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- Safety / Incident Reporting
- Integrations
Integrations
Plan the connections that bring supporting safety evidence into the work.
- Safety / Incident Reporting
- Document storage
- External incident reporting
- Identity directory
Systems to connect
- Document storage. Decide how supporting files are supplied to Record Attachments and who may upload them.
- External incident reporting. If the organization reports incidents elsewhere, agree how a reviewed case is transferred and which team owns the external acknowledgement.
- Identity directory. Map people to Users and Team Members so ownership and review are attributable.
How connections are governed
Start with a manual pilot and named owners for each transfer. Match an external document or report to its assessment and identify the relevant investigation before treating it as supporting evidence. Keep the external system’s confirmation with the responsible team. A review decision in this app should stay tied to the source revision and evidence the reviewer actually checked.
Set up Safety / Incident Reporting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.