Health, Safety & Environment: Incidents

Document safety incidents with investigation workflow. You can attach photos and documents (of the hazard, damage, or scene) when reporting an incident and from the incident page.

Severity

MINOR

No injury, near-miss

MEDIUM

Minor injury, first aid

MAJOR

Medical attention needed

CRITICAL

Serious injury, hospitalization

Statuses

REPORTED

Documented

INVESTIGATING

Root cause analysis

CORRECTED

Actions implemented

VERIFIED

Corrections confirmed

CLOSED

Fully resolved

Confidential attachments

Scanned injury report forms, witness statements and photos of a person can be marked confidential on the incident page. A confidential file is hidden from anyone whose role is not allowed to view confidential records — they see only how many files were withheld, never the file names — and it is left out of the PDF those users export. It also stops being reachable by direct link. This needs the “Restrict confidential injury fields” setting (Settings → System) plus the “View confidential HSE records” permission.

Tip

Report immediately, even without all details. Update later.

Tip

If fixing the incident requires scheduled maintenance work, create a corrective work order directly from the incident page — it stays linked so you can track the repair.

Tip

Use Download Report on the incident page to save a PDF copy — handy for HR files, insurers, or regulators.

Tip

Mark the file, not just the field: a scanned injury report carries the same names and medical details as the confidential fields, so hiding one without the other protects nothing.

Incident Reporting