When creating a custom incident type, the Fields & Attributes section is where you go to define all the information and details you want to capture for the incident. There are several customizable standard sections, along with the ability to add as many other custom attribute sections as needed. Once you configure your Fields & Attributes, you can define the flow for your incident type.
Navigating to the Fields & Attributes Section
- Go to the Admin page by clicking the settings cog wheel icon and navigate to the Businesses > Incident Types tab
- Click the "Create New Incident Type" button
- The Fields & Attributes section is found at the top of page
Configuring the Fields & Attributes Sections
There are several ways to customize the Fields & Attributes sections.
You can change the order of any field by simply clicking the handle on the left side of the line, then dragging and dropping it where you want it.
You can add as many fields as you need by clicking on the button at the bottom of each section. Once clicked, you will see the Add New Incident Attribute popup. Here, you can name and define the attribute type you would like to capture.
You can delete individual fields, or entire sections by clicking on the trash can icon. Upon clicking, you will get a pop up that requires you to confirm the delete action.
You can add an entire section by simply clicking at the bottom of the Fields & Attributes section. Upon clicking, a new section with no fields will appear. You can then name the section and add as many attribute fields as needed.
Understanding the Standard Sections
This section gathers the location, community and incident date information. You can customize the names of these attributes or add additional attributes below the default fields.
This section is designed to capture details pertaining to the incident. The default fields in this section include the name of the incident reporter, their title, a description of the incident, and defining the issue type:
This section is designed to capture all the details about the product being reported on. The standard information captured in this section include product type, supplier, product source, store reporting the incident, and quantity attributes.
In this section, incident reporters can upload image files or other attachments (ie. PDF, spreadsheets, etc) as a part of their incident report. If the reporter is using the FoodLogiQ Connect mobile app the user can use their device's camera to take a photo of the product or case label to include in their report. You can modify the display name for this field, choose to make it required. You can also add an image field in other sections of the incident form if needed. The incident reporter can upload multiple files.
This section allows you to track requests for credit regarding the incident. By default, this section is configured with display attributes based on how the incident reporter answers the questions in the section. If they indicate they do want to request a credit, they will then be required to enter further details.
Working with New Incident Attributes
After clicking on the button, you need to define the parameters of the attribute you wish to track. You will need to name the attribute, create a key for it (auto created after name is entered) and define the type of attribute you want to capture.
The Type field has several options, including date, numbers, images, several text-based options and yes/no.
You also have the option to add help text to describe to the incident submitter what should be captured in this field. If you choose to enter help text you will see a checkmark appear on the incident type configuration page once applied. The incident submitter will then be able to view the help information when filling out the incident. See example below.
Finally, you have the options to make the attribute conditional as well as make it a required field. If you choose to make it conditional, you will then be required to define the “Display If” parameters for the attribute.
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