Log and Close an Incident

Use this workflow when a delivery, conduct, or workplace event should be recorded.

Before You Start

Confirm that:

• Internal Operations is enabled.
• Incident categories exist in Settings > Internal Ops.
• You know who the participants are.

Create and Share

1. Open Incident Logs.
2. Create an incident.
3. Add title, category, severity, participants, and description.
4. Optionally link a project or task.
5. Save as draft, or share with the team.

Follow Up

1. Participants acknowledge, comment, or refuse.
2. Add corrective or preventive actions with an owner and verifier.
3. The owner progresses the action.
4. The verifier signs off.
5. Close the incident.

Export a PDF when you need a record. Only performance-category incidents can be linked to a performance plan.

Troubleshooting

If share is unavailable:

• Add at least one participant.
• Confirm required fields.

If a participant cannot see it:

• The incident may still be a draft.
• Check Internal Operations permissions.

Related Docs

• Internal Operations
• Internal Operations Field Reference
• Approvals