In incident management, adding an interview to an incident allows you to record a conversation with someone involved in or who witnessed the event. You can note down the questions asked, the responses given, and attach any supporting files like audio recordings or documents.
This article explains how to add, edit, or delete an interview. Available options include customizing or adding questions, uploading or attaching an audio file, and uploading or attaching documents.
Adding an Interview
Follow these steps to add an Incident Interview:
- Navigate to the desired Incident Details page.
- Select the Interviews from the left panel or scroll down to the Interviews section.
- Click on the Add icon to add new interview details. An Add Interview window will be displayed.
- Select the desired Date of Interview and enter the Name of Person Interviewed.
- Type the Reason for Interview (optional).
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You can also add question details if needed by following these steps:
- Click on the Add Question. It will populate the Question and Answer fields.
- Type the desired question and the answer in the appropriate fields.
- You can add multiple questions to the interview, following the same steps.
- Enter a Brief Summary of the Interview (optional) to highlight key points and provide quick context for reviewers.
- You can also attach an audit file and supporting documents to give more context and evidence.
- Click Save Interview to record the interview details in the incident file.
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Workflow Tip: After saving, interviews can be reviewed using the edit feature. The Interviews section will only appear once at least one interview has been added.
Editing an Interview
Follow these steps to edit an existing interview.
- Go to the added interview.
- Click on the More Options icon and choose Edit.
- Update the necessary information and Save the interview details.
Deleting an Interview
- Go to the added interview.
- Click on the More Options icon and choose Delete.
- Confirm by answering the delete Interview warning message.
- Click Yes, Delete to remove the added interview details permanently.
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