Safety / Incident Reporting

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Put an AI agent to work in Safety / Incident Reporting

Use an assistant to prepare safety records for human review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.

What 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.

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 Safety / Incident Reporting your way.

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

Start now Download Proto

How to get started