Incident report automation

Purpose

1. Automate the entire incident reporting workflow for Andalusian restaurant staff, capturing safety, HR, or operational incidents.

2. Enable digital report submissions, secure storage, immediate notifications, and structured escalation procedures.

3. Ensure compliance, minimize manual errors, and provide actionable tracking and analytics for management.

4. Integrate multimedia evidence and real-time status updates into overall operations and scheduling systems.

Trigger Conditions

1. Staff initiates report from mobile/web form after incident occurs in kitchen, service area, or back office.

2. Incident identified during inventory, food prep, cleaning, or customer interaction.

3. Supervisor flags an update or escalation via task manager.

4. Scheduled safety audits or compliance reviews require periodic incident log compilation.

Platform Variants

1. Google Forms

• Feature: Form Submission Trigger — Connect “Incident Report” form submission event.
  

2. Microsoft Power Automate

• API: “When a response is submitted” in Microsoft Forms — Link to SharePoint document creation and Teams notification.
  

3. Jira Service Management

• API: “Create Issue” — Auto-create incident tickets in staff operations project.
  

4. Zendesk

• API: Ticket Creation Endpoint — Map form fields to custom ticket fields for HR tracking.
  

5. Twilio SMS

• Feature: Incoming SMS Trigger — Accept report SMS and parse for incident details.
  

6. SendGrid

• API: v3 Mail Send — Auto-send email alert to supervisor and HR upon incident log.
  

7. Google Sheets

• API: Append Row — Store each report as a structured row in “Incident Register”.
  

8. Slack

• Feature: Webhook or Incoming Message — Push incident notifications to #Ops-Alerts channel.
  

9. Trello

• API: Create Card — Add incident summary to dedicated “Incidents” list for follow-up tracking.
  

10. Salesforce

• API: Case Creation — Insert a new case in HR or Operations objects with attachments support.
  

11. Dropbox

• API: Files Upload — Store evidence photos or documents under “Incident Reports/YYYY-MM”.
  

12. Airtable

• API: Create Record — Save structured record with incident data for reporting/analysis.
  

13. Monday.com

• API: Create Item — Add incident item in the “Staff Issues” board and assign owner.
  

14. ServiceNow

• API: Create Incident — Log incident in centralized service management catalog.
  

15. Asana

• API: Task Creation — Generate a follow-up task with deadline for resolution.
  

16. Notion

• API: Database Item Creation — Archive incident in dedicated operations database.
  

17. DocuSign

• API: Envelope Create/Send — Route incident report for digital signatures from involved parties.
  

18. Zoho Forms

• Feature: Form Submission Trigger — Forward completion to CRM module and update staff record.
  

19. SAP SuccessFactors

• API: Employee Central Events — Log incident event against employee profile for compliance.
  

20. HubSpot

• API: Timeline Event — Insert “Incident Reported” event into employee's activity timeline.
  

21. Freshdesk

• API: Ticket Creation — Open and assign ticket automatically for incident response workflow.
  

22. Dropbox Sign (HelloSign)

• API: Signature Request Send — Securely route serious incident reports to manager for digital acknowledgement.
  

23. Microsoft Teams

• Feature: Adaptive Card/Message — Pop-up notification with report link for managers.
  

Benefits

1. Eliminates paper-based errors, lag, and lost information.

2. Accelerates response and follow-up time for supervisors and HR.

3. Streamlines compliance for food safety and labor regulations.

4. Immediate cross-device access for mobile and shift-based staff.

5. Enables robust historical reporting, trend analysis, and operational transparency.