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- Safety / Incident Reporting
- Get started
Get Safety / Incident Reporting running in four steps.
Prepare a first safety assessment and incident review cycle.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Safety / Incident Reporting. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Safety / Incident Reporting in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open Safety / Incident Reporting. Assign an Admin to enter the organization, operating unit and team members. Identify the Safety Manager and Independent Reviewer before inviting the pilot team to work on a live case.
Prepare the first operating cycle
Choose one assessment period and a control that is already understood by the team. Enter a representative incident or near miss, record a test and finding, then assign a corrective action. Use the same case to agree how evidence is titled, who can see it and what counts as a passing retest.
Review before release
Ask the Independent Reviewer to inspect the submitted revision, action evidence and retest. Record a reasoned decision and compare it with the investigation status and operation receipt. Review the unresolved work in Operations Overview, then add more sites only when the handoff is clear.
Set up Safety / Incident Reporting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.