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Creating Safety Events in UpKeep EHS

Learn how to create EHS Incident reports in UpKeep

Updated over 2 weeks ago

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

  1. Navigate to the Incidents Tab

    • From the EHS module on the left-hand menu, click Safety Events

  2. Click “Create Incident”

    • Use the + Create Safety Events button in the top-right corner

  3. 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

  4. Enter Required Fields

    • Report Type: Choose Incident or Near Miss

    • 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

  5. Attach Media (Optional)

    • Upload up to 3 files (images or videos) to support your report

  6. 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

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