Report an Incident

The Report Incident button, enables users to report incidents directly from their workspace, improving efficiency in documenting, tracking, and resolving incidents. Users can access detailed views of their reported incidents, communicate with stakeholders, and attach relevant files to enhance context and facilitate faster resolutions.

This article will be broken up into the following sections. Click a section link to jump there.

• Report an Incident
• Accessing Draft Incident Report

Report an Incident

Follow these steps to report an Incident:

1. While logged into Compliance Manager, navigate to My Workspace and click the Report Incident button.

   ℹ️ Notes

   • Depending on your organization’s settings, you may be prompted to select a category or Domain related to the incident.
   • The options provided help ensure the incident is routed to the appropriate incident manager.
   • If you do not see a Domain selection as shown in the example below, proceed to Step 2.

   

2. If no Domain selection appears (see note above) select the location involved, from the list. The locations in the list are determined by your Compliance Manager location permissions.

3. Choose a template/form from the list.

   ℹ️ Notes

   • One or more template forms may be available for selection.
   • For questions or assistance, please contact your Compliance Admin.
4. Choose who you are reporting the incident for.
   • Source: Use this option if you are reporting an incident on behalf of another person (available only for Compliance Manager users with Admin or Manager level permissions).

   • Anonymous The reporters details will not be shared with admins or managers, for this incident report.

     ℹ️ Notes

     This option may not be available in all incident report forms.
   • Myself: Use this option if you are reporting an incident you witnessed or experienced yourself.

5. Fill out any remaining required information in the form. Required information is noted by a red asterisk (*). Under the Details of Incident field, you can provide the necessary information related to the incident being reported.

   

   ℹ️ Notes

   • Form fields may vary across templates and organizations.
   • Always complete as much information as possible.

6. Once you have filled out all required and any optional fields, the Report Incident button will turn a teal color. Click it to finalized and send the report to management. To save and complete it later, select Save as Draft.

   

   ℹ️ Notes

   To add a message to an individual incident, follow the instructions in the Two Way Communication - Add Discussion Message article.

Accessing Draft Incident Reports

If you previously saved an incident report to your drafts, follow the steps below to access your saved draft incident reports.

1. While logged into Compliance Manager, navigate to My Workspace.
2. Click the My Incidents option in the secondary navigation menu, or click the Report Incident button and click the Go to Draft Incidents link.
3. Click on a draft incident to edit.
4. Continue editing the draft incident as needed. Once all required information is provided, click the Report Incident button to submit it to your compliance team.

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