Create an incident report template

When safety incidents occur, they can result in injuries and property damage requiring investigation and documentation of what occurred. In this video, learn how to use Forms and Templates in Build to record relevant information, assign tasks for follow up, and track the incident investigation until it is resolved and closed.

After completing this video, you’ll be able to:

  • Create a new form template to collect incident data.
  • Set up approval worfklows within a template.

Video quiz

When a serious safety-related incident occurs, which tool in Build should be used to create a detailed report with approvals and signatures?

(Select one)
Select an answer

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