Incident Overview

The Incident Overview screen provides a high-level summary of your organization’s incident activity, including key performance metrics, filters to refine data, and quick access to recent updates. Users with management roles can report new incidents and view visual counts of incidents by status across all locations they manage. Clicking a status opens a pre-filtered incident queue showing only incidents in that category. Note: applied filters are sticky and remain until adjusted or reset.

Important Notes:

• The Total Incidents Reported count reflects the total number of incidents reported within the current year.
• With the exception of Average Time to Resolve, all elements in the Program Overview are clickable and open a pre-filtered incident queue.

Review Program Metrics (center panel)

• Average Time to Resolve - Displays the average number of days to close incidents.
• Triage - Displays the current count of incidents in triage.
• Open Incidents - Total number of incidents still open.
• Overdue Incidents - Number of incidents past their resolution date.
• Closed Incidents - Displays incidents that have been successfully closed.
• Reported Count - Shows the total number of incidents reported in the current year.

Apply Filters (left panel)

• Use the filter panel to narrow results by Locations, Persons Involved, Reporter, Final Approver, Reported Date Range, Incident Date Range, Severity, and more.
• Click Reset to clear applied filters.

Where I Left Off (right panel)

• Displays your most recent actions, such as documents added, notifications sent, or templates created.
• Quick links are available to jump directly back to related incidents.

Incident Activity Feed (bottom right)

• Provides a chronological log of activity within incidents (e.g., documents added, changes made, updates by users).

Report a New Incident (+ Icon)

• Use the “+” icon on the Incident Overview page to report a new incident quickly. You can refer to Report an Incident and follow the instructions. 

Watch this video to learn about this topic more in-depth.

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