Incident Workspace – My Quick Update
This article contains: |
1. Overview |
The My Quick Update page can be accessed via Menu > Workspace > My Quick Update or via the left-hand navigation panel.
The My Quick Update page will display all Incidents, Incident Actions, Investigations, Incident Approvals and all objects configured to be displayed in the My Quick Update page (via Menu > Framework > Incident Settings > Object Configuration > [select Object] > [enable Show in My Quick Update option]) that you are responsible for, and offers the following functionality making it easier for you to carry out periodic updates:
Hyperlinked records to navigate you to the record details page.
Expand the update area of the record to view further details.
Allows you to update and save multiple records in one click.
Notes:
Fields/columns displayed in the My Quick Update page for an Incident Object can be configured by enabling the ‘Show In My Quick Update’ tick box in the 'Field Configuration Details' page accessed via Menu > Framework > Incident Settings > Object Configuration > [select Object] > [select Field Object] > [enable Show in My Quick Update option].
If there are any sections in the 'My Quick Update' which have no records to show, these sections will be hidden for the logged in user.
Example: If the logged in user Joe Smith does not have any responsible incident/investigation records in the system, the ‘My Incidents/My Investigations’ section will be completely hidden to them in the ‘My Quick Update’ area of the application.
Incident based My Quick Updates will be sorted by the overdue status.
A maximum of five (5) records are displayed under each section. If you wish to view all records on one section, click on the 'Showing X of Y' tag and an expanded view will be displayed. The expanded view will display a maximum of 15 records per page. You can use the page navigation panel at the bottom to navigate through pages to locate a record.
2. My Incidents |
This section will display all incidents where you are the responsible officer. Clicking on an incident title will take you to the Incident Details object of the Incident Record in a new window.
To update details, enter/select values from the fields that have been configured to display here (via the 'Field Configuration Details' page accessed Menu > Framework > Incident Settings > Object Configuration > [select Incident Object] > [select Field Object] > [enable Show in My Quick Update option]), and click the Save button at the top of the section.
3. My Incident Actions |
This section will display all incident actions where you are the responsible officer. Clicking on an incident title will take you to the Incident Action object of the Incident Record in a new window.
To update summary details (e.g. action status, percent complete), enter/select values from the fields that have been configured to display here (via the 'Field Configuration Details' page accessed Menu > Framework > Incident Settings > Object Configuration > [select Action Object] > [select Field Object] > [enable Show in My Quick Update option]), and click the Save button at the top of the section.
To update Incident Action Details of the action object, click on the + icon to expand the incident, update details and click the Save button at the top of each Action.
4. My Investigations |
This section will display all incident investigation where you are the responsible officer. Clicking on an incident title will take you to the Incident Investigation object of the Incident Record in a new window.
To update details, enter/select values from the fields that have been configured to display here (via the 'Field Configuration Details' page accessed Menu > Framework > Incident Settings > Object Configuration > [select Investigation Object] > [select Field Object] > [enable Show in My Quick Update option]), and click the Save button at the top of the section.
5. My Incident Approvals |
This section will display all incident approvals where you are the responsible officer. Clicking on an incident title will take you to the Incident Close object of the Incident Record in a new window.
To set an approval status in the workflow, select from the available statues in the 'Approval Status' column and click the Save button at the top of the section.