Overview
The Incidents module gives you one place to log, investigate, and close out anything that happens on a job site. When you create an incident, you can link workers, subcontractors, documents, and forms directly to it, so everything related to that event lives in a single record from the moment it happens through close-out.
Incidents is a paid add-on. Your admin needs to turn it on before it shows up for anyone. Once it's on, Full Access and Site Access users can see it. Site Access users only see and log incidents for the sites they're assigned to. Full Access users can see and log incidents across every site in the company.
Before anyone logs their first incident, set up the Incident Types your company tracks. This keeps every incident consistent and reportable, and it's what powers the trend data on your Dashboards.
Set Up Incident Types
Incident Types are the categories you report on, like Root Cause or Body Injury. Inside each Incident Type, you add Sub Types, the specific options someone picks when logging an incident. Under a Body Injury Incident Type, your Sub Types might be Arm, Leg, or Head.
You'll typically do this once during setup, then come back whenever you need a new category or option.
Open the Types tab
- In the left menu, click Incidents.
- Click the Types tab.
The Types tab lists your existing Incident Types, showing the Name, the number of Sub Types under Types, and the Created At date. A Status filter at the top lets you switch between Active and Archived Incident Types.
Add an Incident Type
- Click Add Type in the top right corner. The New Incident Type window opens.
- Enter a Name for the category, for example Body Injury or Root Cause.
- In the first Type field, enter your first Sub Type.
- Click Add New Sub Type to add another field, then enter the next Sub Type. Repeat for each option you want.
- Set the Multi Select toggle based on how many Sub Types a person can pick when logging an incident.
- Click Save.
Note: The button says Add New Sub Type, but each field it creates is labeled Type. They mean the same thing: one option inside your Incident Type.
Note: Save stays disabled until you enter a Name and at least one Sub Type.
Fields in the New Incident Type window
Name (required)
The category name that holds your Sub Types, like Root Cause or Body Injury.
Type (at least one required)
Each Type field holds one Sub Type, an option inside the Incident Type.
Multi Select (optional)
On lets a person pick more than one Sub Type from this Incident Type when logging an incident. Off limits them to one.
Use it when: an incident could reasonably involve more than one option at once, like two injured body parts.
Reorder Incident Types
On the Types tab, each row has up and down arrow icons in the Actions column. Click either arrow to move that Incident Type up or down in the list.
Note: You can only reorder Incident Types themselves. There's no option to reorder the Sub Types inside one.
Edit an Incident Type
- On the Types tab, click the pencil icon in the Actions column for the Incident Type you want to edit.
- Rename it, add a Sub Type with Add New Sub Type, or remove one by clicking the X on its row.
- Click Save.
Move a Sub Type to another Incident Type
- Click the › chevron to the right of the Sub Type you want to move.
- Use the Select Destination Category dropdown to choose the Incident Type to move it into. This lists your existing Incident Types; there's no separate category layer.
- Click the green checkmark to confirm.
- Click Save.
Archive and restore an Incident Type
Archiving removes an Incident Type from your active list without deleting it.
- On the Types tab, find the Incident Type and click the archive icon in the Actions column.
- To restore it, set the Status filter at the top of the Types tab to Archived, then click the restore icon in the Actions column for that Incident Type.
You can archive a whole Incident Type, but not a single Sub Type inside it. To remove one Sub Type, open its Incident Type and click the X on that row instead. You can't delete an Incident Type outright, only archive it.
Log an Incident
Once your Incident Types are set up, you're ready to log incidents as they happen.
- In the left menu, click Incidents.
- Make sure you're on the Active tab.
- Click New Incident.
- Fill in the fields in the dialogue box (see below).
- Click Create Incident.
Note: The exact wording of the submit button is unconfirmed. Verify it reads "Create Incident" in your current environment before publishing.
Fields in the New Incident window
Status (required)
Blank by default. Set the initial status of the incident, such as Open.
Title (required)
A short name for the incident, so it's easy to spot in your list later.
Incident Type dropdowns
One dropdown appears for every Incident Type your company has set up on the Types tab. Select the relevant Sub Type from each. These dropdowns are different for every company, since they reflect whatever Incident Types your admin created.
Site (required)
The site where the incident happened. Site Access users can only choose from sites they're assigned to.
Date (required)
The date the incident occurred.
Time (required)
The time the incident occurred.
Days Lost (optional)
Defaults to 0. Enter the number of workdays lost because of the incident, if any.
Cost (optional)
Any cost associated with the incident, like equipment damage or medical expense.
Description (optional)
Free text field for any additional detail about what happened.
Once created, the incident appears in the Active Incidents table with its ID, Status, Title, Site, Type, Workers, Created By, and Date.
Manage an Incident
Click an incident's title in the Active or Archived list to open its profile. The top of the profile shows the incident's ID, Title, Status, the Incident Types and Sub Types selected, Site, Date, number of Workers, Lost Days, Cost, and who created it.
Two buttons sit above the tabs:
- Edit Incident opens the same fields from the New Incident window so you can update them.
- Download generates a PDF summary of this incident.
Below that, five tabs let you build out the full incident record:
Notes
Add notes and attach photos or documents that live outside Salus, so you have a running record of updates and findings.
Workers
Track which workers in your organization were involved.
Subcontractors
Track which of your subcontractors, if any, were involved.
Documents
Flag any documents relevant to the incident, like a safe work procedure that wasn't followed.
Forms
Bring in related forms, like an incident report, investigation, or witness statement.
Together, these give you one place to see who was involved, what paperwork applies, and what's been done about it.
Close, Archive, and Export Incidents
Close an incident
Closing sets an incident's Status to Closed once your investigation and remediation are done. A closed incident stays right where it is, it does not move to the Archived tab.
- From the Active list, click the X icon in the Actions column to close the incident directly, without opening its profile.
- Or open the incident and click Edit Incident to change its Status to Closed.
Archive and restore an incident
Archiving is what actually removes an incident from the Active tab, whether or not it's been closed first.
- From the Active list, click the archive icon in the Actions column for that incident.
- To restore it, click the Archived tab and use the restore icon on that incident's row.
Note: Close and Archive are two separate actions. Closing only changes the Status column, the incident is still visible and editable in your Active list. Archiving is what actually takes it out of that list.
Export incident data
There are two separate ways to get incident data out of Salus, depending on what you need:
- From the Active or Archived list, click Export in the top right to download the full incident list as a CSV file.
- From inside a single incident's profile, click Download to get a PDF summary of that one incident.
Note: It's unconfirmed whether the CSV export respects the filters you've applied to the list (Status, Site, Type, Worker, Date Range) or always exports every incident. Verify this before publishing.
Incidents and Your Dashboards
Your company Dashboards include an Incidents view that rolls up incident data across all your sites, helping you spot trends and common root causes so you can prevent repeat incidents. See Dashboards Overview for more.
What Happens Next
When you save a new Incident Type, it appears on the Types tab right away, and its Sub Types show up as options the next time anyone logs an incident.
Reordering an Incident Type changes where it appears on the Types tab and in the dropdown order when logging a new incident.
Closing an incident updates its Status badge to Closed, but it stays visible and editable on the Active tab. Archiving is what removes it from that list, until someone restores it from the Archived tab.
Exporting or downloading doesn't change anything in Salus, it just saves a CSV or PDF copy to the browser's downloads location.
Frequently Asked Questions
Who can see the Incidents module?
Only Full Access and Site Access users, and only once your admin has turned on the Incidents add-on.
Can Site Access users see every incident in the company?
No. Site Access users only see and log incidents for the sites they're assigned to. Full Access users can see and log incidents across the whole company.
What's the difference between closing and archiving an incident?
Closing only updates the Status to Closed, the incident stays on your Active list. Archiving is what removes it from that list. You can close an incident without archiving it, and vice versa.
Can I reorder my Incident Types?
Yes, use the up and down arrow icons on the Types tab. Sub Types inside an Incident Type can't be reordered.
I don't see the Add Type button. Why?
Adding Incident Types requires Full Access. Confirm your access level with your administrator.
Why is Save greyed out when I'm creating an Incident Type?
Save stays disabled until you enter a Name and at least one Sub Type.
Can I delete an Incident Type or an incident?
No, neither can be deleted outright. You can archive them instead, and restore them later from the Archived tab or filter.
How do I get incident data out of Salus?
Click Export from the Active or Archived list for a CSV of the whole list, or open a single incident and click Download for a PDF of just that one.
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