Manage people involved in a safety incident

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

    • Add a person involved or modify the information of an existing person involved in a safety incident.

    Before you begin

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

    About this task

    People involved are individuals who are directly or indirectly connected to an incident, such as an injured person, collaborators added to the watch list, witnesses, and other relevant individuals. These individuals can be from within or outside your organization.

    Procedure

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. Open a safety incident assigned to you in which you want to add involved people.
    3. Select the Report an incident tab.
      The incident playbook opens.
    4. In the Add people involved activity, add or modify a person involved.
      • To add a person involved, fill in the fields in the Add persons involved section.
      • To modify the record of an existing person involved, select the person in the People involved list to open it.
      For field descriptions, see People Involved form.
    5. Select Save.
    6. Optional: To mark this activity as complete, select Mark complete.
      The next activity or stage becomes available in the playbook.

    Result

    The involved person is listed in the People involved section of the activity. The involved person's card also appears in the People involved section in the Incident Overview tab.

    What to do next

    If this incident involves more than one person, create a record for each.