Customizing Incident Template Fields

This article describes how to customize Incident Templates Fields in Compliance Manager. Incident templates can be customized by adding, removing, and rearranging fields to meet your organization’s reporting and investigation needs. These customization options apply to both the Incident Reporting Form and the Investigation Form.

Customization options include rearranging existing fields, marking fields as required or optional (excluding some standard fields), and adding or removing fields as needed. Customizing incident templates helps ensure that all necessary information is captured consistently, supporting accurate documentation and streamlined incident management.

Follow these steps to customize Incident Template Fields:

1. Navigate to Admin  Template Library and select Incidents from the left menu. The Incident Templates screen will appear. 
2. Click the name of the template you want to customize. The Template Details page will open.
3. Click the pencil icon next to the template name if you need to rename or update the title.
4. Scroll down to the section below existing form fields that are available for user input.
5. To add a new field, click Add Field on the right side of the panel. The Add Fields window will appear.
   • Choose the desired Field Type from the drop-down and select the required fields you want to add.
   • Select the Field is Required checkbox to make the field mandatory when users complete the form.
   • Select the Include Field in Export checkbox to include the field’s data when exporting reports or records from the system.
   • Click Save to add the selected field. The added field will be listed at the bottom of the section.
6. Users can also reorder field sequences as needed.
7. Configure the field details such as number input, data, and dropdown selection, checkboxes, rich text fields, and more.
8. To add a new section, click Add Section on the left side of the panel, refer to the Add Section article, and follow the instructions.
9. Fields marked with a lock icon are system-defined and cannot be edited or removed.
10. Once you’ve made the desired updates, click Save to apply your changes.
11. Click Cancel to discard any unsaved modifications.

© Healthicity, LLC