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Managing an Incident

View, document, and manage incidents in one place using notes, evidence, involved parties, and a structured summary report.

Written by Joshua Dean
Updated over a week ago

Overview Tab

The Overview tab gives you a quick summary of the incident.

Here you can see:

  • Key highlights (Primaries, Witnesses, Evidence, Notes)

  • A summary of what has been recorded so far

  • Basic classification such as type and status

This is the best place to quickly understand what happened without going through detailed records.

Notes Tab

The Notes tab is used for ongoing documentation.

You can:

  • Add structured notes about the incident

  • Record updates, observations, or follow-ups

Each note includes:

  • Author

  • Date

If no notes exist, you’ll see an option to Add Note to get started.

Evidence Tab

The Evidence tab is where you store supporting documents.

You can:

  • Upload files (photos, reports, documents)

  • Keep all incident-related evidence in one place.

Parties Involved Tab

The Parties Involved tab helps you track everyone connected to the incident.

You can manage:

  • Primaries (people directly affected)

  • Witnesses

  • Statements

Each entry includes:

  • Name and role

  • Type (e.g. staff or client)

  • Contact details

This ensures all involved individuals are clearly documented.

Summary Report Tab

The Summary Report tab is used to write the formal incident report. You can document a full summary of the incident

Incident Details Panel (Right Side)

On the right-hand side, you’ll always see key incident details:

  • Incident ID

  • Date reported

  • Status (Open, Resolving, Resolved)

  • Priority

  • Category

  • Reported by

  • Assigned to

  • Location

  • Incident description

This stays visible across all tabs so you always have context.

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