Framework – Incident Settings

This article contains:

1. Overview

You will be able to access the Incident setting via Menu > Framework > Incident Settings.

Figure 1.1

This section consists of all the administrative functionalities of the Incident Manager. This will enable the client administrator to configure the incident management process workflow as required for the organisation.

The following incident settings will be available to be configured:

  • User

  • User Roles

  • Standard Roles

  • Location

  • Priority

  • Severity

  • Likelihood

  • Risk Rating Type

  • Risk Rating Calculation

  • Review Frequency

  • Causes and Consequences

  • Code Setup

  • Lists

  • Custom Tables

  • Display Texts

  • Object Configuration

  • Register Configuration

  • Register Grouping Configuration

  • Workflow Configuration

  • Incident Type

  • Category

  • Task

  • Notification Templates

  • Notifications

  • Object Section Configuration

  • Portal Configuration

  • Incident Type Group Configuration

  • Miscellaneous Settings

Note: This module will only be available to the clients who have purchased Incident.

2. Setting History

This history icon placed at the top-right corner of settings windows, will let you track and display the history of changes to setting records. Currently, this feature is available for the following Settings:

  • User

  • User Roles

  • Standard Roles

  • Notifications

  • Notification Templates

To view history of changes in setting windows:

  • STEP 1: Click on the clock-like icon to open a ‘History’ popup window displaying the following details:

Figure 2.1
  1. User Name – Will display the user name of the user that made the change.

  2. Time Stamp – Will display the date and time the change was made.

  3. Changed Record – Will display the name of the record within the settings area that was changed. (E.g. In the User Settings page this will denote the respective User Name.)

  4. Summary – Summary of parameters that changed.

History records will be sorted based on the time stamp column in descending order (lasted changed items on top).

Notes:

  • If you click on a particular Record (eg: Username in the User page) and then click on the History button, the History popup window will display history data only for that record.

  • When there is no history data to be displayed, a message will indicate that no history data is available. (Eg. When there are no changes made within the Incident settings page or no changes made to a record after this feature release.)

  • STEP 2: For a detailed view of the changes made, click on a Record, to take you to a three-tabbed page with the following details:

    1. Summary – The first tab that is active by default, will display a grid with the columns ‘Field Name’ (only the parameter name(s) that have changed within the related settings page), ‘Current Value’ (the corresponding current values of the parameters that have changed), and ‘Previous Value’ (the corresponding previous values of the parameters that have changed).

b. Current Representation – This tab will display a grid with columns ‘Field Name’ (the parameter names within the related setting area) and ‘Value’ (the current value of the respective parameters).

Notes: 

  • When the history field is ‘Permission’, the corresponding value will be shown in a comma-separated breadcrumb format. 
    E.g. If permissions ‘Standard Incident Add Permission’ and ‘Standard Investigator Permission’ under the ‘Standard’ category is enabled, it will be displayed as:

Standard > Standard Incident Add Permission

Standard > Standard Investigator Permission.

  • When there is no current data to be displayed in the 'Current Representation' tab, a message will indicate that no history data is available. (E.g. When a property is deleted)

c. Previous Representation – This tab will display a similar grid to Current Representation, with columns ‘Field Name’ and ‘Value’ (with the previous values of the respective parameters).

View more details under the following sections: