· 3 min read
How do I report an HSE incident?
Report it immediately with minimal fields, then close it later once root cause and corrective action are known.
Reporting is deliberately fast — you don't need to know the root cause yet to log that something happened.
Report it
- Open Field Ops → HSE incidents.
- Click “Report incident.”
- Choose a Category — Near miss, First aid, Recordable, or Lost time — enter When it happened, and describe What happened.
That's all that's required to create it. It starts in Open status.
Investigate, then close it
An incident moves from Open to Investigating to Closed. Closing it is where root cause is actually required:
- Click “Close incident.”
- Record the root cause and the corrective action taken — both are required fields on this dialog specifically, not the initial report.
This isn't just a form validation — the server rejects a close request that's missing either field, so there's no way to mark an incident closed without actually recording why it happened and what was done about it.
A closed incident can be reopened if needed. An “Export log” link generates a PDF of every incident logged on the project.
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