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Reports

The Reports module allows you to create and manage safety and incident reports for your organization. Report incidents, accidents, near misses, maintenance issues, and other safety concerns. Track report status, assign reviewers, and ensure proper follow-up.
Reports page showing list of incident reports

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Overview

The Reports module is a comprehensive incident and safety reporting system. It helps you track and manage various types of reports including incidents, accidents, near misses, maintenance issues, and safety concerns. Ensure proper documentation, review, and resolution of all reported issues.

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Key Features

Incident Reporting

Report incidents and accidents with detailed information, media attachments, and witness accounts.

Near Miss Reporting

Document near misses and potential safety hazards before they become incidents.

Maintenance Issues

Report maintenance problems, equipment failures, and safety concerns related to aircraft or equipment.

Anonymous Reporting

Submit reports anonymously to encourage reporting without fear of reprisal.

Report Assignment

Assign reports to reviewers and track resolution progress through workflow stages.

Status Tracking

Track report status from creation through review, resolution, and archiving.

Media Attachments

Attach photos, videos, documents, and other media to support your reports.

Flight Log Integration

Link reports to specific flight logs for comprehensive incident documentation.

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Getting Started

1

Access Reports

Navigate to Organization → Reports from your dashboard sidebar.
2

View Existing Reports

See all reports in your organization:
  • Incident reports
  • Accident reports
  • Near miss reports
  • Maintenance issues
  • Other safety reports
List of incident reports

Reports list

3

Filter Reports

Use filters to find specific reports:
  • By type (incident, near miss, maintenance, etc.)
  • By status (action required, in review, resolved, etc.)
  • By urgency level
  • By date range
  • By assigned reviewer
4

Create New Report

Click New Report to create a new incident or safety report.

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Report Types

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Incident/Accident Reports

Report actual incidents and accidents:
  • Incident Description - What happened
  • Location - Where it occurred
  • Date and Time - When it happened
  • Injuries - Any injuries sustained
  • Equipment Involved - Related equipment
  • Witnesses - Witness accounts
  • Media - Photos, videos, documents
Form for creating an incident report

Incident report form

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Near Miss Reports

Document near misses and potential hazards:
  • What Almost Happened - Description of near miss
  • Potential Consequences - What could have happened
  • Contributing Factors - What led to the situation
  • Preventive Measures - How to prevent recurrence

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Maintenance Issue Reports

Report maintenance problems:
  • Issue Description - What’s wrong
  • Equipment - Which equipment is affected
  • Maintenance Type - Preventive, corrective, emergency
  • Urgency - How urgent is the repair
  • Safety Impact - Safety implications

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Other Report Types

Additional report types include:
  • Unsafe Behavior - Report unsafe practices
  • Mental Health - Mental health concerns
  • Lost and Found - Lost or found items
  • Feedback/Complaint - General feedback
  • Ethical Concerns - Ethical issues
  • Other - Other types of reports

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Creating Reports

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Creating a New Report

1

Start New Report

Click New Report or + Create Report.
2

Select Report Type

Choose the type of report:
  • Incident/Accident
  • Near Miss
  • Maintenance Issue
  • Unsafe Behavior
  • Other types
Form for creating a new report

Report creation form

3

Enter Report Details

Provide comprehensive information:
  • Title - Brief description
  • Description - Detailed account
  • Location - Where it occurred
  • Date and Time - When it happened
  • Urgency Level - Low, medium, high, critical
  • Anonymous - Submit anonymously (optional)
4

Add Additional Information

Include relevant details:
  • Injuries - Any injuries sustained
  • Equipment Involved - Related equipment
  • Witnesses - Witness information
  • Media Files - Photos, videos, documents
  • Flight Log Reference - Link to flight log (if applicable)
  • Tags - Categorization tags
5

Submit Report

Review all information and submit. Report is created and assigned for review.

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Report Status and Workflow

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Report Statuses

Reports progress through different statuses:
  • Action Required - Immediate action needed
  • Follow Up Needed - Requires follow-up
  • In Review - Being reviewed
  • Resolved - Issue resolved
  • Dismissed - Report dismissed
  • Archived - Moved to archive
Report status indicators

Report status workflow

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Report Assignment

1

Assign Reviewer

Assign reports to reviewers:
  1. Open report
  2. Click Assign
  3. Select reviewer or role
  4. Add assignment notes
  5. Save assignment
2

Review Process

Reviewers can:
  • View report details
  • Request additional information
  • Add comments
  • Change status
  • Resolve report

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Report Management

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Viewing Reports

1

Filter Reports

Use filters to find reports:
  • By type
  • By status
  • By urgency
  • By date range
  • By assigned reviewer
  • By tags
2

Search Reports

Search by:
  • Report title
  • Description content
  • Report ID
  • Tags
3

View Report Details

Click on a report to see:
  • Complete report information
  • Status and workflow
  • Comments and updates
  • Media attachments
  • Assignment history
  • Resolution details

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Updating Reports

Add comments to reports:
  • General comments
  • Status change notes
  • Information requests
  • Resolution comments
Request additional information:
  1. Click Request Information
  2. Enter request message
  3. Submit request
  4. Reporter receives notification
Update report status:
  • Move through workflow stages
  • Resolve when complete
  • Archive when done
  • Add status change notes
Mark report as resolved:
  1. Open report
  2. Click Resolve
  3. Enter resolution comment
  4. Save resolution
Resolved reports remain accessible for reference but are marked as complete.

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Exporting Reports

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PDF Export

Export reports as PDF:
  • Individual Report - Export single report
  • Bulk Export - Export multiple reports
  • Formatted Layout - Professional formatting
  • Includes Media - Attachments included

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Report Archive

Archive completed reports:
  • Archive Individual - Archive single report
  • Bulk Archive - Archive multiple reports
  • Archive Access - Archived reports remain accessible
  • Restore - Unarchive if needed

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Best Practices

1

Report Promptly

Report incidents and issues as soon as possible. Timely reporting helps prevent recurrence and ensures proper documentation.
2

Be Thorough

Provide complete and accurate information. Include all relevant details, witnesses, and media.
3

Use Anonymous Reporting

Encourage anonymous reporting for sensitive issues. This helps ensure all issues are reported.
4

Follow Up

Ensure reports are reviewed and resolved. Don’t let reports sit without action.
5

Document Resolution

Document how issues were resolved. This helps prevent similar problems in the future.

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Troubleshooting

  • Verify you have permission to create reports
  • Check all required fields are filled
  • Ensure you’re in the correct organization
  • Try refreshing the page
  • Contact admin if permissions seem incorrect
  • Check filters aren’t hiding the report
  • Verify report wasn’t deleted or archived
  • Ensure you have permission to view reports
  • Check if report is anonymous and you’re not the creator
  • Review search criteria
  • Verify you have assignment permissions
  • Check reviewer exists and has appropriate role
  • Ensure report isn’t already resolved
  • Review assignment settings