Adding a New Incident

Keeping track of incidents is essential for maintaining a safe and compliant jobsite. From a General Contractor or user perspective, having detailed incident records helps protect both the company and its employees. It provides accurate documentation in case questions arise later—whether from insurance, OSHA, or clients—and demonstrates that the company takes safety seriously. Properly logging each event also helps identify trends, prevent future accidents, and build a strong culture of accountability and continuous improvement.

How to Add a New Incident

• Go to the Incident module.
• At the top of the screen, click the “+ Incident” button.

• In the pop-up window, make sure you select Incident, not Employee Write-Up.

• Enter the Location (best practice is to select the project where the incident occurred).
• Select the Date and Time — note that the date field is required.
• The Incident Number will be generated automatically unless you have customized your settings.
• Under Classification, choose the type that best fits the situation (for example: Accident, Death, Near Miss, Observation, or Self-Reported).
  • You can also add a custom classification specific to your company by typing it in and pressing Enter.
• Fill in the Description of the Incident (required field).
• Once complete, click Create Incident at the bottom of the screen.

Filling Out the Incident Record

After creating the incident, you’ll be directed to the Incident Record page. On the left panel, you’ll see three tabs: Details, Files, and Notes.

Details Section

Under Details, you’ll find several information blocks:

• Details Block:
  Review and confirm the information previously entered. The Cost Code field is for tracking purposes only—it won’t affect project costs unless you manually enter an expense.
• Action Taken:
  Document the steps taken to correct the unsafe condition or prevent recurrence.
• People:
  Record everyone involved, including witnesses, people notified (Safety Manager, Project Manager, HR, etc.), and the date/time notified.

On the right side of the screen, you can document further information:

• Observation/Injury Details
  • Description of the injury (if applicable).
  • Accepted treatment: Indicate if the employee received on-site treatment and describe what was done.
  • Transported to hospital: Check and describe if applicable.
  • Returned to work the same day: Mark and describe if confirmed.
  • Violations: If any, record the OSHA or company safety violation involved.

You can also enter Custom Field Values as configured in your company settings.

OSHA 300 Log

The OSHA 300 Log is used to record and summarize all work-related injuries and illnesses that meet OSHA’s recordable criteria. Maintaining this log is critical because it:

• Ensures regulatory compliance.
• Provides evidence of proactive safety management.
• Helps identify patterns or recurring hazards for prevention.
• Protects both the company and employees by keeping accurate, transparent records.

To add an incident to the OSHA 300 Log:

• Click on the OSHA 300 Log button.
  • In the pop-up window, select:
  • Employee Name
  • Event Title
  • Location of Event
  • Classification
• Injury/Illness Type (choose from the available list)
• Click Save to record it.

Files and Notes

• Files:
  Attach photos or documents related to the incident. This helps strengthen your documentation and supports investigations.
• Notes:
  Use for internal communication among your team only. This section is not visible to external users.

Printing or Sharing the Record

If you need a physical or digital copy:

• Click the three-dot icon on the top right of the screen.
• Choose View / Email PDF.
• You can then download, print, or email the report to HR or management.
• Obtain the employee’s signature and store the record in your jobsite binder or digital files.

With these steps, you’ll have a complete and compliant incident record, helping your team maintain safety, transparency, and documentation integrity on every project.