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Manage Health and Safety incident using the Mobile Agent app › Mobile experience for Health and Safety › Health and Safety › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create or modify root cause analysis of a safety incident on the Mobile Agent app

As an agent or a manager, create or edit a root cause analysis on-site using the Mobile Agent app.

Before you begin

Role required: sn_ohs_im.manager, sn_ohs_im.agent

Procedure

  1. Open the Mobile Agent app on your mobile device.

  2. In the navigation bar, tap Home.

  3. Tap the Safety incidents icon (

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safety incident icon\) from the quick links section.

  1. Open a safety incident record.

  2. Tap the Related lists tab and then tap Root cause analysis.

    1. To modify an existing root cause analysis record,

      • Swipe left on the root cause analysis record to view the edit and delete options.
      • Open the root cause analysis record and tap More options icon
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more options then tap edit or delete.
2.  To add a new root cause analysis record, tap **Add new root cause analysis**.

  1. On the form, fill in the details.

    For more details on the Five why's technique of root cause analysis, see Perform root cause analysis for a safety incident.

  2. Tap Submit.

Parent Topic:Manage Health and Safety incident using the Mobile Agent app