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Create an Incident

STOP: Is the Incident module enabled for your organization?


If you want to create a new Incident, click 2018-03-27_0609.png at the top of the screen.

All of your organization’s templates will be listed in the resulting drop-down menu, with the workflow denoted by the icon alongside its name:

  • 2018-03-27_0610_003.png - An Improvement template or a grouping of Improvement templates.

  • 2018-03-27_0610_002.png - An Incident template or a grouping of Incident templates.

  • 2018-03-27_0610_001.png - A Project template or a grouping of Project templates.

  • 2018-03-27_0610_004.png - A Task template or a grouping of Task templates.

  • 2018-03-27_0610.png - A Chart template or a grouping of Chart templates.

Click the name of the template you want to use to create your new Incident. 


In the resulting window:

NOTE: Your Incident template might not include all of these fields and options. That's alright! It just means that this template has been simplified by your organization.

  • Depending on the type of Incident, different information will be required; there may be optional fields and attributes as well. You will be required to enter a short summary of the Incident - this field is often called the “Title,” “Summary,” or “Theme.”

    Once you’ve entered the title, a blue badge will appear next to the magnifying glass if there are any Projects or Incidents with a similar title. It will look something like this: 2017-08-17_1605.png. The number displayed on that badge correlates to the number of similar items.

    Hover over that icon to see a list of the titles of those similar items or click that icon to open a more detailed list.

  • If you want this Incident to be nested under a Project, enter that Project's name in the "Parent" field. If you want this Incident to be stand-alone - not nested under any other item - leave this field blank.

  • Users with the "Toggle Private" permission for Incidents in this Location have the option to make an Incident private by checking the box next to “Make Private." When an Incident is private, only people on its team or who have the "View Private" permission for Incidents in this Location will be able to access it.

  • Open the "Status & Team" section to choose the status into which this Incident should be entered, its team, and its Locations.

    • Click the status you want this Incident to enter after submission. The status you pick may trigger the appearance of certain required and optional fields.

      NOTE: If you do not have the "Assign" permission for Incidents in this Location, you will not be able to submit the Incident in the Plan - Specific Date, Plan - Dependant On, or Active statuses.

      If you pick:

      • New - You will not be required to enter any additional information.

      • Planned - You can choose between:

        • Decide Later - An optional "Due Date" field will appear.

        • Specific Date - A required "Start Date," "Due Date," and "Responsible" field will appear.

        • Dependant On - A required "Completion Of," "Days to Complete," and "Responsible" field will appear. You can add however many items as necessary to the “Completion Of” field. 

          NOTE: If all the items you enter in the “Completion Of” field are already completed, this item will enter the Active status rather than the Planned status.

      • Active - A required "Due Date" and "Responsible" field will appear. The start date will be automatically be listed as the current date.

      • Deferred - A required "Review Date" field will appear.

    • Enter the names of everyone who came up with this Task in the "Author(s)" field.
    • Add anyone else who will be working on the Incident to some capacity in the "Collaborator(s)" field

    • Add any other people you think need to stay informed about the Incident in the "Followers" field.

    • Choose which Locations from which this Incident came in the "Originating Location(s)" field. By default, this field will populate with the Locations of the Incident's Author(s).

    • If you have chosen a Responsible Person, choose the Locations in which this Incident will take place in the "Responsible Location(s)" field. By default, this field will populate with the Locations of the Incident's Responsible Person.

  • Add any attachments to the Incident. You can:

    • Drag and drop the file you want to add onto the "Create" window, or

    • Click 2017-08-18_1547.png and pick the file you want to attach in the resulting window.

  • Add any links to the Incident by clicking 2017-08-18_1549.png. In the resulting window, enter what you want the link to be called in the "Name" field and the address to the link in the "Address" field.

  • Click 2018-03-27_0614.png.

Once the Incident has been submitted, a message containing a list of everyone who has been notified of the submission will be displayed. These are the people who will be responsible for taking the next step of assigning the Incident.

The list of who was notified is determined by everyone in the organization's notification preferences. The only people who will be notified are those who have their notification preferences set to alert them when new Incidents are submitted in your Location.


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