Admin
Sets up organizations, business units and team membership.
Can
- Manage Organizations, business units, team members, Users
- View Assessments, safety investigations
- Safety / Incident Reporting
- Roles and access
Who can do what in Safety / Incident Reporting
Give each safety participant access to the records they handle.
How permissions work
Local responsibility
Assign an assessment owner and an operating unit before people begin work.
Separate decisions
Keep the person correcting a finding distinct from the person retesting and reviewing it.
Evidence visibility
Choose Internal or Shared for each attachment according to who needs to read it.
Who can do what
| Role | Investigations | Assessments | Risks and Controls | Testing and Findings | Corrective Actions | Review and Evidence |
|---|---|---|---|---|---|---|
| Admin | View | Edit | Edit | — | Edit | — |
| Safety Manager | View | Edit | Edit | Edit | View | — |
| Investigator | Edit | View | View | View | View | Edit |
| Action Owner | View | View | View | View | Edit | — |
| Independent Reviewer | View | View | View | Edit | Edit | Edit |
| Control Tester | — | Edit | Edit | Edit | Edit | — |
Each role in detail
Safety Manager
Owns assessment scope and checks unresolved safety work.
Can
- Manage Assessments, Risks, Controls
- View safety investigations, Findings, corrective actions, assessment tests
Starts on: Assessment schedule
Investigator
Records incident details and supporting material for the assessment.
Can
- Manage safety investigations, record attachments
- View Assessments, Findings, Controls
Starts on: Investigation board
Action Owner
Completes assigned remediation and submits its evidence.
Can
- Manage corrective actions
- View Findings, safety investigations, Controls
Starts on: Open findings
Independent Reviewer
Checks submitted investigations, retests and recorded outcomes.
Can
- Manage Retests, review decisions
- View safety investigations, corrective actions, Findings, record attachments, Assessments
Starts on: Investigations awaiting review
Control Tester
Records samples, exceptions and evidence for scoped controls.
Can
- Manage assessment tests, Findings
- View Assessments, Controls, Risks
Starts on: Active assessments
Set up Safety / Incident Reporting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.