Creating Effective Incident Reports on Surveyed

Reporting incidents effectively is essential for maintaining safety and accountability in any organization. With the right tools and processes, you can streamline your incident reporting and ensure that all necessary information is captured accurately. This guide provides detailed steps on how to create and manage incident reports using the Surveyed platform.

Getting Started with Surveyed

To begin, log into your Surveyed account. The platform is designed to be user-friendly, making it easy to navigate through the various features available for incident reporting.

Navigating to the Incident Reporting Section

Once logged in, look for a menu on the left side of your screen labeled ‘Incidents’. Click on this menu to access the incident reporting features. This section is dedicated to managing all incident-related activities.

Creating a New Incident Survey

In the incidents menu, you will find a button in the right corner labeled ‘New Incident Survey’. Click on this button to initiate the process of creating a new incident report.

Upon clicking, a dropdown menu will appear, offering you six different survey options. These options cater to various needs, allowing you to choose the one that best fits your incident reporting requirements. For our example, we will select the incident reporting option.

Customizing Your Incident Report

After selecting the incident reporting option, the platform will generate a template for your survey. You can click on ‘Edit’ to view and modify the questions that are included in the survey.

This customization feature is crucial as it allows you to tailor the questions to better suit your specific context. By personalizing these questions, you ensure that all relevant information is captured effectively.

Editing Questions

To edit the questions, simply click on the question text within the survey template. You will have the ability to change the wording, adjust the format, or remove questions that may not be applicable to your incident reporting process. This flexibility ensures that your survey is relevant and comprehensive.

Once you have made the necessary changes, don’t forget to click on the ‘Save’ button to keep your modifications. This step is essential to ensure that your customized survey is ready for use.

Previewing Your Incident Report

To get a visual representation of how the incident report will appear to the end user, you can select the ‘Save and Preview’ option located in the top menu. This feature allows you to see the final layout and make any additional adjustments before the survey goes live.

Previewing your report is a great way to ensure that everything looks correct and that all necessary information is clearly presented.

Finalizing Your Incident Report

After you are satisfied with the layout and content of your incident report, you can finalize it and make it available for use. Make sure to test the survey to ensure all functionalities are working as intended.

By following these detailed steps, you can create an effective incident reporting survey using the Surveyed platform. This process not only enhances your incident reporting capabilities but also contributes to a safer and more organized environment.

Conclusion

Thank you for taking the time to follow this tutorial. We hope it has been informative and helpful in guiding you through the process of setting up incident reporting on Surveyed. By leveraging the tools available, you can improve your incident reporting process, enhance response times, and ultimately boost safety and efficiency within your organization. Happy reporting!