What Does It Mean to Manage and Respond to a Safety Event?
Processing a safety event means reviewing a submitted safety report, verifying the details, and deciding on appropriate next steps such as root cause analysis or initiating a CAPA (Corrective and Preventive Action).
How to Review and Take Action on an Incident
Select the Incident to Review
Navigate to the Safety Events tab in the Safety module
Click on the incident title you want to review
Review the Safety Event Details
Confirm the report type, severity, location, and timeline
Read the description and immediate actions taken
Check OSHA status and audit trail if applicable
Click “Take Action”
Click the blue Take Action button to open the Incident Actions menu
Choose an Action from the Menu
Create CAPA: Initiate a corrective/preventive action to address the issue
Edit Incident: Make updates to the original report details
Mark as Reviewed: Confirm the report has been acknowledged and reviewed
Close Without Action: Resolve the incident without further follow-up if appropriate
View Linked CAPAs (If Any)
Existing CAPAs tied to the incident appear under Linked CAPAs
Click View to manage or review each one
Collaborate via Comments
Use the Comments section to tag teammates, discuss the issue, or note follow-ups
Best Practices
Prioritize high-severity incidents for prompt review
Refer to the Status Timeline to see when the report was opened or updated
Use the Audit Trail to review activity history or identify when key changes were made
Use comments and tags to support investigation history and team visibility
Link CAPAs to maintain traceability from report to resolution