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1. Overview

This settings page will let you define various incident types and link them to the created workflows of your organisation. This will then determine the workflow of a created incident. This is an important element in the overall structure of the system, as this type will be a mandatory selection when creating a new record.

Note: The filters within the Incident Settings pages accessed via Mega Menu > Framework > Incident Settings > Event Type will be simplified to only have the ‘Contains’ search filter. This will allow you to easily filter the required details.

To add a new incident/event type:

  • STEP 1: Click on the New button.

  • STEP 2: Enter an incident type name and a description.

  • STEP 3: Select a workflow from the workflow list. One workflow can be linked to multiple incident types.

  • STEP 4: Click the Save button.

1.1 Setting Incident Code/Title in Header Section

By default the Incident Code and Title will be displayed at the top of an Incident Record. However, if you wish to change the order to Incident Title - Incident Code, or display only the Incident Code, or only the Incident Name, this can be done in this Settings page.

To change code/title display at the top of an incident record:

  • STEP 1: In the Incident Type Settings page, in the dropdown field 'Record details page title' select the from the values 'Incident Code' or 'Incident Title'. Whichever that is to be display first.

  • STEP 2: Key in any separator (e.g. -, –, |, /, space) in the text box where the snippet is added and then select another field (Code or Title) from the dropdown.

  • STEP 3: Save details.
    The added snippet content will display in the header section of the Incident Record. Below displayed is a default setup, where the [Incident Code] -  [Incident Title] is displayed in the header section.


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Incident Settings

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