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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.

Figure 1.1

For each incident the following fields will be displayed:

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

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.

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).

Figure 2.1

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

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.
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 Date	Allows you to search incidents by the next investigation is due.
Incident Directorate	Allow you to search for incident by the directorate.
Incident Business Unit	Allow you to search for incidents by linked business unit.

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.

4. Accessing Incident Details

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

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