Ongoing Management of an Incident

Incidents often require ongoing management in the form of investigations, insurance claims, updating costs to the business, etc. In Woven, opportunities for ongoing management are labeled as “Back Office.” On the “General” tab of an incident’s detail page, you can further manage an incident in the “Back Office Information” section. On the “Documents” tab, you can upload sensitive documents to the “Back Office Documents” subtab where only users with the “Back Office Management” permission may access. By referencing the “Change Log” tab, you can view all updates made to the incident since it was submitted.

To access an incident’s “Back Office Information” area:

1.    Click “Incidents” from the MANAGEMENT menu. 

2.    Click on the “Date of Incident” for the incident that you want to manage.

TROUBLESHOOTING: If you do not see an incident on the “Incidents” tab, 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.

3.    Now on the “General” tab, the “Back Office Information” section heading appears at the top. Track important information (e.g., insurance claim number, incurred amount) regarding the ongoing management of the incident here. With the appropriate permissions, users may also override entered information for most fields from the submitted incident form which appears below the “Back Office Information” section.

PRO TIP: Woven auto-saves your changes, so there’s no “Save” button.

TROUBLESHOOTING: If you do not see the “Back Office Information” area, you do not have the “Back Office Management” permissions. Contact your account administrator for assistance.  

PRO TIP: Make quick edits to an incident by clicking on the incident’s row on the main page that lists all incidents. A quick-edit sidebar will appear to the left.