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Collaborator/Admin Workflow - Viewing & Editing Incident Reports
Collaborator/Admin Workflow - Viewing & Editing Incident Reports
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 2 months ago

Updated 2/21/25

Once a report has been submitted for a location you have access to in iReportSource, you will be notified via email or mobile push notification, depending on your notification preferences. This document describes the capabilities and responsibilities Collaborators and Admins may have after a report has been submitted to their location.

Viewing an Incident Report

1. Sign in to iReportSource on the web at https://www.ireportapp.com/login Click on the location you’d like to view, or the company level.

**NOTE: Collaborators can view the Company Level for the locations they have access to only. Admins can view the Company Level for all locations.

2. Go to Incidents and choose either All Incidents or the specific Incident Type. Use the search boxes to find the incident you are looking for.

3. On the detailed view of the report, you have access to all components on the three tabs -- Investigation, Action, and Closure:

Editing Report Components

Click on the report component you want to view/edit. You can then make any necessary changes and save.

NOTE: Only Admin users can edit the Initial Report. If a mistake was made, they will be able to hover over the View Only portion and choose to Unlock the report and make/save changes.

Investigation Tab:

Admins: Editing the Initial Report

Action Tab:

Closure Tab:

NOTE: The OSHA Compliance and Return to Work components only show up on First Reports of Injury. All others are on every incident report.

Renaming the Incident

Based on your company’s preferences, you do have the option to rename the incident. Simply click the pencil icon next to the current incident ID, type in a new one, and hit Enter:

Downloading a PDF of the Report

Click the Download Reports button, choose which components you want to include and then click the Download button. This begins the download of the PDF, and based on your browser settings will either open or go to your downloads folder upon completion.

NOTE: For reports that have multiple incident types in them (ex. an injury and vehicle accident report) you will have the option of selecting one or both reports to pull data from. After doing so, you can check which section(s) you want downloaded:

Reviewing Edit History

The Activity Log to the right of the page shows any edits or actions that are made from the moment a report is created:

Viewing/Adding Attachments

Click the Activity Log drop down menu and then choose Attachments. This will show you any attachments already added, and at the bottom of the column you can click Add Attachments to upload any files you would like to associate to the report.

**NOTE: Attachments is meant to be used for non-photo files. Supported files types are: PDF, Word Doc, Excel, MP4. If you have additional photos (JPEG and PNG file types) to add, please use the Photo Evidence component.

Viewing/Adding Comments

You can add comments and view those added by others by clicking the Activity Log drop down menu and then choosing Comments. Click Create Comment on the bottom of the column to add your own, or read those already added.

NOTE: Comments are visible to all users who have access to this report.

Viewing/Adding Tasks

Click on the Activity Log drop down menu and choose Open Tasks. This will show you all tasks already created from the report as well as their due date and assignee. Click Add Custom Task at the bottom of the column to add a new task to the report:

NOTE: Incident Owners, Administrators, and Collaborators can assign report components as tasks. If you see “Assign as Report Task” underneath any of the report component boxes, you can click that button and it takes you through the same task-assignment steps.

Viewing/Adding Private Log Entries

Click on the Activity Log drop down menu and choose Private Log. This will show you previous entries, and you can click on Add Log Entry at the bottom of the column to add a new one. These are visible only to you.

Changing Report Status

Click the Claim Stage button at the top of the page, and choose the appropriate status.

NOTE: Closing a report removes it from your Dashboard so ensure that all action items have been completed before marking a report as Closed.

Emailing the Incident Owner

From the drop-down menu at the top right corner, click Email Incident Owner. This pops up a box where you can send a message to the assigned incident owner without having to leave the iReportSource window:

Changing Incident Ownership

NOTE: Only Admin users and/or the Incident Owner can make this change.

From the same menu as above, click Reassign Incident and you’ll be able to choose any Collaborator or Administrator user to be the incident owner for this incident:

Editing Incident Permissions

NOTE: Only Admin users and/or the Incident Owner can make this change.

From the same menu, choose Assign Permissions. You’ll be taken to a list of those who currently have any permission to view the incident detailed view.

  • By default, supervisors with access to the group/establishment this incident was created in will have edit access to the Investigation tab, and collaborators/admins have access to all three stages.

  • You can add more users to this incident if there are any available to add, or edit the permissions on the existing users. Click Save Changes when finished:

NOTE: If someone is activated in the system after an incident is created, they will not inherently have access to the existing reports created before they were activated. You can add them on this page.

Emailing the Initial Report

From this same menu, you can email the initial report to any user with an email listed in their profile. Click Email Initial Report PDF and choose your recipient(s) and send.

Adding Report Type(s)

From this same menu, you can add additional report types to the existing incident. This Article goes into more detail on what this process entails.

Archiving the Incident

You can choose to archive this incident, removing it from the list of currently active incidents. This article goes into more detail of the Archiving feature.

Deleting an Incident

NOTE: Only Admin users and/or the Incident Owner can make this change.

From the menu, click Delete Incident. You’ll get a message asking you to confirm that you’d like to delete the incident.

NOTE: If you delete an incident by mistake, please contact Customer Success to have it reinstated.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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