This guide will show how to navigate to the Incident Module and create a new Incident Record.
See how easy it is to Add an Incident in this 1-minute explainer video:
The Incident module is highly customisable and the Incident Types available (and their associated workflows) will be unique to your account and organisation.
Steps to Create an Incident
1. To create a new Incident, log in to ComplyFlow with your username and password:
2. Upon logging in, you will be directed to the ComplyFlow Dashboard.
a. In ‘Old ComplyFlow’ You can access the Incident module by selecting it from the top menu (left, below)
b. In the new ComplyFlow select the module picker top left and then ‘Incident’ (right, below)
 Old ComplyFlow |  New ComplyFlow |
If the option is not visible, it's possible that this module is not configured for your account. In that case, please reach out to your administrator for assistance.
3. Next, you will be directed to the Incident Module. The default screen is the Incident Dashboard where you can select Add Incident located on the top right portion of the page (this is option is also available from the ‘Incidents’ view that displays all Incidents).
4. After selecting Add Incident you will be directed to Step 1 of the new Incident workflow where you will be required to provide the specific Incident details:
a. Short Description: Provide a brief description of the Incident that occurred (this will be used as the Incident label)
b. Incident Shift Time: Indicate during which shift the Incident occurred (e.g. beginning of shift, or during overtime)
c. Incident Date & Time: Provide the date and time of the Incident
d. Date Reported: Provide the date the employer was informed of the incident
e. Site: Select the Site of the Incident occurred at
f. I want to report a: You can select one or more Incident Types (e.g. Hazard, Report Only, Near Miss, Environmental Damage, Security, Injury / Illness, Property Damage) → please see the note above (these will be unique to your account).
In general, only one Incident Type will be selected for each Incident Report. However, it is possible to encounter critical Incidents where selecting multiple Incident types is required to comprehensively document a single Incident.
5. Upon providing the necessary details of the Incident, select Continue located at the bottom right of the page. At this point, your Incident record will be saved and you will be able to start adding detailed information, Investigations, or Corrective Actions, for the the Incident Type(s) chosen.
Any changes you make will be automatically saved while you are working on each section in the Incident form.
a. If you are still working on the report but would like to send a notification about the Incident, select the Notify option Incident Notifications
b. When you are finished working on the Incident select Finish
If Potentially Notifiable Incidents are configured for your organisation you may also view the Potentially Notifiable Incidents workflow.
If you wish to check about the status of an Incident (i.e. to determine the current state or stage of the Incident, and whether there are any Pending Actions, or if the Incident Report can be closed), please refer to Incident Status.