Company-Added Internal Reports
- Jamie Dottavio (Unlicensed)
Administrators can add internal reports by selecting the Add Incident Report icon on the toolbar of the Incident Report page. An Investigator has permission to create an internal report when their 'Add Reports' access permission is enabled.
Add an Internal Report
Investigators with ‘Add Reports’ permissions and Administrators can add an internal report by following these steps:
Select the Add Incident Report icon to load the Add Incident Report page.
Your company name will be pre-populated. Fields that are not required are optional; fill out as much information as you need to record the report.
Required Field: Enter a unique case number, up to 50 characters.
Required Field: Enter the date of the report.
Note that the ‘Submitted by’ field by default will be 'Internal'.
An Administrator user can choose to restrict a report and select the restricted users.
Required Field: Select an Incident Type or enter your own. Additional Incident Types can be created in the Incident Types tab.
You can check ‘Company’ for the ‘Reporter Known to’ field to indicate a non-anonymous source.
Required Field: The report text can be entered in the Report field.
Note: For reports that are a file rather than text, the file needs to be attached to the report. After the report has been saved, select the ‘Manage Files’ icon on the Incident Report page. The Incident Report File(s) page will open to allow the user to browse, select, and upload files.
When the report entry is complete, click Save to permanently add the report to the CMS.
To exit the page without saving, click Cancel.
Note: the CMS will timeout if the add new incident report page is left open for a default period of 30 minutes. This time limit can be changed by your CMS Administrator. If your information is not saved before the page times out, you will lose your work, and your internal incident report will not be created. We suggest you compose any lengthy incident reports in a text document first, then cut and paste them into the incident report field.
Additional Internal Report Capabilities
After an internal report is saved, several optional steps can be taken from the Incident Reports page:
Select the Edit Record icon to edit information as needed.
Select the Show Record icon to view the report information.
Select the Manage File icon to attach additional documentation (uploaded files) to the report.
Select the Manage Investigators icon to assign a user as an Investigator to the incident report.
Editing an Internal Report
Most of the fields on an internal report can be changed by an Investigator or an Administrator except the Report Text, Follow Up, and Outcome.
Administrators can also restrict/un-restrict users on an internal report.
Deleting an Internal Report
If your company settings allow the deletion of internal reports, an internal report can be deleted by selecting the 'Deleted' status, entering the reason for deletion, and clicking the 'Save' button.
When an internal report is deleted, all information on that report is irretrievably removed from the CMS except a few fields remaining on the Audit page. The audit page will contain an entry for that report with the format <case number>_Deleted_<date>_<time>.