Overview |
The Incident Actions Register will display all the Incident Actions recorded in the system and will provide a high-level overview of its status.
For each Incident Action the following fields will be displayed:
Notes:
|
Field | Description |
Action Name | Action title |
Responsible Officer | Staff member that the incident is assigned to via incident details page. |
Status | Status defines whether the action is Not started, in progress, completed, deferred, ongoing. |
Start Date | Start date of the action. |
End Date | End date of the action. |
Percent Complete | Completion % of the action. Setting a status of 'Not Started' will set the % complete to 0. Setting a status of 'In progress' will allow the user to enter % complete between 1-99. Setting a status of 'Completed' will set the % complete to 100. |
Description | Description of the action. |
Comment | Progress comments for the action. |
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.
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. |
Field | Description |
Action Name | Key word search which will search records by Title of the incident Action |
Responsible Officer | List of staff that allows you to search for incidents by its responsible officer. |
Status | Allows you to search incident actions by current status of the action; whether the action is Not started, in progress, completed, deferred, ongoing. |
Start Date | Allow you to search for incident actions by the Start Date |
End Date | Allow you to search for incident actions by the End Date |
Percent Complete | Allows you to search incident actions by Percent Complete |
Description | Key word search which will search records by Description of the incident Action |
Comment | Key word search which will search records by Comment of the incident Action |
Sorting Details |
To sort details in the action 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 Action Plan Details |
Clicking on an Incident Action will take you to the Action Plan details page of the Incident record.
Note: You can configure which field you want to convert to a hyperlink (link), that will bring you to the Action Plan page within the Incident Record via Menu > Incident Settings > Register Configurations. |