Add an action for a safety incident or observation

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add an action to address the root causes of the reported safety incident or observation. You can add multiple actions for the incident or observation.

    Before you begin

    Role required: sn_ohs_im.manager, sn_ohs_im.agent, or sn_ohs_im.action_writer

    About this task

    You can add actions from the Actions tab on a Health and Safety record or by using the Action planner in the contextual sidebar. For more information on Action planner, see Create and manage a safety action in the Action planner.

    Procedure

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. In the Lists tab under Incident Management, open the safety incident or observation list.
      • For the safety incidents list, select Safety Incidents and then All.
      • For the safety observations list, select Safety Observations and then All.
    3. In the list, open a safety incident or observation to add the action to.
    4. In the Health and Safety actions tab, select New.
    5. On the form, fill in the fields.
      For information on field descriptions, see Health and Safety action form.
    6. Select Save.
    7. Optional: If necessary, add more actions for the incident or observation.

    Result

    • The action appears in the list of actions in the Health and Safety actions tab of the incident or observation. It is also listed in the Actions list on Health and Safety Workspace.
    • The action appears in the assigned user's My Tasks list on both the Employee Center and the Now Mobile app. From either location, the user can respond to the action and update its status.

    What to do next

    • You can assign the action to yourself or to another safety team member to start working on it.
    • You can share the action, independent of the incident, with other groups or agents, so that they can prevent the similar incident from happening at any of their locations. To share an action, select Copy action. For more information, see Share an action with other teams.