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Forms · Incidents

An incident is reported when it happens, and stays open until someone has dealt with it.

Whoever saw it opens their phone, describes it, picks the severity, takes a photo. The site manager is notified. Someone takes it on, and the person who reported it knows what was done.

4 statuses

New, in progress, resolved or closed with no action: nothing else to learn

4 severities

Low, medium, high, critical. A critical incident also alerts the administrators

6 photos

At most, attached to the report, with the location if the form asks for it

On the ground, today

A call, a voice note, and then nothing

Reports that get lost

The officer calls their supervisor. The supervisor is in a meeting. The next day, nobody remembers the exact time or place.

Nobody is in charge of fixing it

Everyone has heard about the leak in the storeroom, and each one thinks somebody else is on it.

The near miss is never written down

The trailing cable, the loose scaffolding: nothing happened, so nothing is written down. Until the day something does.

How it works

From the photo taken on site to the report back

Two ready templates: “Incident report” and “Unsafe situation or near miss”. An incident never goes through an approval circuit: it gets handled, not approved.

01

Report

What happened, the category, the severity, the site, the date and time, the people involved, the photos. The site is suggested from the day’s schedule.

02

Notify

The site managers get a notification on their phone. A critical incident also warns the administrators, straight away.

03

Take it on

A manager takes the incident, or hands it to someone, who is notified. The reporter knows it is being dealt with.

04

Discuss

A “Follow-up and discussion” thread keeps every step, every message and every photo added along the way.

05

Resolve or close

Resolving requires writing what was done, and the reporter gets that note. Closing with no action requires a reason.

06

Reopen if needed

The leak is back? The incident is reopened, with its full history, instead of creating a new one.

The screens

Open incidents, and a critical incident being handled

At the top of the list: open incidents, open critical ones, not yet taken on and average time to resolve. You filter by status, severity, site and dates, and the list exports to Excel.

09:41
WeplanifySC
Open incidentsDemonstration data
IncidentSiteSeverityStatus
Fall on staircase BDiamniadiocriticalin progress
Generator stoppedAlmadieshighnew
Cable on the floor, dock 2Portmediumin progress
Storeroom door forcedCocodylownew

Each employee also finds “My reports” and, if they have any, the incidents handed to them.

09:41
WeplanifySC
IncidentDemonstration data

Fall on staircase B

Diamniadio worksite · reported by Ibou Ndiaye

critical
  1. ✓
    Reported07:42

    2 photos · managers and administrators notified

  2. ✓
    Taken on07:55

    Khadim Seck, site manager

  3. •
    Follow-up and discussion09:10

    “Handrail fixed back, step marked until it is repaired.”

  4. Resolved

    With the note of what was done

The phone and the office

You report from the phone, you follow up from the phone or the office

On the phone

Whoever saw it, and whoever fixes it

Weplanify: I fill in a form right from the field
A report, with a photo
  • Report in a minute. The place, the severity, the photo taken with the camera or picked from the gallery.
  • Know where it stands. The reporter is notified when the incident is taken on, resolved, closed or reopened.
  • Follow it from the app. Incidents are reported and followed from the mobile app too.

At the office

Site managers and management

  • What has not been taken on yet. The “Not yet taken on” counter says what is waiting for someone.
  • The average time to resolve. At the top of the list, to see whether things drag.
  • An export for meetings. The filtered list goes to Excel, with what you have on screen.

What we do not claim to do

The alert goes through the app, the official filing stays yours

A critical incident alert arrives as a notification on the phone and in the app, not by e-mail: your managers need the app. A work accident reported here is not filed with the social security fund: the record and the photos help you do it, but the official filing remains yours to do.

The modules that go with it

Have the next incident reported from the phone.

The template is ready: publish it to a team and see who takes it on.

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