Work on an incident pattern record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Understand the fields and related lists of the incident pattern record.

    Before you begin

    Role required: sn_ohs_im.manager and sn_ohs_im.agent

    Procedure

    1. Navigate to Workspace > Health and Safety Workspace.
    2. Select the Incident pattern tab.
    3. Scroll to the Patterns by urgency card.
    4. From the list of pattern record, select a pattern record to review.
    5. On the incident pattern record, view the related lists to review and analyze the pattern.
      1. Review the Details tab to analyze factors such as, urgency, confidence score, and the AI generated pattern summary.
        For more information on the fields of the Details tab, see Incident pattern record details tab.
      2. Create actions in the Health and safety actions tab based on the analysis.
        For more information, see Health and Safety action form.
      3. Review the Related incidents tab for the list of safety incidents that form the pattern.
      4. Review the Similar patterns tab for any similar patterns that are detected.
        The similar patterns are auto-generated.