Incident Response and Management

Opening Incident Reports 

Dashboard:

1. Navigate to the Open, Resolved, or All Incidents page in the Incident module.
2. Click the +New Incident button in the upper right.
3. Fill out the incident form:

• Category: select the appropriate incident category
• Incident Type: select the appropriate incident type
• Title: name the incident
• Description: Add text to document the incident.
• Location: select the appropriate building, floor, and suite for where the incident occurred.
• Affected Tenant (optional): choose the affected tenant if necessary
• Photos and Attachments (optional): add attachments (eg- police reports or images) if necessary

5. Click Submit.

App:

1. Click on the three horizontal lines in the upper left of your app to open the leftside navigation menu.
2. Click on Incidents.
3. Click the +New Incident button
4. Fill out the incident form (see above)
5. Click Submit. 

Managing Incidents 

In order to make day-to-day management of incidents easier, incident reports are organized into three pages (Open Incidents, Resolved Incidents, and All Incidents) based on their status.

• Open Incidents: Incident reports that are open or on hold
• Resolved Incidents: Incident reports that resolved, cancelled, or closed
• All Incidents: all incident reports

From the dashboard or mobile app, click into an Incident to:

• edit the status
• edit the work groups
• add a note or attachment 
• see the history and chronology of the ticket
• edit key details for the incident

Resolving Incidents 

To resolve an incident, change the status of the report to resolved or closed. From there it will be moved to the Resolved Incidents section of the module.