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Incident Reports – Additional Features (Manager Dashboard)
Incident Reports – Additional Features (Manager Dashboard)

Alerts, Patroller Roles & Reports, Callbacks, Data Export & Printer Templates

Dane Sorenson avatar
Written by Dane Sorenson
Updated over a year ago

On the manager dashboard, the Incident Reports menu contains a number of sub sections related to the incident report. We’ll go through each one of these sections next, with the exception of Investigation Packages and Investigation Categories. Those sections are detailed in their own separate user guide.

Incident Alerts

If you click on Incident Reports > Incident Alerts from the side navigation or go to https://resort.edgeauditor.com/accident_alerts you will be able to create alerts that are triggered when certain criteria are met. For example, you can create an alert that triggers every time there is an incident involving a head, neck or back injury. .

  1. To create a new alert, click on the green “New Incident Alert” button.

  2. Give your alert a name.

  3. If you select “Do not send alert until report has been completed and sent for approval” the alert will NOT generate until after the incident report has been saved and closed out to the cloud.

  4. Use the drop down to choose from a list of available questions to trigger the alert off of. Depending on the question you choose you may see a list of “Field Values” appear directly underneath. These are the answer options for the question you selected.

  5. If you want your alert to trigger off multiple criteria, click the “Add Another Condition” button. Doing so creates “AND” logic with the alert. This means both conditions have to be met in order for the alert to trigger.

  6. Once you have finished adding all your alert criteria, click the “Create Incident Alert” button. You’ll receive a confirmation message that your alert was created successfully.

  7. To modify or delete an alert, click the “Manage” button under the Actions column from the main incident alerts screen.

Subscribing/Unsubscribing to Incident Alerts

From the main incident alerts screen (https://resort.edgeauditor.com/accident_alerts), click the green “Subscribe” button under Email Subscription and/or Text Subscription. The alert will be sent to the email address and/or mobile number associated with your user account. To unsubscribe at any time, click the red “Unsubscribe” button to no longer receive notifications for that alert.

You can also subscribe others to alerts by using the drop down to select a specific user and then clicking “Manage Alerts”. You will receive a confirmation message that you are now managing alerts for that user and can proceed to subscribe/unsubscribe them to any existing alerts.

Patroller Incident Roles

If you click on Incident Reports > Patroller Incident Roles from the side navigation or go to https://resort.edgeauditor.com/patroller_roles you will be able to set/modify the roles patrollers can be assigned when they are added to an incident report. If your location uses the dispatch module, you will need to set one of these roles as the “Lead”. Doing so will ensure a patroller is assigned a role each time they are assigned as Lead Responder to an incident report.

Patroller Reports

If you click on Incident Reports > Patroller Reports from the side navigation or go to https://resort.edgeauditor.com/patroller_utilization this is where you can generate a report to see how many times a patroller was assigned a particular role for each incident report they were added to. This can be useful to see if some patrollers are being under or over-utilized in general, or for certain roles.

Callbacks

If you click on Incident Reports > Callbacks from the side navigation or go to https://resort.edgeauditor.com/accident_reports/callbacks, this is where you can see an overview of any outstanding callbacks for your incident reports (if using this feature). You can record additional callbacks or view the incident report from this screen. Callbacks can also be recorded directly from within the incident report.

Once a callback has a status of “Contacted” or “Dismissed” it will be removed from this screen since it is no longer considered pending.

For the “Call Back in” column, this is based on the number of days you set before a customer should be contacted – either for the first time (if an incident report was just created) or after being contacted. The default setting is a callback delay of 4 days but this can be changed. Please email your account manager if you would like this default setting changed.

Data Export

If you click on Incident Reports > Data Export from the side navigation or go to https://resort.edgeauditor.com/accident_export_date_select this is where you can export the raw data from your incident reports, which will allow you to further analyze your data. Choose your date range and enter an email address for the export to be sent to. Depending on the size of the report, this could take several minutes or longer to generate. No guest contact data is included in the raw export.

Printer Templates

There may be times when you want to send an incident report to another department or even to the guest if they request it. When this happens you may not want to send the full incident report and just wish to include certain sections or even just select questions from these sections. This is where printer templates come into play. You can create an infinite number of templates for each of the different views you require.

To create a printer template click on Incident Reports > Printer Templates from the side navigation or go directly to https://resort.edgeauditor.com/printer_templates.

  1. To create a new printer template, click the green “New Printer Template” button.

  2. Give your printer template a name.

  3. Choose the sections and questions to be included.

    • To select all questions within a section simply click on the bolded section name (e.g., Report Details or Patient Information)

  4. Once you’ve chosen all the fields to include, click the green “Create Printer Template” button.

  5. To apply your template, find the incident report you wish to apply your template to.

  6. At the top of the incident report view page you will see a blue button labelled “Select Printer Template”. A drop down will appear for you to choose the printer template to apply. Once you’ve made your selection, the screen will auto refresh with your template applied. You can then use the “Generate PDF” button to create a PDF copy of your templated incident report.

  7. To remove the printer template, simply click the button labelled “Display Default Layout”. The screen will then auto refresh to show the full incident report.

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