How do I record an Incident for a property?

An Incident can be logged from the ‘property details’ tab of any property screen and within the Accident, Incident & Claims Module. To log an Incident from the property screen, click the triangle button which will begin to log an incident. 

If you have one form set up on the system, then you will be taken directly to your incident form.

If you have more than one form set up a popup will appear where you will be prompted to choose which Incident form, you wish to record. The popup will refresh with the Incident data entry screen relevant to the type selected on the first screen.

Once you are taken to the form you will be required to fill out all the core fields on the first tab in order to be able to log your incident. Please see the example below:

Any field with a red * will need to be filled in. Please ensure that you have gone through each of the tabs across the top to ensure these are also populated.

If you have a document you would like to store against this incident, simply enter the document description, and then browse to its location on your PC/network using the “upload document” tool. Once the file has been selected, click ‘upload’. Please note that you are only able to upload documents if the option is available to the specific accident form.

Multiple documents can be stored against one Incident by simply repeating this process.

The upload file section can be configured as many times as is required throughout the form on any page. This can be done through the ‘Incident Form Configuration’ option in the settings tab. For further guidance on this please see the article ‘How do I configure an Incident Form?’.

Upon logging the incident if you have missed any of the fields the box will highlight in red to show you what information is required as per the below:

Once all areas of the form have been filled in you will then be able to select ‘Log Incident’ and the incident will save successfully.