Incident Types Tab
- Jamie Dottavio (Unlicensed)
Administrators can add, delete, edit, and view company-specific incident types.
The Incident Types page is displayed below:
Add an Incident Type
Select the Add icon.
Fill in the new Incident Type field. It is not necessary to complete all fields.
Click Save. The new incident type will be available on the Add/Edit Incident Report page.
Alternatively, click Cancel to exit without saving.
The Add New Incident Type is displayed below:
Edit an Incident Type
Select the Edit Record icon to load the Edit Incident Type page.
Modify the information as needed. It is not necessary to complete all fields.
Click Save to close and save the changes. The edited incident type will be available on the Add/Edit Incident Report page.
Alternatively, click Cancel to exit without saving.
Note: The system default incident types of Compliance & Ethics, HR, and Fraud are not editable.
The Edit Incident Type page is displayed below:
Inactive Incident Type
An incident type can be made inactive by checking the Inactive checkbox. This prevents the incident type from being listed in the Incident Type dropdown field on the Add/Edit Incident Report pages. Inactive incident types cannot be included in a new auto-assignment rule.
Deleting an Incident Type
Delete an incident type by clicking the delete icon in the row of the incident type you wish to delete. After you click on the delete icon, you will need to confirm the deletion. Only company-specific incident types can be deleted. An incident type can only be deleted if it is not referenced on any report in the CMS.