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Report an incident

The Safety Logbook captures incidents, near-misses and hazards as soon as they happen. Fast, structured, regulator-ready.

Three types of report

  • Incident — something happened (injury, damage, loss).
  • Near-miss — could have happened but didn't.
  • Hazard — a condition that could lead to an incident.

All three flow through the same logbook with the same fields.

Filing a report

Anyone with report_incident permission can file (most staff have this by default):

  1. From the dashboard, click Report incident.
  2. Pick the type (incident / near-miss / hazard).
  3. Fill in:
    • Title — short summary.
    • Date / time — when it happened.
    • Location — work location + specific area.
    • Description — what happened in plain language.
    • Severity — Low / Medium / High / Critical.
    • People involved — link employees by name.
    • Witnesses — link other employees who saw it.
  4. Add photos if relevant.
  5. Submit.

The report is saved with status Reported.

What happens next

Reports auto-route to the Safety officer (or HR if no officer is configured):

Severity SLA
Low 7 days to investigate
Medium 3 days
High 1 day
Critical Immediate (instant notification)

The officer reviews and either:

  • Closes as no further action needed.
  • Investigates — opens the investigation flow.

Investigation

For investigations:

  1. Officer adds investigation notes as they gather information.
  2. Records witness statements linked to each witness.
  3. Determines root cause.
  4. Creates corrective actions (see next article).

Status flow

Reported → Under investigation → Awaiting actions → Closed

Next step

Corrective actions →

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