Incidents

A guide to Incidents and how they are set up.

Efficiently capture incident data via our user-friendly electronic reporting forms. Receive instant automatic email alerts when any near-miss or incident has been reported. Seamlessly integrate with the Inspections Module for accident investigations. Users may submit incident reports via the SafetyStratus iOS & Android mobile apps.

Generic Incidents Workflow

Click on New Incident and then select the Incident Type.

Choose an Incident Type

You are then taken to the Incident form, where you can fill in details and attach pictures as necessary. You can also assign relevant tasks using the form.

Filling an Incident form

Status(1) Is In Review once submitted, and upon completion of the review, it is Closed. Tasks(2) can be created and assigned from the Incident Form. The Incident can be deleted before submitting if necessary by clicking on Delete This Report(3).

Deleting an Incident form

You may upload pictures as necessary to describe the incident by clicking on Add Photo(4). You may Save (5) the form and submit it later. To submit the form, click on Submit Form(6).

Open Incidents

Incidents > Open Incidents 

Click on Open Incidents from the left menu; you are navigated to the open incidents table that you can filter on Incident type(1), Filters(2) - Incident number, Reported by, Signed (Yes/ No), and Custom date range(3). You may then choose to export the open incidents using the Export Open Incidents option.

You can record a new Incident from this page by clicking on Report New Incident.

Open Incidents Tab

You also can View the filled Incident form, Archive it, Share it, or Request a Signature (optionally available to clients).

Options present under Open Incidents

Sharing & Requesting a signature for an Incident

Closed Incidents

Incidents > Closed Incidents 

Click on Closed Incidents from the left menu; you are navigated to the Closed Incidents table that you can filter on Incident type(1), Filters(2) (Incident number, Reported by, Signed (Yes/ No), Custom date range(3). You may then choose to export the open incidents using the Export Closed Incidents option.

Closed Incidents tab

You also can View a Closed Incident form, Share it, or Request a Signature (optionally available to clients).

Viewing & Sharing an Incident

Requesting a signature for an Incident

Please note that additional settings, like Tasks are available and may be configured on your site.