Incident reporting workflows

Purpose

1.1. Automate incident reporting workflows to ensure fast, accurate, and secure capture of safety or compliance events within gas engineering services.
1.2. Automates the collection of incident details from engineers on-site, automatically logs entries, notifies relevant teams, triggers follow-ups, audits, and generates compliance documentation.
1.3. Ensures all compliance and regulatory incident-handling steps are automatedly followed, from capture to authority reporting, mitigating manual error, and streamlining risk management.

Trigger Conditions

2.1. Automation triggered by form submission from field engineer (mobile/web form: e.g., near-miss, injury, gas leak).
2.2. Email receipt containing incident keywords or flagged attachments (e.g., “incident”, “leak report”).
2.3. SMS message or WhatsApp alert received with incident code.
2.4. IoT sensor trigger (e.g., abnormal gas readings) reporting automatedly.
2.5. Scheduled compliance audits prompting incident report reviews automated via workflow scheduler.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Automated Flow; configure trigger from Microsoft Forms submission, action for SharePoint list update, Teams notification.
3.2. Zapier
• Feature/Setting: Zap creation; connect Google Forms (trigger) to Gmail/Slack/Sheets (actions).
3.3. Make (formerly Integromat)
• Feature/Setting: Scenario: trigger from Typeform → create incident in Jira Service Desk.
3.4. ServiceNow
• Feature/Setting: Business Rule automation; incident form submission auto-escalates based on severity fields.
3.5. Salesforce Service Cloud
• Feature/Setting: Process Builder flow configured to create new case on Web-to-Case submission.
3.6. Jira Service Management
• Feature/Setting: Automation Rule; auto-create task on incoming email with “Incident” subject.
3.7. Slack
• Feature/Setting: Workflow Builder; form submission automatedly posts to #incidents channel.
3.8. Google Workspace
• Feature/Setting: Google Forms trigger → Google Sheets logging → Apps Script to forward to compliance.
3.9. AWS Lambda
• Feature/Setting: Serverless function; receive webhook and automate alert distribution via SES/SNS.
3.10. Twilio
• Feature/Setting: Incoming SMS webhook automates forwarding details to incident ticketing API.
3.11. PagerDuty
• Feature/Setting: Event Rules; automate creation of incident alert from monitoring APIs.
3.12. Trello
• Feature/Setting: Butler Automation; card automatically created on board “Incident Reports” via email-to-board.
3.13. Monday.com
• Feature/Setting: Automate pulses (items) on status change or form input, notifying compliance leads.
3.14. HubSpot
• Feature/Setting: Workflow Automation; trigger new ticket for incident, assign and notify teams.
3.15. Zendesk
• Feature/Setting: Trigger; create automated ticket from web/email/SMS channel inputs.
3.16. Freshservice
• Feature/Setting: Workflow Automator; translate form input into service request, notify escalation groups.
3.17. Asana
• Feature/Setting: Rules; auto-create task from Typeform/Email/Slack triggers for incident response.
3.18. Quick Base
• Feature/Setting: Pipeline automation to log API webhooks as incidents, alert supervisors.
3.19. Airtable
• Feature/Setting: Automations; trigger on new record in “Incidents” table, send alert to field manager.
3.20. SendGrid
• Feature/Setting: Inbound Parse Webhook; capture email-based incident reports, automate forwarding to compliance inbox.
3.21. SharePoint
• Feature/Setting: Automated document upload folder triggers incident log creation, sends notifications.
3.22. DocuSign
• Feature/Setting: PowerForm; automate signature and confirmation for incident statements.
3.23. Smartsheet
• Feature/Setting: Automated workflow rules; incident intake form triggers update row/email alerts.
3.24. ZapUp
• Feature/Setting: Connect incident forms with Slack, email, or ticketing system for automated alert flow.

Benefits

4.1. Automates compliance adherence, reducing risk of missed reporting.
4.2. Enables real-time, automated escalation to supervisors/managers.
4.3. Ensures audit trail and seamless documentation for future reference automatedly.
4.4. Reduces manual entry, saving time and cutting errors via automation.
4.5. Integrates with diverse platforms, allowing flexible, automatable configurations across business needs.
4.6. Automates field-to-office communication, ensuring faster incident response.
4.7. Scales automatedly as team size/growth increases.
4.8. Supports regulatory oversight by automating incident archiving for compliance reviews.
4.9. Increases accountability with automated notifications and digital signatures.
4.10. Unifies multichannel incident inputs with one automation workflow for holistic compliance management.