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Case Study: Streamlining Incident Reporting with LinkStep

Background

Apex Ventures (a pseudonym to protect client confidentiality), a leading operator of RV parks, campgrounds, storage unit complexes, and water parks, manages over 200 locations across the U.S. Prior to 2023, Apex struggled with inconsistent incident reporting due to disparate paper-based systems and generic digital forms. This led to incomplete data, delayed responses, and challenges in tracking trends across their diverse portfolio. Adopting LinkStep’s incident reporting tool revolutionized their process, enhancing efficiency, analytics, and compliance.

Challenge

Apex’s varied operations—RV parks facing vehicle accidents, campgrounds dealing with environmental hazards, storage units encountering theft, and water parks managing guest injuries—required tailored reporting. Generic forms failed to capture location-specific details, and manual processes hindered escalation and trend analysis. Upper management lacked real-time insights, and legal teams faced difficulties compiling data for insurance claims or liability assessments across 200+ locations.

Solution Implementation
  • Custom Forms for Location-Specific Needs

    Apex leveraged LinkStep’s form builder to design tailored incident reporting forms for each business type and location. For example, RV park forms included questions about vehicle damage or road conditions, campground forms focused on wildlife or fire risks, storage unit forms addressed security breaches, and water park forms emphasized lifeguard actions or pool conditions. Location-specific reports ensured only relevant questions were asked, reducing form fatigue and improving data quality. For instance, a Florida water park’s form prompted details about weather-related closures, while a Montana campground’s form focused on bear sightings.

  • Question Nesting for Root Cause Analysis

    LinkStep’s question nesting feature enabled Apex to drill down into incidents dynamically. For a water park injury, nested questions asked about lifeguard response, equipment condition, and guest behavior. For a storage unit theft, questions probed access logs and camera footage. This eliminated irrelevant questions and uncovered root causes, such as inadequate signage in campgrounds or training gaps in water parks. The detailed data fed into analytics dashboards, helping Apex identify trends (e.g., recurring thefts at specific storage units) and implement preventative measures like enhanced security or staff training. Over six months, repeat incidents dropped by 30%.

  • Form Versioning for Seamless Updates

    Upper management valued LinkStep’s form versioning, which allowed them to draft and test updates without disrupting active workflows across 200+ locations. When new safety regulations required additional questions for water parks, Apex’s compliance team created a new form version in a sandbox environment. They piloted it at select locations, refined it based on feedback, and published it company-wide. Once published, all new submissions used the updated form, ensuring compliance without interrupting ongoing reporting. This agility saved weeks of manual rework and supported Apex’s diverse operations.

  • Custom Alerts for Targeted Notifications

    Apex configured custom alerts to notify relevant stakeholders based on specific answers. For severe incidents, such as police involvement at a storage unit or a serious injury at a water park, LinkStep automatically alerted regional managers, legal teams, and corporate safety officers via email and SMS. Minor incidents, like a small campfire violation at a campground, only notified the site manager. This reduced notification overload and ensured critical incidents received prompt attention. For example, when a theft triggered a police alert, the legal team coordinated with authorities within hours.

  • Automated Workflows for Escalation

    LinkStep’s workflow automation streamlined incident escalation across Apex’s vast network. When a report was submitted, the system routed it to the appropriate team member based on the submitter’s role, location, and answers. For instance, a campground associate’s report of a guest injury was assigned to the site manager and flagged for HR if medical attention was required. Management received real-time updates on escalation status, cutting response times from days to hours. This automation eliminated manual handoffs and ensured accountability across diverse business units.

  • Centralized Data for Insurance and Legal Benefits

    LinkStep’s centralized database transformed Apex’s insurance and legal processes for its RV parks, campgrounds, storage units, and water parks. All incident details—reports, follow-up actions, and communications—were stored in one platform, accessible to authorized users across 200+ locations. This enabled the legal team to compile data for insurance claims quickly, reducing processing time by 40%. The system’s audit trail tracked total liability, helping Apex negotiate better insurance premiums. For example, when a water park guest claimed injury, Apex provided detailed evidence of lifeguard response and signage, mitigating liability. The platform also flagged follow-up tasks, ensuring no details were missed.

Results
  • Efficiency Gains: Custom forms and automation reduced reporting time by 50%, freeing staff for operational duties.

  • Incident Reduction: Root cause analytics and preventative measures cut repeat incidents by 30%.

  • Compliance and Liability: Centralized data and audit trails improved insurance outcomes and reduced liability exposure by 25%.

  • Management Visibility: Real-time alerts and dashboards provided actionable insights, enhancing decision-making across diverse operations.

  • Scalability: Form versioning and location-specific customization enabled Apex to adapt to regulatory changes and new location openings seamlessly.

Conclusion

By adopting LinkStep’s flexible features—custom forms, question nesting, versioning, alerts, workflows, and centralized data—Apex Ventures transformed incident reporting for its 200+ RV parks, campgrounds, storage units, and water parks. The tailored approach ensured relevant data collection, faster responses, and robust analytics, while centralized storage supported legal and insurance needs. Apex continues to expand LinkStep’s use, confident in its ability to scale with their growing and diverse portfolio.

Want to see LinkStep in action? Reach out to our team today to schedule a free demo and discover how we can help you streamline incident reporting, enhance safety, and drive continuous improvement. Contact us here or visit our website to learn more. Let’s take your incident management to the next level!

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