Keep incident reports and your OSHA log

When a vase breaks or someone gets hurt, write it down the same day. The facts help with the client, your insurance and, for a team on payroll, your OSHA log.

1. 1

   Open Incidents

   In the menu, tap Partners, then Partner records, then Incidents.

2. 2

   Let partners report

   Tap Turn on so partners get Report something on Safety in their app. You hear the moment they send one.

3. 3

   Or add one yourself

   Tap Add one yourself, pick what happened, who was there and when, add photos and tap Save.

4. 4

   Follow up

   Open a report, add your notes, like what you told the client, then tap Save and close it.

5. 5

   Put an injury on the log

   With a team on payroll, an injury shows OSHA 300 log. Pick Put it on the log, fill in the columns and tap Save.

6. 6

   Post the summary

   Tap OSHA log for the year's log and 300A summary. Tap Download the log and summary to print and post it.