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      How To - Configure Incident Types

      Purpose Statement

      This document outlines the steps for configuring incident types.

      Incident Types

      1. From the Admin Tab, navigate to Company Settings>HR Setup>Incidents>Incident Types

      Note: There are default incident types included in the model company. These can be deleted as long as they have not been used in an Incident.

      1. Click on Add New in the top right corner to add a new incident Type.
      1. You will be taken to the set-up screen for Incident Types.
        1. Name: Name of the incident as it appears when the incident is added to an employee profile
        2. Active: Check to make this incident type available to be used on an employee profile
        3. Description: Describes this incident type
        4. Incident Visible: Options are All, Not to Employee, Specific Group. This works in conjunction with the security setting to allow visibility to certain users.
        5. Comments Visible: Options are All, Admin and Manager, Admin Only. Any comments made in the incident can have visibility restricted to only certain users.
        6. Comments Editable: Options are All, Admin and Manager, Admin Only. Any comments made in the incident can be edited only by specified editors – security profile settings for incidents will override.
        7. Comments Anonymity: Options are None, To Employee, To Employee and Manager. This keeps comments made by a user anonymous to the chosen party.
        8. Incident Types Workflow: Allows a workflow to be tied to the incident.
        9. Settings Check Boxes: By checking these boxes it will enable these features to be used as part of the incident.
          1. Points: Allows points to be deducted or added to an employee
          2. Resolutions: Controls ability to add resolution to incident
          3. Signatures: Controls ability to add signature to incident
          4. Violations: Controls ability to add violation to incident
          5. Workers Claims: Controls ability to add workers claim to incident
        10. Report Settings Check Boxes: By checking these boxes, you will enable these features to be used as part of the reports.
          1. List of Incidents: Allows a list of employee incidents to be included on the report
          2. Points Balances: Allows a points balance for the employee to be included on the report