Admin Console — This article is for account admins and managers
What's this feature about?
The Incident Investigation step lets you capture a full investigation directly inside an Incident case — including the techniques used, findings, causes, and recommendations. Everything logged here (except internal notes) is included when you print the case.
Note: This feature is not available for everyone. If you do not see the Incidents in your nav bar, and are interested, reach out to [email protected] (or click the chat button and send us a message)
Before you begin
You'll need access to the Incident Module in your Admin Console
The Investigation step is optional — it can be skipped if not required for a case
Available investigation techniques and cause options vary based on your organisation's country
Adding an Investigation to an Incident
Log into your Admin Console
Navigate to Incidents in the Navigation Bar
Open an existing case, or create a new one
Progress through the case steps until you reach the Investigation step
Complete any of the fields relevant to your case (see field breakdown below)
Select Save to record your investigation details
Note: The Investigation step is optional. If it's not required for a case, you can skip it and continue to the next step.
Investigation fields
Field | What to enter |
Investigation Technique(s) | Select one or more methods used (e.g. 5 Whys, BowTie Analysis) |
Immediate Causes | The direct actions or conditions that led to the incident |
Root Causes | The underlying systemic reasons behind the incident |
Investigation Findings | A summary of what the investigation uncovered |
Internal Notes | Internal-only notes — these are not included in printed output |
Recommendations | Actions recommended to prevent recurrence |
Important: Internal Notes are the only field excluded from the printed Incident report. All other investigation fields will appear in the Incident Details print-out.
Investigation Techniques — what's available?
The techniques listed in the drop-down are tailored to your organisation's country. Below is a summary of what's available by region.
United States
Technique | Description |
SCAT | Maps incidents from loss through to immediate and basic causes |
5 Whys | Iterative cause-and-effect technique — best for minor injuries or near misses |
Fishbone (Ishikawa) | Categorises causes across people, methods, machines, materials, environment |
PEME / PEMEP | Structured evidence-gathering to ensure no physical or human evidence is missed |
TapRooT | Proprietary root cause system — common in high-risk industries |
BowTie Analysis | Visualises hazards, threats, and barriers — suited to high potential (HiPo) incidents |
Other | Manual entry for alternative methods |
Canada
Technique | Description |
SCAT | Widely used in heavy industry for provincial root cause compliance |
ICAM | An alternative to SCAT, gaining traction in mining and oil & gas |
5 Whys | Iterative questioning to determine root cause |
Fishbone (Ishikawa) | Categorises causes across people, methods, environment, and more |
PEME / PEMEP | Evidence-gathering framework taught in provincial safety courses |
TapRooT | Used by major energy regulators and utilities |
BowTie Analysis | Visualises hazards and the barriers in place to manage them |
Other | Manual entry for alternative methods |
Australia & New Zealand
Technique | Description |
ICAM | Standard methodology across mining, resources, and major regulators |
BowTie Analysis | Heavily promoted by regulators for Major Hazard Facilities |
SCAT | Common in marine and mining for high-consequence events |
5 Whys | Used for lower-level risk incidents (Level 1 or 2) |
Fishbone (Ishikawa) | Visualisation tool to categorise and identify root causes |
PEME / PEMEP | Evidence-gathering framework to ensure nothing is overlooked |
TapRooT | Proprietary root cause system focused on human performance |
Other | Manual entry for alternative methods |
Printing an Incident with Investigation details
Once an investigation is complete, it will be included in the standard Incident print-out.
Open the relevant Incident case
Select the Print option
The printed report will include all completed Investigation fields (Internal Notes excluded)
Tip: Make sure all relevant investigation fields are completed before printing — you can always return to the Investigation step to update details.
Related articles
Understanding how to create Incident cases
Filtering and reporting on Incidents
Generating your OSHA Summary Report (US only)
That's the clean version. Consider this the baseline format going forward — plain text callouts, region labels as bold headings, everything else unchanged. Ready for the next one whenever you are.