Once created, an Incident can only be modified before it has been marked as completed. This ensures the original Incident record is retained and cannot be tampered with. Revisions can be made after the original record has been marked as complete, but in this situation an additional copy is created to maintain an audit trail for compliance.
Marking an Incident as Complete
After creating a New Incident or Modifying an Incident the Incident record screen is displayed.
If all details concerning the Incident have been added then the Incident should be marked as Complete by selecting in the top right corner.
The Complete Incident screen is displayed with a box to record your signature.
Sign in the box using either your mouse or touch screen for audit trail compliance.
To clear your signature and sign again select .
Select to confirm completion of this Incident.
Revising a Completed Incident
If further information needs to be added to a Completed Incident, this can be done by revising the Incident record.
Navigate to the Incident record as described in Modifying an Incident and select the Incident Number to display the Incident record screen.
The Complete button has been replaced by 2 buttons - Close and Revise.
To make a change to the Incident record select the button.
The Revise Incident screen is displayed with a box to record your signature.
Sign in the box using either your mouse or touch screen for audit trail compliance.
To clear your signature and sign again select .
Select to confirm revision of this incident.
A copy of the original Incident is created and the Incident number is incremented to reflect the revision. For example, Incident number IN-0000001 is incremented to IN-0000001-001. Further revisions would become IN-0000001-002, etc.
The Incident record screen is displayed with this new Incident record displayed.
Incident information can be modified as described in Modify an Incident.
When all modifications have been made the Incident can be completed by selecting as described above.
Reverting to a previous version of the Incident record
While modifying a revision to an Incident record it may be necessary to revert to a previous revision. This can be done at any time until the revision is marked as Complete.
Navigate to the Incident record as described in Modifying an Incident and select the Incident Number to display the Incident record screen.
To make a change to the Incident record select the button.
The Revert Changes screen is displayed.
Ensure you want to revert the changes on this Incident and select .
The modifications made will be removed and the Incident record will return to the previous version in the revision history.
Closing an Incident
If an Incident has been reached a point where no further revisions are allowed and the record should be locked at this point, it can be Closed. To be closed an Incident must first be marked as Completed as described above.
Navigate to the Incident record as described in Modifying an Incident and select the Incident Number to display the Incident record screen.
To close the Incident record select the button.
The Close Incident screen is displayed with a box to record your signature.
Ensure you are closing the correct Incident. Sign in the box using either your mouse or touch screen for audit trail compliance.
To clear your signature and sign again select .
Select to confirm closing of this incident.
The Incident will be removed from the Incident list and no further revisions can be made. The Incident can still be viewed in the Incident report.