The Incident Report Management System is a comprehensive, no-code solution designed to help organizations accurately capture incident details, manage investigations, assign corrective actions, track evidence, and ensure full resolution with complete transparency. Built on SharePoint and enhanced with Infowise Ultimate Forms, this system replaces scattered spreadsheets, emails, and manual follow-ups with a single, integrated workflow that keeps every incident visible, organized, and fully traceable.
Key Features Include:
- Structured Incident Reporting - Capture detailed incident information using a clean, guided form with sections for root cause analysis, impact assessment, involved persons, follow-up requirements, and investigation notes.
- Corrective Actions Tracking - Use Ultimate Forms: Associated Items to assign and track tasks that arise from the incident investigation. Each action includes priority, due date, assignee, and status, helping ensure nothing is missed.
- Evidence Library Integration - Attach photos, documents, and videos directly to each incident through an Associated Document Library.
- Real-Time Summaries & Completion Tracking - Associated Items Summaries calculate the number of corrective actions and how many are complete.
- Alerts & Notifications - Ultimate Forms: Alerts notify investigators and task owners about new assignments, upcoming deadlines, overdue actions, and scheduled follow-ups — keeping the entire process proactive instead of reactive.
- Fully Tabbed Interface for Clarity - The form organizes all data (Details, Investigation, Involved Persons, Corrective Actions, Evidence, Resolution) into logical tabs for an intuitive and user-friendly experience.
How It Works:
- Report an Incident: Users submit a new incident with details, severity, and participants.
- Investigation Begins: The system notifies the assigned investigator.
- Create Corrective Actions: Tasks are added directly within the incident form; the system updates the incident status automatically.
- Track Progress: Alerts remind task owners of upcoming or overdue deadlines; summaries show completion.
- Automatic Resolution: When all corrective actions are completed, the incident closes automatically and notifies all stakeholders.
Why Choose This Template?
The Incident Report Management System ensures every workplace incident is documented, investigated, and resolved in a consistent, trackable, and accountable way. With automated workflows, linked evidence, structured corrective actions, and transparent status tracking, the system brings order and reliability to incident management while requiring zero custom code.
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