Incident Reports Page Icons

For every report, there are functional icons available to manage your reports.

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These icons perform the following functions:

1. ​Edit Record: Make changes and record your investigative process.

2. Show Record: Displays a non-editable version of all incident report activity.

3. Manage Files: View and add files to be uploaded as documentation on a report.

4. Manage Investigators: Assign and remove Investigators on a specific incident report. 

5. Manage Dialog: Anonymously dialog with the reporter or send a message to Syntrio.

There are additional icons on the Incident Reports page that allow a user to create a new report, produce an export of the report data, refresh the Incident Reports page, reset the filter criteria used to display the reports, print the current page, manage auto-assignment rules, and access the Audit Incident Report page.

Those icons and their functions are shown:

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Add a new incident report

An internal incident report can be created by clicking the 'Add Incident Report' icon on the toolbar. Internal reports are created by CMS users who have permission and these reports are separate from Syntrio-created reports. To get more information on internal reports click here.

Exporting data

​There are three icons to create an external report of the data in the Incident Reports Tab:

1. Click the ‘PDF Export’ icon on the toolbar to create a pdf document of all incident reports or those reports whose row checkbox is checked.

2. Click the ‘Excel’ icon on the toolbar to create an Excel-formatted spreadsheet of all incident reports or those reports whose row checkbox is checked.

3. Click the ‘CSV’ icon on the toolbar to create a comma-separated value (CSV)-formatted file of all incident reports or those reports whose row checkbox is checked.

If you want to create an external report that does not include all incident reports, you must use a filter before clicking the export icons. You may also mark the checkboxes on the specific rows you want to be exported.

 Other icon features

​The ‘Manage Auto-Assignment Rule’ and ‘Audit Incident Report’ icons are available on the page toolbar for users with view audit permission. The icons can be used to manage users' auto-assignment rules and to view changes that have been made to an incident report since its creation. To get additional information on the managing of auto-assignment rules, click here. To get additional information on the Audit page, click here.