Query Analyser

This report has fields that you can populate: Incident type, Reported by, Allocated to, Status, Date reported and Date confirmed. Once you click on run report this pulls up the data on the report, there is also the option to export to excel once it has been run. There will also be the option to click on the I.D to view the whole incident. The report will include I.D, Type, Created, Affected Person, Reported By, Allocated To and Status 

Report Designer

Using the Report Designer you will need to select the incident type. There is also the option to filter by status and/or Date reported. You will then be presented with the Data Items where you can select which columns to show on the report. Listed will be all the questions in the selected question set. Simply click the add/remove buttons to select or deselect items of data to show on the report, then click 'Run Report'. The columns will be added to the report in the same order they are selected below. You also have the option to select all data items as well. Once you have run the report this will export straight away. 

Re-open Incident

When an incident is re-opened, you will be able to add more details to the incident.

Mark Incident as Void

Marking an incident as void will stop the incident from appearing on the View Incident page or in any reports

The drop down boxes shown in the image above will show a list of users that are enabled with ‘Administrator’ access. You can add multiple users for any option and remove users at any stage.  

• Union Rep Contact emails – Using this email setting allows you to configure which union representative(s) receive a copy of the incident notification.  
• Unclosed Incident Reminders – Using this email setting allows you to schedule a reminder for any unclosed incidents after a chosen number of days. This setting also allows you to choose from a list of users enabled as ‘Administrator’ to decide who will receive a notification of unclosed incidents.  

If you click in to a list that you would like to edit this list. Click 'Add Item' to add new items to this list. To edit or delete items, click on the appropriate 'Edit' or 'Delete' buttons. To change the display order of items in the list, click on 'Set Order', to cancel editing this list click on 'Cancel'.  

Incident Access Control

Selecting the Incident Access Control option after you click on Adminstration will present a list of all incident types that have been created. 

Each type of incident will be listed under the ‘Incident type’ banner shown on the left and the current status of access is shown on the right under ‘Access type’. To edit the access status click in to the link that shows under ‘Access type’. 

Once you click the link, a drop down menu will allow you to select the type of access desired for your particular incident type. 

Incident Allocation 

Selecting the Incident Allocation tab under Administration shows you a drop down list of options of who could be allocated an incident once it is created. There are some pre-set options and also the chance to create a custom list. Simply select the preferred option and ‘Save Setting’  

Incident Viewing Permissions 

Selecting the Incident Viewing Permissions tab will allow you to edit the settings and control who can view data for the various incident types on the Accident Management System. Click the incident type to edit settings for that incident type. 

By default a User can see all incidents they have logged, plus any that are allocated to them. Administrator users can see all incidents on the system. If you wish to allow an incident type to be viewed by someone who did not log it, or who does not have it allocated to them, use the settings below. 

There is also a few options here: 

• Allow person reporting to view uploaded documents 
• Allow person reporting to view investigations 

• Allow person reporting to view Action Plans 
• Show all incidents to Managers for users they are responsible for 

Incident Closure Permissions 

Selecting Incident Closure Permissions when you click on Administration, this enables you to set who should be able to close incidents. By default only administrators can close incidents but you can choose certain users or whole groups to be able to close incidents.  

This can be set to one of the following:

No restriction - all active users on your system will have access to AMS

Allow access by role - you can allow one or multiple of the following roles to have access to the system -  Administrator, Manager or User

Allow access by individual role - you will be able to select users individually from a drop down menu to allow them access.

Once you are happy with the user access settings, clicking on Save & Exit.

From the list you will be able to create an incident based on the list options you have available. Select the type of incident you would like to report and a form will appear which needs to be populated with the relevant information. 

Once you have completed the form the system will generate an overall summary which is then stored on the system. At this point you have a few management options for your incident report moving forward.  

• ‘Confirm and notify’ 
  Once you are satisfied the information on the summary is correct, select this option to send the incident to someone else within the system.  
   
• ‘Save details without confirmation’ 
  This will save all the information you have filled in but will not notify. This would normally be used when all the information needed to report the incident is not available, allowing you to come back to it. 

All reported incidents are given a unique identification number and you can use this number to search for them on the view incident page. 

1. Select Incident Type - This is a drop down list of bespoke Incident types that have been created. 

2. Select Incident Status - This is a drop down list of different states of entry and completion for the incident you are searching for. 

3. OR search by one of the following - This is a text box which will allow you to enter the Incident ID assigned, part of the name of the person involved or part of the name of the original reporter’s name 

Once you have selected from the above criteria, click the ‘Search’ button and you will be presented with a list of incidents.  

The list of incidents presented once entering different search criteria will appear and then by selecting the link under the ‘I.D’ column you will be taken to the details of the particular incident. This can be utilised as a useful management tool to quickly check the status of incidents entered and follow them up 

1. View Incidents - This is a list of all incidents logged on the system which can be filtered with a different search criteria. 

     2. Report Incident - This is where you will create all incidents from a list of bespoke types of incident. 

     3. Administration - This is where you can change administrative settings for your AMS system.  

     4. Reports - This is where you are able to operate the ‘Query Analyser’ or create custom reports through the use of ‘Report Designer’.