These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Safety / Incident Reporting
- Implementation
How a Safety / Incident Reporting rollout works
Start with a bounded incident and action review cycle.
Set the scope
Choose an organization, active operating unit and assessment period.
Prepare ownership
Add team members, risk and control owners, an Investigator, an Action Owner and an Independent Reviewer.
Record a case
Enter an incident or near miss under that assessment, then a control test, finding and correction with evidence.
Rehearse review
Retest the finding, record a reasoned decision and compare it with the investigation status.
Expand work
Add other operating units after the first team's handoff and evidence conventions are clear.
What the customer provides
Bring the operating-unit list, named team members, current hazard and control descriptions, sample assessment periods and an incident suitable for a pilot. Agree the scoring scale, evidence naming convention and who makes the final decision. Keep sensitive files under the visibility choice that matches their audience.
Changing it afterwards
When a control changes, record its current effective date and status while preserving older test references. When an incident account changes after submission, have the reviewer inspect the current revision. Review action ownership and due dates at each operating handoff. Use the data model when planning an import and roles when assigning access.
Set up Safety / Incident Reporting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.