Incidents, Hazards, and Near Misses can be recorded in the mobile app, or in the web app. It is recommended to record Events in the mobile app, as the Form is completed there.


To record a new Event in the web app, start by logging in, then click New.


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Now, begin completing the General section:

  1. Select the Event Type.
  2. Select the Category.
  3. Select the Subcategory.
  4. Enter a Description.
  5. Optional: Select who Reported this Event.
  6. Select the Date this Event was reported.
  7. Enter the date and time this Event occurred.
  8. Select the Severity.


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Continue to the next field:

  1. Optional: Enter the Initial Actions taken once this Event occurred.
  2. Optional: Enter the Preceding Activity (what was occurring before this Event occurred).
  3. Optional: Enter the Address where the Event occurred.
  4. Optional: Enter a Location Description.
  5. Select the Facility.
  6. Optional: Select the Department.


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Next, Complete the Status section:

  1. Select who this Event is Assigned To.
  2. Select the Due Date (this can be adjusted later if needed).
  3. Select the Status.


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If applicable, complete the Person Involved section:

  1. Select the Person Involved.
  2. Enter their Shift and Start Time.
  3. Enter Days Away From Work (that were due to this Event).
  4. Enter Days on Job Transfer (that were due to this Event).


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If applicable, complete the Injury/Illness section:

  1. Toggle Person Injured.
  2. Enter the Injury/Illness Description.
  3. Optional: Select an Illness Type.
  4. Optional: Select an Injury Location.
  5. If applicable, toggle Death Occurred, and enter Date Death Occurred.


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If applicable, complete the Treatment section:

  1. Toggle Treatment Received.
  2. Enter the Initial Treatment.
  3. Enter what the person was Harmed By.
  4. If applicable, toggle Treated Off Site. Treatment Facility, Physician Name, Treated in Emergency Room, and Hospitalised Overnight will appear as available fields.



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Next, complete the Findings section:



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Next, complete the Actions section. Click New.



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Enter the Action details:

  1. Select if this is a Corrective or Preventive Action.
  2. Select a CAPA Category.
  3. Enter the Problem.
  4. Enter a Resolution (how this should be resolved).
  5. The Owner will pre-populate based on the selected Category. However, this can be adjusted if needed.
  6. The Assigned To will pre-populate based on the selected Category. However, this can be adjusted if needed.
  7. The Due Date will pre-populate based on the selected Category. However, this can be adjusted if needed.
  8. Select the Priority.


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You can click View In Actions Portal to view all Actions related to this Event.



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If applicable, complete the Witness Statements section. Click New.



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Enter the statement details:

  1. Select the Witness.
  2. Select the Date & Time this statement was given.
  3. Enter the Statement.



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Next, complete the Followers section. This will pre-populate based on the Event Subcategory, however, you can add/remove Followers here.

  1. Edit the Followers.
  2. Click the three dots.
  3. Save this Event. You can click on this menu again to Notify Followers or generate an OSHA report.



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