Clear ownership and handoffs
BeforeThe next person receives an action without the preceding result.
With SkillSmithKeep the preceding result attached when the next responsible person receives work.
Report and investigate an incident
Carry accepted incident findings into owned corrective work
Let the owner accept or return the investigation and hand corrective actions into hazard follow-up or work orders. Linked actions carry their own owners and closure evidence so the next team can act on the findings.
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 accepted incident findings need separately owned corrective actions?
The accountable owner works from report form and investigation. The record makes accepted or returned and actions handed to hazard_care or work_order clear to the next person.
WORKED DECISION
Keep the linked action with its owner
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Working material | Report form and Investigation | Open the selected material for this occurrence. |
| Recorded response | accepted or returned, actions handed to HAZARD_CARE or WORK_ORDER and investigation closed | Save the response with its work context. |
| Review point | actions handed to HAZARD_CARE or WORK_ORDER and investigation closed | 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
Fewer repeated choices and inputs
BeforeKnown case details are requested again at the next handoff.
With SkillSmithCarry known context forward and show the decisions needed for this task.
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 accepted or returned, actions handed to hazard_care or work_order and investigation closed. 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.