Adding an Incident To Employees

Login to your account

1. 1. In the search bar type in "incidents" and select Incidents.

   

2. 2. Click on Add New

   

3. 3. Click on Browse...

   Here you will select the employee you want to assign an incident type to.

   

4. 4. Select your Incident Type… (If you have not created incident types yet, please click the Incident Type blue hyperlink to create them)

   

5. 5. Once you select you type and employee, click on Save

   

6. 6. Click on Description to add description or details around the incident

   

7. 7. Click on Incident Date

   INCIDENT DATE: the date the incident took place.

   

8. 8. Click on Report Date

   REPORT DATE: the date the incident was reported.

   

9. 9. Click on Save or Submit

   Click on Submit if you have a workflow assigned to Incidents