The Incident Data Form allows you to capture the complete details of any events that may affect your organization. From the general details of what and when it happened, to those involved, to more in-depth narratives, tracking the financial impact, and more.
This series of videos will demonstrate the data entry that can be completed on an Incident record.
How to Watch:
YouTube: Incident Data Form playlist
Download:
| General Details | Linking Records |
| Supplemental Details & Flags | Losses and Recoveries |
| Adding Involvements | Setting Record Security |
| Adding Narratives | Creating Assignments |
| Adding Attachments |