicate the type of incident that occurred. This information is also fed into the risk reporting, which we'll get into later. More than one option can be selected in this section.

Listing the witnesses can be very important for follow-up or for any criminal investigation that may take place. As much information about the witnesses should be put here as possible. If they are employee names then just the names may suffice, but for others you may also want to capture their phone number or other means of contacting them.

The remedial action will describe what was done to resolve the issue, if anything, or any consequences of the event.

Once submitted, the incident report will be assigned to the corresponding asset supervisor for the related asset or location. If none was specified or could be determined, the incident report will automatically be assigned to the main asset supervisor as defined on the Configuration tab.

When the supervisor sees the incident report, they'll see something like this:

Here they have an option to query the requester or click "Reviewed" to tell the system that the incident report has been reviewed and some action has been taken.

The review page allows the supervisor to update the actual asset related to the incident, the impact and the remedial action:

Once it is reviewed, no further action needs to be taken. However the incident reports can always be searched for using the magnifying glass icon at the top of the Incidents tab.