Review an incident

What happens after someone on your crew reports an incident: the foreman reviews it and passes it up, and the safety manager decides the fix and sees it through.

Step by step

As the foreman

1. An incident your crew reports comes to you first. Open the Safety log, find it marked Pending review, tap View, then Open full record.
2. Read all of it: what happened, the immediate action taken, who was involved, and the photos.
3. If something is missing, tap Return to worker for detail and say what you need. What the worker wrote is never changed; their answer is added to the record.
4. Check the severity. Tap Adjust to set the official level and give a reason. The level the worker reported is kept, and the worker is told.
5. Add a note with what you found out, then tap Forward to management.

As the safety manager

1. Open the incident. The foreman's note and the official severity are on it.
2. Add a corrective action for each fix: what will be done, who owns it, and when it is due. Fix the cause, not just the damage.
3. When the fixes are done, set the status to Closed and tap Update Status. The full record stays, and Export PDF gives you a copy to file.

Good to know

• Nothing sits forever. If the foreman has not forwarded an incident within 24 hours, it goes to management on its own. A critical incident goes to the foreman and management straight away.
• The person assigned is told. Whoever gets a corrective action is notified in the app and by email, with the due date.
• Who can do what. A foreman reviews, adjusts severity and forwards for their own crew. Corrective actions and closing an incident are for safety managers and administrators.
• The report itself. See Report an incident for what a good report includes.