Health and safety reporting automation

Purpose

1. Automate end-to-end health and safety incident reporting, notifications, and escalation processes for airline staff and contractors across all locations.

2. Consolidate data capture from mobile/desktop forms, automate compliant storage, synchronize with HR/legal, notify responsible parties, initiate corrective action workflows, generate analytics dashboards, and archive for audit.

3. Ensure all incident types (injury, illness, near-miss, equipment, workplace hazards) are reported in real-time, reducing manual effort and minimizing compliance risk.

Trigger Conditions

1. Submission of incident via digital form, mobile app, or email.

2. Detection of keywords/phrases in internal communication (e.g., “injury”, “accident”, “safety breach”).

3. Upload of photo or document flagged as health/safety related in shared folders or DMS.

4. HR or medical staff input new case file or update existing report.

5. Scheduled compliance audits requiring extraction or rollup of recent incident data.

Platform Variants

1. Microsoft Power Automate

• Function: Automated cloud flow
  
• Configure: Trigger on MS Forms submission; action to update SharePoint and alert Teams channel
  

2. Zapier

• Feature: Webhook + Filter + Multi-step Zap
  
• Configure: Intake Google Form; route to Gmail, Sheets, and Slack DM
  

3. Google Apps Script

• Function: onFormSubmit trigger
  
• Configure: Parse response, send summary to Admins, log to Sheets
  

4. ServiceNow

• Feature: Flow Designer – Incident Management
  
• Configure: API trigger on safety report record; route to assignment group and email
  

5. Workday

• Function: Business Process Framework – Health & Safety API
  
• Configure: Auto-initiate incident process; push updates to managers via Workday Notifications
  

6. Twilio

• Feature: SMS/Webhook
  
• Configure: Receive incident text, parse for content, forward details to HR via SMS/email
  

7. SendGrid

• Feature: Automated email relay
  
• Configure: Parse incident notification; send templated alert to predefined recipients
  

8. Jira Service Management

• Feature: Automation Rule
  
• Configure: Watch for new “Safety” issue; auto-assign, comment with escalation instructions
  

9. Salesforce

• Function: Process Builder + Cases
  
• Configure: Generate new Case for incident; auto-notify safety officer
  

10. Monday.com

• Feature: Automation Recipes
  
• Configure: When item is submitted as "Incident", notify team, request follow-up
  

11. Smartsheet

• Function: Automated Workflow
  
• Configure: Intake form triggers row creation; alert specific users
  

12. AWS Lambda

• Feature: Scheduled/On-Demand serverless function
  
• Configure: Parse and tag incident data, push to DynamoDB, alert via SNS
  

13. Slack

• Feature: Incoming Webhook + Workflow Builder
  
• Configure: Auto-post incident to #safety-alert; request follow-up actions
  

14. Asana

• Feature: Rules Automation
  
• Configure: Incident tasks trigger auto-notify and assign review steps
  

15. BambooHR

• Function: API + Workflow
  
• Configure: Report incident; webhook to HR mailbox or analytics
  

16. Trello

• Feature: Butler Automation
  
• Configure: New “Incident” card auto-tags safety team, requests reporting checklist
  

17. DocuSign

• Feature: eSignature Workflow
  
• Configure: Incident report auto-sends for sign-off; completion status updates trackers
  

18. Airtable

• Feature: Automation Trigger
  
• Configure: New record triggers HR notification and links photos/docs
  

19. Box

• Feature: Automated File Event
  
• Configure: Upload to “Safety” folder triggers alert and report form prefilling
  

20. Freshservice

• Feature: Workflow Automator
  
• Configure: New ticket from incident form; alert safety leader and request action
  

21. Oracle HCM

• Feature: Incident Tracking Module
  
• Configure: Incident creation triggers workflow for approvals and HR analysis
  

22. SAP SuccessFactors

• Function: Business Rules / Workflow
  
• Configure: Health/Safety log auto-notifies compliance officer and HRBP
  

Benefits

1. Eliminate delays in health & safety incident reporting and escalation.

2. Ensure consistent compliance with global and local safety regulations.

3. Centralize audit-ready documentation and analytics.

4. Reduce manual workload and human error in reporting chain.

5. Accelerate feedback and remediation actions to safeguard workforce and reputation.