USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

• Introduction & Logging In

  • Welcome

  • Logging In

• Home Page and Navigation

  • Home Page

  • Welcome Panel

  • Top Navigation Panel

  • Common Icons

• Accessibility

  • Overview

  • WAI-ARIA Support

  • Keyboard Shortcuts

  • Right to Left Languages

  • High Contrast Themes

  • Charts

• Incident Workflow

  • Overview

    • Navigating and Submitting Incident Objects

  • Incident Details Object

  • Root Cause Analysis Object

  • Task Object

  • Investigation Object

  • Linkage Object

  • Document Object

  • Action

  • Review and Sign Off

  • Resolution Object

  • Close/Summary Object

  • Phase Signoff

  • Review Object

• Incident Approval Process

  • Overview

  • Enable Approval Object Configuration

  • Standard Permissions Configuration

  • Approval Submission in Incident Workflow

• Online Incident Portal

  • Overview

  • User Application Registration

  • Password Setup

  • Login Page

  • Forgot Password

  • Logging an Incident Without Logging In

  • Portal Dashboard

  • Logging Incident Types

  • Portal Configuration Settings

    • Main Header Section

    • Main Body Section

    • Incident Type Group Button

    • Register Header Section

  • Incident Type Group Configuration Settings

• Getting Started

• My Quick Update

  • Overview

  • My Incident

  • My Incident Actions

  • My Investigations

  • My Incident Approvals

• My Settings

  • Overview

  • Change Password

  • Settings

• Dashboard

  • Overview

  • Dashboard Incident Widgets

    • Filter Chart Details

    • Download Chart Details

    • Refresh Chart Details

    • Chart Settings

    • Register-wise Incident Separations

• Incident Management

  • Incident Register

    • Overview

    • Filtering Details

    • Sorting Details

    • Accessing Action Plan Details

  • Incident Actions Register

    • Overview

    • Filtering Details

    • Sorting Details

    • Accessing Action Plan Details

  • Incident Analysis

    • Overview

    • Location Analysis

• Incident Reports

  • Overview

  • Incident Action Summary Report

  • Incident Master Report

  • Incident Registry Report

  • Incident Summary Report

• Prerequisites

• Permissions and Staff Management

  • Permissions

    • Incident – Static Permissions

    • Incident – Flex Permissions

  • Staff Management

• Incident Settings

  • Overview

  • Setting History

  • User Settings

  • User Roles Settings

    • Overview

    • Permission

  • Standard Roles Settings

  • Location Settings

  • Priority Settings

  • Severity Settings

  • Likelihood Settings

  • Risk Rating Type Settings

  • Risk Rating Calculation Settings

  • Review Frequency Settings

  • Causes and Consequences Settings

  • Code Setup Settings

  • Lists Settings

    • Setting Up Lists

    • Creating Parent-Child Lists

      • Field mapping to Auto-Populate Fields

      • Cascading lists

  • Custom Tables Settings

  • Display Text Settings

  • Object Configuration

    • Overview

    • Standard Objects

      • Object Configuration Details

      • Standard Object Fields

      • Field Configuration Details

    • Creating Custom Objects

  • Register Configuration

  • Register Grouping Configuration Settings

  • Workflow Configuration

  • Incident Type Settings

  • Category Settings

  • Tasks Settings

  • Notification Templates & Notifications

  • Object Section Configuration Settings

  • Getting Started Page Configuration

  • Portal Configuration Settings

  • Incident Type Group Configuration Settings

  • Miscellaneous Settings

• Users and Staff

  • Overview

  • Users

    • User List

    • Manage Users

    • Staff Grouping

• Client Details