Webinar: Review of Incidents and Safety Modules

💡: This webinar was hosted on July 22nd, 2026 with Senior Customer Experience Manager & CX Operations, Morgan Woosnam and Implementation Manager, Annie Hagy. In this webinar, we learned what's new and what to do when using Aclaimant's Safety and Incident modules.

What was covered:

1. Incidents Module

• Mobile Field Intake: Submit reports instantly on mobile devices to improve data quality and speed up response times.

• Task Automation: Manage automated carrier submissions, assign one-off follow-ups, and clear completed tasks.

• Streamlined Communication: Use @mentions  in Notes, tags, lock sensitive details as Confidential, and utilize the incident’s unique email address to automatically log external threads.

• OSHA & Timeline Tracking: Log time loss and return-to-work statuses in the Events tab.

• Files & Custom Views: Track document version history, build saved custom views (e.g., location-based filters), and export detailed CSVs.

• Inbox Management: Directly convert incoming emails or First Reports of Injury into incident records.

2. Safety Module

• Proactive Hazard Prevention: Digitalize Job Safety Analyses (JSAs), equipment inspections, and driver observations.

• Corrective Action Tracking: Auto-generate follow-up tasks from audit results and filter views to "Only My Tasks."

• In-App AI Assistant: Use the interactive AI chatbot to summarize safety reports, ask contextual questions, and pull up relevant files.

3. Best Practices

• Personalize Notifications: Adjust settings to receive only relevant alerts.

• Keep Data Clean: Process draft reports regularly and close out assigned tasks promptly.

• Use Analytics: Review trend data regularly with your Customer Experience Manager to proactively reduce risks.

Incidents and Safety Review Webinar Recording

Please click the link above in order to gain access to the recorded webinar.