Linking Incident Reports - V3

💡: 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:

This article is for customers on Aclaimant V3 Workflows. Please note that if you are using the v2 version of Aclaimant, this feature is not available. 

  1. Navigate to the Incident & Claims tab. Screenshot
  2. Locate the incident that you would like to be linked to another incident report or a safety report. 
  3. Once you have clicked into the incident, please select the cog wheel next to Linked Reports.Screen_Shot_2022-06-02_at_11.15.17_AM.png
  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. Screen_Shot_2022-06-02_at_10.29.11_AM.png
  5. Once you've selected the reports you'd like to link, please click the green Link these Reports button.Screen_Shot_2022-06-02_at_10.28.50_AM.png
  6. You have successfully linked reports!Screen_Shot_2022-06-02_at_10.30.46_AM.png
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