How to edit an incident report

How to edit an incident report

Incident reports can be edited at various stages of the incident workflow.

Some changes may be minor, in which case changes can be saved by clicking the “Save and next” button at the bottom on the report section page and exiting by clicking back on the “Incidents” tab. Minor changes do not need to be re-submitted (note: notifications will not re-send).

For significant changes, e.g. Incident type, immediate correct actions, risk level, distribution list etc., you should re-submit the incident so the relevant admins can be notified. Note: If “Immediate correct actions” have been added or amended after the initial incident report has been submitted, once you hit "Save and next", the action will be submitted and the action notification will be sent to the responsible person.

Here is a summary of how to edit an incident in the different workflow stages:
  1. Partially submitted: This is a partially submitted incident report. A responsible admin will need to complete the relevant details or delete the incomplete report. Click on the “menu dots” and select the “Resume report” option, or “Delete incident”.

  1. Awaiting assignment: This is a fully submitted incident report. During the review process you may need to make changes. Click on the “menu dots” and select the “Edit incident report” option. Remember to re-submit the report to send notifications for important changes.
  2. Investigation required: The incident report is fully submitted in this status. To edit, select the “Edit incident report” option, and re-submit if necessary.
  3. Review and approve / With open actions / Awaiting to be closed:  The incident report is fully submitted in these statuses. To edit, click “Edit report > Incident report" option, or the “Edit incident report” option. As the investigation has been completed, consider what changes need to be made and whether the report needs to be fully submitted again. 

  1. Closed: This is a completed incident. There is an option to “Reopen incident” if necessary.

 Note: To see changes to the incident report, click the “menu dots” and choose “View audit logs.”



    • Related Articles

    • How to add an incident

      Please follow these steps to add/ report a new incident when logged in as an admin user. From the “Incidents” page create a new incident by selecting the “New Incident” button. The Incident Report form will appear. Various information sections will ...

    • How to edit or delete a summary report

      To change an existing summary report or to delete a report which is no longer required: Click on the “Settings” page. Select “Users.” Search for the admin using the filter options. Click on the “menu dots” and select the “Edit user profile” option. ...

    • Why does it not let me complete the incident report?

      There are various information sections in an incident report. Different sections may appear depending on the type of incident selected. Certain sections and fields are mandatory, like Incident type and Location. The incident report cannot be ...

    • What is a Quick Report?

      The Quick Report option lets you hide certain sections of the incident report. The report is simplified so employees and users can quickly report incidents via the quick link, QR Code poster, or yellow Induct app. Email alerts will go to the ...

    • How to delete an incident

      Only main administrators have permission to delete incident reports. Incident reports can be deleted at any stage of the incident workflow: Partially submitted Awaiting assignment Investigation required Review and approve With open actions Awaiting ...