Incident Response and Management
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Create, edit, and manage Incidents from either the dashboard or mobile app. Opening Incident Reports Managing Incidents Resolving Incidents Opening Incident Reports Dashboard: Navigate to the Open, Resolved, or All Incidents page in the Incident module. Click the +New Incident button in the upper right. Fill out the incident form: Category: select the appropriate incident category Incident Type: select the appropriate incident type Title: name the incident Description: Add text to document the incident. Location: select the appropriate building, floor, and suite for where the incident occurred. Affected Tenant (optional): choose the affected tenant if necessary Photos and Attachments (optional): add attachments (eg- police reports or images) if necessary Click Submit. App: Click on the three horizontal lines in the upper left of your app to open the leftside navigation menu. Click on Incidents. Click the +New Incident button Fill out the incident form (see above) Click Submit. Managing Incidents In order to make day-to-day management of incidents easier, incident reports are organized into three pages (Open Incidents, Resolved Incidents, and All Incidents) based on their status. Open Incidents: Incident reports that are open or on hold Resolved Incidents: Incident reports that resolved, cancelled, or closed All Incidents: all incident reports From the dashboard or mobile app, click into an Incident to: edit the status edit the work groups add a note or attachment see the history and chronology of the incident edit key details for the incident Resolving Incidents To resolve an incident, change the incident report to resolved or closed. From there, it will be moved to the Resolved Incidents section of the module.
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