When incidents are created they have a workflow that routes them between members of your internal team, distributors, and suppliers. For more information on how to setup those workflows review this knowledge article.
There will undoubtedly be times that the information in an incident needs to shared with someone outside of the workflow that has been setup for it. There are two methods for sharing the incident information.
Methods for Sharing Incident Information
1. Downloaded as a PDF. Click the
button to download as a .pdf
2. Via a unique link. Click the
button on the incident detail page to capture the link.
Details on Sharing Incident Information
1. Downloaded as a PDF. on the Incidents page, find the incident you wish to share and Click thebutton to download as a .pdf
2. Via a unique link. On the Incidents page, locate the Incident you wish to share via it's link and click on it. This will take you to the Incidents Details page. From there, click the button located in the upper right
PDF vs Incident Link
Each type of share has pros and cons related to it.
The PDF version is a good option when the person being shared does not have access to Connect. The PDF file contains all of the captured information at that time as well as embedded images. The history of the incident is not viewable from the PDF. This is a good option when someone needs specific information about the incident, is creating a log of incidents, or as previously mentioned does not have access to Connect.
Sharing the link requires that the person using the link has access to Connect AND the ability to view that incident. Access to view the incident is important to stress because someone could be restricted by permissions of their role or by the status of the incident from viewing. The link is a good way to share internally for quick reference and also to direct a supplier to the incident they just can't find.
Finally one of our product owners wrote some tips and tricks on sharing and searching for incidents in Connect. It is a highly recommended read that can be found here.