H&S Incident Log
H&S Incident Log is a formal accident/incident book covering staff workplace injuries, guest injuries, allergen reactions, near-misses, and property/equipment incidents — the kind of record most jurisdictions legally require restaurants to maintain, separate from Guest Complaint Log (service issues, no injury) and Equipment Maintenance (routine servicing, not dangerous failures).
Overview
Each incident has a Type (Staff Injury, Guest Injury, Allergen Reaction, Near Miss, Property/Equipment, Other), Date, Time, Location (a fixed list of restaurant areas), and a Severity (Minor, Moderate, Serious, Critical).
It records the Person Involved (name and role — Chef/Kitchen Staff, Waiter/Floor Staff, Bar Staff, Manager, Cleaning/Housekeeping, Delivery/Driver, Contractor, Guest, or Visitor), a Description of what happened, First Aid given (yes/no, by whom, details), and whether Hospital/Doctor was attended.
Witnesses can be listed by name, and the incident tracks who it was Reported To (manager name) and when.
Status flow: OPEN → UNDER_REVIEW → CLOSED, with a Corrective Action field for what was done to prevent recurrence.
A notifiable/RIDDOR-style flag can be set on serious incidents that must be formally reported to a regulator, which is called out prominently on the printed report.
Each incident can be printed as a formal report with signature lines, suitable for HR, insurance, or regulatory purposes.
Before You Start
- You must have the Billing feature enabled on your plan.
Step-by-Step Guide
1 Log an incident
- Open Operations & Compliance → H&S Incident Log and click to log a new incident.
- Select the Incident Type, Severity, Date, Time, and Location.
- Enter the Person Involved (name and role) and a clear Description of what happened.
- Record whether First Aid was given (and details) and whether the person attended Hospital/Doctor.
- Add any Witnesses, set who this was Reported To, and mark the notifiable flag if the incident meets your jurisdiction's formal reporting threshold.
2 Track through to closure
- Move the incident from OPEN to UNDER_REVIEW while investigating, then record the Corrective Action taken to prevent recurrence.
- Set status to CLOSED once the corrective action is complete and the record is finalized.
3 Print a formal report
- Click Print on any incident to generate a formal report with signature lines, suitable for HR, legal, or insurance records.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Incident Type | Staff Injury, Guest Injury, Allergen Reaction, Near Miss, Property/Equipment, or Other. |
Severity | Minor, Moderate, Serious, or Critical. |
Person Involved / Role | Name plus a role from a fixed list covering staff roles, contractors, guests, and visitors. |
First Aid / Hospital | Whether first aid was given (and by whom) and whether hospital/doctor attendance followed. |
Witnesses | Free-text list of witness names. |
Status | OPEN → UNDER_REVIEW → CLOSED. |
Notifiable Flag | Marks the incident as one that must be formally reported to a regulator (RIDDOR-style in the UK, or the equivalent notifiable-incident concept elsewhere) — shown prominently on the printed report. |
Tips & Best Practices
- Complete the Description and First Aid fields as soon as possible after the incident — details fade quickly and this record may be needed for insurance or legal purposes much later.
- Do not skip Witnesses even for a seemingly minor incident — a record with no witnesses is much harder to substantiate if the incident is later disputed or escalates.
- Review OPEN and UNDER_REVIEW incidents regularly rather than letting them sit — a stale accident book undermines its usefulness for both compliance and genuine safety improvement.