5.1 Viewing Incidents
Navigate to Incidents → All Incidents (/incidents).
Desktop view: Full data table with columns for Case #, Category, Title, Location, Date, Severity, Status, and Actions.
Mobile view: Card-based list showing case number, title, severity badge, status badge, and date.
Filtering options:
- Search by title or description
- Filter by status (Draft, In Analysis, Action Required, Closed)
- Filter by severity (Low, Medium, High, Critical)
- Filter by category (Human Injury, Equipment, Process, etc.)
- Toggle to show/hide deactivated incidents
5.2 Creating a New Incident
Navigate to Incidents → Create New (/incidents/new).
Required fields:
- Title — brief description (minimum 3 characters)
- Description — detailed account of what happened
- Category — select from 7 categories (see §5.3)
- Location — where the incident occurred
- Incident Date — when it happened
- Incident Time — time of occurrence
- Severity — Low, Medium, High, or Critical
- For Human Injury: worker details, incident type (OSHA classification), LTI toggle, lost days, restricted days, workers on site, man-hours
- For Equipment: asset details, failure mode, downtime, repair cost
- Other categories: hazard tags
5.3 Incident Categories
| Category | Description | Special Fields |
|---|---|---|
| Human Injury | Injuries to personnel | Workers, OSHA type, LTI details |
| Equipment | Equipment failures/damage | Assets, failure mode, downtime, cost |
| Process | Process deviations/failures | Hazard tags |
| Environmental | Environmental impact events | Hazard tags |
| Property Damage | Damage to property/infrastructure | Hazard tags |
| Near Miss | Events with potential for harm | Hazard tags |
| Fire | Fire-related events | Hazard tags |
5.4 Severity Levels
| Level | Description |
|---|---|
| Low | Minor impact, no significant harm |
| Medium | Moderate impact, some disruption |
| High | Significant impact, serious consequences |
| Critical | Severe impact, major consequences |
5.5 Incident Statuses
| Status | Description |
|---|---|
| Draft | Initial report, under review |
| In Analysis | Active investigation underway |
| Action Required | Root causes identified, CAPA actions pending |
| Closed | Investigation complete, all actions resolved |
5.6 Incident Types (OSHA Classification)
For Human Injury incidents, classify the type:| Type | Description |
|---|---|
| Fatality | Work-related death — most severe |
| LTI | Lost Time Injury — worker misses scheduled shift |
| RWC | Restricted Work Case — worker on light/modified duties |
| MTC | Medical Treatment Case — requires medical care, worker returns |
| FAC | First Aid Case — minor, treated on-site |
5.7 Hazard Tags
Free-form tags to classify incidents by hazard type:- Type a tag and press Enter to add
- Tags appear as badges on the incident
- Used for pattern detection on the dashboard (Recurring Hazards chart)
5.8 Workers & Assets
Workers (Human Injury category):- Add involved workers with name, employee ID, department
- Specify OSHA incident type per worker
- Track lost days and restricted days per worker
- Add affected assets/equipment with name, asset ID, type
- Specify failure mode (Mechanical, Electrical, Corrosion, Fatigue, etc.)
- Track downtime hours and repair cost estimate
- Flag total loss assets
5.9 Editing & Deactivating Incidents
- Edit: Click the edit icon or navigate to
/incidents/:id/edit - Deactivate: Admins can soft-delete incidents (they become read-only and hidden from default view)
- Reactivate: Admins can restore deactivated incidents
5.10 Incident Detail View
The detail page (/incidents/:id) shows:
- Header: Case number, title, severity badge, status badge, category
- Metrics Strip: Key metrics based on category (workers, lost days, failure mode, cost, etc.)
- Summary: Description, location, date, time
- AI Report: AI-generated summary (see §13.3)
- Evidence Section: Photos and text records
- Analysis Frameworks: List of logic trees created
- CAPA Actions: Corrective/preventive actions
- Activity Timeline: Created date, last updated, days open