Incidents and investigations

This entire incident, injury and investigation module is Complete-only. Standard hazard/JHA forms do not grant access to injury cases. Available actions also depend on role, site scope and rollout; see plans and billing.

Start with the incident record for the jobsite. For initial injury reporting and worker amendments, see report an injury.

Owners can review incidents across the organization. Admins, PMs, and Superintendents see incidents within their site scope. An incident without a site uses the applicable worker scope. The narrative, medical details, evidence, and investigation have separate permissions; opening protected detail is recorded in the history.

Run an investigation

Owners and authorized incident managers can use the investigation panel on the web incident page.

1. Open the investigation and assign a lead and due date.
2. Record the sequence of events, contributing factors, root cause, immediate controls, recommendations, and witness statements as appropriate.
3. Create corrective actions for work that must be completed.
4. Link related hazards, equipment, or inspections from the same jobsite when permitted.
5. Submit the investigation for review when the findings are ready.

Each saved findings section creates a revision. Use the history to see how the account changed rather than treating the latest text as the original report.

Corrective actions and closure

Corrective actions appear in the Safety Queue and mobile Action Center. Track them through remediation and verification.

A verified closure requires all corrective actions to be verified or cancelled. A waived closure requires a reason and is recorded separately. If recordability review remains unresolved, closure requires an authorized reviewer to record a deferral. Closing an investigation is not itself a recordability decision.

Authorized users can reopen an investigation when more work is needed. Mobile Reports and Action Center show investigation state, overdue dates, and open actions; use the web incident page for the full investigation workflow.

Recordability review

Owners and incident managers the Owner designates can record a recordability decision on the web incident page. The page screens the recorded medical facts against a versioned rule and shows the result as a recommendation with its reasons, or reports which facts are still missing. Choose recordable, not recordable, or defer, and explain the decision; every decision is saved with the recommendation it was made against. Nothing on the page is an official OSHA determination. Incidents created before this review existed show a "legacy input, review required" entry until a reviewer decides.

Privacy cases

Owners and designated incident managers can mark an incident as a privacy case, for example a needlestick or an injury the worker asked to keep private. While the designation is active, the names, profile links, and reporter identity of the people involved are withheld from staff without privacy access, on the incident list, detail page, timeline, person profiles, and the mobile workspace. Access to the incident itself does not change. The injured worker and the reporter always see their own report. Releasing the designation restores identity; both steps are recorded.

Superintendents never read incident narratives by default. An Owner can turn on an organization setting that lets a Superintendent with an active Admin elevation read narratives for the sites they lead; medical detail stays protected.