Analyzing safety incident patterns
Summarize
Summary of Analyzing safety incident patterns
The Incident patterns tab in the Health and Safety dashboard offers safety managers an automated, real-time view of recurring safety incident patterns within their organization. It helps safety teams quickly identify clusters of risk and assess their severity, enabling proactive risk management and corrective action planning.
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Prerequisites and Access
- The Health and Safety Incident Management application must be installed.
- The ServiceNow Otto for Health and Safety [com.snc.snhsgenai] plugin is required.
- Incident records containing sensitive data must be configured for inclusion if applicable.
- All background jobs that generate incident patterns need to be running and properly scheduled.
- Users need snohsim.manager and snohsim.agent roles to view the dashboard, snohsim.admin to edit it, and uibuilderadmin to customize UI Builder visualizations.
Using the Incident Pattern Dashboard
Access the dashboard via Workspaces > Health and safety Workspaces and select the Incident pattern tab. This dashboard provides a comprehensive, AI-enhanced overview of incident patterns, utilizing the agentic workflow by default to analyze patterns, identify risk drivers, and recommend corrective actions.
Key Metrics and Visualizations
- Health and safety pattern impact summary (banner): AI-generated consolidated overview of the most significant organizational risk drivers.
- Patterns identified: Total count of detected incident patterns from the latest analysis.
- Pattern urgency: Breakdown of patterns by urgency level, showing counts and percentages.
- Actions created: Number of corrective actions initiated based on identified patterns.
- Patterns by urgency: Detailed sortable table of patterns sorted by urgency for triage and investigation.
- Pattern urgency trend: Monthly trends showing changes in pattern urgency levels over time.
- Pattern volume trend: Monthly total pattern counts stacked by urgency level.
Customization
Dashboard widgets can be customized via the UI Builder to tailor the metrics and visualizations to your organization’s specific health and safety monitoring needs, enhancing relevance and usability.
The Incident patterns tab of the Health and Safety dashboard provides safety managers with an automated, real-time overview of the recurring patterns across their safety incident data.
The tab is designed to help the safety teams quickly understand where risks are clustering and how serious they are.
Prerequisites
- Verify that the Health and Safety Incident Management application is installed. For more information, see Health and Safety Incident Management.
- Verify that the ServiceNow Otto for Health and Safety [com.snc.sn_hs_gen_ai] plugin is installed.
- Configure the inclusion of incident records that contain sensitive data. For more information, see Configure the inclusion of sensitive data in incident patterns.
- Verify that all the jobs are running. For more information on configuring the interval at which these jobs run, see Configure the generation of incident patterns.
Role required
- sn_ohs_im.manager and sn_ohs_im.agent roles are needed to view the dashboard.
- sn_ohs_im.admin to edit the dashboard.
- ui_builder_admin, to edit the dashboard visualizations that are built using the UI Builder.
Access the Health and Safety incident pattern dashboard
Navigate to and select the Incident pattern tab on the Health and Safety dashboard.
Metrics on the incident pattern tab
Users can view the metrics on the dashboard if they have the Health and Safety Incident Management and the ServiceNow Otto for Health and Safety plugin installed.
The agentic workflow to analyze patterns, identify risk drivers, and recommending corrective actions is active by default. For more information, see Health safety incident patterns assistant agentic workflow.
| Cards | Description |
|---|---|
| Health and safety pattern impact summary (banner) | AI-generated summary that analyzes all current pattern records and produces a consolidated overview of the most significant risk drivers across the organization. |
| Patterns identified | Total number of incident patterns detected in the most recent analysis run. |
| Pattern urgency | Breakdown of all identified patterns by their urgency classification. Each segment represents an urgency level, showing both the count and the percentage share. |
| Actions created | Count of corrective actions generated from identified patterns. |
| Patterns by urgency | Detailed table listing all identified patterns that are sorted by urgency. Select individual pattern record from the list to triage. |
| Pattern urgency trend | Month-by-month view of how patterns at each level have changed over time. |
| Pattern volume trend | Monthly snapshot of the total number of patterns identified and stacked by urgency level. |
Customizing widgets
You can customize the widgets in the dashboard to display relevant metrics by using the UI Builder. For more information, see .