Submitted incidents register
Every incident with multi-select filters, a Deadlines column and filter, D&A and cost-range filters, sorting on any column and export.
Where: Dashboard → Incidents → Submitted incidents
Who can: Incidents: View
Incidents & Investigations
A worker files a quick notice (PIN) in their own words. An admin reviews it, sends a Flash to the people who need to know, then runs the investigation with root causes, corrective actions and a sign-off chain, with every step dated and on the record.
Who uses itWorkerSupervisorAdminPlanAll plans
On the admin side
17 featuresDashboard and the Admin paneReview the PIN
An incident starts as the PIN. Review it before anything goes out; the reviewed PIN is what the Flash attaches.
Where: Incident → Review
Who can: Incidents: Edit
Turn the Flash process on or off
Some companies only want a notification when a PIN is filed. Switch the Flash approval process off and the Flash, its review step and its deadline are hidden; the PIN notification still goes out. On by default.
Where: Incidents → Settings → Deadlines
Who can: Incidents: Edit
Send a Flash
The default Flash list pre-fills the recipients; you pick the final list and which photos go in. It attaches the reviewed PIN as a PDF marked preliminary, and keeps exactly what was sent in the Flash history. Send another when there's news.
Where: Incident → Flash panel
Who can: Incidents: Edit
Investigation deadlines
Three clocks from the PIN: Flash (4 h), preliminary investigation (48 h, Mark preliminary complete) and final investigation (7 days, sent for review). Yellow, orange, red, green when met.
Where: Incidents → Setup → Deadlines
Who can: Change: Incidents Edit
Details
Classification, status, lead investigator, vehicle cost range then estimated and final cost, and Drug & alcohol (D&A) form completed: Yes, No or N/A.
Where: Incident → Details
Who can: Incidents: Edit
People, injuries and competency
Add each person and their involvement. For an injury, pick the body part and how it happened from one standard list. A Contributor gets a Competency step: tickets, training, SWPs and orientation as they stood on the day.
Where: Incident → People
Who can: Incidents: Edit; injury detail needs View Injury & Claim Detail
Assets, other vehicles and stolen items
Attach company assets. Collision information from the PIN shows as a third-party vehicle. Stolen items on a Security incident, tied to a real asset when there is one, are also listed under Stolen assets.
Where: Incident → Assets
Who can: Incidents: Edit
Root cause
Tick the causes you found, then Done — check against the record: up to five questions about what the record shows. Root cause cards read What happened → Why → Root cause, each with its fix.
Where: Incident → Root Cause
Who can: Incidents: Edit
Incident causation models
The cause lists investigators pick from, managed for the company.
Where: Incidents → Setup → Incident Causation Models
Who can: Manage Incident Causation Models right
Corrective actions
Every fix is an ordinary action item linked to the incident (and its root cause), shown on the Actions tab and in the Action Items register.
Where: Incident → Actions
Who can: Incidents: Edit
Sign-off flow
Reviewers added and ordered per incident. Each signs in turn; nobody can sign before the stage ahead of them, and that order is enforced by the server.
Where: Incident → Review → Sign-off flow
Who can: Add reviewers: Incidents Edit
Supporting docs and photos
Drag in several files at once. Download all photos gives one zip; Select → Remove selected takes photos off.
Where: Incident → Supporting docs
Who can: Incidents: Edit
Claim and case timeline
Link the incident to a workers' comp claim from its Claim tab. The Case timeline tab lays out what happened, in order (Enterprise).
Where: Incident → Claim / Case timeline
Who can: View Injury & Claim Detail
Notifications and modified duty
Who is told when a PIN is filed (people, positions), and who hears when someone goes on light or modified duty or is cleared.
Where: Incidents → Setup → PIN Notifications / Modified Duty Notifications
Who can: Incidents: Edit
Download PDF or Word
The investigation record as PDF or Word, built from the same data as the screen.
Where: Incident → Download
Who can: Incidents: View
Delete a record filed by mistake
Delete this record permanently removes an incident. There is no undo; recovery is from a backup through support.
Where: Incident → Delete this record
Who can: Company Admin
On the worker side
3 featuresFieldView and your profile menuFile a PIN
A quick notice: what happened, where, who, and photos. It is your own account in your own words; nothing suggests causes. Vehicle incidents ask for collision information; Security incidents can list stolen items.
Where: FieldView → Report an Incident
Who can: Everyone (Report an Incident is on by default)
Investigations
Every incident you've been picked to work on: where you're lead investigator, sign-offs where it's your turn, and claims you own. The lead investigator can save the investigation without Incidents access.
Where: Report an Incident → Investigations
Who can: Lead investigators, reviewers
My incidents
What you filed, with its progress: Received → Reviewed → Action → Closed. Once fixed, tap Looks fixed or Still a problem.
Where: Report an Incident → My incidents
Who can: Everyone
Related articles
- Report an Incident: filing a PINThe quick notice a worker files from the field — when, what and where, in their own words, with photos — and what happens to it after.
- Reviewing a PIN and sending a FlashCheck the field PIN, mark it reviewed, and send the Flash — the reviewed PIN as a PDF — to the people who need to know.
- Running an investigation and its review roundWork the investigation tab by tab, then send it round its reviewers in order. Each one accepts or declines; the incident closes when the last one accepts.
- Incidents: investigation deadlinesThree deadlines from when the PIN is filed: the Flash, the preliminary investigation and the final investigation.
- Root cause: checking against the recordPick your own causes, then see what the record shows, and what usually sits behind each cause.
- Incidents: competency, vehicle cost and D&ARecord a contributor's competency for the task, a vehicle incident's cost, and whether the D&A form was done.
- Injury trends and early warningWhere injuries are climbing, by body region and by how they happened; what usually spikes in the months ahead; how a rising trend is flagged and who is told; and how to record how an injury happened.
- Claims: opening and working a claimOpen a workers' comp claim, link it to its incident, keep its documents and timeline, and clear it with the clearance letter.