Creating an Incident Report Form

Hey Tim,

Great question! We have quite a few folks who use MaintainX to track incident reports. Here’s a great starting template from our Global Procedure Library if you want to add it to your organization and tailor it to your needs: https://www.getmaintainx.com/procedures/d/h33UiUOIC_s/event-incident-report

There are several ways to approach managing incident reports. I’d recommend creating a Work Order template that can be used labeled ‘Incident Report’ that has pre-filled fields including category tags, the correct incident report procedure, and appropriate assignees for starters. That makes it easy for your team to quickly create a properly formatted incident report which makes tracking/reporting over time much more manageable. 

Happy to elaborate if you have any questions and I’d love to hear from other MaintainX users on how they use incident reports too!