Set Up Incident and Hazard Reporting

RTOSafe keeps two registers for workplace safety: Incidents for things that happened or nearly happened, and Hazards for unsafe conditions spotted before anyone is hurt. Both are ready to use. Setup decides who can report into them and who’s told when a report arrives.


When to Use This

Set this up when you want trainers and other staff to log incidents, near misses and hazards themselves, from a phone or computer, instead of passing them on by email or word of mouth.


Steps

1

Turn on reporting in the Staff Portal

Go to Settings → Staff Portal and turn on Incident and hazard reporting. Staff can then report from their Staff Portal home page.

2

Choose who’s notified

In Settings → Notifications, choose who hears about New Incident and New Hazard reports. You can send each to specific people or departments, for example hazards to your facilities or WHS lead and incidents to your compliance manager.

3

Decide who can see incidents

Incidents can hold sensitive details about students and staff. Use access profiles to set Incidents to Hidden for anyone who shouldn’t see them. The hazard register isn’t part of Incidents, so it follows each profile’s Default Permission.

4

Let your staff know

Tell staff the option is there and when to use it. Point them to Report an Incident or Hazard.


What Happens Next


Common Issues

Why can't staff report an incident or hazard? Check that **Incident and hazard reporting** is turned on in [**Settings → Staff Portal**](https://app.rtosafe.com.au/StaffPortalSettings).
Why did nobody hear about a new report? Check the **New Incident** or **New Hazard** row in [**Settings → Notifications**](https://app.rtosafe.com.au/Notifications). If the people you chose have left or lost access, choose new ones. The report itself is still saved.
Why can't someone be assigned to an incident? People whose access profile hides **Incidents** can't be assigned to one. Change their profile, or assign someone else.