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Editing an Incident Report Template

Find out how to edit what you want included in an incident report template between departments, if needed.

This process requires Admin access. If you need to edit an Incident Report Template, please contact your Admin.

Note: Incident Report Templates can be Department-specific, meaning they are assigned to be used by that Department only and not available to other users from other Departments.

To edit a Incident Report Template:

  1. Go to Settings

  2. Choose Incidents

  3. Under Incident Report Templates, select the Edit/Pencil icon of the Template that you want to edit.

  4. Here you can:

  • Rename the Template

  • Change the Departments you want this Template to apply to

  • Edit the fields you want to include in an Incident Report

Note: Some fields are compulsory for all Incident Reports (see fields numbered 1-6 in image), while others are optional. For the optional fields, you can add more, delete your exisiting, or edit the choices given for responses.

6. Edit your Template and Save (top right)

Below is an example of how you can customise the Template to determine whether the Incident was behavioural or physical.

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