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Manager Dashboard: Additional sections within the incident report

Connect everything related to an incident in one place! Link tasks, track patient callbacks, attach waivers and supplemental reports, or upload external documents.

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Written by Nancy Meighan
Updated over 3 weeks ago

When viewing a submitted incident report, you will notice different sections can be accessed at the top of the page. This is how you can link additional items and information to the incident report you are viewing.

Tasks

There may be times when additional tasks related to an incident report are required – such as completing accident investigation forms, conducting patient follow-ups, or attaching photos. If your property uses the Tasks module, you can create these to-dos directly within the incident report so they are linked to that specific case.


Callbacks

If your property has this feature enabled, the Callbacks section allows you to track any follow-up communications with the patient.


Waivers

If the Waivers module is enabled, this is where you can link any relevant waiver forms directly to the incident report.


Attached Reports

Similar to waivers, if your property uses the Reports module, this section displays any supplemental reports, inspections, or logs relevant to the incident.


Investigation Files

There may be instances where you want to attach external documents to the incident report. The Investigation Files section allows you to upload a variety of file types.

Supported formats:

Documents: pdf, doc, docx, xls, xlsx, ppt, pptx

Images: jpg, jpeg, png

Video: mp4, mov

Archives: zip, gzip


Linked Dispatch Events

If your property uses the Dispatch module, this section displays any dispatch events linked to the incident.


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