In order to track and monitor incidents from your community members, you first need to set up each incident as a unique incident type. You can create as many incident types as needed, as well as organize them into categories.
Creating an Incident Type
1. Go to the Admin page by clicking the settings cog wheel icon at the top right and navigate to the Businesses > Incident Types tab
2. Click the "+" button
3. Name your incident type
4. Customize the Fields & Attributes section
5. Define and customize the Incident Flow section
6. Click Save!
Fields & Attributes
The first major section to complete when creating a new incident type is the Fields & Attributes section.
This section offers standard detail options such as incident detail, product info and credit request info. However, this section is highly customizable as well. For detailed information on how to configure and customize this section, go to this article: Incident Type Fields & Attributes
The second major section to complete when creating a new incident type is the Incident Flow section.
This is where you define the activity flow of your incident as it moves through your supply chain. This section is highly customizable and offers you the ability to automatically direct the incident to the proper person based on actions taken.
To allow for incident time-to-completion calculations, community owners may indicate within each incident type per incident status whether incidents are considered complete when in the specified status.
For detailed information on how to configure and customize incident flows, go to this article: Configuring Incident Flows.
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