Manage Files

Open

Incident Report file attachments can be added and viewed using the ‘Manage Files’ icon on each incident report row.

New Incident Reports

Files are added to the ‘Manage Files’ location if a report is received as a letter or fax, or if there is additional documentation submitted by the reporter.

Add, Delete, or View Attachments

From the Incident Reports tab, click on the File Folder icon. The Incident Report File(s) page shown below will be displayed:

Open

Add a new document to an existing report

Select the ‘Add Incident Report File’ icon, select ‘Browse’ to choose a file to upload, select the file, add a file description if desired, select the checkbox if you want the file to be accessed by the Reporter, and then click Save.

Note: Some attachment file extensions are not permitted for upload into the CMS due to the possibility of malware vulnerabilities. A virus scan will execute before the file is uploaded to the database.

Edit an existing File

Select the Edit icon to change the information regarding the uploaded file. The Edit Incident Report File page is pictured:

If the 'Viewable by Reporter' field is checked, the Reporter can download and view the file and File Description field. 

Review Attached Documents

Click the download button on the row of the file to be opened.

Deleting Attachments

Attachments uploaded by an Administrator or Investigator can be deleted if the company setting 'Allow Deletion of Files Uploaded by Company' is enabled on the Settings page.

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