Incident Document Types

Incident Document Types are used to identify the types of documents that can be associated with an incident, for example, a police report, drivers license, or insurance card. These values populate the Document Type drop-down menu that appears when a user clicks the Add File Attachment link on the Incident module's Create Incident page.

To open the Incident Document Types page:

  1. Open the Administration Menu page.

  2. Under the INCIDENT ADMIN heading, click Document Types.

ClosedAdd a Document Type

To add a document type:

  1. In the Add Document Type field, enter the name of the document type.

    This is the value that will be displayed to users.

    Incident document type names must be unique. If you attempt to add an incident document type that already exists, an error message will appear. The system does not consider incident document type names that are differentiated only by character case to be unique. For example, if you create an incident document type named "Police Report", creating an incident document type named "police report" is not allowed.

  2. Click ADD.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedEdit a Document Type

Once you have created a document type, you can further define it or edit it. To edit a document type:

  1. In the Document Type field, select the type to edit.

  2. To change the name of the document type, enter a value in the Rename field.

    All historical information will reflect the new value.

    Incident document type names must be unique. If you attempt to rename an incident document type to a name that already exists, an error message will appear. The system does not consider incident document type names that are differentiated only by character case to be unique. For example, if the incident document type "Police Report" exists, renaming an incident document type "police report" is not allowed.

  3. To change the status, select a value in the Status field.

    Document types with a status of Inactive are not displayed to users. However, inactivating an document type does not affect the existing events that utilize it.

  4. Click UPDATE.

ClosedDelete a Document Type

Document types that have not been used can be deleted from the system. To delete a document type:

Document types that have been associated with an incident cannot be deleted, but they can be inactivated to prevent users from accessing them.

  1. In the Document Type field, select the value to delete.

  2. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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