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How to Track and Manage Incidents Using the Safety Module

The Safety Module in our system allows you to track and manage safety incidents across various locations. This guide outlines how to set up locations, record incidents, analyze trends, and export reports to improve safety management.

🎥 Watch the Safety module overview

The Safety module lets you log incidents, attach reports and photos, and see trends over time. Open it from the shield icon in the left menu.

Set up locations (optional)

To track incidents by terminal, yard or site, create a tag for each one in Settings → Company → Tags. You can then pick the tag on each incident and filter your statistics by it.

Tags page in Settings with the Create A Tag button

View your incidents

The Safety module has three views at the top: Spreadsheet, List and Statistics. In the Spreadsheet view you can filter, sort and Export your incidents to Excel.

Incidents spreadsheet with the Spreadsheet, List and Statistics views and the Add Incident button

Add an incident

  1. Click + ADD INCIDENT.
  2. Fill in the details, such as:
    • Tag (location), date, time, status and assignee for follow-up
    • Charge back, estimates, cost and insurance company
    • Who was involved (person, company and type)
    • Corrective action, DOT recordable, preventable and at fault
    • Truck, trailer, location type, address, incident type and description
    • Claim numbers and notes
  3. Click SAVE.

Create Incident form with Overview, Files and Notes tabs and the Save button

Add files and notes

Open an incident and use the Files tab to upload police reports, photos, videos or internal reviews. You can copy a shareable link for outside parties like insurance companies or lawyers. Use the Notes tab to keep updates on how it's being resolved.

Incident Files tab with uploaded documents and the copy link button

See incident statistics

Click Statistics and choose a date range at the top right. You can switch between:

  • Tables and Graphs: incidents by tag (location), type, location type, preventable and at fault, month by month
  • Comparison Tables By Year and Comparison Graphs By Year: year-over-year trends so you can spot improvements or problem areas

Statistics tab with Tables, Graphs and year comparison views and the date range

Year-over-year incident comparison table

Questions? Email help@truckpedia.io.