Workflow of Incidents

This article steps you through the workflow of an incident showing what notifications and actions are required.

An incident can be reported from the following areas;

Activities > Incidents

Resources > Projects

In this article, we will be following an incident raised from the project screen.

When an incident is raised, it has a status of Open.

All staff with a Safety Administrator role will receive a notification that an incident has been reported.

You can see in the recipient's list who has read the notification.

In the incident screen expand the Tasks accordion to Raise a Task.

When a task has been raised against an incident, the status changes to In Progress.

When the person who the task is assigned to logs into the Safety portal, they will see the task in the Activities > Tasks screen.

When they open the task, they will see the details.

When they click on Start the status of the task changes to Started;

When they have finished the task, they click on the Complete button. If the task was marked as requiring sign off the status updates to Awaiting Sign-Off, otherwise it goes to complete.

The person who allocated the task will receive a notification that the task is awaiting sign off;

When the user opens the task, they will see the Sign Off button.

The task is then Complete.

When there are no tasks left open against an incident, you will be able to mark it as resolved.