Compliance

Incidents & corrective actions

Record each incident or near miss with where, when, type and severity, move it from Reported through investigation to Closed, and raise linked corrective actions, each with an owner, a due date and a verification step. When an incident is logged, AI drafts a first investigation summary for your team to review. Ask chat to log an incident, list open actions, or spot repeated root causes.

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Record types

What you capture in Incidents & corrective actions, as it looks when you create a record.

New incident

Workflows

Track your records through the following different statuses.

Incident flowIncident

  1. Reported
  2. Investigating
  3. Actions open
  4. Closed

Corrective action flowCorrective action

  1. Open
  2. In progress
  3. Awaiting verification
  4. Done
  5. Cancelled

See it in action

The views that come with Incidents & corrective actions, ready from day one.

Incident

Reported3

INCIDENT-1

Record Name

Alex MorganCritical
Label

INCIDENT-5

Record Name

Label

INCIDENT-9

Record Name

Alex MorganCritical

Investigating3

INCIDENT-2

Record Name

LabelLabel

INCIDENT-6

Record Name

Sam PatelHigh

INCIDENT-10

Record Name

Sam PatelHigh
LabelLabel

Actions open2

INCIDENT-3

Record Name

Jo RiveraMedium

INCIDENT-7

Record Name

Jo RiveraMedium
Label

Closed2

INCIDENT-4

Record Name

Taylor KimLow
LabelLabel

INCIDENT-8

Record Name

LabelLabel

Illustrative sample data.

Ask it in plain English

Work with Incidents & corrective actions from Claude, ChatGPT or OnFlow's built-in chat. Try prompts like these.

Claudevia OnFlow MCP

 

Reports

  • Incidents by type
  • Capa by status

Automations included

AI incident triage summary

Writes a first investigation summary into investigation-summary when an incident is created. Skips the AI call if the summary already has content. Does not change the status or create records.

only if Detailsinvestigation summary is…only if the previous stepreturned somethingTriggerRecord createdAgentAI incident triagesummaryActionwrite-summaryAI stepActionsave-summaryUpdate record

Make Incidents & corrective actions yours.

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