Introduction & Logging In

Logging In | Common Icons

Home Page and Navigation

Welcome Panel | Top Navigation Panel

Accessibility

WAI-ARIA Support | Keyboard Shortcuts | Right to Left Languages | High Contrast Themes | Charts

Framework – Incident Settings

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 | Custom Tables Settings | Display Text Settings | Object Configuration Settings | Register Configuration Settings | Register Grouping Configuration Settings | Workflow Configuration Settings | Incident Type Settings | Category Settings | Task Settings | Notification Templates Settings | Notifications Settings | Object Section Configuration Settings | Portal Configuration Settings | Incident Type Group Configuration Settings | Miscellaneous Settings

Incident Settings – Object Configuration

Overview | Standard Objects | Object Configuration Details | Standard Object Fields | Field Configuration Details | Defaulting Value to Logged In User | Permissions of the Embedded Document Object | Setting Permission for the Links Button when Linkage Object is Not Configured | Creating Custom Objects

Incident Settings – Register Configuration

Incident Settings – Workflow Configuration

Incident Settings – Notification Templates & Notifications

Notification Templates Settings | Notifications Templates | Trigger Criteria | 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

Incident Settings – Miscellaneous Settings

Incident Workflow

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 Object | Phase Signoff | Review Object

Incident Approval Process

Overview | Enable Approval Object Configuration | Standard Permissions Configuration | Approval Submission in Incident Workflow

Online Incident Portal

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

Dashboard Incident Widgets | Filter Chart Details | Download Chart Details | Refresh Chart Details | Chart Settings | Register-wise Incident Separations

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

Security and Staff Management

Security | Staff Management

Administration – Users and Staff

User List | Manage Users | Staff Grouping

Administration – Client Details

Prerequisites