Incident System - help for LOGIN page

Well House Consultants
Help for incident book system

You are on the main data viewing page of Well House Consultant's incident book system.

If you are logged in as a GUEST you may only view public records, which you may select from and sort. If you are logges in as a regular staff member, you may view all public and staff records, and also private records which you yourself entered or have you listed for action. Administrators / managers may view all records.

Guests may NOT edit or enter new records, but staff members and administrators MAY do so.

Data Viewing Elements

Selecting which records to display
all	All non-delete records that you may see are displayed
recent	Only records which have been altered, actioned or occurred within the last 7 days are displayed
open	Only records for which an actioner has been entered but action has not yet been taken are displayed.
my reports	Only records which you entered are displayed.
my actions	Only records which require you to take action are displayed.
Selecting the display order
incident time	The most recent incidents are displayed first
report time	The most recent reports are displayed first
action time	The most action reports are displayed first
reporter	Records are sorted by the person reporting them, and by most recent first within each person's group
reporter	Records are sorted by the person actioning them, and by most recent first within each person's group

Data Entry Elements

Entering and editing text
Brief Summary	You are asked to enter somewhere between four and 10 key words to describe the incident - this will be how it is reported in the summary tables, and you are REQUIRED to enter something.
Detail	If you wish you can add further text to describe the incident. This will be visible to regular users via the "view" button, and on public records it will always be visible.
When did this occur?	You may ... Leave BLANK to indicate "now" Enter -20m (to indicate 20 minutes ago), -3h (3 hours ago) -1d (1 day ago) Enter a date of the form "dd/mm/yyyy hh:mm"
Categorising the report
Who takes action?	Select the member of the team who should take follow up action for this report, or select "no-one" if the record is just informational.
Who may see this record	Records marked STAFF are visible to all staff members. Records marked PUBLIC are visible to anyone who views the page Records marked PRIVATE are only visible to the administrator, the person who netered the record and the person who has an action placed on them by the record.
Data Entry Actions
Submit	Adds a new record as per the boxes filled in above
Clear View	Clears the record in the edit boxes without storing any chances on the database
Update Record	Saves the current changes entered in the edit boxes
Delete Record	Deletes the record shown in the edit boxes

The View button alongside rows in the display let staff members and administarors view (and edit if they wish) existing records. The Done! button provides staff and administrator menus with the ability to indicate that the follow up actions have been completed.

See also - Help on logging in
See also - Help on use of this system (manual)
See also - Logging out details
See also - online article announcing this system

Useful Links

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