Incident reporting and tracking workflow

Purpose

1.1. Enable restaurant staff to instantly submit incident reports (e.g. food safety, guest complaint, equipment malfunction), trigger managerial alerts, log events, create follow-up tasks, and centralize oversight to improve response, compliance, and risk mitigation for Angler fish restaurants in Specialty Seafood operations.

Trigger Conditions

2.1. Incident report form submitted via mobile or desktop.
2.2. Keyword detection in staff group chat (e.g. “accident”, “spill”).
2.3. Incoming email flagged as urgent or containing incident-related subjects.
2.4. Direct message to incident reporting bot.
2.5. POS (Point-Of-Sale) system logs critical error.
2.6. Scheduled daily incident report reminder time hit.

Platform Variants

3.1. Microsoft Forms
• Feature/Setting: Web form for incident capture; webhook triggers automation flow.
• Sample: Configure “New Response Submission” trigger; connect via Microsoft Power Automate.

3.2. Google Forms
• Feature/Setting: New response triggers; use Forms API to extract data.
• Sample: Use Google Forms “On Form Submit”; connect via Google Apps Script webhook.

3.3. Twilio SMS
• Feature/Setting: Receive and parse incident SMS; webhook forwards info to workflow.
• Sample: Configure Twilio Studio flow for SMS intake; webhook to workflow.

3.4. Slack
• Feature/Setting: Incident channel “/report” slash command; Slack Events API.
• Sample: Setup command with custom Slack app; capture payload to workflow.

3.5. Microsoft Teams
• Feature/Setting: Incident bot conversation; Graph API triggers on keyword.
• Sample: Use “OnMessageReceived” event for channel; webhook handoff.

3.6. Zendesk
• Feature/Setting: New Zendesk ticket with “Incident” tag starts tracking.
• Sample: Configure Zendesk API’s “Ticket Created” webhook, filter on tags.

3.7. ServiceNow
• Feature/Setting: Incident form submission in ServiceNow; API triggers workflow.
• Sample: Use ServiceNow Business Rule to POST incident JSON on creation.

3.8. Jira Service Management
• Feature/Setting: New issue with “incident” type triggers workflow.
• Sample: Jira REST API “Issue Created” with filter on issue type = incident.

3.9. HubSpot
• Feature/Setting: Custom CRM property “incident report” triggers API call.
• Sample: HubSpot Workflow on property change; webhook to workflow.

3.10. Monday.com
• Feature/Setting: New “incident” item in board; notify and assign.
• Sample: Monday.com Board API, “Create Item” trigger.

3.11. Trello
• Feature/Setting: Card added to “Incidents” list triggers process.
• Sample: Trello Webhook on list, action = createCard.

3.12. Asana
• Feature/Setting: Custom incident template; tasks auto-created on submission.
• Sample: Asana API “Task Created” trigger with template mapping.

3.13. Airtable
• Feature/Setting: New record in “Incidents” table starts tracking.
• Sample: Airtable “Watch Records” automation on new entries.

3.14. Notion
• Feature/Setting: New incident database entry triggers follow-up.
• Sample: Notion API “Page Created” event on “Incidents” database.

3.15. G Suite (Gmail/Sheets)
• Feature/Setting: Email with “incident” label; Sheets logs data.
• Sample: Gmail API for label detection, Google Sheets API appends row.

3.16. Dropbox
• Feature/Setting: New incident report file upload; triggers downstream workflow.
• Sample: Dropbox API “File Upload” event with path filter.

3.17. DocuSign
• Feature/Setting: Digitally signed incident acknowledgement triggers entry.
• Sample: DocuSign Connect webhook on envelope complete.

3.18. Intercom
• Feature/Setting: New support chat tagged “incident”; triggers escalation.
• Sample: Intercom API “Conversation Tagged” webhook.

3.19. Freshservice
• Feature/Setting: Incident ticket created in Freshservice; tracked via API.
• Sample: Freshservice “Ticket Created” API event filter type=incident.

3.20. Salesforce
• Feature/Setting: Custom object for incidents; triggers case creation.
• Sample: Workflow Rule or Process Builder triggers on new Incident object.

3.21. Zapier
• Feature/Setting: Multi-platform incident collection via various Zap triggers.
• Sample: Use “New Form Entry,” “New Email,” or “New Chat Message” triggers.

3.22. Basecamp
• Feature/Setting: New message/post in “Incident Reports” group triggers action.
• Sample: Basecamp API “New Message Created” webhook to workflow.

3.23. Intercom
• Feature/Setting: Chat assigned or tagged as incident; trigger follow-up.
• Sample: Intercom webhook on conversation tag.

3.24. PagerDuty
• Feature/Setting: Incident created event triggers restaurant operations escalation.
• Sample: PagerDuty Events API “Incident Triggered” webhook.

3.25. Smartsheet
• Feature/Setting: New row in “Incident Log” sheet; assigns task for manager.
• Sample: Smartsheet API “Row Added” webhook.

3.26. ServiceM8
• Feature/Setting: Job/incident logged via mobile; automation via API.
• Sample: ServiceM8 “Job Created” webhook filtered on Incident job type.

Benefits

4.1. Immediate incident capture reduces response times and risk.
4.2. Automated multi-channel reporting ensures staff can use any device/platform.
4.3. Centralized log improves compliance and oversight.
4.4. Task and follow-up assignment ensures incidents are actioned.
4.5. Consistent templates standardize documentation for audit and insurance.
4.6. Integration with notifications and analytics enhances operational transparency.
4.7. Reduces manual effort and paperwork for staff and management.