Incident Reporting Overview
SafetyPlan.io lets your team record, investigate and manage accidents, incidents and safety concerns, all in one place.
Anyone can submit a report using your team's public link, without logging in. Your Team Owner and Admins are notified straight away, and can then investigate, add management notes, request more information, export a PDF and close the report.
Who can do what
| Team Owner | Team Admin | Team User / anyone with the link | |
|---|---|---|---|
| Submit a report using the team's public link (no login needed) | ✓ | ✓ | ✓ |
| Get notified when a report is submitted | ✓ | ✓ | |
| View the team's incident reports | ✓ | ✓ | |
| Request more information | ✓ | ✓ | |
| Add management notes and open or close reports | ✓ | ✓ | |
| Export a report as a PDF | ✓ | ✓ | |
| Analyse incidents and export data | ✓ | ✓ | |
| Edit or delete a report | ✓ |
Who receives notifications is set in Incident Report Settings.
The incident reports page
Click Incident Reports in the left-hand menu, or open Team Tools → Incident Reports.
- Public Link: your team's incident report form. Click the copy button and share it with staff, crew and contractors, for example on site signage, in inductions or as a QR code.
- + Create Incident Report: fill in a report yourself.
- Analyse Incidents: charts and data exports. See Managing Safety Reports.
- Show archived incidents: see closed reports, which are also under Team Tools → Incident Report Archive.
- Recent Activity: the latest reports. Click Detail to open one.
The process
- Submit: someone reports what happened. See Submitting an incident report.
- Notify: the chosen team members get an email.
- Investigate: review the report and request more information from witnesses or others.
- Manage: record management notes, actions and whether it's RIDDOR reportable.
- Close: close the report and export a PDF for your records, client or insurer.
Related: Why report incidents?