Edit Record
- Jamie Dottavio (Unlicensed)
To make any changes or additions to an Incident Report or view the entire report, select the ‘Edit Record’ icon on the row of the Incident Report you would like to edit.
After clicking the ‘Edit Record’ icon, you can change or enter new information related to the Incident Report on the Edit Incident Report page. Some fields are disabled and cannot be modified on external reports, such as Report Text.
After completing your edits, select ‘Save’ to save your changes and return to the Incident Reports page.
If your company settings allow report deletion, a report can be deleted by setting the status of the report to 'Deleted', entering the 'Reason for Deletion', and clicking the Save button. The status of 'Deleted' is only available if your company settings allow the deletion of reports.
Please see Investigation Procedures in Edit Mode for a full explanation of how to manage your reports using the Edit Record icon.
All changes will be logged and viewable on the audit page.
Edit the fields on this page as needed, and click the Save button to save changes. The Cancel button will discard any changes.
Location
If you have defined company locations using the Locations page, the Location field will be a dropdown list of active locations. Selecting a location from the dropdown list will populate the adjacent text field with the selected location.
The text field adjacent to the location dropdown list becomes editable if the location selected is '** Please Select **' or 'Other'. When you select 'Other' from the dropdown list, auto-assignment of the report will occur if the location 'Other' was part of an auto-assignment rule. If the location chosen is '** Please Select **', no auto-assignment will occur based on location. If you'd like to type in a location that is not currently listed, you can select 'Other' and type a location in the text field. Note, the 'Other' location is automatically added to the CMS when you add the first location on the Add Locations page.
If you have the auto-assignment feature enabled, auto-assignment will not occur unless you pick a predefined location from the location dropdown list. To get more information on the Locations page, click here. To get more information on the auto-assignment feature, click here.
Restricted Reports
An Administrator can restrict a report from certain Administrators by selecting the 'Restricted' checkbox and selecting the Administrators who should be restricted. An administrator who is restricted on a report does not have any access to that report and will not receive any CMS email notifications regarding that report. For more information on restricted reports see Restricted Reports.
Deleted Reports
When a report's status is changed to 'Deleted' and saved, that report is irretrievably deleted from the CMS except for a few entries in the Audit that indicate when the report was deleted, the reason for deletion, and who deleted it. The Case Number will be appended with the date and time of the deletion.
The "Deleted' status will appear as an option in the Status dropdown list for a Syntrio report or Internal report only if the Company setting 'Allow Lighthouse Reports to be Deleted' or 'Allow Internal Reports to be Deleted' is enabled, respectively.