Incident Form Overview
Complete the Incident Report
Add People and Witnesses
Save and Submit
How to Complete an Incident Report
Follow these steps to complete Incident Form.
Start a New Incident Report
There are two ways to begin:
- From the Dashboard: Tap Incident Report.
- From the Forms Module: Tap Add New.
Update the Report questions
Review and respond to all questions on the Report.
- Add relevant Files
- Add Involved Persons and Witnesses
Save, Edit, or Submit
- Save as Draft: Tap Save. This places the form in Draft status, allowing you to edit or update details later.
- Submit: Tap Submit to finalize the report. Note that once submitted, the form can no longer be edited.
- Delete: If you started the form in error, tap the Delete button to remove it.
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Start a New Incident Report
There are two ways to begin:
- From the Dashboard: Tap Incident Report.
- From the Forms Module: Tap Add New.
Update the Report questions
Review and respond to all questions on the Report.
- Add relevant Files
- Add Involved Persons and Witnesses
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Add Involved Persons and Witnesses
Tap on the button for either Persons Involved or Witnesses, as required.
Complete the following fields on either subform:
- First Name - Surname - Mobile Number
- Signature - Date
Tap Save to add the subform to the Incident Report.
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Save, Edit, or Submit
- Save as Draft: Tap Save. This places the form in Draft status, you can edit details later.
- Submit: Tap Submit to finalize the report. Once submitted, the forms cannot be edited.
- Delete: If you started the form in error, tap the Delete button to remove it.
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