Incident Types help you standardise how incidents are recorded across your organisation. Whether you're recording injuries, illnesses, behavioural incidents, medications, or other event types, each Incident Type can be tailored to capture the information your team needs.
With the Incident Form Builder, you can customise questions, organise information into sections, and configure the form to collect the right information at the right time.
This guide will walk you through creating a new Incident Type, understanding the default fields included in every form, and customising the layout to suit your requirements.
Step by Step Guide
Go to Incident Types
Navigate to Health & Safety, then open New Incident Pages and click on Incident Types. Any existing incident forms will be listed here.
Health & Safety › Incident Types
Create a new incident type
Click the green "+ New Incident/Accident Type" button. You'll notice the interface looks familiar if you've built checklists before. That's intentional. We want you to feel comfortable immediately.
Name your incident type and set a version
At the top of the form, fill in the Template Name and Template Version fields. Naming your form clearly and versioning it helps you track changes over time.
Tip: Save your progress from time to time to avoid losing the progress you made.
Remove a default field you don't need
If your incident type doesn't need a field such as "Hazard Involved", click the green arrow button next to it and select Delete. Confirm by clicking Yes and it's removed.
Tip: Made a mistake? Click "Add Default Fields" to restore it. Only fields you've already added will appear greyed out.
Add new groupings.
Add a Details Grouping
Click "Add Details Group" to create a new blue section. Give it a name that reflects the information it contains. For example: "Injury Information" or "Action Taken". Educators fill out Details tabs when they first complete the incident.
You can also rename grouping headers. Instead of "Details", you might use "Incident Information" or "What Happened". Click the grouping header to rename it.
Add questions.
Click Add Question. Select the grouping where the question should appear.
Choose the question type. Enter the question and any answer options required. Click Save.
Add an Investigation grouping
Click "Add Investigation Group" to create a new pink section. These are for internal use. For example: "Manager Review", "Root Cause Analysis", or "Prevention Plan". A centre manager or area manager opens the same incident later to complete these sections.
Once you're happy with the setup and everything is in place, save and publish your form.
You've set up the basics of your first incident type. Your default fields are in place, unnecessary fields are removed, and your form has a clear name and version.
Next Steps:
The next articles will walk you through everything in detail.
Organising your incident form with groupings and sections.
Spotted an issue or have feedback?
Contact our support team at support@1placeonline.com.