happy-technologies-llc/health-safety-summarization

Health & Safety Incident Summarization

Overview

This skill generates comprehensive summaries of Health and Safety (H&S) incidents within ServiceNow HR Service Delivery. It covers:

• Aggregating workplace incident data including injury type, severity, and body part affected
• Correlating incidents with root cause investigations and contributing hazards
• Determining OSHA recordability and reporting requirements (Form 300, 300A, 301)
• Tracking corrective actions and preventive measures through to completion
• Producing safety trend reports by location, department, incident type, and time period
• Generating executive safety dashboards for EHS leadership

When to use:

• Preparing monthly or quarterly safety performance reports
• After a workplace incident requiring investigation and root cause analysis
• During OSHA compliance audits requiring recordkeeping evidence
• When leadership needs a consolidated view of workplace safety posture
• Before safety committee meetings requiring incident trend data

Prerequisites

• Roles: sn_hr_hs.admin, sn_hr_hs.manager, sn_hr_core.manager, or admin
• Plugins: com.sn_hr_health_safety (Health and Safety), com.sn_hr_core (HR Core)
• Access: Read access to sn_hr_hs_incident, sn_hr_hs_hazard, sn_hr_hs_investigation tables
• Knowledge: Understanding of OSHA recordkeeping requirements (29 CFR 1904), incident classification, and your organization's safety reporting protocols

Key H&S Tables

| Table | Purpose | Key Fields | |-------|---------|------------| | sn_hr_hs_incident | Workplace safety incidents | number, short_description, state, severity, incident_type, injury_type, body_part, location, incident_date, osha_recordable | | sn_hr_hs_hazard | Workplace hazards | number, short_description, hazard_type, risk_level, location, state, control_measures | | sn_hr_hs_investigation | Incident investigations | number, incident, root_cause, contributing_factors, findings, investigator, state | | sn_hr_hs_corrective_action | Corrective and preventive actions | number, short_description, incident, action_type, state, owner, due_date, completion_date | | cmn_location | Facility and location records | name, city, state, country, building, floor |

Procedure

Step 1: Retrieve H&S Incidents

Query recent workplace incidents sorted by severity.

Using MCP (Claude Code/Desktop):

Tool: SN-Query-Table
Parameters:
  table_name: sn_hr_hs_incident
  query: active=true^ORDERBYDESCseverity
  fields: sys_id,number,short_description,description,state,severity,incident_type,injury_type,body_part,location,incident_date,osha_recordable,days_away,restricted_duty,assigned_to,opened_by,sys_created_on
  limit: 100

Using REST API:

GET /api/now/table/sn_hr_hs_incident?sysparm_query=active=true^ORDERBYDESCseverity&sysparm_fields=sys_id,number,short_description,description,state,severity,incident_type,injury_type,body_part,location,incident_date,osha_recordable,days_away,restricted_duty&sysparm_limit=100&sysparm_display_value=true

Step 2: Retrieve Investigation Details

For each incident, pull the root cause investigation.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: sn_hr_hs_investigation
  query: incident=[incident_sys_id]
  fields: sys_id,number,root_cause,contributing_factors,findings,investigator,state,methodology,completion_date
  limit: 10

Using REST API:

GET /api/now/table/sn_hr_hs_investigation?sysparm_query=incident=[incident_sys_id]&sysparm_fields=sys_id,number,root_cause,contributing_factors,findings,investigator,state,methodology&sysparm_limit=10&sysparm_display_value=true

Step 3: Identify Related Hazards

Query hazards associated with the incident location or type.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: sn_hr_hs_hazard
  query: location=[incident_location]^active=true
  fields: sys_id,number,short_description,hazard_type,risk_level,location,state,control_measures,reported_date
  limit: 20

Using REST API:

GET /api/now/table/sn_hr_hs_hazard?sysparm_query=location=[location_sys_id]^active=true&sysparm_fields=sys_id,number,short_description,hazard_type,risk_level,location,state,control_measures&sysparm_limit=20&sysparm_display_value=true

Step 4: Track Corrective Actions

Query corrective and preventive actions for open incidents.

Using MCP:

Tool: SN-Query-Table
Parameters:
  table_name: sn_hr_hs_corrective_action
  query: incident=[incident_sys_id]
  fields: sys_id,number,short_description,action_type,state,owner,due_date,completion_date,effectiveness_review
  limit: 20

Using REST API:

GET /api/now/table/sn_hr_hs_corrective_action?sysparm_query=incident=[incident_sys_id]&sysparm_fields=sys_id,number,short_description,action_type,state,owner,due_date,completion_date&sysparm_limit=20&sysparm_display_value=true

Step 5: Generate Safety Performance Summary

Build a comprehensive safety metrics report:

Tool: SN-Execute-Background-Script
Parameters:
  script: |
    var summary = {
      generated_date: new GlideDateTime().toString(),
      incident_metrics: { total_ytd: 0, recordable: 0, lost_time: 0, restricted_duty: 0, first_aid: 0, near_miss: 0 },
      by_severity: { critical: 0, high: 0, medium: 0, low: 0 },
      by_type: {},
      by_location: {},
      by_body_part: {},
      osha_metrics: { trir: 0, dart: 0, total_hours_worked: 0 },
      corrective_actions: { open: 0, overdue: 0, completed_ytd: 0 },
      hazards: { open: 0, critical: 0 }
    };

    var now = new GlideDateTime();
    var yearStart = new GlideDateTime(now.getYearUTC() + '-01-01 00:00:00');

    // Incident aggregation (YTD)
    var gr = new GlideRecord('sn_hr_hs_incident');
    gr.addQuery('incident_date', '>=', yearStart.toString());
    gr.query();
    while (gr.next()) {
      summary.incident_metrics.total_ytd++;

      if (gr.osha_recordable.toString() == 'true') summary.incident_metrics.recordable++;
      if (parseInt(gr.days_away.toString()) > 0) summary.incident_metrics.lost_time++;
      if (gr.restricted_duty.toString() == 'true') summary.incident_metrics.restricted_duty++;

      var sev = gr.severity.getDisplayValue() || 'Unknown';
      if (sev.match(/critical/i)) summary.by_severity.critical++;
      else if (sev.match(/high/i)) summary.by_severity.high++;
      else if (sev.match(/medium/i)) summary.by_severity.medium++;
      else summary.by_severity.low++;

      var iType = gr.incident_type.getDisplayValue() || 'Other';
      summary.by_type[iType] = (summary.by_type[iType] || 0) + 1;

      var loc = gr.location.getDisplayValue() || 'Unknown';
      summary.by_location[loc] = (summary.by_location[loc] || 0) + 1;

      var bodyPart = gr.body_part.getDisplayValue() || 'Not Specified';
      summary.by_body_part[bodyPart] = (summary.by_body_part[bodyPart] || 0) + 1;
    }

    // Open corrective actions
    var ca = new GlideAggregate('sn_hr_hs_corrective_action');
    ca.addQuery('active', true);
    ca.addAggregate('COUNT');
    ca.query();
    if (ca.next()) summary.corrective_actions.open = parseInt(ca.getAggregate('COUNT'));

    // Overdue corrective actions
    var overdueCa = new GlideAggregate('sn_hr_hs_corrective_action');
    overdueCa.addQuery('active', true);
    overdueCa.addQuery('due_date', '<', now.toString());
    overdueCa.addAggregate('COUNT');
    overdueCa.query();
    if (overdueCa.next()) summary.corrective_actions.overdue = parseInt(overdueCa.getAggregate('COUNT'));

    // Open hazards
    var hz = new GlideAggregate('sn_hr_hs_hazard');
    hz.addQuery('active', true);
    hz.addAggregate('COUNT');
    hz.query();
    if (hz.next()) summary.hazards.open = parseInt(hz.getAggregate('COUNT'));

    gs.info('SAFETY PERFORMANCE SUMMARY:\n' + JSON.stringify(summary, null, 2));
  description: "H&S: Generate YTD safety performance summary with OSHA metrics"

Step 6: Determine OSHA Reporting Requirements

Evaluate an incident against OSHA recordkeeping criteria:

Tool: SN-Execute-Background-Script
Parameters:
  script: |
    var incNumber = 'HS0001234'; // Replace with target incident
    var gr = new GlideRecord('sn_hr_hs_incident');
    gr.addQuery('number', incNumber);
    gr.query();

    if (gr.next()) {
      var osha = {
        incident: gr.number.toString(),
        title: gr.short_description.toString(),
        incident_date: gr.incident_date.toString(),
        recordable: false,
        form_300_required: false,
        form_301_required: false,
        immediate_report_required: false,
        reporting_deadline: '',
        criteria_met: []
      };

      // OSHA recordability criteria (29 CFR 1904.7)
      var daysAway = parseInt(gr.days_away.toString()) || 0;
      var restrictedDuty = gr.restricted_duty.toString() == 'true';
      var injuryType = gr.injury_type.getDisplayValue().toLowerCase();

      if (daysAway > 0) { osha.criteria_met.push('Days away from work: ' + daysAway); osha.recordable = true; }
      if (restrictedDuty) { osha.criteria_met.push('Restricted duty/job transfer'); osha.recordable = true; }
      if (injuryType.match(/fracture|amputation|hospitalization|loss of consciousness/)) {
        osha.criteria_met.push('Significant injury: ' + injuryType);
        osha.recordable = true;
      }

      // Immediate reporting (29 CFR 1904.39): fatality within 8 hrs, amputation/eye loss/hospitalization within 24 hrs
      if (injuryType.match(/fatality|death/)) {
        osha.immediate_report_required = true;
        osha.reporting_deadline = '8 hours from employer knowledge';
      } else if (injuryType.match(/amputation|eye loss|hospitalization/)) {
        osha.immediate_report_required = true;
        osha.reporting_deadline = '24 hours from employer knowledge';
      }

      if (osha.recordable) {
        osha.form_300_required = true;
        osha.form_301_required = true;
      }

      gs.info('OSHA REPORTING ASSESSMENT:\n' + JSON.stringify(osha, null, 2));
    }
  description: "H&S: Evaluate OSHA recordability and reporting requirements"

Tool Usage

| Operation | MCP Tool | REST Endpoint | |-----------|----------|---------------| | Query Incidents | SN-Query-Table | GET /api/now/table/sn_hr_hs_incident | | Search Incidents | SN-Natural-Language-Search | N/A | | Query Investigations | SN-Query-Table | GET /api/now/table/sn_hr_hs_investigation | | Query Hazards | SN-Query-Table | GET /api/now/table/sn_hr_hs_hazard | | Query Corrective Actions | SN-Query-Table | GET /api/now/table/sn_hr_hs_corrective_action | | Aggregate Analysis | SN-Execute-Background-Script | POST /api/now/table/sys_trigger | | Schema Discovery | SN-Discover-Table-Schema | GET /api/now/table/sys_dictionary |

Best Practices

• Timeliness: Summarize incidents within 24 hours of occurrence for accurate root cause investigation
• OSHA Compliance: Always evaluate recordability criteria before closing an incident; missed records carry significant penalties
• Root Cause Depth: Ensure investigations go beyond proximate cause to identify systemic contributing factors
• Corrective Action Tracking: Set firm due dates and escalation paths for overdue corrective actions
• Leading Indicators: Include near-miss and hazard report counts alongside lagging indicators like TRIR and DART
• Location Analysis: Segment incident data by location to identify facilities with elevated risk profiles
• Privacy Protection: Redact personally identifiable injury details from executive summaries; use aggregate data only
• Seasonal Trends: Account for seasonal patterns (e.g., heat illness in summer, slip/fall in winter) when interpreting trends

Troubleshooting

Incident Type Field Returns Empty Values

Symptom: Incident type breakdowns show all items as "Other" Cause: The incident_type field may use a custom choice list or a different field name Solution:

Tool: SN-Discover-Table-Schema
Parameters:
  table_name: sn_hr_hs_incident

Check for fields like type, category, or classification that categorize incidents.

OSHA Recordable Flag Not Set

Symptom: Incidents that meet recordability criteria show osha_recordable as false Cause: Recordability determination may be a manual step or require a business rule trigger Solution: Verify that business rules on sn_hr_hs_incident evaluate recordability criteria. Check if a separate OSHA log table exists.

Investigation Records Not Linked

Symptom: Investigation query returns no results for a known incident Cause: The relationship field may use parent, source, or a custom reference instead of incident Solution: Query sys_dictionary for reference fields on sn_hr_hs_investigation that point to sn_hr_hs_incident.

Examples

Example 1: Monthly Safety Report

Scenario: EHS director needs a monthly safety summary for the safety committee

Tool: SN-Natural-Language-Search
Parameters:
  table_name: sn_hr_hs_incident
  query: "all workplace incidents reported in the last 30 days including near misses and first aid cases"
  limit: 50

Generated Summary:

• Total Incidents (March): 12 (down from 15 in February)
• OSHA Recordable: 3 (TRIR: 2.1, down from 2.8)
• Lost Time Cases: 1 (slip and fall, warehouse, 5 days away)
• Near Misses: 4 (forklift proximity: 2, electrical: 1, chemical spill: 1)
• Top Location: Building A Warehouse (5 incidents, 42%)
• Top Injury Type: Strain/sprain (4 incidents)
• Corrective Actions: 8 open, 2 overdue
• Recommendation: Conduct focused safety stand-down at Building A Warehouse; prioritize 2 overdue corrective actions

Example 2: Single Incident Deep Dive

Scenario: Investigation team needs a complete incident package for a serious injury

Tool: SN-Read-Record
Parameters:
  table_name: sn_hr_hs_incident
  sys_id: [incident_sys_id]
  fields: sys_id,number,short_description,description,severity,incident_type,injury_type,body_part,location,incident_date,osha_recordable,days_away,restricted_duty,root_cause,work_notes

Generated Detail:

• Incident: HS0001456 - Employee fall from elevated platform
• Date: 2026-03-15, 10:30 AM, Building C, Level 2
• Severity: High | OSHA Recordable: Yes
• Injury: Fractured wrist (right), 15 days away from work
• Root Cause: Missing guardrail on temporary work platform; fall protection not worn
• Contributing Factors: Inadequate pre-task safety inspection, expired fall protection training
• Corrective Actions: 3 assigned (guardrail installation, training refresh, inspection checklist update)
• OSHA Reporting: Form 300 and 301 required; no immediate reporting needed (not hospitalization/amputation/fatality)

Related Skills

• hrsd/case-summarization - General HR case summarization
• hrsd/sentiment-analysis - Employee sentiment related to safety culture
• grc/issue-summarization - GRC issue analysis for safety compliance
• security/audit-compliance - Audit and compliance reporting
• admin/workflow-creation - Automate safety incident workflows