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Incident Form Administration

Details specific to incident types can be customized to fit a company's needs. Corporate users can edit investigation requirements, Header/Label names, and lists of basic cause options.

Note: This will change existing, new, closed, etc... incidents and investigations. Keep in mind this may alter previously closed investigations.

1. Click on Administration tab
2. Scroll down to Programs ( C )
3. Click on Incident Administration
4. Select Incident Form Administration

Click on the  [View] button to edit an incident type.

1. Rename form if desired
2. Type form instructions if needed
3. Make selections based on company preferences and incident type
• Assign incident type to a group (see Incident Groups)
• If 'Require Corrective Actions' is marked an investigation can not be closed if no corrective actions exist
• If 'Require all Corrective Actions be closed' is marked an investigation can not be closed if corrective actions are still open
• If 'Root Cause Explanation' is marked it requires Root Cause Explianations text box to be filled out before an investigation can be closed
• 'Require a Review/Comment before closing' requires at least one comment before an investigation can be closed
• Decide if 'Investigation is needed for this incident type'
• Enter 'Max days to close investigation' - the default number is 30 days
• If 'Can choose policies and tasks associated with incidents' is selected a list of policies and tasks are available on the investigation form and users can associate an incident to a specific policy or task
• Select the lowest role that can close and investigation
4. Rename Header/Label text if desired
5. Manage the basic causes available per incident type. The default is all conditions and behaviors selected in Root Cause Administration
6. Click Save button after you have made changes

See also