Track safety incidents

In order to create a visual map of the safety incidents occurring on the project site, a safety Issue type can be used to place incidents on the plan sheets. In this video you will learn how to add safety incidents to the floor plan. You will also learn how to attach an incident report form to the Issue in order to track more information and enable proper workflows for investigating and closing out an incident.

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

  • Create a Safety Incident Report form.
  • Attach an incident report to an Issue pin on a plan sheet.
  • Begin a new form while creating an Issue on a plan sheet.

Video quiz

Why is using a table format helpful in the “Injuries” section of a safety incident report?

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