Work an incident: status, assignee, notes, and photos

An incident isn't finished when you log it. The status, the assignee, and the notes all sit on the same form, and one Save commits the lot.

What you'll need

• Available on the Bundle plan, or on a Custom plan that includes Incidents.
• Anyone at the location can change a status, assign an incident, and add notes. You don't need to be an Admin.

Set the status and assignee

To update an incident:

1. Select Incidents in the side menu, then choose the incident from the list.
2. Pick a new status from the colored dropdown at the top of the page.
3. Pick a person under Assigned To, in the Incident Details row.
4. Select Save.

The assignee gets an email and a push notification, and so does everyone at the location subscribed to that status change. Assigned To lists the people assigned to this location, and it's the one field on the form you can leave blank.

Add notes and photos

To add a note:

1. Open the incident and go to Incident Notes & Images.
2. Type what you found in Content.
3. Choose the files to attach with the picker below it.
4. Select Save.

Each note is stamped with the time and the person who wrote it, and stacks above the box. Photos and video show as thumbnails you can open full size; a PDF or a document shows as a tile anyone can download.

Common questions

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