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Health & Safety

Turn safety reports into action.

Give your people a clear way to report hazards, near misses and incidents. Help your team investigate, assign follow-up and keep sight of what needs attention.

Book a demo See how it works
Confide
Near miss

Near miss · Main entrance

Alex Morgan · Case owner

Near miss

A loose entrance mat.

My foot caught on the loose mat. I regained my balance. No injury reported.

LocationMain entrance
Reported byJamie Chen
Report captured
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From a reported concern to a clear next step.

See how a near miss becomes a case your team can assess, act on, and review.

01 / 09Choose what to report.
Health & SafetyStart with what you know.
9:41● ◒
Health & Safety
New safety report

What happened?

Report typeNear miss
Other report typesHazard · Incident · Something else
Continue →

Less admin. More time for safety.

Use AI to clarify reports, prepare summaries, and explore your case data. Your team reviews the output and makes the decisions.

Echo

Get the details while they’re fresh. Ask follow-up questions that help people explain what happened to give your team more context.

Near missNear miss · Main entrance

My foot caught on a loose mat. I regained my balance.

Analyzing request…Finding missing details
Echo
Just inside the main entrance. No injury reported.

Compose

Turn the case record into a useful draft. Prepare a summary from reports, evidence, and notes, then review and edit it before use.

Drafting…Review summary · Draft

Reported event: Jamie caught a foot on a loose entrance mat; no injury reported. Recorded response: the supervisor’s notes are attached. Open follow-up: the site manager is assigned to replace the mat by 28 September. Alex will review the completed work.

Sentinel

A series of unfortunate events? Explore recurring concerns across your cases and prepare reporting to address them.

Recorded information

Related safety reports

Main entrance · Near miss · Closed. East entrance · Hazard · Under review. Reception · Near miss · Closed.

Source · Sample case records
Recorded information

Loose entrance mat

Jamie reported catching a foot on the mat at 8:30. No injury reported. The supervisor’s response is recorded with the case.

Source · Submitted report and notes
Recorded information

Replacement reviewed

The site manager recorded completion. Alex checked the evidence and documented the review before closure.

Source · Case review note
1 / 3

Better information.Clearer ownership.Stronger follow‑through.

Report

Make concerns easier to raise.

Give people a structured way to explain a hazard, near miss or incident, with room for the details that matter.

Assess

Keep the response together.

Bring notes, evidence and communication into one case record so your team can assess what needs to happen next.

Act

Make the next step clear.

Give follow-up work an owner and a due date, with progress visible to the people managing the response.

Learn

See what needs attention.

Review case patterns and outstanding work without rebuilding the picture from separate spreadsheets.

The work behind every safety report, connected.

Configure a process that fits your organization, from the first details to management reporting.

Report

Capture hazards, near misses and incidents through forms tailored to your teams.

  • Configurable questions
  • Supporting files and photos
  • Follow-up communication
Report
Near miss

A loose entrance mat.

My foot caught on the loose mat. I regained my balance. No injury reported.

LocationMain entrance
Reported byJamie Chen

Investigate

Keep the report, evidence and investigation notes together as your team works through the case.

  • Shared case record
  • Evidence and internal notes
  • Controlled case access
Investigate
Case evidence

The context stays with the case.

The supervisor recorded the immediate response under site procedures. Jamie’s follow-up is attached.

Supervisor response.pdf✓
Jamie’s follow-up.pdf✓

Follow through

Assign next steps, track due dates and record the review before closing the case.

  • Action owners
  • Deadlines and progress
  • Documented review
Follow through
Follow-up task

Replace entrance mat.

Action ownerSite manager
Due date28 September
LocationMain entrance
Next stepAttach completion evidence

Learn

Use dashboards, case queries and exports to keep your team informed.

  • Case dashboards
  • Questions with Sentinel
  • Excel, CSV and API access
Learn
Case overview

Keep the wider picture in view.

Explore related records while keeping the original case and its outcome available.

Main entrance · Near missClosed · Replacement reviewed
East entrance · HazardUnder review
Reception · Near missClosed
Pav Gill and Ryan Dougherty

Built around how your team works.

We help configure your forms and workflows, bring across historical cases and train your team, so you can start with a process that fits your organization.

Discuss your workflow
Workflow

Configure the process.

Set up the information you collect and the steps your team follows, from assessment to review.

Records

Bring your records together.

Plan the import of historical cases so relevant context is available when your team needs it.

Your team

Help your team get started.

Train the people reporting, investigating and managing follow-up on the workflow they’ll use.

Answers to your questions

What can we manage in Confide?
You can configure workflows for hazards, near misses and health and safety incidents, bringing reports, evidence, notes and follow-up into one case record.
Can the process fit our teams and locations?
Yes. We can configure the forms, information fields and workflow around how your organization handles reports and follow-up.
Can we track follow-up actions?
Assign work to an owner, set a due date and record progress alongside the case. Your team can document its review before closing the case.
How does AI help?
Echo can clarify reports, Compose can draft summaries, and Sentinel can help you explore case information. Your team reviews the output and remains responsible for decisions.
Can we bring across existing records?
We can help import historical cases and configure your workflow. We’ll review your data and migration needs with you during setup.
Does Confide replace our inspection or training systems?
This workflow focuses on safety reporting, case management and follow-up. We can discuss how it fits alongside your existing tools and which processes you want to bring into Confide.

See your safety workflow in Confide.

Walk through reporting, case management and follow-up with our team, and explore how Confide could fit your process.