View Consolidated Safety Incident Logs Across Your Project Portfolio

The 'Project Portfolio Safety Incident Logs' report shows a consolidated, comprehensive, and chronological list of all safety related incidents and accidents reported from the site for all projects that you manage,  since their initiation. It offers a centralized location for easy access to detailed information regarding each event.

• Detailed Incident Information: View essential details such as the cause of the incident, personnel involved, injuries sustained, treatments administered, and more.
• Incident Analysis & Trend Insights: Analyze the frequency, patterns, and types of incidents to identify trends, helping to pinpoint recurring safety concerns.
• Proactive Safety Measures: Based on your analysis, devise and implement effective safety protocols and preventive measures to mitigate risks and enhance overall site safety.

Roles and Permissions: The Project Portfolio report is available only to users with 'View' permission for the portfolio reports enabled in their role.

To view the Portfolio Safety Incident Logs

• Ensure that you are in the portfolio console.
• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Safety' on the top, then select 'Safety Incident Logs' on the left

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns, and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• Project name - The project associated with the safety incident, identifying the site where the incident occurred.
• Incident Date – The date when the incident occurred.
• Caused By– The primary factor responsible for the incident. Possible causes include:
  • Material – Resulting from hazardous substances.
  • People – Due to human error or negligence.
  • Site – Stemming from site conditions, weather, or natural calamities.
  • Equipment – Caused by equipment, tool, or machinery failure, breakdown, or malfunction.
  • Waste – Resulting from garbage, debris, scrap, or other refuse.
• Injury – The number of individuals injured as a result of the incident.
• Severity – The level of criticality of the injuries or damages sustained.
• Shift – The work shift during which the incident took place.
• Treatment – The type of medical attention provided, whether first aid was sufficient or hospitalization was required.
• Created By – The user who reported the incident.
• Created On – The date the incident report was filed.

Search and filter options:
Use the 'Search' box located at the top left to find any entry using any value from the table as search criteria.
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table.
Use the links below to learn more about these:
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views

View Details of an Incident

• Select an entry to view its details, by clicking on its serial number:

• The Details pane opens on the right and displays the following information:

  • Injured Person – The individuals who sustained injuries as a result of the incident or accident.
  • Attachments – Any photos, PDFs, or other supporting files uploaded by the reporter.
  • Notes – A brief description of the incident, as provided by the reporter.

• To expand or collapse a section, click the arrow to the left of the section title.

Save the logs as an Excel Sheet

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.