Incident Settings - Edit Incidents

A reference guide to New Incident setup and Open & Close incidents.

Administration > Edit Incidents

Edit Incidents Tab

An Incident Type (1) allows you to associate a Form that has been set up to a specific Incident. Under Email Settings, you can set up relevant Email Templates to manage notifications for New, Open & Closed Incidents.

Link a form to an Incident Type

Administration > Edit Incidents > Incident Types 

Under the Incident Types tab, Create a New Incident Type by providing an Incident name and the form associated.

Options under Edit Incidents

Incident Type set up

Field	Description	Examples	Requirement
Incident Type Name	Input applicable Incident Type name	Mold Assessment	Required
Incident Type Prefix	Input applicable Incident Type Prefix	MOLD	Required
Incident Form	Select Incident Form	Mold Assessment	Required
Incident Type Status	Active/ Inactive	Active	Required
OSHA	To be reported to OSHA	True/ False	Required
Supervisor Section Assignment	Supervisor Section Assignment	True/ False	Required

Email Settings

Administration > Edit Incidents > Email Settings

Manage email templates/ notifications for New, Open, and Closed Incidents.

New Incident Email set up

Field	Description	Examples	Requirement
Description	Input applicable Email description	Administrator Notification	Required
Status	Active/ Inactive	Active	Required
To	Input applicable To email address	[e-mail]	Required
From	Input applicable From email address	[e-mail]	Required
Subject	Input applicable Subject	New Incident Created	Required
Incident Type	Select an Incident Type	UW Incident	Required
Email Body	Input applicable Email body	Custom email body	Required