Incidents

Create an incident record when a job-site event needs review, documentation, or follow-up.

Create an incident

• Select the job site.
• Add the date and time.
• Add involved workers if known.
• Write a clear description.
• Attach photos or documents when available.
• Assign or update the status.

Good incident notes

Use plain language. Include what happened, who was involved, what action was taken, and what still needs follow-up.

When to escalate

Escalate immediately if the incident involves injury, regulatory reporting, customer escalation, sensitive worker information, or possible legal review.