Create and Manage Configurable Fieldsets for Incidents

Configurable fieldsets allow you to tailor the data entry experience to match the specific needs of different incident types. By customizing which fields and sections appear—such as adding a police report field for vehicle collisions or hiding environmental records when they are not relevant—you can ensure your team captures high-quality data without navigating unnecessary fields.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • You can create up to 15 incident types: five default types and 10 custom types.

  • Existing incidents are automatically assigned the 'General' incident type.

  • Incident types must be active at the Company level to be available for use on projects.

Configure Incident Types

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Incidents.

3. Click the Types section.

   • Default Incident types include:

     • Environmental

     • General

     • Injury-Illness

     • Near Miss

     • Property Damage

4. Click Add Type.

5. Enter the name of your new type (for example, 'Vehicle Collision') in the text box.

6. Click Save.

7. Click the toggle to the ON position to activate the incident type.
   Note: You can also click the toggle to the OFF position to deactivate a type at any time.

Customize the Fieldset of your Incident Type
Note: 'Fieldsets by Record', 'Witness Statements', and 'Actions' are under the Sub-Fieldsets section.

1. Click the Fieldsets section.

2. Click Edit next to a section to toggle specific fields within that section to ON or OFF.
   Note: The Root Cause Analysis field is not visible at this time and will not appear on the Incident.

3. Mark the 'Required' checkbox to designate the field as required.
   Note: A faded toggle icon indicates that the field is visible and cannot be changed to hidden.

4. Optional: Click Add Custom Field to create a new field (for example, "Was a police report filed?").

5. Click Save Changes.