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The Incident Reports tab is the default main page that opens upon sign-in to the CMS.

Complete instructions for managing incident reports are provided in the Working in the Incident Reports Tab section of this help documentation.

The CMS will update whenever a new incident report is entered into the system by Syntrio.

All incident reports are added and displayed in ascending date-reported order. An Administrator can view all reports, whereas an Investigator can only see reports assigned to them.

The following actions for individual incident reports are available on the Incident Reports page:

  1. Edit the report

  2. View the entire report and create a PDF of the report details

  3. Attach files or documents to a report

  4. Assign a CMS user as an Investigator to a specific report

  5. Dialog with Syntrio or the reporter (if the reporter elects to create a PIN)

  6. Create a new internal report

  7. Export reports to a PDF, Excel, or CSV file

  8. Manage auto-assignment rules

  9. View the Incident Report Audit page

  10. Print the current page

Note: After sorting or viewing individual reports, clicking the Incident Reports tab will reset any sorting/filtering so that all reports are in ascending date-reported order. Exports on this page are limited to 500 records. To export more than 500 rows, use the Data Export page on the Analytics tab.

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