Outcome: Quickly turn the notes from a site incident into a clear shift report.
Apps used: Microsoft 365 Copilot Chat
Relevant roles: Floor Managers, Operations, Supervisory Professionals, Shift and Team Leads, Supervisors
When a safety incident happens, documenting it clearly is key, but writing a full report from scratch can take time. With Copilot Chat, you can turn a quick description into a complete, well-structured incident report in minutes. Once you upload your template and share the details, and ​​​​​​​Copilot Chatformats everything for clarity and, so you can focus on preventing future issues, not paperwork.
Important:Â Copilot Chat is included with your Microsoft 365 work or school subscription. Responses are grounded in web data and powered by the latest large language models. To understand what it means to have a Copilot add-on license, see What's the difference between Copilot Chat with or without a Microsoft 365 Copilot license.
Create an incident report
Upload your own template to create an incident report for safety incidents.
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Go to Microsoft365.com/chat.
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From Chat, select the Open icon (+) and select Upload
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Use the file picker to navigate to and select the safety incident template you want to upload on your device. Once uploaded, the file appears as an attachment in your chat session.
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Enter the following prompt in Chat or write your own. Select Send:
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Keep chatting with Copilot to shape your report exactly the way you want it. You can ask Copilot which additional details to include in the report or get guidance on how to prevent similar incidents in the future.
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Next, ask Copilot to create a printable version of the report. Copilot will share a link to a downloadable file.
Make operations easier with prompts like:
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