---
title: How to Create an Incident in the SiteConnect Web Portal
description: Learn how to create an incident from your SiteConnect Web Portal
---

[Skip to content](https://docs.sitesoft.com/learn-how-to-manage-an-incident#main-content)

[![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb)

Open main navigation

Close main navigation

- [Portal](https://app.sitesoft.com/)

[Portal](https://app.sitesoft.com/)

 Need help?

- There are no suggestions because the search field is empty.

1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en)
2. [Incidents](https://docs.sitesoft.com/incidents?hsLang=en)

# How to Create an Incident in the SiteConnect Web Portal

## Learn how to create an incident from your SiteConnect Web Portal

 

### Please watch the following video on how to add Incidents to your Site Connect account:

 

#### Creating Incidents (6:10)

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8030145/id/73061215043" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="73061215043" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### If you still need assistance then please keep on reading...

 

**NOTE -** for more information on how to manage an incident, please click on the following article:

[How to manage an incident](https://docs.sitesoft.com/how-to-manage-an-incident?hsLang=en)

 

To manage your incidents go to the side menu on the left hand side of the web portal and click Incidents

![Incidents side menu](https://docs.sitesoft.com/hs-fs/hubfs/Incidents%20side%20menu.webp?width=174&height=413&name=Incidents%20side%20menu.webp)

 

You will then see a list of all of your previously recorded incidents. Click on Add Incident to record a new one.

 

![Add incidents](https://docs.sitesoft.com/hs-fs/hubfs/Add%20incidents.webp?width=688&height=68&name=Add%20incidents.webp)

 

This will bring up the Incident form editor below:

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-01-2024-11-34-43-7649-PM.png?width=688&height=367&name=image-png-Sep-01-2024-11-34-43-7649-PM.png)

 

From here you will be able to fill in the following:

- **Date & Time- Select the time and date the incident took place. Click the calendar icon to select from a calendar view**  
   **![Calendar](https://docs.sitesoft.com/hs-fs/hubfs/Calendar.png?width=115&name=Calendar.png)**
- **Summary of Incident**
- **What type of treatment was required (choose from drop down menu)**
- **Type of Incident- Near Miss, Property Damage, Illness etc. (choose from dropdown)**
- **Who was involved**
- **Drug & Alcohol Testing Required? (Y/N)**
- **If the incident requires a WorkSafe Notification (Y/N)**
- **Does the incident require an investigation?**
- **Provide a reason for investigating the incident**
- **Is this a Lost Time Injury (Y/N)**
- **Causal Analysis Findings**

 

You will then Select the Sites you want to associate with this incident by clicking **Select Projects/Sites**

 

![Selecting projects incidents](https://docs.sitesoft.com/hs-fs/hubfs/Selecting%20projects%20incidents.webp?width=627&height=183&name=Selecting%20projects%20incidents.webp)

 

Then tick the Sites you want to associate and click **Select & Close**.

 

![Selecting projects incidents-1](https://docs.sitesoft.com/hs-fs/hubfs/Selecting%20projects%20incidents-1.webp?width=688&height=613&name=Selecting%20projects%20incidents-1.webp)

 

You can also add/upload any relevant files by clicking **Browse Files.**

 

**The following file types and photo formats are permitted:**

doc, pdf, docx, zip, jpg, jpeg, bmp, png, gif, heic, heif, hevc, xls, xlsx, eml, csv, txt, mp3, m4a

 

![Browse files incident](https://docs.sitesoft.com/hs-fs/hubfs/Browse%20files%20incident.webp?width=645&height=197&name=Browse%20files%20incident.webp)

 

Then select the affected users by clicking Affected Users and ticking the appropriate Users. Then click **Select & Close.**

 

**![Affected users](https://docs.sitesoft.com/hs-fs/hubfs/Affected%20users.webp?width=645&height=197&name=Affected%20users.webp)**

![Selecting users incident](https://docs.sitesoft.com/hs-fs/hubfs/Selecting%20users%20incident.webp?width=688&height=607&name=Selecting%20users%20incident.webp)

 

Once all Sites, Files and Users have been selected and uploaded, you can click Save.

 

 

![Save incident-1](https://docs.sitesoft.com/hs-fs/hubfs/Save%20incident-1.webp?width=644&height=231&name=Save%20incident-1.webp)

 

You will then be able to see this in your Incidents View and Download as a PDF if required

 

 

![Downlaod PDF](https://docs.sitesoft.com/hs-fs/hubfs/Downlaod%20PDF.webp?width=688&height=88&name=Downlaod%20PDF.webp)

 

If you are on site and need to report an incident through the SiteConnect Mobile App, please see [this article.](https://docs.sitesoft.com/how-to-report-an-incident-from-your-siteconnect-mobile-app?hsLang=en)

 

**NOTE-** for more information on how to manage a created incident, please see the following article:

[https://docs.sitesoft.com/how-to-manage-an-incident](https://docs.sitesoft.com/how-to-manage-an-incident?hsLang=en)

 

**If you need any further help or have any questions please contact the support team by email: [support@siteconnect.io](mailto:support@siteconnect.io) or Ph: [0800 748 763](tel:64800748763)**

- [About SiteConnect](https://docs.sitesoft.com/about-siteconnect?hsLang=en)
- [Get Started](https://docs.sitesoft.com/get-started?hsLang=en#main-content)

    - [Understand Roles & Permissions](https://docs.sitesoft.com/get-started?hsLang=en#understand-roles-permissions)
- [Assets](https://docs.sitesoft.com/assets?hsLang=en#main-content)

    - [Getting Started With Assets](https://docs.sitesoft.com/assets?hsLang=en#getting-started-with-assets)
    - [Set Up Your Asset Register](https://docs.sitesoft.com/assets?hsLang=en#set-up-your-asset-register)
    - [Manage Your Assets](https://docs.sitesoft.com/assets?hsLang=en#manage-your-assets)
    - [Manage Asset Safety](https://docs.sitesoft.com/assets?hsLang=en#manage-asset-safety)
    - [Troubleshoot Assets](https://docs.sitesoft.com/assets?hsLang=en#troubleshoot-assets)
- [Account](https://docs.sitesoft.com/account?hsLang=en#main-content)

    - [Company Documents](https://docs.sitesoft.com/account?hsLang=en#company-documents)
- [Charts & Graphs](https://docs.sitesoft.com/charts-graphs?hsLang=en)
- [Contractors](https://docs.sitesoft.com/contractors?hsLang=en)
- [Covid-19 Module](https://docs.sitesoft.com/covid-19-module?hsLang=en)
- [Digital Signatures](https://docs.sitesoft.com/digital-signatures?hsLang=en)
- [Employees](https://docs.sitesoft.com/employees?hsLang=en#main-content)

    - [Documents](https://docs.sitesoft.com/employees?hsLang=en#documents)
    - [Export](https://docs.sitesoft.com/employees?hsLang=en#export)
    - [Forms](https://docs.sitesoft.com/employees?hsLang=en#forms)
- [Form Builder](https://docs.sitesoft.com/form-builder?hsLang=en)
- [Hazards/Risks](https://docs.sitesoft.com/hazards-risks?hsLang=en#main-content)

    - [hazards/risks in mobile app](https://docs.sitesoft.com/hazards-risks?hsLang=en#hazards-risks-in-mobile-app)
- [Incidents](https://docs.sitesoft.com/incidents?hsLang=en)
- [Inductions](https://docs.sitesoft.com/inductions?hsLang=en)
- [Inspections/Audits](https://docs.sitesoft.com/inspections-audits?hsLang=en)
- [Messages](https://docs.sitesoft.com/messages?hsLang=en)
- [My Pre-Qualifications](https://docs.sitesoft.com/my-pre-qualifications?hsLang=en)
- [Notifications](https://docs.sitesoft.com/notifications?hsLang=en)
- [TA/JSA/SWMS/RAMS](https://docs.sitesoft.com/ta-jsa-swms-rams?hsLang=en)
- [Tasks](https://docs.sitesoft.com/tasks?hsLang=en)
- [Templates](https://docs.sitesoft.com/templates?hsLang=en#main-content)

    - [Hazardous Substances/COSHH](https://docs.sitesoft.com/templates?hsLang=en#hazardous-substances-coshh)
    - [Documents](https://docs.sitesoft.com/templates?hsLang=en#documents)
- [Reporting](https://docs.sitesoft.com/reporting?hsLang=en)
- [Sites and Subsites](https://docs.sitesoft.com/sites-and-subsites?hsLang=en)
- [Safety Observations](https://docs.sitesoft.com/safety-observations?hsLang=en)
- [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#main-content)

    - [Site Induction](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#site-induction)
    - [Toolbox Talks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#toolbox-talks)
    - [Tasks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#tasks)
    - [Troubleshooting](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#troubleshooting)
    - [Incidents](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#incidents)
    - [Forms](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#forms)
    - [Inspections/Audits](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#inspections-audits)
    - [User Profile](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#user-profile)
    - [Sign Out](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#sign-out)
    - [Geofencing](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#geofencing)
    - [Training](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#training)
- [Sites](https://docs.sitesoft.com/sites?hsLang=en#main-content)

    - [Manage Site](https://docs.sitesoft.com/sites?hsLang=en#manage-site)
    - [QR Codes](https://docs.sitesoft.com/sites?hsLang=en#qr-codes)
    - [Toolbox Talks](https://docs.sitesoft.com/sites?hsLang=en#toolbox-talks)
    - [Task Analysis Documents](https://docs.sitesoft.com/sites?hsLang=en#task-analysis-documents)
    - [Geofencing](https://docs.sitesoft.com/sites?hsLang=en#geofencing)
- [Safety Plan/Phase Plan](https://docs.sitesoft.com/safety-plan-phase-plan?hsLang=en)
- [Manage Sign-in and Inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#main-content)

    - [Get started with sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#get-started-with-sign-in-and-inductions)
    - [Manage geofencing sign-in and out](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#manage-geofencing-sign-in-and-out)
    - [Troubleshoot sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#troubleshoot-sign-in-and-inductions)
- [Visitor Kiosk App](https://docs.sitesoft.com/visitor-kiosk-app?hsLang=en)
- [SiteConnect Super Admins Only](https://docs.sitesoft.com/siteconnect-super-admins-only?hsLang=en)

[![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=155&height=25&name=SiteConnect%20Logos%20(LinkedIn%20Post).png "SiteConnect Logos (LinkedIn Post)")](https://siteconnect.io/)

###### **Still need help?** We're here if you can't find the answer you're looking for.

AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183

UK • support.uk@siteconnect.io • +44 333 043 5727

Copyright © 2026, SiteConnect.io Limited

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "caption" : {
    "@type" : "MediaObject",
    "contentUrl" : "https://docs.sitesoft.com/media-transcripts/73061215041/en.vtt",
    "inLanguage" : "en",
    "name" : "en Captions"
  },
  "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Creating%20Incidents%20Pub.mp4",
  "dateModified" : "2025-09-04T04:13:13.324Z",
  "duration" : "PT6M10S",
  "height" : 1080,
  "name" : "Creating Incidents Pub",
  "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Creating%20Incidents%20Pub.mp4/medium.jpg",
  "uploadDate" : "2022-05-09T02:23:25.382Z",
  "width" : 1920
}
```