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Safety / Incident Reporting · Available now

Follow incidents from investigation to verified action.

Safety / Incident Reporting brings an incident or near miss into a period assessment, then connects the investigation to control tests, findings and corrective actions. An investigator records the site and occurrence, while the assessment owner keeps the period, operating unit and scope clear.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewInvestigations awaiting review
Safety / Incident Reporting · Safety investigations

Investigations awaiting review

Approval conditions

New safety investigation
Safety investigations in view
6
Submitted
6
StatusSiteOccurred atSeverity rankParentRevision
SubmittedNorth Quay loading dock20 Oct630PPE compliance assessment760
SubmittedCedar Vale fabrication floor12 Oct360Quarterly warehouse safety controls160
SubmittedSilver Marsh cold room13 Oct440Loading dock hazard review370
SubmittedEastbank packaging hall30 Oct780Chemical handling control review930
SubmittedStonepath pallet yard30 Oct290Night shift incident response review680
6 of 6 records
North Quay loading dockSafety investigations · SI-63063
Submitted
Occurred at20 Oct
Severity rank630
ParentPPE compliance assessment
Revision760
Review decisionSI-63063 · North Quay loading dock

Independent Reviewer examines the submitted revision and records Approve, Reject or Return.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

See the safety work that needs attention

Every feature works on the same records. Pick one to see the screen your team works in.

Investigations

Record an incident or near miss and prepare it for independent review.

  • Draft account
  • Submitted review
  • Recorded outcome
  • Safety investigations
  • Assessments
  • Corrective actions
  • Review decisions
  • Record attachments
Explore investigations
OverviewCompleted investigations
Safety / Incident Reporting · Investigations

Completed investigations

Safety investigations

New
StatusSiteOccurred atDecision atParent
CompletedNorth Quay loading dock20 Oct24 OctLoading dock hazard review
CompletedCedar Vale fabrication floor22 Oct26 OctPPE compliance assessment
CompletedSilver Marsh cold room15 Oct23 OctLoading dock hazard review
CompletedEastbank packaging hall04 Nov11 NovNight shift incident response review
CompletedStonepath pallet yard21 Oct30 OctPPE compliance assessment
6 of 6 records
North Quay loading dockSafety investigations · SI-22018
Completed
Occurred at20 Oct
Decision at24 Oct
ParentLoading dock hazard review
Example screen with sample data
Process

Follow an incident through correction

Incident investigation to reviewed action ships ready to use. One step needs a named approval before the work moves on: Review decision (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Scope assessment

    Set the operating unit, period and owner

    North Quay loading dockSI-63063 · Safety Manager
    Scope assessmentBy Safety Manager

  2. Record investigation

    Capture the event under its assessment

    North Quay loading dockSI-63063 · Investigator
    Record investigationBy Investigator

  3. Test controls

    Record the sample and observed exceptions

    North Quay loading dockSI-63063 · Control Tester
    Test controlsBy Control Tester

  4. Complete action

    Submit the correction and evidence

    North Quay loading dockSI-63063 · Action Owner
    Complete actionBy Action Owner

  5. Retest finding

    Check the response independently

    North Quay loading dockSI-63063 · Independent Reviewer
    Retest findingBy Independent Reviewer

  6. Review decision

    Record the decision and reason

    North Quay loading dockSI-63063 · Independent Reviewer
    Review decisionBy Independent Reviewer
    ApprovalIndependent Reviewer examines the submitted revision and records Approve, Reject or Return.

Start with Incident review

Inside a record

Plan evidence and reporting connections

Open any safety investigation to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Occurred at, Severity rank, Parent and Revision.

  2. 2
    Linked records

    Records linked to this safety investigation.

  3. 3
    Who works on it

    Admin, Safety Manager and Investigator, each with their own permissions.

  4. 4
    Process stages

    Record investigation and Submit investigation, with the role that acts.

  5. 5
    Approvals

    Review decision, with who decides.

Investigations awaiting reviewNorth Quay loading dock
Safety / Incident Reporting · Safety investigations

North Quay loading dock

PPE compliance assessment · Submitted

Log activity
1
Record details
Occurred at20 Oct
Severity rank630
ParentPPE compliance assessment
Revision760
3

Who works on it

  • AdminManage Organizations, business units, team members, Users
  • Safety ManagerManage Assessments, Risks, Controls
  • InvestigatorManage safety investigations, record attachments
4

Process stages

  • Record investigationInvestigator
  • Submit investigationInvestigator
5

Approvals

  • Review decisionIndependent Reviewer
    Approved
Example screen with sample data
Approvals

Keep review decisions attributable

Keep the person correcting a finding distinct from the person retesting and reviewing it.

OverviewApprovals
Safety / Incident Reporting · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SI-63063North Quay loading dock
    PPE compliance assessmentRequested by Admin
    Submitted0dActions
  • SI-16487Cedar Vale fabrication floor
    Quarterly warehouse safety controlsRequested by Admin
    Submitted3dActions
  • SI-65087Silver Marsh cold room
    Loading dock hazard reviewRequested by Admin
    Submitted2dActions
  • SI-92295Eastbank packaging hall
    Chemical handling control reviewRequested by Admin
    Submitted4dActions

Who approves what

DecisionApprover
Review decisionRecord the decision and reasonIndependent Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Safety / Incident Reporting to the work that is theirs. Pick a role to see what it starts with.

Admin

Sets up organizations, business units and team membership.

  • Manage Organizations, business units, team members, Users
  • View Assessments, safety investigations

Roles and permissions

Reports

Read outcomes from the underlying records

Review incident work through recorded statuses, dates and outcomes.

Overview
Safety / Incident Reporting · Overview

Safety / Incident Reporting dashboard

This quarter

Assessments in view
6
Planned
2
Testing
2
Review
2

Safety investigations by status

How far records got this quarter

StageReachedStep
Draft41
Submitted2356%
Approved1461%
Rejected750%

Severity rank by status

Sample totals per stage

9.0k0
9.0kDraft
5.0kSubmitted
3.0kApproved
2.0kRejected
2.0kCompleted
Example screen with sample data
  1. 01Investigations by status

    Count investigations by status and organization.

  2. 02Incident severity by site

    Compare severity rank and occurrence date by site.

  3. 03Assessment progress

    Review assessment status, period and owner.

  4. 04Control test exceptions

    Compare sample size, exception count and result by control.

  5. 05Findings by severity

    Count open findings by severity and control.

  6. 06Action due dates

    List corrective actions by due date, status and owner.

  7. 07Retest results

    Compare pass, fail and inconclusive outcomes by finding.

  8. 08Reviewer outcomes

    Summarize decisions and reasons by reviewer and date.

All reports and dashboards

Who it's for

Fit the work to each operating unit

See how Safety / Incident Reporting fits your kind of team.

Multi-site operations

Keep incident work attributable to the right operating unit.

Plant safety teams

Follow a plant hazard from observed event to checked correction.

Safety governance teams

Review assessment results and remediation across an organization.

Controls

Tie control checks to findings

Each stage of incident investigation to reviewed action names the role that acts and the status it records, so a change is never anonymous.

OverviewIncident investigation to reviewed action
Safety / Incident Reporting · Process

Incident investigation to reviewed action

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
9
Scope assessment
Safety Manager, Action Owner
StatusDraft → Planned
RecordsOrganizations, Assessments
Test controls
Control Tester
StatusPlanned → Testing
RecordsAssessment tests, Assessments, Controls
Raise finding
Control Tester
StatusOpen → action planned
RecordsControls, Findings
Incident investigation to reviewed action
  1. Start
    Scope assessmentDraft → Planned
    Organizations
  2. Step
    Test controlsPlanned → Testing
    Assessment tests
  3. Step
    Raise findingOpen → action planned
    Controls
  4. Step
    Assign corrective actionPlanned → in progress
    Corrective actions
  5. Step
    Complete actionIn progress → Submitted
    Corrective actions
Example screen with sample data

See each stage in detail

AI agent

Prepare the case with Proto

Use an assistant to prepare safety records for human review.

It can

  • Investigator: Prepare an incident account with site, occurrence and related assessment for the Investigator to check.
  • Safety Manager: Gather open findings and action due dates for a period review.
  • Control Tester: Compare test samples and exceptions with the linked control.
  • Independent Reviewer: Summarize the submitted revision, evidence and retest for a human decision.

Stays with a person

  • The Investigator confirms the event account.
  • The Action Owner confirms what was corrected.
  • The Independent Reviewer examines the evidence and makes the approval decision.
  • A generated summary cannot substitute for a retest or a recorded decision.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Safety / Incident Reporting
  • Document storage
  • External incident reporting
  • Identity directory
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Investigations5
  • Assessments6
  • Risks and Controls6
  • Testing and Findings5
  • Corrective Actions5
  • Review and Evidence6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the scope

    Choose an organization, active operating unit and assessment period.

  2. Prepare ownership

    Add team members, risk and control owners, an Investigator, an Action Owner and an Independent Reviewer.

  3. Record a case

    Enter an incident or near miss under that assessment, then a control test, finding and correction with evidence.

  4. Rehearse review

    Retest the finding, record a reasoned decision and compare it with the investigation status.

  5. Expand work

    Add other operating units after the first team’s handoff and evidence conventions are clear.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Safety / Incident Reporting.

All questions
How do I get started?

Click Get started, then use Proto to configure Safety / Incident Reporting for your business. Start with one operating unit, an assessment period and a real incident to rehearse the review.

Where does an incident record belong?

Link the investigation to its parent assessment and organization. Record the site and occurrence in the investigation itself. Find the action through the finding under that assessment.

Who owns the assessment?

The Safety Manager sets the period, scope and owner. The owner follows testing, findings and remediation through the assessment.

How do we record a failed control check?

Record the sample size, exception count, Fail result and evidence reference in the test. Open a finding linked to the same control and assessment.

When is a corrective action finished?

The Action Owner submits completion evidence. An Independent Reviewer retests the finding, and the team checks the result before treating the action as Verified.

What if the retest fails?

Keep the failed result attached to the finding and send the response back for further work. The original test and action remain part of the case.

Who makes the review decision?

The Independent Reviewer records Approve, Reject or Return with a reason and source revision under the assessment. Check the investigation revision before relying on the decision.

How are files handled?

Attach supporting files to the assessment, label their evidence type and choose Internal or Shared visibility for the intended audience.

Can we compare operating units?

Use each assessment's organization, operating unit and period, then inspect the linked tests, findings and decisions before comparing outcomes.

How do we plan connections?

Agree any document, identity or external reporting transfer during implementation. Keep ownership of external acknowledgements clear.

Set up Safety / Incident Reporting your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started

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