Incident Work Flow

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The Incident Work Flow Section allows System Administrators to determine which incident forms should be available and edit the names of each form. The only form that always has to be available is the Supervisor Form. However, a system administrator can change the name of the form. To configure the incident work flow simply identify which forms should be available by selecting available in the status drop down. To rename the incident forms simply edit the existing names and select the Save button.


Quick Steps Example: Only have Employee and Supervisor Forms Available

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select Set-Up, then select Incident Work flow.

3.

In the status column for Employee Form select Available.

4.

For all other forms (except Supervisor) select Disable in the status column.

5.

Select the Save button.

Quick Steps Example: Change Employee Form to Initial Report

1.

Open the System Functions module by selecting the System Functions tab in the main menu.

2.

On the vertical menu select Set-Up, then select Incident Work flow.

3.

Change Employee Form to Initial Report.

4.

Select the Save button.