The Incidents page in Manage lists a property's incidents, with a quick status filter, search, filters and column sorting.
Use it to find an incident by status, title, description, assignee, creator or location.
In this article
Before you start: creating incidents
- Your role needs the Create Incidents permission.
- An admin can add it in the role editor.
- At least one incident type must be shared with the property.
Without a shared incident type, you can't create an incident at that property.
Open the Incidents page in Manage
Select a property in Manage
The Incidents area becomes available once a property is selected.
Tip
The Incidents area does not appear until a property is selected.
What's on the Incidents page
The Incidents page shows these controls:
- Quick Status Filter: show All, Open, For Review or Complete incidents
- Search bar: search incidents by title or description
- Add Filters: narrow the list by status, assignee, creator or location
- Column heading sorting: click a column heading to change the sort
- Actions button at the far right of each incident: described in the Incident actions section
Filtering and searching incidents
The Quick Status Filter is set to All by default. Choose Open, For Review or Complete to see only those incidents.
The search bar finds incidents by title or description and works together with the Quick Status Filter. Add Filters works together with both, and every filter allows more than one value.
- Status
- Unassigned: Yes or No
- Assignee
- Created by
- Location
Sorting incidents by column
Incidents are sorted by Date Occurred in ascending order by default. Click a column heading to change the sort.
- Report Title
- Date Occurred
- Date Created
| Status | What it means |
|---|---|
| Open | Stays Open until someone changes the status. |
| For Review | Optional. An incident can go straight from Open to Complete. |
| Complete | Each time an incident is marked Complete, a final report without the watermark is generated and listed on the Reports tab in the right-side panel. |
Previewing and printing an incident report
Choose Preview Report from the actions (⋯) menu on any incident.
- Opens in a new browser tab
- Has a Print button
- Carries a Preview watermark until the incident is Complete
- A final report without the watermark is generated each time the incident is marked Complete
- Final reports are listed on the Reports tab in the right-side panel
Frequently asked questions
Why can't I create an incident at a property?
Your role needs the Create Incidents permission, which an admin can add in the role editor. At least one incident type must also be shared with the property.
Do incidents change status on their own?
No. Status changes are manual: a user changes the status from the incident's details page, and incidents stay Open until someone moves them.
Do I have to send an incident to For Review before completing it?
No. For Review is optional, so you can go straight from Open to Complete.
Why can't I move an incident to the next status?
Moving an incident forward is blocked until any required questions on its incident type's form are answered.
Why does my incident report say Preview?
The preview report carries a Preview watermark until the incident is Complete. Each time the incident is marked Complete, a final report without the watermark is listed on the Reports tab in the right-side panel.