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: this is particularly important if “Immediate correct actions” have been added or amended, as they will not appear unless the incident report has been re-submitted.

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 “Complete 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 report” option. Remember to re-submit the report to send notifications for important changes, and to create new, or to update amended “Immediate correct actions.”

  1. Investigating / Awaiting approval / Has corrective actions open / Awaiting to be closed:  The incident report is fully submitted in these statuses. As the investigation may have 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 “Re-open incident” if necessary.

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



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