Incident Management: Transform Incident Reporting with Intelligent Forms

Fraud Reports: An accounts payable clerk notices suspicious invoice patterns and wants to report potential fraud. The reporter sees fields tailored for financial data, such as vendor names, invoice amounts, account numbers, and unusual transaction details. If the clerk selects that an external party is involved, additional questions about external contacts appear. If it’s internal, the form prompts for employee ID or department. The report automatically goes to the finance director and compliance officer for immediate review and investigation.

Risk Management Reports: A project manager identifies a looming operational risk—such as a critical vendor delay that threatens project deadlines. Incident form will have  fields for project timelines, vendor details, potential cost impact, and internal escalation paths. If the user indicates that this risk has occurred in previous years, the system requests references to past incident IDs for better correlation.
The software instantly alerts the PMO (Project Management Office) and relevant department heads to commence mitigation strategies.

Workplace Safety Reports: An employee observes a safety violation—such as an unguarded piece of machinery or a chemical spill. The safety incident report form will have specific safety fields (e.g., location, type of hazard, potential injuries) and photo-upload capabilities. If an injury is reported, the form expands to request medical details or first-aid responses. If no injury is reported, it directs the user to hazard prevention steps. The software assigns the issue to the safety officer, who can initiate investigations, schedule equipment checks, or request follow-up from other teams.

Compliance Violation Reports: The department head discovers that certain processes do not meet regulatory guidelines. The incident form will capture which regulation was violated, the process at fault, and the relevant team members. The reporter will have the ability to add documents or reference policies or standard operating procedures. The system will automatically direct the case to the compliance manager, who can coordinate an investigation and track corrective actions.