How to Create an Incident Report (V3)

💡: This article is for customers on Aclaimant V3 Workflows, if you are using Aclaimant V2, please go to this article.

 

  1. Log into your Aclaimant account.

  2. On your dashboard, click on New Incident in the upper right corner.

    Screenshot 2024-01-29 at 11.25.34 PM.png

  3. Select the form that will become the primary form of the incident report and click Start.

    Screenshot
    • Once you have completed your incident report, select the green Done button.
      • The Save & Exit button should be used when you have not completed the incident report and plan to come back to finish it later.
    • Once you complete filling out the incident report, you will be taken to the Summary sub-tab. Here, you can see a list of outstanding tasks, if any, which are to be completed after your incident report.

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  • Additional files, documents, and forms can be added by going to the Files sub-tab and clicking the Fill out Sections button, using drag and drop, or clicking on the selecting them link. All of these additional forms, documents, and forms will live in the Files sub-tab. Please visit our File Management article to learn more in depth about this section. 

    Screenshot 2024-01-29 at 11.13.22 PM.png

 

To change the status of an incident report: 

  • Once you have filled out your incident report, you have the option to change the status. To do this, navigate to the Summary sub-tab. On the right side of the screen next to the Edit button, click on the Status dropdown and choose which status you would like the incident to remain in. 

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