Managing Your Incident Report Template
Follow the steps below to manage and make changes to your incident report template.
To add a new section to the template:
Select the ‘+’ icon next to the Form Sections heading.
A pop-up will appear prompting you to enter a title for the new section.
To rename a section:
Select the pencil icon to the right of the section label.
Type in your new label.
Press Enter (Windows) or Return (Mac) to save the changes.
To remove an entire section (including all associated questions):
Select the trash can icon on the far right of the section name.
The section will be removed, and all questions it contained will be moved to the left-hand side of the page.
To restore the section or move individual questions into another section, drag them back to the desired location in the template.
To add a new question to a section:
Select the ‘+’ icon next to the Questions heading.
Choose a question type from the list.
Once selected, you can:
Add answer options (if applicable)
Choose the section where the question should appear
How to use the questions option menu:
Select the three stacked dots to the right of any question label to access the options listed below.
Required > Make the question mandatory for submission.
Edit Question Label > Rename the question.
Edit Question Options > Add, change, or remove answer choices (available for multiple or single-select questions).
Add Display Logic > Set logic to control when this question appears. If logic is already applied, a display logic icon will appear to the right of the question name. If no logic is added then this question will always be visible on the incident report.
If display logic has already been added, you must first delete the existing logic to make changes.
Remove From Template > Delete the question from the template (if permitted).
The following system-required questions cannot be removed:
Report ID
Incident Date
Incident Time
First Name
Last Name
If a question is removed, it can be re-added later from the Questions panel on the left-hand side of the screen.
How to rearrange sections & questions:
Click the grip dots icon (see image below).
Drag the item to the desired location within the template.
⚠️ Important Notes:
The Report Details section (or its renamed version) is always the first section of the incident report and cannot be moved.
The Report Completion section (or its renamed version) is always the last section of the incident report and cannot be moved.
How to save your changes:
Select the Save Template button located at the top of the page. This will create a new version of the template.
⚠️ Important Notes:
Any in-progress incident reports will continue using the previous version of the template.
Frontline staff will see the updated template only when they start a new incident report.
If needed, you can revert back to a previous version using the version:
Use the Version dropdown to select the desired version.
Click the Save Template button to make it the active version, which will also create a new version.