Reports

Create and manage incident reports, accident reports, safety reports, and maintenance issues

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.

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.

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.

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

   

   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.

Report Types

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

Incident report form

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

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

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

Creating Reports

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

   

   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.

Report Status and Workflow

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 workflow

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

Report Management

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

Updating Reports

Add Comments

Add comments to reports:

• General comments
• Status change notes
• Information requests
• Resolution comments

Request Information

Request additional information:

1. Click Request Information
2. Enter request message
3. Submit request
4. Reporter receives notification

Change Status

Update report status:

• Move through workflow stages
• Resolve when complete
• Archive when done
• Add status change notes

Resolve Report

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.

Exporting Reports

PDF Export

Export reports as PDF:

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

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

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.

Troubleshooting

Can't create report

• 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

Report not appearing

• 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

Can't assign report

• Verify you have assignment permissions
• Check reviewer exists and has appropriate role
• Ensure report isn’t already resolved
• Review assignment settings

Related Documentation

• Organization Overview - Learn about organization features
• Aircrafts - Report aircraft-related incidents
• Members - Report member-related issues
• Calendar - Link reports to events