Video guide · Safety Programs

How to Log an Incident & Assign Retraining in Jobsite (Step-by-Step)

Step-by-step: the portfolio incident log, one incident's detail with its auto-assigned retraining and due date, and the documentation chain that survives an OSHA visit.

By Jobsite · July 15, 2026

Transcript

Nobody wants to need this page — but here's how it works when you do. Every incident, across every job, in one log. Status, severity, and the twelve-month recordable picture, always current — the numbers your EMR conversation starts from.

Open one. The details, the people involved, the classification — and look at this panel: the refresher training assigned itself the moment the incident was logged, with a due date attached.

Incident, retraining, completion — one chain, on one record. That documentation is exactly what OSHA asks for, and it's the difference between a citation and a dismissal. And nobody had to remember to build it. Logging the incident was the whole job.

See how Jobsite handles this in practice: Safety & compliance on the platform →

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