The Incident Reports tab is the default main page that opens when you sign in to the CMS.
The CMS will update when a new incident report is entered into the system by Syntrio. An Administrator can view all reports, whereas an Investigator can only view their assigned reports.
Column Headings
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This is the order of column headings from left to right in the Incident Reports tab:
Action | Icon buttons to edit a report, view a report, manage files attached to a report, manage investigators, and dialog with a reporter/Syntrio |
Case Number | Identifies each report uniquely. Each new Incident Report is assigned a unique case number. |
Date Reported | Date the Incident Report was received. |
Division | The specific division the reporter is reporting. |
Location | The specific location the reporter is reporting. |
Source | Identifies how the report was sent to Syntrio such as a phone call, the webpage, etc. |
Incident Type | This field is pre-filled by Syntrio. |
Nature of Report | This field is pre-filled by Syntrio. |
Reporter Known to | This field indicates whether the reporter has provided contact information to Syntrio and shared it with the company. |
Dialog Available with Reporter | If ‘Yes’, an Administrator/Investigator can have an anonymous dialog with the reporter via the CMS ‘Manage Dialog’ action button. |
Internal Investigators | Lists users currently assigned to a specific incident report. The Investigators are responsible for managing the report investigation. |
External Investigators | Lists outside 3rd party investigators helping with the investigation. These external investigators do not have access to the Case Management System. |
Risk | High, Medium, Low, Undefined. Note: The default for reports submitted by Syntrio is Undefined. |
Priority | High, Medium, Low, Undefined.Note: The default for reports submitted by Syntrio is Undefined. |
Status | Open, Pending, Closed, Unfounded, Archived. Note: The default for reports submitted by Syntrio is Open. |
Submitted By | This indicates whether the report was submitted through Syntrio or the company (internal report). |
Follow Up | Record of the investigative process, as documented by the Investigator. Entries are time- and date-stamped. |
Outcome | Record of the outcome/summary/synopsis of the investigation, as documented by the Investigator. |
Link ID | This field is used to link reports together by an ID value. It can help you document related cases. |
Last Modified by Company | Date an individual from your company last modified the report. |
Last Modified by Lighthouse | Date Syntrio/Lighthouse last modified the report. |
Last Modified by Reporter | Date the reporter last modified the report. |
Last Updated by | Displays the user who last updated the report. |
Country of Origin | Displays the country of origin of the report. |
Custom Field #1 | Displays the value of the first custom field, if enabled. |
Custom Field #2 | Displays the value of the second custom field, if enabled. |
Custom Field #3 | Displays the value of the third custom field, if enabled. |
The text of the report can be displayed by hovering the mouse pointer over the Case Number in a specific row. An example is shown below:
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By default, all reports except reports with a status of ‘Archived' are displayed on this page. To see 'Archived' reports, you can use the dropdown search filter of 'Archived’.
Confidential Reports
Your company typically provides information to Syntrio to determine whether or not a report received is confidential. If a report entered into the CMS is marked confidential by Syntrio, that report will not be viewable by any CMS user including the Administrator until the confidential classification has been removed by Syntrio. Confidential reports are not included in reports, exports, or page displays in the CMS.