Protect Identity #
When an Incident is reported by selecting ‘Submit & Protect my Identity’, The reported person’s name will not be revealed to anyone except the Quality Manager.
The reported person’s identity will be kept hidden all the time.
At the time of submission, the reporter can choose to allow the supervisor to know his identity or not.
Once an incident is submitted, the reporter’s name is shown as PROTECTED to all viewers.
Icons in Incidents Header #
You may see one or more colorful icons on the Incident Header. Below are the definitions of each of the icons.
Quality Managers have the ability to set flags on incidents. Below is the description of what each icon means.
SRE – Serious Reportable Event
Incidents involving serious threats to health and welfare of a person.
Externally Reportable
Incidents that need special attention and severity of the incident are determined.
Sensitive
containing sensitive data (sensitive incidents has excessive access restrictions compared to other incidents)
Potential Media Case
Incidents that may involve the PR team.
Potential Legal Case
Incidents that may involve the legal teams.
Sensitive Incident #
Sensitive Incidents contains sensitive data and cannot be accessed by all the users.
The Quality Manager can decide to make an Incident sensitive or not.
To make an Incident sensitive:
Click on settings icon and select Is Sensitive
A flag is set at the right corner of the incident to mark the incident as sensitive.
The reporting person and supervisor will have access to ‘Incident Details’ and ‘Supervisor Review’ only and all the other features will not be visible.
The Investigator, Signoff person and notified person can have access to sensitive incident as they are chosen by the Quality Manager.
Sample sensitive Incident below
History #
History displays the Audit logs in a friendly and readable way. It displays all the key actions performed on that incident in the system in chronological order grouped by date.
Open an Incident and click on history icon to view the history.
Notes #
Notes section displays the comments/reasons added while rejecting an Incident and requesting for amendments.
Click on the icon notes icon by opening the Incident to view notes added.
Action Tracker #
Actions Tracker displays a list of actions items related to an Incident. It is accessible by anyone having access to the Incident.
Open the Incident record and click Action Tracker icon
Then click 
Email notifications are sent to the assignee every time a new Action Item is created or completed.
The Action Item can be marked as completed only by the Assignee, Assignor or by the QM.
