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This article covers:

• Reporting a new incident
• Investigating: risk assessment, actions, costs
• Reviewing and closing the incident </aside>

The incident workflow gives you a single auditable trail from reporting through to close-out — capture, investigate, assign and complete corrective actions, re-rate residual risk and close.

Workflow stages

Each incident progresses through four stages:

• Reported — created and initial details captured
• Under Investigation — investigation in progress, including risk assessment, corrective actions and cost recording
• Under Review — investigation complete, pending final review and sign-off
• Completed — reviewed, closed and archived for audit

Report a new incident

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Who does this: Anyone with Safety access — typically the on-site supervisor, driver or operations team member who saw or responded to the event.

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From the dashboard, open Safety › Incidents and click Create Incident.

Click Create Incident

Complete the incident form:

• Incident Title — a brief, descriptive name
• Primary Employee Involved — the main employee involved
• Incident Type — the category that best describes the event
• Actual Incident Severity — severity as assessed at the time of reporting
• Weather Condition — weather at the time
• Location Type — type of site (depot, highway, customer site, etc.)