Customize Incident Forms through Incident Settings

Before adopting the Incidents feature, you must tailor your incident reporting forms to reflect your operations by updating Incident Settings. Users with the appropriate permissions may access Incident Settings by:

1.    Clicking “Incidents” from the MANAGEMENT menu. 

2.    Select “Settings” from the Incident Management header.

The Incident Settings page is made up of four tabs. 

“Claimant Type” tab

• This tab allows for customization of the four available claimant types.
  • Customer
  • Team Member
  • Property
  • Other
• By selecting each type, you can:
  • provide a description
  • select fields required in the incident form
  • provide details for insurance company and policy number
  • assign the claiment type to a specific team member

“Type of Incident” tab

• This tab allows you to customize the the selectable options for Type of Incident on your incident form.
• .To create a new Type of Incident, select the green "+Add Type of Incident" button.
• Examples of options: Slip and Fall, Facility Damage, Automobile Damage, and Burglary
• Within each Type of Incident you can customize:
  • Privacy level
  • Instructions for incident notes
  • Fields to show
    • ie: automobile, camera, body parts
  • Which Claimant Types a Type of Incident should be available for selection
  • Notification configuration

“Activity During Incident” tab

• This tab lists the options available under the “Activity During Incident” field.
• To create a new Type of Incident, select the green "+ Add Activity During Incident" button.
• Examples of options: Cardio Exercise, Cleaning Facility
• Toggle "yes" and "no" to determine whether the activity will appear on the incident form for each Claimant Type.

“Configuration” tab

• This tab allows you to manage lists available in your incident form.
  • Initial treatment
  • Types of injury
  • Root cause of incident
  • Codes
• Toggle "yes" and "no" to collect the last 4 digits of the preparing team member's SSN.
• Toggle "yes" and "no" to include Supporting Docs on the incident report.

PRO TIP: Quickly add options to each tab by clicking on the blue “Bulk Add” text. This will open up a text box where you can list all the options you want to add. Separate each option with a hard enter, and when ready, click the green “Add Settings” button. 

PRO TIP: In the “Configuration” tab in Incident Settings, you can configure your incidents to show the most recent or oldest incident first.