When filling out an Incident Report, it's essential to follow the guidelines for each section to ensure accuracy and clarity. Here's a helpful guide on how to complete your report effectively.
Checklist Categories:
There are seven categories in the checklist. Follow these steps for the first five categories:
Answer “Yes” only to the items that are applicable in the first five categories.
No Need to Check “No” for items that don't apply to the incident.
The last two categories are different, as they focus on identifying the causal factors:
Behaviors (e.g., actions contributing to the incident)
Conditions (e.g., environmental or situational factors)
In these two categories, you should:
Only check “No” for the items that are applicable, if any.
Scope of Work:
When adding an incident to your account, make sure to use the “Scope of Work” field to describe the incident in detail. This helps provide context and clarity for the event being reported.
Choosing the Correct Report Template:
When you’re ready to preview or send your incident report:
Select the “Incident Template” from the report template options.
By default, your account may be set to the “Classic Template”. To ensure the report is formatted correctly, make sure you choose the Incident Template instead.
By following these pointers, you can ensure that your incident reports are clear, accurate, and well-structured.
⚠️ Important: This guide applies only to the Inspections App in Safety Reports. The steps and features described do not apply to other apps, including:
Forms App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Training App.