Table of Contents

USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

Introduction & Logging In

Welcome

Logging In

Home Page and Navigation

Home Page

Welcome Panel

Top Navigation Panel

Common Icons

Accessibility

Overview

WAI-ARIA Support

Keyboard Shortcuts

Right to Left Languages

High Contrast Themes

Charts

Incident Workflow

Overview

Navigating and Submitting Incident Objects

Incident Details Object

Root Cause Analysis Object

Task Object

Investigation Object

Linkage Object

Document Object

Action Plan Object

Review and Sign off

Resolution Object

Close/Summery Object

Phase Signoff

Review Object

Incident Approval Process

Overview

Enable Approval Object Configuration

Standard Permissions Configuration

Approval Submission in Incident Workflow

Online Incident Portal

Overview

User Application Registration

Password Setup

Login Page

Forgot Password

Logging an Incident Without Logging In

Portal Dashboard

Logging Incident Types

Portal Configuration Settings

Incident Type Group Configuration Settings

Workspace – My Quick Update

Workspace – My Settings

Change Password

Settings

Workspace – Dashboard

Overview

Dashboard Incident Widgets

Filter Chart Details

Download Chart Details

Refresh Chart Details

Chart Settings

Register-wise Incident Separations

Incident Management

Incident Register

Overview

Filtering Details

Sorting Details

Accessing Incident Details

Incident Actions Register

Overview

Filtering Details

Sorting Details

Accessing Action Plan Details

Incident Analysis

Overview

Location Analysis

Incident Reports

Overview

Incident Action Summary Report

Incident Master Report

Incident Registry Report

Incident Summary Report

Prerequisites

Permissions and Staff Management

Permissions

Incident – Static Permissions

Incident – Flex Permissions

Staff Management

Framework – Incident Settings

Overview

Setting History

User Settings

User Roles Settings

Standard Roles Settings

Location Settings

Priority Settings

Severity Settings

Likelihood Settings

Risk Rating Type Settings

Risk Rating Calculation Settings

Review Frequency Settings

Causes and Consequences Settings

Code Setup Settings

Lists Settings

Setting Up Lists

Creating Parent-Child Lists to Auto-Populate Fields

Custom Tables Settings

Display Text Settings

Object Configuration Settings

Overview

Standard Objects

Object Configuration Details

Standard Object Fields

Field Configuration Details

Creating Custom Objects

Register Configuration Settings

Register Grouping Configuration Settings

Workflow Configuration Settings

Incident Type Settings

Category Settings

Task Settings

Notification Templates & Notifications Settings

Notification Templates Settings

Notifications Settings

Trigger Criteria

Custom Trigger Criteria Configuration

Notifying Parent Node Managers for an Incident Linked to a Hierarchy Node

Dropdown List based on API Calls

Notify Users via Email/SMS during Email/SMS/API Delivery Failures

Object Section Configuration Settings

Portal Configuration Settings

Incident Type Group Configuration Settings

Miscellaneous Settings

Administration – Users and Staff

Overview

Users

User List

Manage Users

Staff Grouping

Administration – Client Details