Overview

The Incident Register will display all the Incidents recorded in the system and will provide a high-level overview of its status.

For each incident the following fields will be displayed:

Notes: 
  • Administrators can edit the register, view, and search fields for all users within the Incident Settings > Register Configuration section.
  • Although view permission to incident registers are not granted to some staff members, if these staff members are selected as responsible officers in the below listed staff dropdowns under incident objects, when creating incident records, these responsible staff persons will be able to view the incident record under the incident register when logged in.
    • Incident – Incident Creator, Incident Responsible Officer
    • Investigation – Primary Investigator, Secondary Investigator
    • Action – Action Responsible Officer

 

FieldDescription

Review ID

Incident review id provided within incident details page.

Name of the Activity

Title of the incident.

Reported Date/Time

The date and time the incident was reported as recorded within incident details page.

Location

The location that the incident has taken place as recorded within incident details page.

Incident Type

The type of the incident as recorded within incident details page. The incident type determines the workflow of the incident.

Responsible Officer

Staff member that the incident is assigned to via incident details page.

Priority

The priority of the incident as defined within incident details page. This will be indicated using a colour code. Colour codes can be defined by your System administrator.

SeverityThe severity of the incident as defined within incident details page. This will be indicated using a colour code. Colour codes can be defined by your System administrator.
Current PhaseCurrent phase of the incident. Note that current phase will only be displayed when signoffs are available for each phase. Signoff will be used as an indicator for completion of each phase.
StatusStatus of the incident; whether it is active/ inactive.
Investigation Due DateThe date that the next investigation is due.


Filtering Details

The 'Filter' button at the top-right corner will allow you to search and filter for specific data. The following filters will be available by default.

Notes: 
  • To be able to filter incidents using the filter icon, the User Role attached to the logged in user under Menu > Incident Settings > User Roles, requires the following two configuration checkboxes unticked: Display Only Assigned Incidents, Display Only Created Incidents.
  • An alternative solution to unticking the above two configuration checkboxes are, if the User Roles attached to the User fall into the following Standard Roles under Menu > Incident Settings > Standard RolesIncident Responsible Officer (alternative for unticking Display Only Assigned Incidents) and

    Incident Creator (alternative for unticking Display Only Created Incidents).

Note: Tick the 'Save as Default' option to save the filter selections as default. This will allow a default selection of incidents to be displayed to the user at each log in.


FieldDescription

Incident Code

Key word search which will search records by Incident reference code provided within incident details page.

Incident Title

Key word search which will search records by Title of the incident.

Incident Description

Allow you to search incidents by description.

Incident Reported Date/ Time

Date search that will allow you to search incidents by the reported date.

Incident Reported By

Allows you to search for incidents by the Incident Reported staff name.

Location

List of locations that will allow you to search incidents by the location that the incident has taken place as recorded within incident details page.

Incident Type

List of incident types that will allow you to search incidents by its type.

Notes: 
  • If any Incident Types are configured for an Incident Register, via Menu > Framework > Incident Settings > Register Configuration > [Incident Types], for your organisation, records displayed in the Incident Register will by default be filtered by these configured Incident Types only. 
  • You can remove values from the listed Incident Types and filter further.
  • If the Incident Register filter is cleared by any chance, the Incident Register will still filter details ONLY based on the configured Incident Types, and will NOT display all Incident Types in the register.
Responsible OfficerList of staff that allows you to search for incidents by its responsible officer.
PriorityList of priorities that will allow you to search incidents by its priority.
SeverityList of severities that will allow you to search incidents by its severity.
Current PhaseCurrent phase of the incident. Note that current phase will only be displayed when signoffs are available for each phase. Signoff will be used as an indicator for completion of each phase.

Status

Allows you to search incidents by current status of the incident; whether it is active/ inactive.
Investigation Due DateAllows you to search incidents by the next investigation is due.
Incident DirectorateAllow you to search for incident by the directorate.
Incident Business UnitAllow you to search for incidents by linked business unit.


Note: Users will be able to save preferred filter selections and arrangements to appear as default (both standard and custom) allowing the user to have preferred filter selections where the records will be filtered by default based on the user preference. This will be saved per user so that each of the users will be able to uniquely save their preferred register views. In the below manner, for all incident registers, this configuration is available.


Sorting Details

To sort details in the register, click on a column in the register grid to sort details in an ascending or descending order. When you click on a column the first time, it will sort details in an ascending order, based on that field. An 'up' arrow will indicate this. When you click on the column a second time, it will sort details in a descending order, based on that field. A 'down' arrow will indicate this. Click on the column a third time to remove any sorting applied.

Note: Currently, sorting will be applied ONLY to Standard fields. Custom fields will not be sorted in registers.


Accessing Incident Details

Clicking on an Incident will take you to the Incident Record details page.

Note: You can configure which field you want to convert to a hyperlink (link), that will bring you to the Incident Record page via Menu > Incident Settings > Register Configurations.