# Report and follow up incidents in the field

> In Weplanify, an incident is reported in a few seconds and warns the site manager, who takes charge of it and then resolves it with a short note.

- Product: Weplanify (https://weplanify.io)
- Section: Forms & requests
- Web page: https://weplanify.io/docs/formulaires.incidents?lang=en
- Other language: https://weplanify.io/docs/formulaires.incidents.md
- Last updated: 2026-10-10

In Weplanify, an incident is something that happens in the field and has to be dealt with: a leak, a fall, a breakdown, a theft, an aggressive client. It is never approved or rejected: someone takes charge of it, then resolves it. Everything is followed in **Requests → Incidents**.

![The Incidents screen: four indicators, the status tabs, the filters and the open incidents, the most serious first](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fformulaires%2Fmaj-2026-10-10%2Fin-liste-863e5e79.webp?alt=media&token=b3850ee5-4fea-48b9-8c0b-4c7b6bb28143)

## Steps

1. An employee [reports the incident](https://weplanify.io/docs/formulaires.incidents.signaler?lang=en): what happened, the category, the severity, the site, the time and photos. On a phone, it is the **Report** button of the [mobile app](https://weplanify.io/docs/application-mobile.incidents?lang=en).
2. The incident is **New** and the site managers are told ([who is told](https://weplanify.io/docs/formulaires.incidents.alertes?lang=en)).
3. A manager clicks **Take charge** or assigns it to someone: the incident becomes **Taken in charge** ([take charge or assign](https://weplanify.io/docs/formulaires.incidents.prendre-en-charge?lang=en)).
4. Once the problem is fixed, they set it to **Resolved** with a note of what was done, or **Closed without action** with a reason: false alarm, duplicate ([resolve or close](https://weplanify.io/docs/formulaires.incidents.resoudre?lang=en)).

## Good to know

- Four severities: **Low**, **Medium**, **High** and **Critical**. A critical incident also warns the administrators, right away.
- Who sees what: the administrator sees every incident; a manager sees those of the sites they supervise and those reported by their team; an employee sees their own reports and, in **Assigned to me**, the incidents handed to them.
- Site managers, and employees who reported an incident or were handed one, have **Requests → Incidents** in their menu.
- Each incident has its **Follow-up and discussion** thread: the steps and the messages between the reporter and the people handling it.
- Reports go through the incident reporting form of the Incidents category, created with the first report, with no approval circuit. The choices of its incident type question become the categories.
- Sort, filter and export: [the Incidents screen](https://weplanify.io/docs/formulaires.incidents.ecran?lang=en).

## Related guides

- [Report an incident from the web](https://weplanify.io/docs/formulaires.incidents.signaler?lang=en) — In Weplanify, report an incident from your computer: what happened, the severity, the site and photos. The site manager is told right away, with no delay.
- [Filter and export the incident list](https://weplanify.io/docs/formulaires.incidents.ecran?lang=en) — In Weplanify, the Incidents screen shows open and most serious incidents first, with its indicators, its filters by site or by date and an Excel export.
- [Take charge of an incident or assign it](https://weplanify.io/docs/formulaires.incidents.prendre-en-charge?lang=en) — In Weplanify, a manager takes charge of an incident or assigns it to an employee, corrects its details and talks with the reporter in the follow-up thread.
- [Resolve, close without action or reopen an incident](https://weplanify.io/docs/formulaires.incidents.resoudre?lang=en) — In Weplanify, an incident ends Resolved, with a note of what was done and a photo, or Closed without action with a reason. It can be reopened at any time.
- [Get notified of incidents and critical alerts](https://weplanify.io/docs/formulaires.incidents.alertes?lang=en) — In Weplanify, each incident notifies the managers of its site; a critical incident also alerts the administrators right away, through a notification.
- [Report and follow an incident on mobile](https://weplanify.io/docs/application-mobile.incidents?lang=en) — In Weplanify, the Report button of the app sends an incident in a few seconds; the manager takes charge of it and resolves it from their own phone.
- [Weplanify forms: requests, reports and surveys](https://weplanify.io/docs/formulaires?lang=en) — In Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.