What is a Safety Event Report?
Safety Events in UpKeep EHS allow teams to document safety issues such as injuries, equipment failures, chemical spills, or near misses. These reports help drive accountability, compliance, and follow-up actions like root cause analysis and CAPAs.
How to Create an Incident Report
Navigate to the Incidents Tab
From the EHS module on the left-hand menu, click Safety Events
Click “+ Create Safety Event”
Describe the Issue
You can type your summary manually or use the AI voice assistant to record a spoken description
The system will transcribe your recording to auto-fill the form
Enter Required Fields
Report Type:
Incident
Near Miss
Observation
Customer Incident
Title: Brief description (e.g., "Slip and injury in Lab 2")
Date and Time: When the incident occurred
Location: Specify where it happened
Assets: Select any equipment involved
Hazard Category: Choose from the following options:
Chemical
Electrical
Ergonomic
Fall
Fire
Mechanical
Radiation
Spill
Transportation
Violence
Other
Severity Level: Rate the seriousness (Low, Medium, High)
Description: Provide detailed context
Immediate Actions Taken: List any first response measures
Attach Media (Optional)
Upload up to 3 files (images or videos) to support your report
Submit the Report
Click Submit Report at the bottom to save your entry
The incident will now appear in the Incident Log, where it can be filtered, reviewed, and acted on
Tips for Effective Reporting
Be specific with the location and equipment details
Use the voice assistant for fast hands-free reporting
Upload photos when applicable to provide visual context
Mark high-severity events for prioritized review