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Data Forms - Incidents

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


General Details Linking Records
Supplemental Details & Flags Losses and Recoveries
Adding Involvements Setting Record Security
Adding Narratives Creating Assignments
Adding Attachments  
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