- Choose All Sites or one saved Site.
- Choose Quarterly, Six Monthly, Annual or Custom. For fixed periods, changing the From date moves the To date automatically.
- Annual opens by default from the same date 12 months ago through today. Months with no incidents show No incidents to report.
- Level 3+ can Save the register. Save does not require or store the signature.
- Before creating a Draft PDF, sign Completed By. The signature is session-only and is burned into the PDF, matching the Incident Report workflow.
- Review Date is calculated from the sign-off Date: 3 months for Quarterly, 6 months for Six Monthly and 12 months for Annual. Custom can be set manually.
- Print prints the current register only. Draft PDF creates a saved signed PDF snapshot and does not lock the register.
- Saved signed PDFs are kept in history and do not alter the original incident reports.