Cority HSE Software Incident Reporting Training Course

Course overview

Late or incomplete incident records weaken corrective action, distort safety metrics, and make it difficult for HSE leaders to demonstrate control of occupational health and safety risks. This course addresses the practical challenge of using Cority to capture incidents consistently, route them to the right investigators, preserve evidence, assign actions, and produce defensible reports. Participants learn how reporting choices affect record quality, regulatory outputs, trend analysis, and management decisions.

The course covers the Cority Incident Management workflow from initial notification through closure. Participants practise creating and classifying incidents, near misses, hazards, injuries, environmental events, and property damage records; applying severity and potential-risk criteria; managing witness statements and attachments; conducting investigations with root-cause methods; and tracking corrective and preventive actions. They also learn to use role-based workflows, approval stages, overdue-action controls, incident registers, dashboards, and scheduled reporting to support ISO 45001-aligned HSE management.

Delivered through instructor demonstrations, guided Cority sandbox exercises, and realistic HSE case files, the programme focuses on decisions users must make in live reporting situations. Each participant builds an Incident Reporting Operating Playbook containing a reporting workflow map, classification rules, investigation checklist, action-escalation matrix, and dashboard requirements for their own site or business unit. This provides a practical reference for improving adoption and reporting discipline after the course.

The course is best suited to HSE professionals, safety coordinators, incident investigators, operational leaders, and Cority users who already work with HSE processes and need to improve the quality, traceability, and usefulness of incident data.

Course objectives

By the end of this course, participants will be able to:

• Create complete Cority incident records using structured event, people, location, injury, and attachment fields
• Classify incidents, near misses, hazards, and environmental events using a controlled incident taxonomy
• Apply actual-versus-potential severity criteria to prioritise investigation and management notification
• Configure a role-based incident workflow map with ownership, review, approval, and closure stages
• Conduct Cority-supported investigations using 5 Whys, causal-factor analysis, and evidence records
• Assign corrective and preventive actions with due dates, accountability, verification, and escalation rules
• Produce incident registers, overdue-action reports, and trend dashboards from Cority reporting data
• Develop an Incident Reporting Operating Playbook for implementation in a site or business unit

Benefits of attending

Target competencies

Who should attend

• HSE Managers — who need reliable incident intelligence and assurance that corrective actions are closed
• Safety Advisors and Coordinators — who administer incident records and support operational reporting
• Incident Investigators — who must document evidence, causal analysis, and follow-up actions in Cority
• EHS Systems Administrators — who support Cority workflows, data quality, user roles, and reporting outputs
• Operations Managers and Supervisors — who review events, own corrective actions, and need visible escalation
• Quality, Risk, and Compliance Professionals — who rely on traceable incident data for assurance and audit activity

Requirements and prerequisites

Participants should understand their organisation’s basic incident, near-miss, hazard, and corrective-action process and have experience using web-based business systems. Familiarity with common HSE terms such as injury classification, root cause, risk rating, corrective action, and investigation is assumed. Prior use of Cority is helpful but not mandatory; the course introduces the relevant Incident Management screens and workflow logic in a training environment. Participants do not need programming, database administration, report-writing code, or advanced system-configuration experience. Those without any HSE reporting experience should first gain familiarity with their organisation’s incident procedure.

Training methodology

The instructor uses a Cority training environment to demonstrate each stage of the incident lifecycle, then participants complete guided record-entry, investigation, action-tracking, and reporting tasks. Case studies include a lost-time injury, a high-potential near miss, and an environmental release, requiring teams to agree classifications, investigation scope, and escalation decisions. Short review sessions connect Cority fields and workflows to ISO 45001 controls. On the final day, participants convert their learning into a site-specific Incident Reporting Operating Playbook and implementation priorities.

Course outline

Day 1: Cority incident reporting foundations

• Cority Incident Management navigation and role-based workspaces
• Incident lifecycle from notification through verified closure
• Incident, near-miss, hazard, injury, and environmental event record types
• Required fields, conditional fields, and data-quality controls
• Location, organisational hierarchy, employee, and contractor data selection
• Attachments, photographs, witness statements, and evidence traceability
• Draft, submitted, reviewed, approved, and closed record statuses

Workshop: Participants create and submit a complete Cority near-miss record from a construction-site case file, including people, location, evidence, and initial controls.

Day 2: Classification, severity, and notification

• Incident taxonomy design and consistent event classification
• Actual severity versus potential severity assessment
• Injury and illness classification for HSE reporting
• Hazard source, energy type, and exposure categorisation
• Risk matrix application for initial event prioritisation
• Management notification triggers and escalation thresholds
• Workflow routing based on location, event type, severity, and business unit

Workshop: Participants classify a mixed set of injury, environmental, property-damage, and near-miss cases and build a decision table for routing and notification.

Day 3: Investigation and causal analysis in Cority

• Investigation planning, investigator assignment, and due-date management
• Witness interviews and evidence logging within the incident record
• 5 Whys analysis for direct and underlying causes
• Causal-factor analysis for multi-step operational events
• Immediate causes, contributing factors, and systemic control failures
• Investigation findings, recommendations, and review approvals
• Linking investigation results to risk assessments and related events

Workshop: Teams investigate a forklift-pedestrian collision scenario in Cority and produce an evidence-backed causal analysis with documented findings.

Day 4: Corrective actions and performance reporting

• Corrective and preventive action creation from investigation findings
• Action ownership, target dates, priority, and resource requirements
• Verification of effectiveness before action closure
• Overdue-action monitoring and escalation rules
• Incident registers and filtered operational views
• Trend analysis by event type, location, cause, and severity
• Dashboard and scheduled-report requirements for HSE leadership

Workshop: Participants create an action plan for the collision investigation, then design a management dashboard specification covering overdue actions and recurring causes.

Day 5: Governance, assurance, and workplace application

• ISO 45001 incident reporting and corrective-action expectations
• OSHA 300 recordkeeping considerations and reportable injury data
• Data governance for classifications, mandatory fields, and record ownership
• User roles, review responsibilities, and approval segregation
• Audit trails, evidence retention, and record-change controls
• Cority adoption measures and reporting-quality indicators
• Incident Reporting Operating Playbook implementation planning

Workshop: Participants complete and peer-review an Incident Reporting Operating Playbook for their own organisation, including workflow, classification, action-control, and dashboard decisions.

Tools & standards covered

Cority Incident Management, Cority Analytics, ISO 45001:2018, OSHA 300 Log

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions