Incidents reported, actions assigned and closed with a record

Incident Management is a ready-made product for health, safety and environment incident reporting in SharePoint Online. Anyone can report an incident, the HSE officer reviews it and assigns action points, and the incident is closed once every action is done.

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  • Tata Realty
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  • Bajaj
  • Samsonite
  • Apar Industries
  • IndiGrid
  • Mahanagar Gas
  • Cushman & Wakefield
  • IndianOil Total
  • Mahindra Logistics
  • Rubamin
  • Remsons Industries

What it does

Six things it does for your safety team

It follows an incident from the report to closure.

Incident report

Record where it happened, who was involved, the category and the measures taken.

Officer review

The HSE officer reviews the incident and confirms it.

Action points

Assign action points to owners with an agreed closure date.

Status updates

Owners update each action point as Open, In Progress or Closed.

Closure protocol

The officer closes the incident once all actions are done.

Audit log

Every step is recorded with who did it and when.

Dashboard

See every incident and where it stands

The dashboard lists my requests, pending action requests and completed requests, each with its date, location, category and status.

  • My requests
  • Pending action requests
  • Completed requests
  • New Request button
Incident Management screenDrag to move around
Incident Management screen: dashboard tables of my requests, pending action requests and completed requests with request number, date, location, category and status, and a New Request button
Incident Management screen

Dashboard tables of my requests, pending action requests and completed requests with request number, date, location, category and status, and a New Request button

Report

Record what happened

The report captures the date and time, department, location and precise location, the person involved, the category of incident, a description, potential risks and the immediate measure taken. Attach documents and submit.

  • Date, location and precise location
  • Person involved, if any
  • Category and description
  • Potential risk and hazards
  • Immediate measure taken
  • Document attachments
Incident Management screenDrag to move around
Incident Management screen: an incident form with date, reporting date, department, location, precise location, person involved, category of incident, description, potential risk and the immediate measure taken
Incident Management screen

An incident form with date, reporting date, department, location, precise location, person involved, category of incident, description, potential risk and the immediate measure taken

Action points

Assign actions with owners and dates

The HSE officer reviews the incident and adds action points. Each has a review note, the action, the person it is assigned to, the department and an agreed closure date.

  • Review note and action point
  • Assigned to and department
  • Agreed closure date
  • Notice to each owner
Incident Management screenDrag to move around
Incident Management screen: an Add Action Point table with review, action point, assigned to, department and agreed closure date, with an input row on top, and the incident details above
Incident Management screen

An Add Action Point table with review, action point, assigned to, department and agreed closure date, with an input row on top, and the incident details above

Update and close

Update the status until everything is closed

Owners set each action point to Open, In Progress or Closed with remarks. When all are closed, the officer verifies and closes the incident, with the full audit log kept.

  • Open, In Progress or Closed
  • Remarks from owners
  • Officer verification
  • Audit log and communication box
Incident Management screenDrag to move around
Incident Management screen: an action point update where the owner sets the status to open, in progress or closed with remarks, and an audit log of the approver route and the communication box
Incident Management screen

An action point update where the owner sets the status to open, in progress or closed with remarks, and an audit log of the approver route and the communication box

Who it is for

Built for

HSE officers. Plant and site managers. Employees who report incidents. Compliance teams who need the record.

  • Report from any deviceStaff report incidents on a phone or a desktop.
  • Actions with ownersEvery action from an incident has an owner and a due date.
  • Reports for reviewDashboards show open, overdue and closed incidents.
  • Access controlledOnly the people who need an incident can see it.

How it works

How an incident moves

These are the steps an incident follows, from report to closure. Your review steps are set during installation.

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  1. Report

    The user submits the incident, which routes to the officer.

  2. Review and assign

    The officer reviews it and assigns action points.

  3. Act

    Owners update their action points and resolution details.

  4. Close

    When all actions are closed, the officer closes the incident with the outcome recorded.

Incident Management: questions we hear often

What does it cover?

Reporting and following up health, safety and environment incidents.

Who can report an incident?

Any user you give access to. Reports go to the HSE officer.

What happens after a report?

The HSE officer reviews it and assigns action points to owners with closure dates.

How is an incident closed?

When every action point is closed, the officer verifies and closes the incident.

Is there a record?

Yes. The audit log records each step, with who and when.

Do people get notified?

Yes. Emails go out for new reports, assignments and status changes.

Where does our data stay?

In your own SharePoint Online, inside your Microsoft 365 tenant. The product is installed there, and AscenWork has no access to your data.

How do people sign in, and what licence is needed?

People sign in with their Microsoft 365 account. The product is built on SharePoint Online, so you need an active SharePoint Online licence. It uses the Microsoft 365 licences and infrastructure you already have.

Can it be changed to fit our process?

Yes. Every installation is configured to your process: your forms, steps, roles and approvers. If you need something beyond the standard product, our technical team checks the scope and what is feasible, and we quote those changes separately so you can decide.

What does an installation include?

Setting up the environment, loading your master data, and setting user permissions and menu permissions to follow your company policy.

Do you train our team?

Yes. We provide training and documentation for the product we deploy, a train-the-trainer programme for your own team, and video training for the modules.

How secure is it?

It runs on Microsoft 365, so it uses the security features of your licence, such as role-based access, multi-factor authentication, conditional access, audit logs and external sharing controls. Which of these you have depends on your Microsoft 365 licence, and Microsoft governs them.

Who supports it after go-live?

You can run it with your own team, or add optional managed support from AscenWork for fixes, small changes and reviews. To report an issue, write to support@ascenwork.com and a support executive will pick it up.

Can it run on SharePoint Server instead of SharePoint Online?

It is built for SharePoint Online. For SharePoint Server 2016 or 2019 we can try it, and a few changes may be needed. Tell us what you run and we will confirm.

How do we get a price?

Talk to us. We listen to how your process works today, then send a written quote that covers the product set-up for your tenant and any custom changes as separate lines.

Contact

Talk to us about Incident Management