Incident Investigation

Gateway has applied its extensive business process expertise in the chemical, oil and gas and refining industries to configure SharePoint for Incident Investigation.  By leveraging our SharePoint expertise, Gateway can rapidly implement an existing incident reporting procedure and manage all the associated analytical data, documents and forms (OSHA 300, 300A, 301 etc.).

SharePoint for Incident Reporting & Investigation

The configuration of SharePoint to carry out a phased process is a unique feature of Gateway’s solution. All of the tasks necessary to conduct a thorough investigation are generated, assigned and tracked throughout the incident lifecycle.


The lifecycle approach affords far more flexibility and speed than a workflow tool could ever hope to accomplish. SharePoint’s best in class document management platform enables secure, enterprise-wide access to the Incident Investigation records, thereby enhancing corporate knowledge and safety.


Gateway’s FACILEX® Incident Reporting and Investigation solution has the ability to accommodate small, single sites or large/enterprise systems.   The process demands efficient procedures and the means to organize all the supporting documentation and drawings.  Because Incident Investigation is such a highly document-centric process, building the solution on SharePoint’s best in class enterprise content management platform is a key advantage in achieving process efficiency.

Incident reporting and investigation is the collection of data pertaining to things like:

  • Engineering or technical items
  • Environmental issues
  • Equipment damage
  • Fires
  • Illegal acts
  • Injuries and illnesses
  • Line strikes
  • PSV or control value discharges
  • Regulatory/citation issues
  • Reputation issues
  • Vehicle incidents
  • Weather impacts

Key functionality includes:

  • Collecting the data—but only the necessary data—implied by the list, above.
  • Objectively assessing the actual severity (what happened) and the potential severity (what might have happened)
  • Structuring an investigation ranging from a simple “one-pager” to a detailed investigation report
  • Determining root causes and lessons-learned