Who is this article for?

Users who want to create and share lessons learned reports.

Incident management module access is required.

A Lessons Learned Report encourages customers to document and share insights from incidents with all relevant stakeholders. This helps prevent similar events, promotes safety, and supports continuous improvement. Ensure all lessons are recorded during investigations, compiled into a detailed report, and shared. Assign responsibility for reviewing and integrating these lessons into procedures, policies, and training to strengthen organisational resilience and safety.

1. Generate and distribute lessons learned reports

1. Click the "Lessons Learned Details" link on the Incident Detail Summary page. The link is available when:

• Investigation required: Investigation section and Lessons Learned Statement are complete
• Investigation optional: Lessons Learned Statement is complete
  

2. Edit and expand the available information, select what to include, and save the Lessons Learned Report.

3. To share the saved Lessons Learned Report, click Send Mail

4. Clicking the Send Mail button opens a popup to share the "Lessons Learned Report" with users, roles, groups, or other email addresses.

5. All saved "Lessons Learned Reports" for a location or level are accessible via the Lessons Learned Menu in Incident Management.