Page Header and Primary Actions
At the top of the page, the incident’s title and unique ID are clearly displayed. To the right, you will find several key action buttons:
Edit: Clicking this button opens a modal that allows you to update the core logistical details of the incident. You can change the date reported, current status (Open, Resolving, Resolved), priority level, category, and location. You can also reassign the incident to a different staff member or update who reported it.
Download: This button generates a formal PDF report. The system automatically compiles the incident details, witness statements, involved parties, uploaded documents, and the full history of notes into a single document for your records.
Mobile Details (Mobile only): On smaller screens, a "Details" button appears which toggles a vertical panel containing the quick-reference information usually found on the right side of the desktop view.
Quick Info Side Panel
On the right side of the screen (on desktop), there is a persistent panel that provides a summary of the incident without requiring you to switch tabs. This includes:
Status & Priority Badges: Immediate visual indicators of the incident's current state.
Logistics: A list containing the Incident ID, Category, Location, Reporter, and the assigned staff member.
Timeline Snapshot: The original date reported and the date the record was last updated.
Summary Report: A section that highlights the Root Cause of the incident and whether any Follow-up actions are required, including specific deadlines.
Understanding the Management Tabs
The main body of the page is organized into four tabs. Each tab handles a specific type of data related to the incident:
1. Incident Details
This is the default view. It contains the primary narrative of the incident.
Description: The full written account of what occurred.
Summary Information: Detailed fields for the Root Cause analysis and corrective actions.
Follow-up Tracking: If a follow-up is required, this section displays the expected completion date and any associated summary notes.
2. Notes
The Notes tab (also referred to as the Timeline) is used for ongoing communication and internal documentation.
Activity Logging: Each note is time-stamped and associated with the user who created it, providing a chronological history of the investigation.
Internal Communication: Staff can add updates, observations, or check-in details as the incident moves from "Open" to "Resolved."
3. Witnesses & Parties
This section is dedicated to the individuals involved in or present during the incident.
Witnesses: A list of people who observed the event.
Involved Parties: A record of the specific individuals (such as clients or staff) who were directly affected by the incident.
Information Storage: This tab ensures that contact information or statements for all relevant people are kept within the specific incident file.
4. Documents
The Documents tab serves as a digital filing cabinet for evidence and supporting paperwork.
File Management: You can view and organize all files uploaded in relation to the incident.
Support for Investigation: This typically includes photos of the scene, signed statements, medical reports, or any other external documentation required to close the file.
Data Fetching and Loading
When you open this page, the system automatically fetches the most recent data from the server. If the information is still being retrieved, you will see a loading indicator. Once the data is loaded, the side panel and tabs will populate with the specific details of that incident record. Any changes made via the "Edit" button are saved directly to the database and will update your view immediately upon success.