Why it matters
Recording incidents, accidents, and near-misses gives you the evidence trail insurers and inspectors expect, and it surfaces patterns so you can fix the underlying cause before it repeats.
Incidents vs accidents
They live under Incidents & Accidents in the admin panel, and staff can also report from the app:
Report an Incident is for something serious you may need for police or legal records, such as violence, theft, or a safeguarding concern
Report an Accident (under Accidents & Near-Misses) is for injuries and near-misses on site
Recording who was involved
Both forms capture the people, not just the event. This is how staff and others are attached to a report:
On an incident | On an accident |
|---|---|
People Involved (required), plus Witness Names & Contact Details | Person Injured (if any) and Witnesses |
Description of Injuries and Injury Severity | Type of Injury and whether first aid was given |
You also capture where it happened, what you did immediately, whether emergency services were called, any CCTV and evidence, and a priority. Add photos or footage to back it up.
Who was on shift
When you open a report, the Staff on Shift section shows who was checked in at the time, with their role and check-in and check-out times. You do not enter this; it is drawn from check-in data, so it is an honest record of who was actually on. Expand a person to see their training certificates, personal documents, group memberships, and recent sign-offs, which is exactly what you need when working out whether the right people were trained and competent.
Tracking to resolution
Each report moves through a status such as submitted, under review, requires action, and resolved. Record your investigation, the root cause, and the corrective action, so the whole story is in one place. Click Export PDF on a report to download it with its full amendment trail for an insurer or solicitor.
Serious incidents come first. For a customer allergic reaction or suspected food poisoning, handle the medical and safety situation immediately, then document everything. From a report, click Get Legal Guidance to open Legal Guidance with the report already linked, so you get next steps and the evidence to gather.