Who is this article for?

Users who want to learn more about the Incident Management enhancements for 25.5.

Some features are configurable and may require specific setup, as outlined in each section.

This article outlines recent Incident-related enhancements that improve data control, reporting quality, analysis exports, and notification visibility. These updates help ensure consistency across Web and Mobile Pro, support clearer reporting, and keep key stakeholders informed when Incidents change.

1. Locking additional Incident sections once closed

• Configurable: Yes
• Title: Lock Attachment Section
• Public/Private: Public
• Default: No

1.1. Existing system (Mobile Pro)

• Once an Incident is closed, all sections except Attachments are locked in Mobile Pro.
• In version 25.4, this enhancement was released for Web only.

1.2. Purpose

• Make the Incident locking behaviour consistent in Mobile Pro.

1.3. Enhanced system

• The Attachment section is now locked in Mobile Pro when an Incident is closed.

1.4. Impacts

No impact

2. Including Lessons Learned in the Incident Summary Report

• Configurable: No
• Title: NA
• Public/Private: NA
• Default: NA

2.1. Existing system

• Lessons Learned statements are not included in the Incident Summary Report.
• This reduces the overall usefulness of the report.

2.2. Purpose

• Allow EHS managers to choose whether Lessons Learned should be included in the emailed Incident Summary Report.

2.3. Enhanced system

• Lessons Learned content is now added to the Incident Summary Report.
• A checkbox on the Email Incident Summary screen allows users to include or exclude this section.

2.4. Impacts

No impact

3. Exporting Contributing Factor and 5 Why analysis

• Configurable: No
• Title: NA
• Public/Private: NA
• Default: NA

3.1. Existing system

• Users cannot export the Contributing Factor and 5 Why graphical analysis.
• This limits its use in presentations and reports.

3.2. Purpose

• Provide a presentable export of Contributing Factor and 5 Why analysis for presentations and reporting.

3.3. Enhanced system

• An Export button is available in the Contributing Factors and 5 Why section.
• Exports are visually formatted and suitable for presentations.
• All Contributing Factor and Why data is included in the export.
• Five Why statements are displayed in a fixed-width, landscape layout.
  • Additional Why statements appear on subsequent pages.
• Row height is fixed to ensure full content visibility.
• Root Cause and Confirmed Whys are displayed in bold beneath the relevant column.
• Each evaluation is displayed in a separate row.
• The Contributing Factor column is merged to show all evaluations together.
• Containers are visually connected using solid lines.

3.4. Impacts

No impact

4. Notifications for changes to Incident sub type

• Configurable: No
• Title: NA
• Public/Private: NA
• Default: NA

4.1. Existing system

• There is no notification triggered when an Incident sub type value changes.
• Key stakeholders must be informed manually.

4.2. Purpose

• Enable EHS managers to automatically notify key users when an Incident sub type changes.

4.3. Enhanced system

• EHS managers can configure immediate notifications for changes to Incident sub type values.
• The setup is available in Notification Setup at both Module and Location levels.
• This applies to all Incident types except Injury/Illness and General Liability.
• Notifications trigger each time the configured sub type value changes.
• Notification emails display both the previous and updated values.

4.4. Impacts

Mobile