Event Details

The Event Details page allows you to further define event information You are directed to the Event Details page after you create the event or when you click an event ID on the Find Event page.

The General Information, Incident Summary, Incident Reported By, Incident Entered By, and Costs and Recovery panes are populated with the information entered when the incident was created. These values can be edited by clicking the Edit Incident link.

ClosedTimeline

The Timeline pane allows you to enter details about the event's time frame. This section includes the original timeline entry and audit entries. To add a value to the timeline:

  1. Click the Add Line Item link.

  2. In the Category field, select a value to indicate the type of entry.

  3. Enter a value in the Timeline Date and Time fields.

    These values reflect the time and date the timeline entry occurred. The system will default to the current date and time; however, you can enter past or future dates.

  4. In the Comments field, enter a value to describe the timeline entry.

  5. To check spelling in the comments field, click the spell check icon.

  6. Click ADD.

When a timeline entry is added, the system tracks changes made to each entry. Changes are tracked as an audit entry and are displayed when the Show Audit Entries check box is selected. Audit entries are a read-only option that show the original entry compared to the modified entry. Audit entries also track if the incident was printed or reclassified. To view an audit entry:

  1. In the Timeline pane, select the Show Audit Entries check box.

    The following information appears:

    • Date/Time - the date and time of the entry
    • Category - indicates the type of entry
    • Updated By - the user who updated the entry
    • Comments - a description of the action taken or the entry

  2. To view details about an audit entry, click VIEW.

  3. To edit a timeline entry, click EDIT.

ClosedPersons Involved

The Persons Involved pane allows you to track people involved in the event. Persons involved can include staff, vendors, or guests. To enter a person involved:

  1. To add a person involved, click the Add Person link.

    A dialog box opens allowing you to enter information about the person involved.

  2. Specify the name of the person involved.

    • To choose an existing user, click the SELECT button.

      If you selected an existing user, several fields will populate with default information.

    • To enter someone who is not a system user, enter the First Name and Last Name.

  3. In the Category field, select a value to indicate the role of the person involved in the incident.

  4. In the Company field, enter the name of the company the person involved is associated with.

  5. In the Address field, enter the physical address of the person.

  6. In the Home Phone field, enter the home telephone number of the person.
  7. In the Work Phone field, enter the work telephone number of the person.
  8. In the Mobile Phone field, enter the mobile telephone number of the person.
  9. In the Email field, enter the email address of the person.
  10. In the Drivers License No field, enter the driver's license number of the person.
  11. In the DL State/Province field, identify the state or province that issued this person's driver's license.
  12. In the Car License No field, enter the car license plate number of the person.
  13. In the CL State/Province field, identify the state or province that issued this person's license plates.
  14. In the Gender field, select the gender of the person.
  15. In the Date of Birth field, enter the person's date of birth.

  16. Click ADD.

ClosedFile Attachments

The File Attachments pane allows you to upload documents related to the event. To add a file attachment:

  1. Click the Add File Attachment link.

  2. In the Document Desc field, enter a description of the document.

    The document description should summarize the attached document.

  3. In the Document Type field, select the type of file attachment.

  4. Click the BROWSE button to select a file.

    A dialog box opens allows you to locate the file you want to attach. You can attach a file from your local hard disk or any networked drive you can access. Files should be no larger than 20MB; the larger the file, the longer it takes to access.

  5. Locate the file and then click Open to upload.

  6. Click ADD.

Each uploaded file appears in the pane as a link. If you click a file name, the file opens if you have the appropriate application or plug-in to view it.

If you want to edit an attached file, click the EDIT button to open the Edit File Attachment dialog box. If you want to delete an attached file, click the DELETE link in the Edit File Attachment dialog box.

ClosedWork Orders

The Work Orders pane allows you to add work requests to the event and track requests that have been added. To create an event-related work request:

  1. Click the Create Request link.

  2. To create a work order, follow the steps outlined in Creating a Request.

    A new page will open allowing you to create the request. When you have finished the request, close the page to return to the event. You will need to refresh the page to view the work request.

ClosedAll Events

The All Events pane displays information about any future or follow-up events associated with this event. You can modify the values in this pane by clicking the Edit Event link.

ClosedOther Options

The Other Options pane allows you to print a hard copy of the event. To print an event:

  1. In the Format field, select the event print format.

    The print format determines how the printed event appears on the page.

  2. Click PRINT.

    The event is displayed in the designated format on an HTML page. A dialog box opens allowing you to set print parameters and print the event.

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