How To -
Employee Incidents - Add a New Incident to an Employee Record
Multiple Incidents can be added to an Employee record.
Incidents are displayed in a tree under the Employee’s name and can be ordered by date, or grouped by Incident Short Description. An Employee record must be displayed in order for a new Incident to be added
Search for and display an existing Employee, or create a new Employee
1. Go to the control area (left hand side of the screen)
2. Select New Incident – the Details screen is displayed with the current date set as a default
3. Enter information in the applicable fields-where drop down lists are available, either select from the list or enter a character string.
Note – The remaining fields in the Employee Incident screen, as well as those contained in the other Incident screens (accessed by selecting the tabs at the bottom) are optional and may be completed at any time.
4. Select from the tabs at the bottom of the Details screen and enter the applicable information. Note- some screens require the selection of the ADD button prior to a Save
5. Click Save – the record is updated