How to prepare an incident report?

As much as all your employees are continuously trained, your organization complies with safety and hygiene standards and your equipment has regular maintenance, workplace accidents occur every day.

What’s important, is to be able to identify why they happen, because if we don’t know, we constantly expose our collaborators to the same risks. That is why it is extremely important to prepare an incident report, and now we are going to explain how.


What are incident reports?

Incident reports are documents where all the incidents produced in the workplace that influence the performance of the organization’s processes, are reported. But why is it so important to make them?

If we are aware of the reasons why accidents occur, we can take actions to prevent them, and thus optimize and improve the work environment. But also, we can know when one of the collaborators is not performing their tasks correctly.


Thanks to the usage of incident reports, we can have control over the operation of all areas of the organization and over the collaborators who carry out their tasks in each of them.

Softwares such as Full Audits allow multimedia evidence to be included in the report. You can highlight what is important in each photo with notes, graphics and comments so that you don’t miss any details of the investigation process.

Incident Types

As we already mentioned, reporting incidents is the process that allows a company to reduce them. But in order for you to report them, you must understand and identify their origin. Among the incidents that may occur in your organization you can find:

  • Expected incidents: These are incidents that you already know are going to happen, such as employee vacations, maternity leave or special medical leave.
  • Unforeseen Incidents: These are incidents that you don’t know are going to happen and over which you have no control. This is where accidents happen.

Importance of creating an incident report

If an incident happen, whether planned or unforeseen, it must be reported for further analysis and taking measures to prevent it from happening again. Through the use of Full Audits, you can identify improvement points and determine their frequency, in order to then work on the analysis of the cause and be able to solve it definitively.

For example, if it’s a planned issue, you can know in advance that your organization needs to prepare to fill vacancies efficiently, for as long as it takes.

How to create an incident report

Carrying out an incident report requires to perform a process in an organized way and not to overlook any data or information. To achieve this, we offer you some tips to organize your process in preparing your report.

  • Have an incident report format

If you do not have a configuration in your organization, you can use our software and try a demo for free to make your incident report.

All forms must contain essential information such as:

  • Company name
  • Industry name
  • Responsible
  • Priority
  • Tracking number
  • Cause
  • Description of what happened

To complete the report, you can ask those involved and witnesses for their version of events, in order to identify the cause of the incident.

  • Have access to other company documents

When an incident occurs, many times you will need information that you must include and that is found in other documents. Such as, the employee attendance list, their schedules, machinery maintenance reports.

  • Propose solutions

Make a proposal about what should be done to prevent the incident from happening again. And most importantly, make sure that this proposal is applied because otherwise, the incident will happen again and the report will not make sense.

With Full Audits, you can verify how the incident resolution is carried out to help in the future when the same incident is created.


Here you will be able to visualize the continuous improvement in your company, since every time a measure is implemented, it must be followed up. Here is when a new audit is carried out to identify errors, report them, solve them and control them again.

All of these tips are integrated into Full Audits, an incident and action planning software. Where you can create and manage incidents with your entire work team.

In addition, it has a history section, where all the modifications made to the incident with the date of change and the person responsible are saved.

Incident reports are recognized for their seriousness and objectivity, since their subsequent analysis and solution lead to corrective and preventive actions that improve the functioning of the organization.

No company is free from incidents. All activities carry a risk, however minimal, and reporting them will help you reduce them. Sign up in less than five minutes, get your free demo and discover how you can digitize and optimize your tasks.


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FAQs Full Audits

Full Audits has two platforms, the WEB allows the User to perform complex configurations  such as configuring users, stores organization, customizing forms, executing desktop audits, viewing reports and analytics. The MOBILE platform is separated to be able to work OFFLINE, allowing Users to continue working even without having a Wi-Fi signal or mobile connection.

Yes. We have a YouTube channel with the explanation of each of the sections of the App and its possible uses.

The same access information is used for both platforms. To access the WEB platform you must enter and click on “Login”, where you will load your username and password. To access the Mobile platform you must download it from Google Play:

At Full Audits we take the security and confidentiality of information as a very important issue. First of all, the Client always has the possibility to download the information to his computer. If you require information in database format to be able to migrate to another system, it will be delivered within a period of between 1 to 30 days from the request in the database format used by Full Audits. In the event that the Client does not make a request for information, the information will be deleted from our servers within a period of 90 days.

Our service is in the Cloud. The information is stored in Google Cloud (United States), recognized worldwide for its Quality and Security in the service (They have global clients such as Spotify, Snapchat, HSBC, SonyMusic, Mercado Libre, Almundo, Philips, Coca-Cola, among others), Google Cloud has ISO 27001 certification, among other certifications that can be verified at this link:

Recommended hardware: The system can be used through: Computers (desktop or laptop): You need internet access through the following browsers: Google Chrome (v33 or higher), Mozilla Firefox (v29 or higher), Internet Explorer (v12 or higher) or Safari (v7.1 or higher) Smartphones and Tablets (Android – IOS version in development): Android version 6.0 or higher. 2Gb RAM memory or higher, 1.4GHz processor or higher. 4-inch screen or higher.

At this moment we only have the Android version available. We are working on delivering a new version for iOS as soon as possible.

Yes. It can be used on any Android device.

You can use the Mobile APP since it works OFFLINE. Connection is needed only to upload a completed inspection. To use the WEB APP you need an internet connection since it works in a browser.

You will be able to attach images, take photos and edit them, record videos, attach files (PDF, Excel, Word, etc).

Forms or Checklists are templates that you can create and configure to measure in the “Forms / Checklists” section. The Audits will be executed based on those pre-loaded forms.

The platform will allow you to create questionnaires and custom forms, configuring the types of response for each item or question. You will be able to load as many forms as you want and of all kinds of Norm that adapts to our Forms format.

Yes. With the Super Administrator User from the Users section you can set up Teams and configure access permissions, being able to restrict or limit the information that each User can create, view and / or edit.

English, Spanish and Portuguese.

We have a Business Intelligence module. You will be able to analyze statistical data of all the information that you generate in the System, both Audits and Incidents (Non-compliants), filtering by dates, users, statuses and more. You can export the reports to spreadsheets, excel, CVS.

Yes. By extracting CSV files.

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