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1. Overview

This is an online platform where external guests (who do not have a purchased license to the Camms Incident product), guest users who wish to register within the Online Portal, and registered staff members with an account of an organisation can submit their incident types (in the form of incidents, questionnaires, hazards, events, etc.) by accessing their respective online portal links provided by their management.

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Notes:

  • The online platform link can be setup by an admin user under Menu > Incident Settings > Miscellaneous Settings > Public Incident URL. Please contact Camms Support for assistance in this.

  • The layout and design of the portal (header, body, button, register header, navigation page links, and login button) can be setup by an admin under Menu > Incident Settings > Portal Configuration. See title 'Portal Configuration Settings' below for more details.

2. User Application Registration

Once you click on the Link of the Online Incident Portal, you can register your account prior to logging an Incident type. To register your account follow these steps:

  • STEP 1: In the Welcome page, click on the Log Application button at the bottom of the page.

  • STEP 2: Have a read of the information provided in the application, click on the Yes option in the Acknowledge section, and fill in all details in the form.

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Note: Required fields will be marked with a red arrow in front of the field. The page display an error message and will not let you move forward, if you have not filled in any mandatory fields.

  • STEP 3: Click Next at the bottom of the page to save your application as a 'Draft'. This will then send a link to the email address you have provided, and take you to declaration page to attach any additional documents and declare your information.

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Note: Alternatively, you may save the application by clicking on the save icon at the top of the page. This will save your application as a draft and send you a link to your email address.

  • STEP 4: Click on the Documents tab to upload further documents, and click on the New button. Provide 'Name' for the document, click the Select the File button if it is document attachment, or select the URL option and enter a URL link. Click on the Download button to download all attachments if required.

  • STEP 5: Click Submit to submit your details.

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Note: A new guest user account will be created with the provided email address. You can then click on the Link sent to your email address and set up a password within 24 hours. This link will be inactive after 24 hours.

3. Password Setup

Once you have logged your application, an email will be sent to your registered email address with a link that is active for a period of 24 hours. To setup a password, follow these steps:

  • STEP 1: Click on the Link received in your email to be directed to the 'Password Setup' page.

  • STEP 2: Enter a password and confirm it by entering it again.

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Notes: 

  • Following are the password complexity rules:

    • If it's a password change, then the new password must be different from the old password.

    • Must contain 8 to 15 characters.

    • Must not contain the provided username (email).

    • May contain letters, numbers and symbols.

    • Password will be case sensitive (considers both simple and capital letters).

    • Spaces are not allowed in your password.

  • reCAPTCHA v3 will be running in the background to determine whether the user is a human or a bot. This process will not interrupt users and will run in the background.

  • STEP 3: Click on the Create Password button.

  • STEP 4: After a successful submission of the password, you will be directed to the 'Login' page.

4. Login Page

This is not a mandatory process to log an incident type. However, if your organisation requires users to register in the portal, and log in for submission, they can do so by registering their usernames by Logging their application (see User Account Registration section). Once a user is a registered or is a staff member with valid login credentials, they can click on the Login button at the top-right corner of the page and log in prior to submitting incidents. To log in, follow these steps:

  • STEP 1: Click on the Login button at the top of the Online Incident Portal.

  • STEP 2: Enter your username (email address) and password.

  • STEP 3: Tick the Remember Me checkbox to save your 'Username' the next time you access the Login page. This setting will be unticked by default.

  • STEP 4: Click the Login button to take you to the Incident Portal Dashboard and log incident types as required.

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Notes: 

  • If you enter invalid log in credentials for a maximum of five (5) times, your account will be locked, and will require you to reset your password to log back in.

  • reCAPTCHA v3 will be running in the background to determine whether the user is a human or a bot. This process will not interrupt users and will run in the background.

  • STEP 5: If you have forgotten your password, click the Forgot Password link below the Login button. This will direct you to a 'Reset Password' page to reset your password.

5. Forgot Password

If you have forgotten your password, click the Forgot Password link in the Login page, to be directed to the 'Reset Password' page.

an email will be sent to your registered email address with a link that is active for a period of 24 hours to reset your password. To reset your password, follow these steps:

  • STEP 1: Enter your email address and click the Reset Password button. This will send an email to your  email address, if it is registered, with a link.

  • STEP 2: Click on the Link received in your email to be directed to the 'Reset Password' page once again.

  • STEP 3: Your email address will auto fill, enter a new password, confirm password, and click the Submit button. This will direct you back to the 'Login' page to reenter your log in credentials and successfully log in.

6. Logging an Incident Without Logging In

You can always log incident types without having to log into the Online Incident Portal.

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Note: Audit logs are not maintained if a user does not log in to the portal.

To log incident types without logging in, follow these steps:

  • STEP 1: Enter the URL provided by the organisation in the browser, to access the Online Incident Portal.

  • STEP 2: Click on the Log Incident button to take you to the incident form. The name of the button may vary according to your organisation's requirements.

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Note: If Approval functionality is turned on for the Incident object of a particular workflow and when an Incident record is created from the Online Incident Portal with respect to that workflow, ‘Standard Incident Draft Submission Permission’ standard permission should be given to the Portal Guest user if needed to create a ‘Draft’ Incident record. Otherwise, the created Incident record will be with the Incident status ‘Open’.

7. Portal Dashboard

Once you log in to the Online Incident Portal, you will be directed to the Portal Dashboard. You will be able to perform the following tasks in the Portal Dashboard:

  • Dashboard – View ‘Draft’ and ‘Submitted’ incident applications, and filter based on different filter incident applications based on search criteria selected.

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Note: To delete an application, click on the application from the list, when the application opens, click on the Delete icon at the top-right corner of the page.

  • Add New – Submit a new incident application using this function.

  • Report – Generate a report of submitted incident applications. This option will be available only if setup by an administrator under the Portal Configuration Setup, in the Register Header section. (See section Generate Reports on Submitted Incidents for more details.)

8. Logging Incident Types

Once you click on the Log Incident button from the Online Incident Portal, you will be directed to the Portal Dashboard page, where you can submit any incident. To submit an incident, follow these steps:

  • STEP 1: Fill in details of your incident. Mandatory fields will be marked with a red arrow next to the field.

  • STEP 2: Click on the save icon at any point to save your incident as a draft or click on the Next button at the bottom of the page to move to any other tabs that is required to be filled in.

  • STEP 3: Fill in details in all the tabs that is setup by your organisation and click on the Submit button at the end of the workflow to submit your incident.

9. Portal Configuration Settings

This settings page will let you configure the appearance of an external Web Portal from which external users can create records for predefined Incident Types. The sections below allow you to define the Portal’s text, description, font colour, background colour, background image, and more.

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Note: This section is used only by administrators with access to the Camms.Risk Incident product, and can be used to configure the Online Incident Portal design layout. To access this page, go to Menu > Framework > Incident Settings > Portal Configuration Settings, in the Camms.Risk Incident product.

To configure each section of the portal:

  • STEP 1: Click on the section (main header, main body, incident type group button, register header, navigation to page links, or login button) you wish to add/edit details.

  • STEP 2: Fill in details in that section and click Save at the top-right corner of the page to save configuration.

9.1 Main Header Section

This section will be used to setup the image and text for the Online Portal page logo.

9.2 Main Body Section

This section will be used to setup the main body details of the Online Portal.

9.3 Incident Type Group Button

This section will be used to setup the button for the various incident types of the Online Portal.

9.4 Register Header Section

This section will be used to setup the register header of the Online Portal.

9.4.1 Generate Reports on Submitted Incidents

Portal users can generate a PDF report output from within the portal dashboard. The report will only display the information submitted by the user.

  • STEP 1: Click on the Register Header link in the Portal Configuration page and fill in details.

  • STEP 2: For the Report Type field, select Incident Master Report, so that the report icon will be enabled within the portal dashboard, where the portal user can generate a report for all submitted incidents.

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Notes: 

  • This report follows the format of the ‘Incident Master Report’ within the application, but will limit the data to the information submitted by the portal user.

  • If a 'Custom Incident Master Report' has been setup for you, then this report will be displayed in the dropdown; and the report will be generated based on the format of the custom report. To setup a custom incident master report, please contact Camms Support for assistance. 

  • STEP 3: If the Report Type is left at the default value 'None', a Report button will not be displayed in the portal home page for the user. If the Report Type has been selected other than none, the portal user can generate a report for submitted incidents by clicking the Report button in the portal home page.

  • STEP 4: Once the Report button is clicked, a new window will open where the user can select the 'Incident Application ID' and click Generate Report. This will auto download a report for the submitted incident.

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Note: The dropdown will list only ‘submitted’ incident applications and will not display ‘draft’ applications.

  • STEP 5: To generate the report, you may select the submitted incident, report orientation (landscape or portrait), and report export type (PDF, Excel, or Word), and click Generate Report to download the report.

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Note: The default selections will be in landscape orientation and PDF export type.

This section will be used to setup the navigation path following the submission of an application.

9.6 Login Button

This section will be used to setup the layout of the Login button in the main page. The following fields can be setup:

  • Name: The name to be displayed on the button and is a mandatory field.

  • Font Colour: Colour of the button font.

  • Background colour: Button background colour. It is advised for this to be contrastive with the colour of the top banner (i.e. dark banners must have buttons with a lighter background and vice versa).

  • Visible checkbox: The button will be made visible on the page only if this is ticked.

10. Incident Type Group Configuration Settings

This settings page will let you setup an external web portal for incidents, use this setting to group incident types into different sections to be displayed one below the other. The incident types will display as buttons under each grouped section to log various incidents.

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Note: This section is used only by administrators with access to the Camms.Risk Incident product, and can be used to configure the Online Incident Portal. To access this page, go to Menu > Framework > Incident Settings > Portal Configuration Settings, in the Camms.Risk Incident product.

To add a new Incident/Event Type Group in the incident web portal:

  • STEP 1: Click on the New button at the top-right corner of the page to add a new incident/event type group.

  • STEP 2: Enter a name for the incident/event type group, description, and click and select all the relevant incident/event types from the dropdown.

  • STEP 3: Click on the Save button at the top-right corner of the page to save and add details.

To edit details of an Incident/Event Type Group in the incident web portal:

  • STEP 1: Click on the Incident Type Group listed in the settings page.

  • STEP 2: Update details of the incident/event type group.

  • STEP 3: Click on the Save button at the top-right corner of the page to save details.


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