Manage safety incident reports in Dashpivot with digital forms, automated workflows, and real-time analytics. Capture incidents on site from any device, route them to the right people for sign-off, and keep a complete audit-ready record of every incident.
How it works
Key Features
Always accessible — Access the incident report form on site at any time via the Dashpivot mobile app on iOS or Android
Photo capture — Attach photos on the spot while filling out the form
Automatic notifications — Notify the right people immediately using automated workflow notifications
Automatic register — Generate a register of all incidents automatically
Pattern tracking — Identify patterns over time such as recurring incident types, locations, or parties involved
Best Practices
Set up your incident template as a workflow to manage the reporting and sign-off process
Set up workflow notifications to alert the right person or people at each stage
Include a photo field so visual detail can be captured on site
Include a single-line text field as a title, then in template settings, display this field on the form thumbnail so records can be identified quickly in the register
Use list fields where applicable (e.g. incident type, location, trade) so records can be found faster in the register view and patterns can be identified in analytics charts
Getting started
Access a free Incident Report template from the Dashpivot template library. Go to Templates > Add Template > Browse free templates and search for Incident.
Using Storm AI Templates
You can use Storm to generate an incident report template tailored to your site or reporting requirements.
Open your template library and select Add Template, then choose Build with AI
Describe what you need, for example:
"Create an incident report template with fields for incident type, location, people involved, immediate actions taken, photo capture, and a corrective action workflow"
💡 You can also use the voice recorder to describe your requirements instead of typing. Review Storm's output in the template editor before publishing.
FAQs
Can workers complete incident reports from their phone on site?
Yes — incident reports can be completed using the Dashpivot mobile app on iOS or Android, including attaching photos on the spot.
How are incident records stored?
All incident reports are stored securely in the cloud and automatically added to a register. Records can be searched, filtered, shared, printed, downloaded, or exported at any time.
Can I automate who gets notified when an incident is reported?
Yes — set up your incident template as a workflow with automatic notifications so the right person is alerted at each stage of the process.
Can I track incident trends over time?
Yes — use the analytics section to identify patterns such as recurring incident types, locations, or people involved across your projects.
Can external parties sign off on an incident report?
Yes — include a manual signature field on the form so external users without a Dashpivot account can sign on directly.
Can I use an existing incident report template?
Yes — free templates are available in the Dashpivot template library under Templates > Add Template > Browse free templates.