This guide provides step-by-step instructions for using the mobile version of our Safety Incident app for General Liability (GL) and Property Damage incidents. If you haven't already done so, please download the app on Android or Apple to get started. The Incident app is compatible with both smartphones and tablets and is also accessible via our website.
Getting Started
Log In: Use your credentials to sign into the app from the Settings tab.
Incident Home Screen: After signing in, past incidents will be displayed.
Color-coded indicators show which incidents are submitted and which are in progress.
Starting a New Incident: Click the green “Start New Incident” button.
Entering Incident Details: Add an incident name and select details using the drop-down menus.
Required fields: Incident Name and Incident Type.
Incident Types include: Injury, Illness, Near Miss, Vehicle, General Liability, and Property Damage.
Incidents can be recorded for Employees or Third Parties.
Selecting a Location: Choose from pre-filled locations (if configured by an administrator) or manually enter the location.
Activity Drop-down: For employee-related incidents, specify if the incident occurred during normal activity, overtime, etc.
Incident Entry Process
Geo-Tagging (if applicable): Depending on the incident type, you may be able to enable Geo-Tagging.
Navigating Between Sections: Use the black arrow keys at the bottom to move forward or back between sections.
Incident Description: Enter details in the provided text fields:
What led up to the incident.
Incident Narrative (which will appear in the final report).
Custom fields: Some accounts may have additional required fields, marked with an asterisk (*).
General Liability and Property Damage Reporting
Selecting Incident Type: Choose whether the report is for record-keeping only or if it accompanies an active claim.
Adding Photos:
Take new photos using the in-app camera feature.
Upload existing images from your device’s Gallery.
Entering Additional Incident Details: Scroll down and enter required information about the event, including descriptions of damages or affected property.
Claimant Information:
If there is a claimant, enter their details on the designated screen.
Use the checkbox at the bottom of the claimant screen to also classify them as a witness.
The system will pre-fill their information for the Witness screen, which can be edited as needed.
Finalizing the Incident Report
Review all entered information for accuracy.
Submit the report for processing.
If additional investigation or claim submission is needed, follow the next steps as directed by your administrator.
For more advanced features, including Incident Investigation, NAICS data reporting, and OSHA 300/300A forms, refer to our additional reference materials.
Download the Safety Incidents User Guide (GL & Property) here: