Linking Incident Reports

💡: Please note that when linking incident reports to other incident or safety reports, the most recent incident/safety report will be visible. 

How to Link Incident Reports:

Linking must be enabled within your company settings, please reach out to your Customer Experience Manager if you do not have this feature enabled. 

1. Navigate to the Incidents tab.
2. Locate the incident that you would like to be linked to another Incident or Safety report. 
3. Once you have identified the Incident report, select the cog wheel next to Linked Reports found within the Summary tab within the right pane.
4. A secondary window will open, in which you will be able to check one or multiple incident(s) and/or safety report(s) to link to this incident. Within this window, you have the ability to unlink as well.
5. Once you've selected the reports you'd like to link, select the green Link these Reports button.
6. You have successfully linked reports!