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Incident Links

STOP: Is the Incident module active for your organization?

 

How do I open a link?

  • If the link is to a website, click the link in the links section. The website will open in your default browser.

  • If the link it to a document in a shared drive or on your computer:

    • Right click on the link.

    • Click “Copy link location.”

    • Open your file explorer

    • Paste the link into the navigation bar at the top of the window.

    • Hit “Return” or “Enter.” The document will then open.

 

Managing links

Why would I want to attach a link to an Incident?

  1. Link to a document in Google Drive so that members of your team can access and edit it in real time.

    Pro Tip: This is a great way to store documents that are constantly updated. Rather than having to delete and reupload the document as an attachment each time it's updated, you can simply add a link to it so that people can check out the changes as they're made.

  2. Link to external resources in order to protect confidential information. Share links to large files rather than attaching and downloading them.

    Pro Tip: This is a great way to share documents stored in a shared drive - anyone who has access will be able to copy the link and open the document, but people without the right permissions won't be able to access a confidential or private file.

    To get a link to a file, open your file explorer and locate the file.
    • Right click on its name.

    • Click "Properties."

    • Open the "Security" tab.

    • Highlight and copy the "Object name." This is the link to the file.

 

Adding links

Any KaiNexus user on the Incident’s team can add a link.

Open the Incident to which you want to add a link. Then:

  • Click 2017-02-24_1022.png

Add_link_to_Incident.jpg


In the resulting window:

  • Enter a description of the link.

  • Enter the address of the linked item.

 

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