Record an incident from the incidents management list view

This article explains how to record an incident from the incidents management list view.

You can record an incident from the incidents management list view regardless of whether a client was involved. However, if a client was involved, it may be better to view this article explaining how to record an incident on a client's contact record.

To record an incident from the incidents management list view:

1. Click on the app launcher.
2. Begin typing Incidents Management into the search bar.
3. Select Incidents Management from the drop-down list.

4. This will launch the Incidents Management list view.
5. Click on the New button.

6. This will display a list of the available new incident management forms.
7. Click on the radio button or incident type for the incident that you need to record.
8. Click on the Next button.

9. This will launch a New Incident Management form.
10. Complete the New Incident Management form by entering information into any fields you need to, which may depend on your organisation's business processes.
11. Click on the Save button.

12. This will create a new Incident Management record, that will be listed in the incidents management list view.