Software for incident reports

Yes. You build separate forms for incidents, accidents, and near-misses inside Lumiform, and field staff submit them directly from their phones on the spot. When a monteur or supervisor logs a near-miss in real time, the relevant project manager receives an immediate notification and can act before the situation escalates.

Yes. Field staff capture and attach photos at the point of observation while completing the walkthrough form on mobile. The photos are embedded directly in the report, tied to the specific checklist item they relate to. There is no separate upload step or manual linking required afterward. The completed report, photos included, is generated automatically and can be stored to storage systems like SharePoint or OneDrive without any additional manual handling.

Yes. Lumiform’s form builder supports conditional logic. When a field worker selects a failing response on an item, such as PPE not fully worn, the form can automatically surface follow-up questions or sub-sections relevant to that specific finding. This means the inspection captures structured detail at the point of failure rather than leaving a blank “No” with no context. You configure which responses trigger which follow-up questions when building the template.

Yes. You can customize form titles, field names, and labels to match your internal health and safety vocabulary. When you build templates in Lumiform, you define the exact terminology your team uses.

Yes. During or after an inspection, you create an action, assign it to a specific person, and track its status through to completion. Multiple stakeholders can follow progress without chasing updates manually. Overdue items trigger automatic reminders. At the end of the year, you have a full record of what was completed, what was not, and the documented reason why each incomplete measure was left unresolved.

Yes. When a task or corrective action is closed without completion, the assignee documents the reason directly inside the action record. This creates a traceable justification rather than a blank status field. At year-end review, you can see not just the percentage of measures completed versus not completed, but also the documented reasoning behind each gap. This replaces the current situation where incomplete items simply disappear with no explanation on record.

Yes. The Analytics section aggregates inspection and action data across all sites and time periods. You can filter results to show completion rates for measures over a defined period, including the full year. This replaces the current process of clicking into every individual report to read free text with no aggregated view. You get a clear percentage breakdown of completed versus incomplete measures, exportable for management reporting.

Completed inspections generate PDF reports automatically, which you can download directly from the desktop dashboard or have pushed automatically to SharePoint, OneDrive, Google Drive, Dropbox, or Box. For structured data export, the database integrations with MS SQL, MySQL, and PostgreSQL let you build a relational dataset from your inspection records. The Analytics section also allows you to filter and download results. Integrations are available as add-ons on the Professional plan or included in the Enterprise plan.

Yes. Lumiform provides documentation covering these. It’s available to share with your IT department, data protection officer, legal team, and compliance stakeholders as part of the review process. GDPR compliance is built into the platform, which is a hard requirement for organizations operating under European data protection law.

Yes. You can start with a small internal group to build and test your forms, configure workflows, and complete localization before the wider rollout. Once the pilot group confirms the setup is right, you roll out to the full team.