The Incident Update screen allows you to add a new or update an existing incident record.
Buttons on the screen…
Click Save to save your changes. You will return to the Incident Management DataGrid.
Click Previous or Next to continue to the next tab on this screen. (i.e. If you are on the Core screen, click Next to continue to the Fees screen.)
Click Cancel to return to the Incident Management DataGrid without saving your changes.
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
Core
Description (IRINCIDENT_Description)
Enter a short description of the Incident in this field.
DeleteIncident Type (IRINCIDENT_IncidentType)
You will not visit this field.
This field displays the Incident Type Code you selected when creating the Incident on the previous screen. Incident Type Codes are maintained in System Code Management. Type = "Incident Type."
DeleteStatus (IRINCIDENT_RecordStatus)
Accept the default entry (Open) or expand the Drop-down list to select the appropriate Status for this Incident. Status can be used as a reporting filter.
- Open - The incident is unresolved.
- Closed - The incident is resolved.
- Litigation - The incident is open and resolution requires further, possibly legal, action.
Incident Date (IRINCIDENT_IncidentDate)
Click the Calendar icon to select the date for this incident. Generally speaking, this is the date on which the incident initially occurred.
Note: This field does not auto-populate. The system will leave the field blank if the record is saved without a date being entered. The date can be filled in after the initial Save if a date is not selected at initial entry.
Posting Time (IRINCIDENT_PostingTime)
Click the Clock icon to select the time for this incident. Generally speaking, this is the approximate time on the date on which the incident initially occurred.
Note: This field does not auto-populate. The system will set the field to "Midnight" if the record is saved without a time being entered. The time can be filled in after the initial Save if a time is not entered at inital entry.
User Name (IRINCIDENT_UserName)
Accept the default entry (the User ID currently logged into RecTrac) or click the Picklist icon to select an alternate User ID, if needed. Generally speaking, the User Name you enter should be the staff member who reported the incident or to whom the incident was reported.
DeleteIncident Number (IRINCIDENT_Number)
You will not visit this field.
This field lists the Incident Number. It is an incremental value which the system updates with each new incident record. This field can be used for reporting purposes.
DeleteFamily Member Questions Place Holder (IRIncidentUpdate_QuestionsPlaceHolder)
This field is not used.
DeleteIncident Details (IRINCIDENTUPDATE_COMMENTSDATAGRID)
Incident Details
The Incident Details screen allows you to add specific comments to this Incident record in the manner of free-form text. The DataGrid displays all comments currently linked to this Incident.
Buttons on the screen…
Click Add Comment to create a new comment record for this incident. You will continue to the Comment Update screen.
Highlight/select an existing record and click Change Comment to continue to the Comment Update screen where you can update the Comment Text and other fields if needed.
Highlight/select an existing record and click Delete Comment to remove it from the Comments DataGrid.
To exit this program click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
DeleteParticipants
Participants (IRIncidentUpdate_ParticipantDataGrid)
The Participants screen allows you to add individual family members from your RecTrac Database to this Incident record. The DataGrid displays all participants currently linked to this Incident.
To add a Participant accept the default entry in the Participant Category to Add field or expand the Drop-down list to select an alternate Participant Category Code if desired.
THEN
Click Add Participant and either select an existing family member from your database or add a new one.
Note: Participant Category Codes are maintained in System Code Management. Type = "Participant Category."
Buttons on the screen…
Click Add Participant to continue to the Family Member Lookup screen where you can select a person to link to this incident. Optionally you can create a new household and/or family member record if needed.
Highlight/select an existing record and click Delete Participant to remove it from the Participants DataGrid.
To exit this program click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
DeleteParticipant Category To Add (IRIncidentUpdate_ParticipantCategory)
Accept the default entry or expand the Drop-down list to select an alternate Participant Category Code, if desired.
THEN
Click Add Participant and either select an existing family member from your database or add a new one.
Note: Participant Category Codes are maintained in System Code Management. Type = "Participant Category."