Workplace incidents without structured reporting create compliance and liability gaps — accidents, near-misses and occupational illnesses carry strict legal obligations (declaration to the CPAM within 48h, investigation, corrective measures, archived accident report), and without a structured workflow, 30% of declarations miss the 48h deadline, investigations are skipped, and the accident report is lost in a paper folder. This exposes the company to fines, increased employer contributions and criminal liability in case of recurrence.

The human angle is critical too: without structured follow-up, injured employees are left without medical coordination, and corrective measures are never implemented — so the same accident happens again.

The incident is reported from the portal with exact fields: incident_type (select: Accident/Near-miss/Occupational-illness/Security-event), incident_date (datetime), incident_time (time), incident_location (text), site_code (select: PAR/LYON/MRS/TLS/Other), injured_employee_id (lookup, optional), witness_ids (multiselect lookup), incident_description (textarea), photos (multifile upload), severity_level (select: Minor/Moderate/Serious/Fatal), equipment_involved (text), cpam_declaration_required (boolean, auto-set true for Accident).

The workflow is structured as a decision tree with 2 branches (declaration-required, no-declaration) after Step 2, and 6 steps end-to-end. Every action is appended to the timeline_hse audit subtable.

• Step 1 (Start — employee or witness): the employee or witness reports the incident via the portal with incident_type, incident_date, incident_location and incident_description; photos can be attached.

• Step 2 (Routing): if cpam_declaration_required is true (auto-set for incident_type = Accident) or severity_level is Serious/Fatal, route to the declaration-required branch. Otherwise route to the no-declaration branch (investigation + corrective measures only).

• Step 3 (HSE investigation): the workflow assigns the investigation to the HSE officer; the AI copilot drafts the investigation report template (root cause, witnesses, contributing factors) from the incident data.

• Step 4 (Corrective measures): the HSE officer and manager define corrective measures (equipment, training, procedure); the workflow tracks implementation and assigns owners with deadlines.

• Step 5A (Declaration-required branch — usePDF + email): for workplace accidents, the workflow generates the accident declaration PDF via usePDF with the legal fields (employer, injured_employee_id, incident details, witness_ids). The HR/Legal representative validates and the workflow emails the CPAM notification with the PDF attached within 48h of incident_date. Sub-branch: if signature/validation not completed within 24h, escalation email to the HSE director.

• Step 5B (No-declaration branch): medical follow-up is scheduled with occupational medicine and tracked in the employee record; no CPAM declaration is generated.

• Step 6 (useArchive): the accident declaration, investigation report, corrective measures and medical follow-up are archived encrypted via useArchive for the 50-year legal retention period, indexed by incident_date, site_code, severity_level.

Organizations deploying Utilyx health & safety achieve 100% on-time CPAM declarations (vs 70% before), cut recurrence rate by 45% thanks to tracked corrective measures, and close every legal-archiving gap during labor and CPAM inspections.

The AI copilot drafts the investigation report and detects recurrence patterns across site_code, the no-code visual designer lets the HSE officer adjust incident types, investigation templates and corrective-measure workflows, and the usePDF accident declaration is generated in the exact legal format required and emailed to CPAM within the 48h deadline.