Incident Investigation

Incident Reporting & Investigation

Incident reporting and investigation focuses on “incidents”, “near misses” and “unsafe conditions” generally related to operations, equipment, environment and safety.


Gateway has developed a user-friendly Incident solution on the Microsoft 365 platform that’s capable of initiating, and managing data collection for simple reports or detailed investigations.

IR Solution Key Features

A key feature of FACILEX® IR is the representation of the business process using a lifecycle. The lifecycle design provides the flexibility needed to process simple Incident Reports or complex Incident Investigations. The FACILEX® IR “out-of-the-box” configuration provides three lifecycles including simple and flexible Reports and detailed Investigations.

FACILEX® IR provides a powerful and intuitive initiation process that manages the collection of the common, and regulation-governed attributes required for this process.

FACILEX® IR is configured to represent an organization’s asset structure in drop down menus that rapidly allow the initiator to define where the incident occurred. Any IR numbering scheme can be supported. FACILEX® uses standard SharePoint lists that can be easily configured for additional attributes such as text, numbers, dates or Boolean logic.

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Incidents can be initiated by any authorized personnel. The FACILEX® license model is based on facility or region. There is no limit on the number of users that can participate in the process.

FACILEX® IR is also available as a mobile application that allows the process to be initiated off-line and synchronize later with the Microsoft 365 platform.

FACILEX® IR provides a complete set of scoping checklists that rapidly categorize the type of data that needs to be collected. FACILEX® IR delivers efficiency to the process by reducing the amount of work required to process a simple report, and yet also provides the ability to scope a detailed investigation. Based on the answers to the scoping questions FACILEX® will recommend the roles or groups that should be involved in the investigation.

FACILEX® allows the Incident owner to select people and groups to participate in the change from the Microsoft Active Directory.

FACILEX® automatically generates all the standard action items for the Investigation and notifies individuals and groups of their assignments by email and on the IR Participants Portal. Additional action items can be added or open action items can be edited or deleted by any authorized user.

FACILEX® uses SharePoint for all aspects of electronic document management including: access, version and revision control. Each Incident has a comprehensive folder structure to store supporting documentation and work-in-progress documentation

The baseline configuration comes with the several standard reports and custom reports are easily configured. Incident reports can be rapidly printed or exported to graphical reporting tools such as Power BI, Excel and third party applications such as Tableau.

Gateway Consulting Group Inc.

8610 Transit Road, Suite 100,
East Amherst, NY 14051 USA
Phone: (716) 636-0200

Directions from BUF Airport:

East on Genesee St./RT-33 for 1.6 mi.
North on Transit Rd./RT-78 for 4.4 mi
8610 Transit Rd is on the left

Direct Sales Inquiries to:

Phone: (716)636-0200 X 4

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