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Manager Dashboard: Incident alerts

Matt Doiron avatar
Written by Matt Doiron
Updated this week

You can create automated alerts when specific criteria are met in an incident report (e.g., reports involving head, neck, or back injuries).

How to Create Incident Alerts:

  1. Go to Incident Reports > Incident Alerts from the side navigation.

  2. Click the New Incident Alert button and a panel will open for you to configure your alert.

  3. Choose how you want to be notified - email, text message, or both.

  4. Enter a name for your alert.

  5. To delay sending the alert until after the report is closed, check “Do not send alert until report has been completed and sent for approval.”

  6. To start adding questions that will cause the alert to trigger, select the Add Condition button.

  7. Now select a question to trigger the alert from the Select Field dropdown list.

  8. If applicable, field values will appear based on the question selected.

  9. For Yes/No question types, simply type ‘Yes’ or ‘No in the space provided for the condition you are looking to set.

  10. To add multiple conditions, click Add Another Condition. This uses AND logic (all conditions must be true for the alert to trigger).

  11. Click Create to save the alert.

  12. To edit or delete an alert, click the hyperlinked alert name in the main table.

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