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Incidents (HR Tab)View the next screen based on the program's menu orderView the previous screen based on the program's menu order

Use this screen to create records that can track different types of employee issues and events such as work accidents, absenteeism, customer complaints, grievances, and much more. Incident tracking is an effective way to ensure that your business stays compliant with your risk management program.

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Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

Sample command buttons


The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.


# (Number)

Use this cell to enter a number that will uniquely identify the incident. The number can be used to as a reference to this incident when sorting items on this screen and also for reporting purposes.

Description

Use this cell to enter a brief description of the incident. For example: "Forklift accident - December 3, 2018".

Details

Use this cell to enter details that describe the incident. Selecting the link opens the Incident Description Details window where you can enter the details as needed. You can also paste content into the window from another program or document (e.g. word processor, spreadsheet, web page).

Documents

This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.

Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.

The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.

Name

Use this cell to enter the name of the incident. The name should be unique and descriptive as it will appear on various screens and reports throughout the program.