We've rebuilt how incident forms work. These short videos show you everything step-by-step.
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1. Introduction to the New Incident Form Builder
See what's changed and why it makes your life easier.
2. Creating Your First Incident Type
Learn how to set up a new incident type from scratch.
3. Managing Default Fields
Customize which fields appear in your incident forms.
4. Organizing with Groupings
Keep your forms tidy with Details and Investigation sections.
More Videos Coming Soon
We're adding 6 more videos to help you with:
Adding Questions and Conditional Logic - Set up questions that appear based on previous answers
Setting Up Signature Tracking - Choose how signatures work for each incident type
Advanced Signature Options - Handle refused or unavailable parent signatures
Publishing Your Incident Type - Set permissions, categories, and notifications
Managing Versions and Settings - Edit, archive, and control your incident forms
Converting V1 Forms to V2 - Move your existing forms to the new format
Check back soon for these guides!
Need Help?
Contact our support team or read the full release notes.