Incident Reports Overview

The Incident Report tool – which is also known as Forms, is one of the most popular tools in the platform.

The tool workflow starts with a user filling in the report, it is then submitted up the hierarchy to an assigned manager who could create a targeted action plan. There is also an escalation option that can happen automatically if there has been no activity within a certain period or if the assigned manager chooses to manually escalate.

This tool can be used for Incident Reports, Expense Reports, Leave Submission, Supplier Issues, Hazard Reports and many other cases where this workflow suits.

Let’s take a look at a video introduction for this well-used tool below.

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