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Incident Management Software

Incident Management Software: Investigate Incidents and Cases with Confidence


In today’s ever-changing regulatory and operational landscape, organizations must maintain a proactive and thorough approach to investigating potential incidents and cases. Whether you’re dealing with compliance concerns, fraud allegations, workplace safety issues, or risk management scenarios, an effective and transparent investigation process is crucial. Without a centralized, consistent system in place, organizations risk overlooking key details, missing crucial evidence, or failing to align investigative efforts with broader business objectives and regulatory standards.

ConvergePoint’s incident management software simplifies and strengthens how organizations conduct their investigations. Built on Microsoft 365, our platform centralizes incident reporting, automates workflows, provides role-based access, and enhances root cause analysis, corrective actions, and case resolutions. By leveraging ConvergePoint, you can ensure that each investigation—no matter how complex—is handled with the diligence, accuracy, and speed required to protect your organization’s interests, reputation, and compliance posture.

incident tracking software

Customizable Intelligent Incident Forms for Reporting Incidents


Our user-friendly forms make reporting incidents straightforward and intuitive. Tailor custom incident report forms and workflows to your unique requirements, ensuring that all essential details—incident type, date, location, involved parties, and more—are accurately recorded. Designated reporters will find it easier to share critical information and kick off the case management process.
 

Incident Review and Smart Workflows


Responsible Managers can review incidents, evaluate potential risks, and assign the appropriate tasks to relevant team members. Clear role-based responsibilities help ensure that issues are evaluated promptly and consistently, setting the stage for thorough investigations and swift resolutions. 
incident investigation software

Investigate Cases

Assign investigator tasks to dive deeper into the root causes of an incident. Investigators can gather evidence, interview stakeholders, and provide recommended corrective actions—all within the same platform. By streamlining how you conduct investigations, you maintain a detailed record of every action taken. 

Uncover the Root Cause and Recommend Corrective Actions

Investigators can thoroughly review the findings, pinpoint root causes, and suggest targeted corrective measures to prevent future incidents. Ensure that you aren’t merely treating symptoms but actively reducing risk and strengthening compliance. 


Approve Action Plans for Accountability

Once a proposed action plan is in place, approvers are empowered to review, approve, or reject it. By centralizing this decision-making process, your organization ensures that corrective actions are appropriate, effective, and aligned with policies and regulations.

incident tracking software

Resolve Cases and Ensure Action Effectiveness

Ensure that action plans are implemented and outcomes are monitored. The incident case management platform tracks and documents progress, ensuring that you can confirm effectiveness and make adjustments as needed. 

Validate Corrective Actions and Close the Loop

Verify that all corrective measures have been completed satisfactorily. Once validation is confirmed, the incident can be closed, and a comprehensive record is retained for future reference. By closing the loop in one centralized system within Microsoft 365 SharePoint, you maintain total transparency and compliance. 

Why Choose ConvergePoint’s Incident Management Software?

Fully Integrated with Microsoft 365

 Leverage the power and familiarity of Microsoft Teams, SharePoint, and other 365 tools for seamless collaboration.

Complete Visibility and Control

Centralize reporting, tracking, and documentation so you can stay on top of every incident from start to finish.

Scalable, Customizable Workflows

 Tailor workflows, forms, and approval processes to meet your organization’s specific needs.

Review and Decide

Review cases, make notes, start discussions and decide whether to pursue action.

Custom Workflows

Choose which people need to review and make decisions on each case.

Real-Time Dashboards

Track progress and see overviews of case statuses, incident dates and outcomes.

Search and Report

Find full records of cases, organized by employee, type and other categories.

Enhanced Compliance and Risk Management

Ensure alignment with internal policies and external regulations through structured processes and clear audit trails.

Support for Continuous Improvement

Drive ongoing operational excellence by analyzing completed cases, identifying trends, and refining your approach over time.

How does your business benefit from our incident case management software?

From the reporting of cases through the resolving of the incident, your business benefits every step of the way. Managers are able to create custom fields and rules in the reporting forms based on the kind of incident ( HR, Compliance, Risk, Quality, Safety, etc.) so they can easily track the most pertinent information of the specific incident. Following that, you can immediately decide if an investigation is needed. Paper copies and non-automated platforms fail to notify the appropriate individuals if their input is needed, creating a wealth of potential logistical errors. Our incident management software avoids all of that by sending email notifications to each individual if a case requires their attention.

Once a recommended action plan has been decided upon by managers and investigators, advanced search and reporting capabilities allow for reports to be instantly created in the event of an audit or review session later down the road. Leadership can readily view these reports and analyze trends to limit similar issues from reoccurring or impairing employee safety. Your team does not have to feel alone in the process. ConvergePoint’s incident investigation management software experts provide ongoing support and training whenever you have questions or concerns. Plus, our software gets you up and running in a matter of days or weeks, not months, with seamless migration and deployment.

Industries served

Education Incident Management Software

Education

Manage Title IX offenses, student transgressions, harassment allegations, discriminatory behavior, and general grievances.

Manufacturing Incident Safety Management Software

Manufacturing and Retail Industry

Examine corruption claims, fraud allegations, workplace health and safety incidents, property theft, and QA incidents.

Healthcare Incident Tracking Software

Healthcare

Investigate security breaches, fraud allegations, patient privacy claims, health and safety incidents, and general patient complaints.

Financial Services Incident Case Management Software

Financial Services and Banking

Manage customer complaints, corruption allegations, fraud charges, due diligence, money laundering claims, and regulatory compliance from government organizations.

Insurance Incident Tracking Software

Insurance and Employee Benefits

Adhere to regulatory oversight, investigate fraud allegations, reduce wasteful practices, and maintain a complete audit trail.

Energy Incident Case Tracking Software

Energy and Utilities

Comply with government oversight, environmental protections, workplace injuries, and health and safety incidents.

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Transportation Incident Safety Tracking Software

Transportation

Manage cases and lawsuits against third-party providers, accident claims, logistics brokers, and direct shippers. 

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How our customers use the software

 

incident tracking software use cases

Customer Scenario 1: Workplace Safety Incident

A frontline employee notices a slip hazard on the manufacturing floor. They quickly report it using the ConvergePoint incident form. The responsible manager receives a notification, assesses the severity, and assigns a safety specialist as the investigator. After reviewing the scene and conducting interviews, the investigator recommends installing anti-slip mats and providing additional employee training. The approver signs off on these actions. The responsible manager implements the changes, monitors their effectiveness, and validates the completion, closing the case with a clear audit trail.

Customer Scenario 2: Data Security Breach

An IT support staff member detects an unusual pattern of logins from an external IP address. They report the incident, detailing times, suspected user accounts, and system logs. The responsible manager assigns an IT security investigator to review server logs, interview system administrators, and determine a root cause (e.g., a compromised user credential). After proposing corrective actions—such as changing authentication protocols and implementing two-factor authentication—the plan is approved. Post-implementation, the team confirms that no further breaches occur. The case is closed, and documentation is stored for future reference or audit queries.

Customer Scenario 3: Product Quality Control Issue

A quality inspector finds a batch of products not meeting internal standards. They report the incident, and the Responsible Manager assigns the Quality Control Manager to investigate. Root cause analysis reveals a calibration error in a production machine. Corrective actions include recalibrating the machine, updating maintenance schedules, and retraining the operator. After approval and implementation, follow-up testing confirms improved product quality, and the case is closed with all details recorded.

 

Are you ready to learn more?

Talk to one of our incident management experts today!

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