What happens after an incident report is sent?
By default, all Incident Reports after submission:
- Become cases
- Receive case status - Closed - Actions taken.
In the Incident Reports table, sent reports are marked with a special symbol and colour.
Accordingly, if your Incident Report has become a case, then all the necessary changes in it must be done in the case sections, and the incident registration form (by which you registered it) is no longer available.
Attention!
As after sending the report, the case has the status - Closed - Actions taken, further changes in the case are forbidden, until the status of the case is changed.
To change the status of a case and restore it have the right in the system:
- The author of the incident report on the basis of which the case was created
- Case manager. By default, this person is the author of the incident report.
- Users with advanced rights - Administrator, Coordinator, Analyst.
The procedure for making changes:
1. Go to - Open a case.
To go to a case, simply click on the corresponding line in the table.
The selected row is highlighted in blue.
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You can also jump to a case from the generated report. To do this, hover over the text of the corresponding case report - a tooltip with the indication of the report name, date of registration and case number in the system will appear. To go to the case - you need to click on the case number.
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2. Reopen case - change the status to be able to edit it.
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3. Go to the Case files section of the case - make the appropriate changes regarding the Subject and Substance of the offence (Description).
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To make changes, you need to open the Case file card to make changes in the Description text field.
To activate the changes you need to click on the text field.
After making changes you should click the Save button.
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4. Go to the Team Conclusions - Remediation plan section of the case to change the information about the measures taken.
To activate the changes, click on the field with the text.
After making the changes, you should click the Save button.
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5. All other necessary changes should be made similar to any other case - on the Incident, Involved and Decision pages.
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6. To complete the changes and for the case to be included in the Monthly Report (Region Report), it must be closed by changing its status to Closed - Actions taken. To do this, press the Remedy button and then Close.
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Warning.
Right now the status change works by the logic of Reopen - Remedy - Close. DO NOT press Investigate unless you plan to continue checking and plan to then initiate a management approval process.