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1. Overview

The Incident Register will display all the Incidents recorded in the system and will provide a high-level overview of its status.

For each incident the following fields will be displayed:

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Notes:

Administrators can edit the register, view, and search fields for all users within the Incident Settings > Register Configuration section.
Although view permission to incident registers are not granted to some staff members, if these staff members are selected as responsible officers in the below listed staff dropdowns under incident objects, when creating incident records, these responsible staff persons will be able to view the incident record under the incident register when logged in.
- Incident – Incident Creator, Incident Responsible Officer
- Investigation – Primary Investigator, Secondary Investigator
- Action – Action Responsible Officer

Field	Description
Review ID	Incident review id provided within incident details page.
Name of the Activity	Title of the incident.
Reported Date/Time	The date and time the incident was reported as recorded within incident details page.
Location	The location that the incident has taken place as recorded within incident details page.
Incident Type	The type of the incident as recorded within incident details page. The incident type determines the workflow of the incident.
Responsible Officer	Staff member that the incident is assigned to via incident details page.
Priority	The priority of the incident as defined within incident details page. This will be indicated using a colour code. Colour codes can be defined by your System administrator.
Severity	The severity of the incident as defined within incident details page. This will be indicated using a colour code. Colour codes can be defined by your System administrator.
Current Phase	Current phase of the incident. Note that current phase will only be displayed when signoffs are available for each phase. Signoff will be used as an indicator for completion of each phase.
Status	Status of the incident; whether it is active/ inactive.
Investigation Due Date	The date that the next investigation is due.

2. Filtering Details

The Filter button at the top-right corner will allow you to search and filter for specific data. The following filters will be available by default.

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Notes:

To be able to filter incidents using the filter icon, the User Role attached to the logged in user under Menu > Incident Settings > User Roles, requires the following two configuration checkboxes unticked: Display Only Assigned Incidents, Display Only Created Incidents.
An alternative solution to unticking the above two configuration checkboxes are, if the User Roles attached to the User fall into the following Standard Roles under Menu > Incident Settings > Standard Roles: Incident Responsible Officer (alternative for unticking Display Only Assigned Incidents) and Incident Creator (alternative for unticking Display Only Created Incidents).

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Note: Tick the Save as Default option to save the filter selections as default. This will allow a default selection of incidents to be displayed to the user at each log in.

Field

Description

Incident Code

Keyword search which will search records by Incident reference code provided within incident details page.

Incident Title

Key word search which will search records by Title of the incident.

Incident Description

Allow you to search incidents by description.

Incident Reported Date/ Time

Date search that will allow you to search incidents by the reported date.

Incident Reported By

Allows you to search for incidents by the Incident Reported staff name.

Location

List of locations that will allow you to search incidents by the location that the incident has taken place as recorded within incident details page.

Incident Type

List of incident types that will allow you to search incidents by its type.

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Notes:

If any Incident Types are configured for an Incident Register, via Menu > Framework > Incident Settings > Register Configuration > [Incident Types], for your organisationorganization, records displayed in the Incident Register will by default be filtered by these configured Incident Types only.
You can remove values from the listed Incident Types and filter further.
If the Incident Register filter is cleared by any chance, the Incident Register will still filter details ONLY based on the configured Incident Types, and will NOT display all Incident Types in the register.

Responsible Officer

List of staff that allows you to search for incidents by its responsible officer.

Priority

List of priorities that will allow you to search incidents by its priority.

Severity

List of severities that will allow you to search incidents by its severity.

Current Phase

Current phase of the incident. Note that current phase will only be displayed when signoffs are available for each phase. Signoff will be used as an indicator for completion of each phase.

Hierarchy

When filtering based on a hierarchy, records linked to the respective hierarchy node and records linked to the child nodes of the respective hierarchy node will be displayed in the Incident Register.

Status

Allows you to search incidents by current status of the incident; whether it is active/ inactive.

Investigation Due DateIncident Review Status

Allows you to search incidents by the next investigation is duereview status of the incident; whether it is Upcoming/Overdue.

Incident Directorate

Allow you to search for incident by the directorate .(Shows only in flexoff databases)

Incident Business Unit

Allow you to search for incidents by linked business unit .(Shows only in flexoff databases)

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Note: Notes:

At maximum, a total of 30 fields can be added to the Incident Register Filter which includes both standard and custom fields in flexoff databases and at maximum, a total of 28 fields can be added to the Incident Register Filter which includes both standard and custom fields in flexon databases . At maximum, only 10 custom fields can be added to the Incident Register and these fields can be shown in the Incident Register filter as well.
A custom field is any field added to the Incident Register Configuration using the ‘+New’ option in Incident Settings->Register Configuration and a standard field is any field available by default when a new Incident register is created from Incident Settings->Register Configuration.
Users will be able to save preferred filter selections and arrangements to appear as default (both standard and custom) allowing the user to have preferred filter selections where the records will be filtered by default based on the user preference. This will be saved per user so that each of the users will be able to uniquely save their preferred register views. In the below manner, for all incident registers, this configuration is available.

3. Sorting Details

To sort details in the register, click on a column in the register grid to sort details in an ascending or descending order. When you click on a column the first time, it will sort details in an ascending order, based on that field. An 'up' arrow will indicate this. When you click on the column a second time, it will sort details in a descending order, based on that field. A 'down' arrow will indicate this. Click on the column a third time to remove any sorting applied.

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Note: Currently, sorting will be applied ONLY to Standard fields. Custom fields will not be sorted in registers.

4. Accessing Incident Details

Clicking on an Incident will take you to the Incident Record details page.

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Note: You can configure which field you want to convert to a hyperlink (link), that will bring you to the Incident Record page via Menu > Incident Settings > Register Configurations.