Overview
The Incidents module allows you to track, manage, and resolve incidents within your organization.
How to Configure Incident Settings
Navigate to Settings.
Select Compliance, then click Incidents.
From the settings page, you can customize the following:
Folders: Organize your incidents by category or department.
Custom Fields: Create specific data fields your team has to fill out when adding a new incident.
Resolution Fields: Create custom fields that appear when an incident is being resolved.
Note: For detailed instructions on building fields, refer to our guide on Custom Fields.
How to Add a New Incident
Navigate to Compliance.
Select Incidents.
Click the Add Incident button.
Fill out the incident details. The following preset fields are required: Name, Date of occurrence, Time of incident, Date of discovery and Time of discovery.
And complete any additional or custom fields.
Click Create to log the incident into the system.
How to Resolve an Incident
Navigate to your Incidents and click the relevant incident.
The Resolve incident panel will appear on the right.
Fill out all required resolution fields, including: Description, Resolution Date and any other relevant information.
Click Resolve Incident to close it.
All submitted details remain securely stored in the incident's Resolution section.
An incident can always be reopened if needed.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.