Streamline Operations. Prioritise Safety.
Get More Done
Why Fast Incident Tracking Forms Are the New Must-Have in Safety Compliance

When an incident occurs on-site, every second counts. Whether it’s a slip, a near-miss, or an equipment malfunction, the ability to capture the details immediately, before memory fades or evidence disappears, is no longer a luxury. It's a compliance essential.
And here’s the good news: creating and deploying those forms in real-time no longer requires IT help or hours of setup.
Thanks to modern tools like the Smart Form Builder
by Worksmatic, safety teams can go from idea to implementation in minutes.
The Problem: Paper Trails Can’t Keep Up
Traditionally, reporting an incident meant:
- Finding the right paper form (if it existed)
- Manually filling it out (sometimes days later)
- Chasing signatures and approvals
- Transferring handwritten notes into a spreadsheet
That’s not just inefficient, it’s risky.
Delays in reporting can lead to:
- Non-compliance penalties
- Incomplete investigations
- Repeated incidents that could’ve been prevented
The Modern Fix: Build, Share, and Capture Instantly
The Smart Form Builder changes the game. In just a few clicks, safety managers can:
- Create custom incident forms with fields tailored to the site or task
- Deploy via QR codes or direct links, no apps or logins required
- Receive submissions in real-time—even from mobile devices, even offline
Whether you're on a remote site or managing a large-scale operation, Worksmatic makes sure your team can report issues fast, clearly, and consistently.
β
Example: Want a form for “Minor Injury Report” with dropdown options, photo uploads, and conditional questions? Done. Launch it in minutes.
Why Speed Matters in Compliance
Incident reporting isn’t just about documenting what happened. It’s about building a proactive culture of safety. Fast form deployment allows teams to:
- Act on hazards sooner
- Track trends in real time
- Show regulators you’ve got your compliance act together
Bonus:
Every submission feeds directly into your reporting dashboard. No manual data entry, no missing forms, no last-minute panic before audits.
Explore how Worksmatic's Reporting and Analytics
works seamlessly with Smart Forms to give you a full picture of safety performance.
Use It for More Than Just Incidents
While incident tracking is a hot use case, it’s just the start. Smart Form Builder lets you spin up:
- Equipment maintenance logs
- Daily pre-start checks
- Quality control audits
- Toolbox talks sign-ins
All customized to your workflows. All accessible on any device.
Ready to Build Your First Form?
If you’re still emailing PDFs or printing forms in 2025, it’s time to evolve. With the Smart Form Builder by Worksmatic, you can:
Speed up incident response
- Ensure data accuracy
- Boost compliance
- And empower your team to act faster
Want to see how fast you can go from zero to fully digital? Book a free demo
with our team today.
#IncidentReporting #WorkplaceSafety #SafetyCompliance #SmartFormBuilder #HealthAndSafetyTech #DigitalSafetyTools #ConstructionSafety

Field work isn’t just a job, it’s a high-stakes balancing act between productivity and safety. Whether it’s technicians, inspectors, contractors, or compliance officers working off-site, one question echoes across industries: “How do we ensure real-time safety and accountability when teams are out of sight?” Welcome to the era of real-time field staff tracking, where Worksmatic blends smart forms with people management tools to help safety leaders stay connected, compliant, and calm, even when teams are far from HQ. The Old Way Is Broken, And Risky Let’s face it. Relying on clipboard check-ins, WhatsApp messages, or end-of-day summaries from field workers just doesn’t cut it anymore. Not when: Response time can make or break a safety incident Compliance logs must be timestamped and auditable Staff location, task completion, and hazard reports need real-time visibility Outdated processes leave room for error, delays, and compliance gaps. And when regulators (or insurers) come knocking? Good luck digging through emails. The Worksmatic Way: Smart, Mobile, and Instant With Worksmatic, every field worker becomes part of your real-time safety network, no matter where they clock in. β
Mobile-First Check-ins Using the People Management module, staff can check in from site using GPS-enabled logins and digital signatures. You know where they are, and what they’re doing with on-site status monitoring. π Custom Safety Forms on the Fly With Smart Form Builder , safety managers can deploy digital forms tailored to any job site: Site-specific hazard assessments PPE checklists COVID safety declarations Incident reports with photo uploads On-site status monitoring, all synced to the cloud. π Instant Notifications & Approvals Need to be alerted when someone flags a high-risk condition? Done. Want supervisors to approve completed forms before workers proceed? Automated. Why It Matters (More Than Ever) Regulatory expectations have changed. Mobile-first safety isn’t a luxury, it’s a necessity. Real-time compliance means: Faster incident response Streamlined audit trails Confident, empowered field staff Lower insurance risk exposure Companies that embrace smart field safety aren’t just checking boxes, they’re leading the charge. Take Field Safety From Reactive to Proactive Imagine this: At 9:03 AM, your technician checks in from a rooftop site. At 9:07 AM, he submits a digital pre-task risk assessment. At 9:09 AM, your safety lead gets notified of a flagged hazard. At 9:15 AM, a temporary work stoppage is initiated, before the risk turns into an incident. This isn’t the future. It’s happening right now, with Worksmatic. Ready to Track Smarter, Safer, and Simpler? Your field teams deserve better than clipboards and crossed fingers. Explore People Management Discover the Smart Form Builder Let Worksmatic be your eyes, ears, and digital partner in the field.

Compliance isn’t just about ticking boxes anymore. In today’s hyper-regulated business landscape, it’s about transparency, accountability, and staying one step ahead of audits, all while keeping every stakeholder in the loop. Whether it’s meeting ISO 45001 standards, preparing for an external audit, or ensuring every supplier has their certifications in check, the margin for error is razor-thin. So, how do modern safety and compliance teams stay on top of it all? The Compliance Challenge Has Changed Let’s face it: compliance has outgrown spreadsheets and shared drives. Between juggling supplier certifications, stakeholder documents, and evolving industry standards, teams are often left scrambling. And while everyone’s chasing compliance, not everyone is doing it smart. That’s where platforms like Worksmatic come in. Centralise, Streamline, and Simplify Compliance Oversight Worksmatic’s Company & Stakeholder Compliance feature is designed to take the heavy lifting off your compliance team’s shoulders. Here's how it helps: Centralised Documentation: One hub for all your customer, supplier, and internal compliance documents. No more hunting down emails or outdated PDF files. Supplier & Customer-Level Tracking: Attach essential certifications and policies to individual stakeholders. Everything is audit-ready, always. Automated Reminders: Track ISO 45001 and other certifications. Stay ahead of expiry dates with automated renewal alerts. Audit Trail Transparency: Whether it’s an internal audit or a surprise inspection, you’re ready with version histories and linked action registers. This isn’t just digital file storage — it’s smart, actionable compliance. ISO 45001 Compliance Without the Stress If you’ve ever prepped for an ISO 45001 audit, you know how meticulous the requirements can be. Worksmatic simplifies the entire process by enabling: Continuous visibility over supplier performance Real-time updates on certification validity Documented evidence for every compliance action Clear audit trails linking corrective actions to outcomes It’s everything your safety manager, quality auditor, and operations team could ask for, in one place. And the best part? It works whether you’re a 20-person outfit or a multinational operation. Compliance That Builds Trust In an age where transparency drives partnerships, showing your stakeholders that your house is in order gives you a competitive edge. By managing compliance with Worksmatic, you're not just staying out of trouble — you’re: β
Building supplier confidence β
Improving internal accountability β
Future-proofing your business against regulation creep If you want to turn compliance from a burden into a brand asset, Worksmatic is the platform that can take you there. Ready to Make Compliance Your Superpower? Don’t wait for your next audit or supplier request to uncover gaps. Start consolidating, tracking, and automating your compliance efforts today with Worksmatic’s Company & Stakeholder Compliance tools , built with ISO 45001 at its core.

You’re One Audit Away from Chaos If your compliance documents live in shared folders, spreadsheets, and inboxes, you’re not in control, you’re just lucky. Worksmatic’s Smart Document Control puts you back in the driver’s seat, transforming disconnected files into a streamlined, centralised system that’s built for accountability, access, and audit-readiness. Let’s explore why more health and safety teams are ditching the paper trail, and upgrading to smarter, audit-ready document control. Why Smart Document Control Matters More Than Ever Auditors Don’t Wait. Neither Should You. When your inspector asks for the latest COSHH assessment, you shouldn’t be scrambling. With Worksmatic, every document lives in a centralised, searchable repository, accessible by department, site, or user role — so you’re always audit-ready. Tribal Knowledge Isn’t a System Relying on “that one person” to know where the latest risk assessment is? That’s risky. Smart Document Control ensures: Version consistency Controlled access Clear distribution tracking Giving your entire team visibility — and peace of mind. Key Benefits That Set You Free All Your Docs in One Place From method statements to toolbox talks, everything is: Securely stored Logically categorised Accessible from anywhere — even job sites Distribute in a Click Send updates instantly to teams, sites, or individuals. No more guessing if someone’s seen the latest SOP — Worksmatic tracks it for you. Stay Compliant, Always Built-in audit trails track: Changes Approvals Acknowledgements No more lost sign-offs. No more version chaos. H ow Worksmatic Is Being Used (Without the Jargon) Here’s how safety and compliance teams are using Smart Document Control today: Creating training hubs with digital toolbox talks Linking safety documents to automated workflows Assigning updated protocols across multiple sites — instantly Preparing for ISO audits with all files stored, tagged, and trackable Bonus: Make Training a No-Brainer Compliance isn’t just about where documents live — it’s also about how teams engage with them. Worksmatic helps you: Turn critical policies into e-learning modules Track engagement, completion, and understanding, not just clicks Still emailing PDFs and hoping for the best? It’s time to evolve. Ready to Simplify Compliance? If you're ready to transform how your business handles health and safety documentation, explore Worksmatic’s Smart Document Control. Pair it with Automated Workflows to eliminate repetitive admin and stay two steps ahead of audits. Work smarter. Stay compliant. Let your documents work for you, not the other way around.

In today’s fast-paced, multi-site work environments, speed matters, especially when implementing a health and safety management platform that’s designed to scale intelligently. Yet many businesses still face the challenge of disconnected tools, outdated processes, and the complexity of onboarding teams across multiple locations. Sound familiar? Here’s the good news: Worksmatic is built for strategic, flexible deployment and is designed to adapt to complex operations through smart planning and partnership. The Setup Struggle: Why Many Platforms Fail to Scale For organisations managing multiple sites, rolling out a new workplace compliance system can feel like launching a rocket: expensive, overly technical, and prone to delays. From trying to align workflows to re-training teams on unfamiliar software, the friction adds up fast. That’s where Worksmatic flips the script. Instead of forcing you to adapt to us, we adapt to you — providing custom workflow solutions that reflect how your organisation already operates, with expert-led configuration that ensures long-term scalability. Configuration, the Worksmatic Way Every business has unique processes, language, and compliance obligations that don’t always fit out-of-the-box solutions. So why settle? With Worksmatic, you get: β
Bespoke menus, labels, and terminology tailored to your business β
Configurable dashboards by team, site, or role β
Automated workflows based on your real approval processes β
Custom form builders for inspections, incidents, and audits β
Tiered user access levels to give the right people the right tools We’re not just digitising your systems — we’re strategically replicating what works and making it smarter, faster, and more connected with digital safety inspection tools that are built to scale. Set Up Once. Scale Everywhere. Whether you’re managing 3 sites or 30, Worksmatic enables strategic duplication of templates, workflows, and dashboards across all locations. This means: Consistent multi-site compliance standards Centralised document and data management Faster team onboarding with unified processes Total visibility across your entire operation What Our Customers Are Saying ''Worksmatic made the audit process far smoother and more efficient than I anticipated, with information readily accessible at every step. Over the coming months, I’ll continue building out forms and digitising more of our system—Worksmatic has proven to be the perfect platform to support this vision. It’s a genuine reflection of how impactful the app has been.” — Danni FraserβPickard, Quantity Surveyor, RK Bell Setup That’s Simple, But Smart A common concern is: “Will this be too technical for my team?” Not with Worksmatic. Our onboarding is hands-on and collaborative. You’ll have a real implementation expert guiding you through setup, helping you import existing safety data, align workflows, and configure your first site-specific inspection checklist. We make it simple, but we never skip the strategy. Why Strategic Setup Matters More Than Ever In a world of evolving regulations, tighter insurance expectations, and increasing employee safety awareness, the way you set up your system matters more than ever. A thoughtful, strategic deployment gives you: A stronger safety culture Smoother, faster audits Improved regulatory compliance Transparent communication across teams Lower risk, reduced costs, and better reporting Ready to Transform How You Operate? No matter where you are in your workplace safety and compliance journey, Worksmatic gives you the tools to simplify, streamline, and scale, with a setup process that’s fast, flexible, and tailored just for you. Want a closer look? Book a free setup consultation and discover how quickly you can launch with our multi-site compliance software in a strategic way.

Overview Smiths Group, a multi-division engineering and manufacturing enterprise with over 500 employees across nine divisions, embarked on a digital transformation journey to streamline operations, enhance compliance, and modernise workforce management. Worksmatic partnered with Smiths Group as their dedicated digital transformation and software consultancy partner. Together, we launched a tailored, multi-phase rollout of our platform to centralise operations, digitise compliance, and drive efficiency — all while maintaining business continuity and aligning with Smiths’ unique workflows. Phase 1: Understanding the Business – Needs Analysis & Strategic Planning Our journey began with an in-depth needs analysis across Smith’s operations. We assessed: Existing operational processes Health & safety protocols Compliance management practices Current software ecosystem and gaps Key improvement areas identified by senior stakeholders The goal was clear: to build a centralised platform that connects people, processes, and priorities, tailored specifically to Smith’s needs. We followed this with a collaborative strategy session involving key stakeholders from across the organisation. Together, we: Defined critical business priorities Identified internal champions (“ambassadors”) to drive adoption Aligned our deployment roadmap with business goals Ensured continuity of operations throughout the transition Phase 2: Foundation First – Time & Attendance to Payroll Integration The initial rollout focused on the Time & Attendance to Payroll module, acting as the foundational layer that integrates all users, from full-time staff to subcontractors and external stakeholders. Key features delivered: Custom permissions trees, ensuring each user accesses only what they need Streamlined workflows for document sharing, communication, and task approvals A unified user base to plug into future modules with minimal friction This phase was deployed over 2–3 months, running in tandem with existing processes to avoid disruption. Configuration was done in real time, adapting to Smith’s evolving needs. A major focus was payroll — with over 600 employees across six divisions, Smiths required a highly customised system. We worked closely with the accounts team to: Map out complex payroll rules and sub-rules Address exceptions and edge cases for various employment types Build a reliable, scalable payroll engine within the platform “Worksmatic allowed us to design the system around how we already operate, not the other way around.” — James Cross, Group Operations Manager Early Wins & Measurable Impact X% reduction in payroll processing time X hours/week saved in administrative workflows X% adoption rate within the first 8 weeks Improved visibility across teams and compliance functions Phase 3: Health & Safety Module – Compliance Made Smart With people management in place, we deployed the Health & Safety module. In partnership with Smiths’ SHEQ team, we migrated and rebuilt: Preferred audit templates and safety documentation Risk assessments, COSHH records, policies, and communication workflows Training materials and site-specific requirements Our approach ensured that Smiths’ safety culture wasn’t just preserved — it was enhanced through smarter workflows and digital access. We also rolled out in-person training, carefully coordinated with internal ambassadors and site visits across locations. This hands-on, face-to-face engagement was key to: Driving adoption and confidence Building trust across diverse teams Demonstrating real-world use of the system ''The support and on-site training made a real difference — it helped us bring our teams with us on this journey.” — Russell Robinson, Health & Safety Coordinator Challenges Tackled Head-On Every transformation has its hurdles. A few key challenges we solved: Mapping multi-division payroll rules across 600+ employees Migrating legacy documentation without disrupting workflows Driving user engagement across multiple sites and business units Keeping operations live while digitising core systems Timeline of Key Milestones Month 1–2: Needs Analysis & Strategic Planning Month 3–5: Time & Attendance to Payroll Module Month 6–7: Health & Safety System Launch Month 8–10: Training Rollout & Continuous Optimisation Future Milestones: Asset Management, Digital Training & Induction, Custom Workflows Looking Ahead: A Long-Term Partnership This is just the beginning of our journey with Smiths Group. Over the coming months, we’ll continue to roll out: Asset management solutions Training and induction digitisation Custom-built workflows tailored to division-specific needs As an IOSH-accredited partner, we also support Smiths with expert input into health & safety strategy, ensuring their systems aren’t just compliant — they’re industry-leading. We’re proud to be more than a vendor — we’re a technology partner and digital consultant, evolving alongside the business and delivering continuous value. Conclusion Smiths Group chose Worksmatic not just for software, but for a partner who understands their business, listens to their needs, and builds technology around how they work. As this collaboration continues to grow, one thing is clear: Smiths Group is future-ready, and Worksmatic is right beside them, every step of the way.