Safety Incident Reporting

Safety Incident Reporting helps your team log workplace safety events, investigate what happened, and close the loop with corrective actions.

The Safety Incident Reporting screen reflects the current ToolbagCRM layout.

When to use this

Use this plugin when you need a shared place to track near misses, first-aid events, OSHA recordables, lost-time injuries, and follow-up work after a jobsite or shop incident.

It is useful for teams that want managers to see open investigations, record OSHA-related details, and keep safety notes connected to the work context inside ToolbagCRM.

Before you start

• Confirm Safety Incident Reporting is included in your plan.
• Enable Safety Incident Reporting in Settings → Features.
• Make sure the team features your account uses for employee names and assignments are enabled.
• Decide who is allowed to create, investigate, close, and delete incident records.

Report an incident

1. Open Safety Incident Reporting.
2. Select Report Incident.
3. Enter the incident date and type: Near Miss, First Aid, Recordable, Lost Time, or Fatality.
4. Add a short title, the location, the injured employee if applicable, and the job or project context.
5. Describe what happened in plain language.
6. If the incident is OSHA recordable, select OSHA Recordable. For lost-time incidents, enter the number of days away.
7. Add notes for any extra context, then save the incident.

Keep the first report factual. You can add investigation details and corrective actions later when the manager or safety lead has reviewed the event.

Track investigations

The incident list shows summary counts for total incidents, open items, items under investigation, OSHA recordables this year, near misses this month, and lost days year-to-date.

Use the tabs and filters to narrow the list by status or incident type. The search box can help find incidents by title, employee name, or location.

To start follow-up work:

1. Open the incident details.
2. Select Start Investigation while the incident is still open.
3. Review or update the incident details as more information comes in.
4. When the review is complete, choose Close Incident.

Close an incident

Closing an incident requires the safety lead or manager to record:

• Root Cause — what caused the incident or near miss.
• Corrective Actions — what the team did to reduce the chance of it happening again.
• Closed By — the manager or safety lead who completed the review.

Closed incidents stay available for review, reporting, and audits. Open incidents can be edited; closed incidents should be treated as historical records.

Tips

• Encourage field teams to report near misses, not just injuries. Near misses are often the best early warning signs.
• Use consistent location names so managers can spot repeat issues at a jobsite, warehouse, or truck.
• Do not wait until the investigation is complete to create the incident record. Log the event first, then add root cause and corrective actions later.
• Review OSHA recordable and lost-time counts regularly so year-to-date safety metrics stay accurate.

Troubleshooting

I do not see Safety Incident Reporting

Open Settings → Features and confirm the plugin is enabled for your account. If it is not available, your plan may not include it yet.

The incident list is empty

An empty list usually means no incidents match the current tab, type filter, or search term. Clear the filters or choose All to view every incident.

I cannot close an incident

Root cause and corrective actions are required before an incident can be closed. Fill in both fields and try again.

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