Incident Queue Filters

The Filters panel allows users to refine which incidents appear in the Incident Queue based on status, assignments, dates, severity, and other criteria. Applied filters are displayed as chips under the search bar, allowing users to quickly review and remove individual filters without opening the Filters panel.

The Filters panel is located on the left side of the Incident Queue and can be expanded or collapsed as needed. 

Follow these steps to start using the Filters:

1. Navigate to My Workspace Incidents. The Incident Queue page will be displayed by default.
2. Select one or more desired filters from the Filters panel:

   1. Important: Use the Important toggle to display only incidents marked as important.

      

   2. Status: Filters incidents by their current Status workflow stage:
      • Triage - Incident is newly reported and pending initial review
      • Investigation - Incident is actively being reviewed and investigated.
      • Resolution - Investigation is complete and the incident is being resolved.
      • Closed Incidents - Incident has been fully completed and closed.
      • Closed w/o Investigation - Incident was closed without a formal investigation.
      • Overdue - Incident has exceeded the expected processing timeline.
      • Deleted - Incident has been removed from active use.
   3. Domain: Filters incidents by the associated Domain. Use the search field to quickly find a specific domain.
   4. Reporting Template: Filters incidents based on the Reporting Template used when the incident was created.
   5. Reported Date Range: Filters incidents based on the date they were reported by selecting a start and end date.
   6. Incident Date Range: Filters incidents by the date they occurred, selecting a start and end date.
   7. Age of Incident: Filters incidents based on how long ago they were reported:
      • 0–30 days old - Recently reported incidents.
      • 31–60 days old - Incidents reported within the last one to two months.
      • 61–90 days old - Older incidents requiring review.

      • 91+ days old - Long-standing incidents.

        

   8. Investigator: Filters incidents by the assigned investigator. A search option is available to locate specific users.
   9. Legal Manager: Filters incidents by the assigned legal manager.
   10. Final Approver: Filters incidents by the assigned final approver.
   11. Persons Involved: Filters incidents based on individuals associated with the incident.
   12. Reporter: Filters incidents by the user who submitted the incident, including Anonymous reporters.
   13. Locations: Filters incidents by reported location.
   14. Severity: Filters incidents based on severity level:
       • Low - Minimal impact or risk.
       • Moderate - Noticeable impact requiring attention.
       • Severe - Significant impact requiring prompt action.
       • Critical - High-risk incident requiring immediate attention.

       • Undefined - Severity has not been assigned.

         

   15. Report Method: Filters incidents based on how the incident was reported:
       • In Person - Reported directly to staff.
       • Phone Call - Reported via telephone.
       • Email - Submitted through email.
       • Hotline -  Submitted through a reporting hotline.
       • SmartLine Phone - Submitted using SmartLine by phone.
       • SmartLine Web - Submitted using SmartLine via web.
       • Other - Submitted using another method.
   16. Outcome: Filters incidents based on the investigation outcome:
       • Not Applicable - Outcome does not apply to the incident.
       • Substantiated - Investigation confirmed the incident occurred.
       • Unsubstantiated - Investigation did not confirm the incident.
   17. Reportable: Filters incidents based on whether the incident is marked as reportable:
       • Yes - Incident is marked as reportable.
       • No - Incident is not reportable.
   18. Department: Filters incidents by the department associated with the incident. Use the search field to locate a specific department.
   19. Category: Filters incidents by category classification, such as Clinical, Coding/Billing/Payments, Compliance Program, or Documentation.
   20. Corrective Actions: Filters incidents based on the status of corrective actions:
       • Pending - Corrective actions are identified but not yet completed.
       • Overdue - Corrective actions are past their due date.
       • Completed - Corrective actions have been completed.
   21. Toggle Filters: Uses on/off switches to quickly include or exclude specific incident attributes:
       • Privileged - Incidents marked as privileged.
       • View Only - Incidents with view-only access.
       • View Only Assigned To - Incidents viewable only by assigned users.
       • Watching - Incidents the user is watching.
       • Time Sensitive - Incidents marked as time sensitive.
       • Reported Public - Incidents reported publicly.
       • ComplianceLine - Incidents submitted via ComplianceLine.
       • Third Party - Incidents reported by a third party.
       • Linked Incidents - Incidents linked to other incidents.

       • Documents Attached - Incidents with documents attached.

         

3. The Incident Queue updates automatically based on the selected filters.
4. Click Reset to clear all applied filters.

Custom Fields

Custom fields can be added to the Filters panel to further refine Incident Queue results.

To add a custom field:

1. Click Add Custom Field.
2. Select the Field Type and Field Name.
3. Click Connect Custom Field.
4. Once connected, the custom field appears in the Filters panel and can be used like standard filters.
5. The Incident Queue updates automatically based on the selected filters.

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