Turn incident reporting into practical follow-up.
Give your team a practical system to report incidents, follow up actions and keep corrective actions visible — without building everything from scratch.
Interactive, not just printable. Update actions, owners, dates and status, then use the live dashboard during workplace reviews.
Built to save a small business setup time.
The free HS-003 course teaches the reporting principles. This optional workplace pack gives an organisation practical resources for putting those principles into use.
Interactive dashboard
Live totals for open, overdue and completed actions, completion rate, due-soon monitoring and management-review charts.
Practical workplace resources
Use the printable reporting, investigation and follow-up resources alongside the interactive tracker and dashboard.
Ready for review meetings
Track action owners, due dates, evidence and verification instead of letting follow-up disappear into emails or paper files.
How it works
A simple follow-up rhythm your team can understand and repeat.
1 · Report & review
Capture what happened factually, respond to immediate risks and review what needs follow-up.
2 · Assign & act
Create clear corrective actions, give each one an owner and due date, and keep status current.
3 · Verify & monitor
Record evidence before closure, then use the dashboard to monitor overdue, upcoming and completed actions.
REPORT → REVIEW → ASSIGN → ACT → VERIFY → CLOSE → REVIEW DASHBOARD
What's included
A compact implementation pack rather than a folder padded with unnecessary documents.
Built for real workplaces
Designed for small New Zealand businesses that want a clearer incident follow-up process without needing a dedicated quality or compliance team.
Start quickly
Open the dashboard, review the demonstration rows, delete the SAMPLE data and begin entering your own actions.
Keep ownership visible
See who owns each action, when it is due and whether completion has actually been verified.
Use it repeatedly
Keep the workbook as an ongoing workplace management tool rather than a one-off form that disappears after an event.
Dashboard highlights
Automatic due-date health
Actions identify as overdue, due soon, on track or complete from the dates and status you enter.
Sample data included
Open the workbook and immediately see how it works. Clearly marked sample rows can then be deleted before live use.
Simple Excel workflow
No macros, cloud account, Power BI setup or specialist software. Designed to stay understandable for a small workplace.
HS-003 Workplace Resource Pack
Free learning stays free. Pay only if your organisation wants the ready-made implementation tools and interactive dashboard.