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Incident management

Updated over a week ago

The Issues Tab allows installers to report any issues that occurred during an event. This helps managers stay informed and respond to problems that may affect events.

Default Incident Reasons

While adding the Issue, Installers can choose from the following incident reasons:

  • Damaged Product

  • Installer Error

  • Location Not Ready

  • Missing Product

  • Weather

  • Other

Reporting an Incident

After selecting an incident reason, installers can:

  • Add a description

  • Upload photos

  • Assign a Responsible person (can be automatically assigned if using the Plus Plan)

The Responsible person will receive a notification about the reported issue, ensuring a timely follow-up.

Incident Resolution

Once the issue is resolved, it can be closed by:

  • Tapping the incident within the event and toggling it as Closed

  • Opening the incident via the notification and toggling it as Closed

Revisits and Linked Issues (Plus Plan)

If the incident remains unresolved, users on the Plus Plan can:

  • Create a Revisit

  • Link the incident directly to it

This helps track outstanding issues and ensures they are addressed. You can learn more about linked issues and revisits in this article.

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