Adding Incidents through an Assessment

You can configure assessment templates to automatically create and update incident records as part of the assessment workflow. There are several reasons why users would want to have an incident assessment:

  • Allow business users to self-report

  • Allow people outside of the incident investigation to provide information needed in the investigation

  • Standardize your investigation through a questionnaire

All inventory and data elements selected within an incident type assessment will be automatically inherited to an incident record once the assessment is approved. The related inventory and/or data elements will be added to the Related tab of the Incident Details screen and the corresponding Inventory Details screen will have the incident record.

You can further configure the template to populate the Incident Details screen with specific question responses.

Tip:

You can set the default naming convention for incidents created via assessments by navigating to Global Settings and selecting Incident Management > General.

To configure a custom template to submit an incident

  1. On the Incident Management menu, select Templates.

    The Templates screen appears.

  2. Click the Create Custom Template button.

    The Create template modal appears.

  3. Complete the fields. For more information, see Create Template Modal Screen Reference.
  4. Click the Create Template button.

    The Template builder appears.

  5. Click the Add Section button.

    The Section Name modal appears.


    Section Name modal with a field to enter the section name and Add Section and Cancel buttons.
  6. Enter a section name and click the Add Section button.
  7. Drag the Incident icon into the questionnaire.

    The Question Builder modal appears.

  8. Complete the modal fields. For more information, see Incident Question Screen Reference.
  9. Click the Create Template button.

Create Template Modal Screen Reference



Field
Description
Name

Enter the name of the new template.

Organization

Select the name of the organization.

Template Language

Select the language in which you would like to create the template.

Description

Enter a brief description of the template.

Template Icon

Select an icon to associate with the template.

Incident Question Screen Reference



Field
Description
Question Type

Select Incident.

Add Supporting Attachments

Select files to upload as supporting attachments to the question.

Title

Enter a title for the question.

Friendly Name

Enter a short, descriptive name for the question.

Description

Use the text editor to write and format description text for the question.

To configure template questions to populate an incident

  1. On the Template Builder screen, click the Arrow icon button to expand a section.
  2. Drag the Attribute icon into the questionnaire.

    The Select attribute modal appears.


    Select attribute modal showing options for inventory record and attribute type.
    Note:

    Attribute question types are only available if an Incident type or inventory question has already been created.

  3. Select an inventory record and attribute type.
  4. Click the Save button.
    Note:

    To add another attribute without closing the modal, click the Save and Add New button.