INCIDENT AND ACTIONS

Make every incident
visible, owned,
and closed for real.

Intellilox Incident and Actions is the system of record for events and CAPA. Capture the facts, investigate the cause, assign corrective and preventive actions, and prove the change held — in one history.

INTELLILOX
CAPA Dashboard in Incident and Actions showing incident severity, action status, and process-health charts
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ONE PRODUCT. ONE HISTORY.

Incident management
with CAPA built in.

Report the event, classify severity and outcome, act with an owner and a due date, then verify effectiveness. Frameworks, Form Designer, reporting, and Dashboard Designer sit inside Incident and Actions — they are how you configure the work, not separate products on this site.

CAPTURE · CLASSIFY · ACT

Make the event usable on the first save.

  • The default CAPA form walks Report & Intake, Assess & Investigate, Respond & Correct, and Recover, Review & Close.
  • AI-assisted rewrite is available on description and CAPA narrative fields so the record stays accurate under pressure.
  • Actions inherit the source incident, with owner, due date, priority, and evidence.
PROVE · IMPROVE

Close only when the change held.

  • Effectiveness review and closure notes stay on the incident, not in a side spreadsheet.
  • Print one record or an executive safety pack from the register filters you already use.
  • Workflows & Escalations and duplicate detection keep urgency and recurrence from going quiet.
SIX CONNECTED PHASES

A repeatable path
through disruption.

Hover a phase to see how Incident and Actions supports it

Urgent control and durable improvement stay on one incident history. Actions carry the work; the incident keeps the evidence, CAPA narrative, and closure decision together.

ONE CONNECTEDIncident
lifecycle
CAPA through closure
01PrepareFrameworks + forms
START WITH STRUCTURE

Deploy a framework, then refine the live form so reporters see the fields your operation actually needs.

02Identify & reportIncident capture
CAPTURE THE SIGNAL

Record facts, people, impact, severity, location, attachments, and what is known now — update later without losing the first save.

03Assess & containInvestigation
DECIDE AND CONTROL

Score outcome and contributing factors. Preserve containment and root cause on the same CAPA record.

04ActCorrective actions
OWN THE CHANGE

Create CAPA actions with an owner, due date, priority, and a source link back to the incident.

05Recover & closeEffectiveness
RESTORE AND VERIFY

Effectiveness review and closure notes stay attached. Overdue work escalates instead of disappearing.

06LearnReports + dashboards
SEE THE PATTERN

Executive packs and CAPA dashboards show recurrence, severity, and whether preventive action is actually landing.

THE SAME PRODUCT, CONFIGURED

One Incident and Actions licence.
The form your industry needs.

Deploy a framework or publish a Form Designer copy. Health, manufacturing, and construction examples below are live customer-shaped forms — not mockups of other applications.

WHAT SHIPS IN THE PRODUCT

Every capability below
is in Incident and Actions.

This is not a catalogue of other Intellilox applications. Frameworks, Form Designer, Workflows & Escalations, duplicate detection, Reports, and Dashboard Designer are how Incident and Actions is configured and run.

  • CAPA formDefault four-stage form: intake, assessment, respond & correct, recover & close — including containment, root cause, corrective and preventive action, and effectiveness review.
  • AI rewriteOn description and CAPA narrative fields, an in-form AI control rewrites the text for a clearer, more accurate operational record without leaving the page.
  • ActionsCorrective, preventive, and follow-up work with owner, due date, priority, completion evidence, and a source link back to the incident.
  • FrameworksDeploy a governed starting structure into Incident and Actions, name the customer form, then refine it. Installing a template does not by itself create certification.
  • Form DesignerMultiple active forms at once. Health, manufacturing, and construction can each have a published form beside the default CAPA form.
  • EscalationsWorkflows & Escalations notify owners, delay follow-up, update fields, assign work, and keep in-app deliveries on the incident timeline.
  • DuplicatesDuplicate detection helps stop the same event being typed twice so the register stays trustworthy.
  • ConfidentialMark a record confidential so only the reporter, assigned owner, and administrators can see it. Access groups further scope who sees whose work.
  • PrintPrint this item, or print the filtered list as the Executive Safety Incident Report / action register. Word export is available from the same screens.
  • MobileCapture-only mobile path so the frontline can report without waiting for a desk.
CAPA

Find the cause.
Own the change.

Corrective action removes the cause of a detected problem. Preventive action reduces the chance it happens elsewhere. Both need evidence that the action was implemented and effective. In Intellilox that work lives on the incident and on linked actions — not in a separate tracker product.

How the CAPA form works →
Hover, focus, or select a tab
WHAT ACTIONS ARE FOR

The accountable work layer inside Incident and Actions.

Actions are not a second incident register. They are the focused workspace for corrective, preventive, and follow-up work raised from an incident.

  • One ownerClear responsibility and due date for every action.
  • One statusVisible progress, escalation, and overdue work.
  • One evidence trailImplementation notes and proof remain connected.
  • One source linkNavigate from the action back to the originating incident.
FRAMEWORKS + FORM DESIGNER

Start with structure.
Stay in control.

Launch a framework as an operational form — not another static document. Name it for your organisation, then use Form Designer to adjust labels, required fields, conditions, attachments, and routing. We describe those authoring tools here; we do not publish their designer screens.

FRAMEWORKSTypical starting points
01
OHS incident + near missDeploy into Incident and Actions, then refine locally
DEPLOY
02
Incident investigation + CAPARoot cause, actions, effectiveness, closure
DEPLOY
03
Clinical or plant variantSame CAPA path with the fields your sites already use
DEPLOY
01Deploy

Select an active framework, choose Incident and Actions, and give the deployed form its customer-facing name.

02Refine

Form Designer adjusts labels, required fields, conditions, attachments, guidance, and page flow. Multiple forms can be active at once.

03Operate

Capture records, connect actions, preserve framework provenance, and surface evidence through dashboards and print.

Intellilox helps organisations operationalise and evidence their chosen frameworks. Installing a template does not create certification or guarantee compliance.

REPORTING

Print the pack
the board already expects.

Report Designer is the admin layout tool. Day-to-day printing lives on Incident and Actions: print this item, or print the filtered list as the Executive Safety Incident Report. Filters for manager, area, and date range are the same ones already on the register.

Executive Safety Incident Report covering six workplace incidents, key metrics, systemic findings, and severity table
Executive Safety Incident ReportYear-to-date pack from live Incident and Actions records: summary, key metrics, systemic findings, severity, and CAPA. Download a sample PDF.
DASHBOARD DESIGNER

Design the view
your decisions need.

Authorised administrators assemble KPI cards, charts, and tables from native and custom fields. We do not show the designer canvas here. What you see is the operating dashboard that designers publish — the CAPA command centre from an Incident and Actions-only organisation.

Published CAPA Dashboard with KPI cards, severity bars, action status, and action-type pie chart
Published CAPA dashboardTotal incidents, open actions, critical severity, and process-health charts. Built in Dashboard Designer; used every day as the command centre.

Built for teams that need the record to stand up after the pressure has passed

01connected incident and action history
02configurable CAPA forms and dashboards
03executive print from the live register
NEXT STEP

Start a 30-day trial of
Incident and Actions.

Create an organisation, set your password, and use Incident and Actions for 30 days. Existing customers sign in at app.intellilox.com.