Create a consistent record of every incident at your locations. This workflow helps facilities, property, safety, HR, and operations teams capture what happened, preserve evidence, coordinate follow-up, and support insurance claims or internal reviews without relying on paper forms or scattered emails.

• Report the Incident
  Record when and where the incident occurred, what happened, who was involved, and any injuries, property damage, or immediate actions taken.
• Collect Statements and Evidence
  Add witness details, photos, videos, documents, and supporting notes while the information is still fresh and easy to verify.
• Assign Follow-Up and Close the Record
  Route the incident to the responsible team, track insurance or internal review steps, assign corrective actions, and document the final resolution.

Benefits of This Incident Report Log Workflow

• Create a Clear Incident Record
  Keep facts, statements, evidence, and follow-up activity together so the organization has a consistent record of what occurred.
• Support Claims and Investigations
  Give insurance, legal, safety, and leadership teams organized documentation they can review without searching across emails, files, and handwritten reports.
• Prevent Repeat Incidents
  Connect each incident to corrective actions, repairs, training, or policy changes and track whether the underlying issue was addressed.

What’s Included in This Workflow

• Incident Report Log Workspace
  Track every incident by location, category, severity, date, people involved, status, owner, and resolution.
• Standard Incident Fields
  Capture witness names, injuries, property damage, immediate response, insurance information, evidence, and corrective-action details.
• Evidence and Follow-Up Views
  Store photos, videos, statements, and documents with the incident, then filter records by location, status, severity, category, or responsible owner.

Customize the Workflow for Your Team

Add or remove incident categories, fields, severity levels, statuses, and approval steps. Build location-specific views, define who is notified, and connect the log to related workflows such as corrective maintenance, safety investigations, insurance claims, employee follow-up, or training. Start with the recommended structure, then adapt it to your reporting and documentation requirements.

1. What happens when I add this workflow to Coast?
   Coast creates an Incident Report Log workspace with recommended fields, statuses, and views. Staff can submit reports, attach evidence, assign owners, and track investigations and corrective actions through completion.
2. How can Coast AI help manage incident reports?
   Coast AI can help build and customize the incident log, summarize report details, answer questions using incident information stored in Coast, and help create connected corrective-action workflows. Teams can also capture additional details using photos or voice input.
3. Can I customize the incident report log?
   Yes. Change the incident categories, fields, severity levels, statuses, views, notifications, and information collected. Coast AI can also help tailor the log and build related workflows around your reporting and follow-up process.
4. Can employees submit incident reports from the field?
   Yes. Employees can record incident details from their phone, add photos and witness information, and submit the report while they are still at the location.