People Involved form

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of People Involved form

    The People Involved form in the Zurich release enables safety managers and agents to add or modify individuals involved in a safety incident or observation assigned to them. This form captures detailed information about each person connected to the incident, supporting thorough incident management and investigation.

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    Key Features

    • Person Type: Defines the role of the individual in the incident. Options include Employee, Visitor, Public, and Contractor (available when the Health and Safety Contractor Management application is installed).
    • Employee, Visitor, Contractor Fields: Depending on the person type selected, specific fields appear to capture relevant details:
      • Employee: Select the employee involved.
      • Visitor: Enter visitor’s email (only visitors with Health and Safety profiles are listed).
      • Contractor: Select the contractor user with appropriate roles and profiles.
    • Association: Specifies the person’s role in the incident such as Witness, Injured party (only for Employee and Visitor), Safety team member, Collaborator, or Other involvement.
    • Contact Details for Public Person Type: For individuals classified as Public, you must manually enter their name, phone number, and email as these are not auto-populated.
    • Auto-population: Employee and Visitor person types have contact information auto-filled from their profiles, streamlining data entry.
    • Preferred Contact Method: Allows specifying how to contact the individual, either via email or phone.

    Practical Application

    This form helps ServiceNow customers accurately document all parties involved in safety incidents or observations, ensuring comprehensive records that support effective investigation and resolution. By capturing distinct roles and contact information, the form facilitates clear communication and accountability throughout the incident management process.

    Safety managers and agents can use the People involved form to add or modify an involved person in a safety incident or observation assigned to them.

    Table 1. People involved form
    Field Description
    Person type Type of the person involved in the safety incident or observation. If an incident or observation involves more than one person, you must add a record for each.
    • Employee: An employee of the organization where the safety incident or observation happened.
    • Visitor: A person from outside the organization who came to the site as a visitor.
    • Public: A person from public who was present at the site of safety incident or observation.
    • Contractor: A contract worker from a contractor company who came to the site to perform required tasks. This option appears only when the Health and Safety Contractor Management (sn_hs_crm) application is installed on your instance.
    Employee Name of the employee involved.

    This field appears only when Employee is selected from Person type.
    Visitor Email id of the visitor involved.

    This field appears only when Visitor is selected from Person type.

    Note:
    This field only lists visitors who have Health and Safety profile assigned to them. For more information, see Add a Health and Safety visitor.
    Contractor Name of the contract worker involved.

    This field appears only when Contractor is selected from Person type.

    Note:
    This field only lists users who have the [snc_external] role assigned to them and have their Health and Safety profile created. For more information, see Assign Health and Safety profile to a user.
    Association Type of involvement of the person.
    • Witness: A person who was present at the safety incident or observation described.
    • Injured party: A person who got injured in the incident. This option appears only for the Employee and Visitor person type.
    • Safety team: A person from safety team handling the investigation of the incident.
    • Collaborator: A person who's collaborating in any in the investigation of this incident or observation.
    • Involved: A person who's involved in any other way with this incident or observation.
    Name Name of the person involved.

    For a public person, enter the name. This field is available only when the Public option is selected from Person type.

    For a visitor, the name is auto-populated from the visitor profile.
    Phone Phone number of the involved person.

    For a public person, enter the phone number. This field is available only when the Public option is selected.

    For an employee or visitor, the phone number is auto-populated from the user or visitor profile.
    Email Email ID of the involved person.

    For a public person, enter the email ID. This field is available only when the Public option is selected.

    For an employee or visitor, the email ID is auto-populated from the user or visitor profile.
    Preferred contact method Method to contact the involved person such as email or phone number.