Support for unfamiliar situations
BeforeThe person has to leave the work to find its instructions or help.
With SkillSmithOpen the selected resources with the task, and keep a question attached when help is needed.
Report and investigate an incident
Help incident reviewers follow the reasoning behind a finding
Bring the event sequence, contributing factors, proposed actions and evidence into the investigation. Keeping observations beside proposed causes helps the owner judge the findings and see where questions remain.
Report the incident details Assess reporting and recordkeeping requirements Investigate the causes Accept the findings and hand off corrective work
Roles, playbooks and a practical launch plan for your team.
Carry the earlier incident response into the investigation
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
Report and investigate an incident
Which observations support the proposed incident causes, and what remains unresolved?
The designated specialist works from report form and investigation. The record makes sequence of events and contributing factors clear to the next person.
WORKED DECISION
Show the accounts and the question still unresolved
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Report form and Investigation | Open the selected material for this occurrence. |
| Recorded response | sequence of events, contributing factors and proposed actions | Save the response with its work context. |
| Review point | proposed actions and evidence | Agree the next action with the person responsible for this decision. |
Connected work across your team
Report and investigate an incident
Bring report form and investigation into the prepared work. Person raising the issue, Designated specialist and Accountable owner each receive the context needed for their part.
Person raising the issue
Report the incident details
Record who, when it happened, when the employer learned of it, where, injury/illness/damage, immediate actions, witnesses and photos.
- who
- when it happened
- when the employer learned of it
- where
- injury/illness/damage
- immediate actions
- witnesses
- photos
Designated specialist
Assess reporting and recordkeeping requirements
Record recordable yes/no/unknown with reason, severe-event report required? (due time), 300/301 entry due date and external submissions logged with receipts.
- recordable yes/no/unknown with reason
- severe-event report required? (due time)
- 300/301 entry due date
- external submissions logged with receipts
Designated specialist
Investigate the causes
Record sequence of events, contributing factors, proposed actions and evidence.
- sequence of events
- contributing factors
- proposed actions
- evidence
Accountable owner
Accept the findings and hand off corrective work
Record accepted or returned, actions handed to HAZARD_CARE or WORK_ORDER and investigation closed.
- accepted or returned
- actions handed to HAZARD_CARE or WORK_ORDER
- investigation closed
The difference in your team’s day
Traceable decisions and changes
BeforeThe current status hides which response or version came before it.
With SkillSmithKeep sequence of events, contributing factors and proposed actions with the work, with recorded history available for later review.
Connected information and agent support
The materials that make this method usable
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
Report form
OSHA 301-structured incident details with photos and the time the employer learned of the event.
Investigation
The investigation record (events, causes, actions).
Criteria
What a complete investigation must contain before it is accepted.
We bring the relevant
context into your work
ResourcesPlaybooks
My Tasks
Your next task, ready to act on
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Keep the conversation moving
Take the method into your team's discussion
Use the product sheet to review the roles, materials, workflow and setup choices together.
- The full working method and the focused decision
- Responsibilities and useful materials
- A practical starting plan
PDF · 6 pages
Our delivery approach
Prepare the first useful playbook
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
- 01
Select the working material
Choose report form and investigation from the resources your team uses.
What we prepare togetherThe relevant resources are available for the tasks that use them.
- 02
Agree the responsibilities
Confirm person raising the issue, designated specialist and accountable owner for this method, then choose the people eligible to receive its work.
What we prepare togetherThe method names who contributes, reviews and receives the next work.
- 03
Walk through the selected route
Choose the task, eligible recipients and deadline, then walk through the actual response fields.
What we prepare togetherYour team sees the response and the resulting next step before extending the method.
Talk with our team
We are here to help
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
Bring your work; we help prepare the method
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Prepare the method for your team
What stays with the recorded response?
The response for this occurrence retains sequence of events, contributing factors, proposed actions and evidence. It belongs to the work being reviewed, rather than replacing a different occurrence's record.
Which materials do we need to bring?
Bring report form and investigation. We use those choices to prepare the working context, then check that each task opens the material it needs.
How do people receive the prepared work?
Select the prepared task and the relevant recipients when assigning work. Making a playbook available to a group and giving a person a task are separate setup choices.
What is the outcome for the wider workflow?
Recordability decided and the clocks recorded with receipts where an external submission applied; findings accepted; corrective actions exist as linked cases with their own closure.