Purpose
1.2. Automate the capture, categorization, escalation, investigation, resolution, and documentation of all incidents involving employees, equipment, and machinery.
1.3. Automator tracks each incident lifecycle, automating notifications, approvals, corrective actions, compliance report creation, and ensures traces for audits and legal defense.
1.4. Enables automated reporting, supervisory review, and closure notifications for continuous workforce safety improvement.
Trigger Conditions
2.2. Detection of predefined keywords/phrases in emails or chat platforms indicating an incident.
2.3. Start of automated workflow on API call from safety wearable/device or integration with EH&S sensors.
2.4. Escalation automatedly triggered if investigation/stakeholder action not completed by deadline.
Platform variants
3.1. Microsoft Power Automate
• Feature/Setting: “When a Form is Submitted” trigger; automated flow connects MS Forms to SharePoint for incident logs.
3.2. Zapier
• Feature/Setting: “Webhook” trigger with automated follow-up via Gmail step and Slack notification.
3.3. ServiceNow
• Feature/Setting: Incident Management API automates ticket creation, assignment, and escalation via flow designer.
3.4. Twilio SMS
• Feature/Setting: SMS webhook automation for incident entry; auto-response flow for confirmation using Twilio Studio.
3.5. Salesforce
• Feature/Setting: Service Cloud automated case creation via “Email-to-Case” with escalation rules configured.
3.6. Google Workspace
• Feature/Setting: “Forms Submitted” Google Apps Script automates creation of Google Sheet log and sends automated email alerts.
3.7. Slack
• Feature/Setting: Slack “Workflow Builder” automates incident intake and automates channel notification.
3.8. Monday.com
• Feature/Setting: “When status changes” automation automates supervisor notification and initiates corrective action tasks.
3.9. Freshservice
• Feature/Setting: Incident auto-categorization via Dispatch’r rules; automated follow-up templates.
3.10. BambooHR
• Feature/Setting: Automated time-off and incident reporting workflows with action-triggered alerts.
3.11. Jira Service Management
• Feature/Setting: Automated issue creation through REST API and SLA alert automation.
3.12. Smartsheet
• Feature/Setting: Automated “Update Request” triggered by form submission; assigns task in workflow.
3.13. Asana
• Feature/Setting: “Form submission creates task” automation with deadline reminders and automated escalations.
3.14. Trello
• Feature/Setting: Butler automation to create cards and reminders for incident reports.
3.15. Workday
• Feature/Setting: Business process automation configuring incident-reporting tasks and alerts.
3.16. DocuSign
• Feature/Setting: PowerForm APIs automate collection of digital signatures for incident acknowledgement.
3.17. Workato
• Feature/Setting: Recipe integrating incident APIs with instant Slack/Microsoft Teams alerting.
3.18. Kissflow
• Feature/Setting: Incident process template automatedly assigns tasks and sends follow-up reminders.
3.19. Quick Base
• Feature/Setting: Pipeline automation to create/schedule follow-up tasks on incident creation.
3.20. Zendesk
• Feature/Setting: Automated ticketing and auto-responder for ongoing case updates via Triggers.
Benefits
4.2. Automated notifications accelerate supervisor and management awareness, enabling swifter response.
4.3. Automator improves compliance tracking for regulations and audit readiness.
4.4. Automating the follow-up process ensures no cases are missed and all corrective actions are traceable.
4.5. Offers scalable, automatable workflows for organizations of all sizes to ensure workforce safety and legal compliance.