Investigate, close and sign off an incident
Record the root cause and findings, raise corrective actions, record any regulator notification, then close it with a named sign-off. Reopen it with a reason if needed.
1 min readLast updated
Applies to: Site Safety Records · Administrator, Safety officer (HSEQ), Project or site manager, Director or executive
On this page
Investigating belongs to whoever manages safety on the site; closing and signing off to an company admin. Builders and businesses: a site's project or site manager or a safety officer investigates, and a safety officer can close and sign off too.
How to investigate
- Step 1: Open the incident from Incidents (or Needs you on the overview).
- Step 2: Under Investigation, record the Root cause, Contributing factors and Findings, then Save investigation. It moves to Investigating.
- Step 3: Under Corrective actions, write what needs to be done, choose the Owner, Priority and Due, and choose Raise action. Raise as many as you need. See Corrective actions.
- Step 4: Use Add photos for more evidence (up to 6 at a time, 10 MB each).
- Step 5: If you notified the regulator, enter When you notified them and Their reference (optional), then Record notification.
How to close it
- Step 1: Make sure the root cause and findings are recorded.
- Step 2: Under Sign-off, type Your full name and Your title, and tick: "The investigation is complete, the findings are recorded and the corrective actions are raised."
- Step 3: Choose Close and sign off.
To reopen a closed incident, enter Reopen: why? and choose Reopen.
Injury outcome
With Insights & AI on, an injury has an Injury outcome (fatality, lost time with Days lost, restricted duty with Days on restricted duties, medical treatment or first aid) for the injury rates. Update the days as they add up, even after it's closed. See Injury rates.