In Woven, a team member may download an incident report and export all incidents that have been submitted in Woven.
To download an incident report:
1. Click “Incidents” from the MANAGEMENT menu.
2. Click on the “Date of Incident” for the incident you want to see.
TROUBLESHOOTING: If you did not receive an incident report for a newly created incident or see it on the “Incidents” tab, reach out to the team member who submitted the incident to see if they marked the incident as private. Private incidents are only visible to users with the “Private Access” permissions.
3. Now on the “General” tab of that incident’s details page, click on the yellow “Actions” button.
4. Select the “Download Report” option.
TROUBLESHOOTING: If you do not see the “Download Report” option from the “Actions” menu, you do not have the permission to download incident reports. Contact your account administrator for assistance.
5. The report will automatically download as a PDF. Check your “Downloads” folder on your computer for the downloaded report.
PRO TIP: Woven can alert other team members of a new incident besides just the location’s manager. Set up Woven to automatically notify team members of certain positions by going to the “Notifications” tab in your Account Settings. Click the arrow on the “Incident Related” heading and list the position(s) in the “New Incident” field.
Exporting an Incident
You have the ability to export both “Non-COVID Incidents” and “COVID Incidents.”
To export Non-COVID incident data:
- Click on the “Incident Insight” tab.
PRO TIP: You can refine the data for non-COVID incidents by filtering on type of incident, date range, and location.
- Make sure you have the “Non-COVID Incidents” tab selected.
- Click the arrow icon in the top right of the “Non-COVID Incidents” tab.
- Click the X icon on the right-hand side to download an Excel file of all Non-COVID incidents.
To export COVID incident data:
- Click on the “Incident Insight” tab.
- Make sure that you have the “COVID Incidents” tab selected.
- Click the arrow icon in the top right of the “COVID Incidents” tab.
- Click the X icon on the right-hand side to download an Excel file of all Non-COVID incidents.
TROUBLESHOOTING: If you do not see the “Export” option from the “Actions” menu, you do not have the permission to export incident information. Contact your account administrator for assistance.
TROUBLESHOOTING: If you do not see an incident in the incident export file, reach out to the team member who submitted the incident to see if they marked the incident as private or check with your administrator to see if you have the “Incident Management - Private Access” permission. Private incidents are only visible to users with the “Incident Management - Private Access” permission.
Comments
0 comments
Please sign in to leave a comment.