Two Way Communication - Report an Incident

This article helps users understand the Report Incident new functionality added to the Workspace, which allows for quick and easy incident reporting directly from the workspace, streamlining the process and enhancing accessibility.

Follow the steps below to Report an Incident:

1. Navigate to My Workspace and click on Report Incident. A Report Incident window will appear on the right side of the screen.
2. The user can Report an Incident by following the steps of Report an Incident.
3. The user can click the arrow next to Report Incident to access Draft Incidents directly and Reported Incidents.
4. The Draft Incidents navigate the user to the My Incidents page with a list of draft incidents.
5. The Reported Incidents navigate the user to the My Incidents page with a list of all incidents.
6. Users can now access individual reported incidents through a dedicated Reporter’s View by clicking on the desired incident, which provides a clearer and more detailed view of each specific incident.
7. A messaging feature has been added to the Discussion section, enabling direct communication with the reporter or investigator. This streamlines the process of requesting clarifications or providing updates on incidents.
8. Reporters can also attach files in the discussion section of an incident.
9. Users can preview documents added by the investigator directly. To do so, simply click on the document, and a preview window will appear.
10. Use the Download button to download the desired document.

Note:

• • • When a reporter sends a message about a reported incident, the user designated as the final approver is notified.
    • If no final approver is assigned, the notification goes to the Accountable user in the template's permissions. If none is transferred, it’s sent to the first Admin.
    • Reporters do not receive an email. Instead, they are alerted to new and pending messages in the Messages section of their Compliance Manager Workspace.
    • To add a Message on an individual incident, follow the instructions given in Add Discussion Message.

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