Managing Incident Reports

Create, track, and close incidents on the Safesite Desktop Portal

Crystal King avatar
Written by Crystal King
Updated over a week ago

Incident Reports allow you to view the details of an incident and edit them as necessary.

Watch this video to learn more about Managing Incident Reports on the Safesite Desktop:

Incident reports can be any of the following types:

  • Injury

  • Near Miss

  • Property Damage

  • Theft

  • Equipment Failure

How to Manage Incident Reports

  1. Log in to 

  2. Select the appropriate project from the drop-down menu.

  3. Click the Incidents tab and select Reports. The page will redirect to the Incident Reports page which contains a list of reported incidents that can be filtered, or exported.

    Admins can create, update, edit, and close incident reports. As an admin, if you wish to create a new incident report on the Safesite Desktop, click the Log New Incident at the top-right of the screen.

  4. Click the Manage button on the appropriate incident.

The page will redirect to the Incident Report page where you can view, edit, and add details to the report.

5. Fill in the incident report, with information involving the incident type, location, time of the incident, person(s) involved and any other required fields.

You can adjust the Incident Type to include multiple incidents, allowing you to select all that apply to the report. Each incident type will require different information and will have additional required fields needed to complete the report.

If selecting Injury for the Incident Type, you will have the ability to add the Incident to the OSHA 300 Log.

Safesite - Safety Management Software 2021-10-11 at 4.47.01 PM

Sections will be marked as COMPLETE or INCOMPLETE on the right-hand side of the list.

Note: Sections that have an asterisk (*) and an INCOMPLETE label next to their name are mandatory to complete in order to finish the report.

6. When you've collected all the information and are ready to move on, click the Close Report button on the lower right-hand side. If the report is already closed and you're just making an update, click the Update Report button.

If necessary and at any point, you can go back into the report after it's closed to add additional details.

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