Incident Alerts enable you to send incident report emails to specific Client and Site users who you may not have set to receive all incident reports. You can selectively send reports for particular Incident Types, such as fires. Additionally, you can add additional email addresses to receive these reports without creating new user accounts.
If Incident Reports require approval, they must be approved before the report email is sent.
Video: Incident Alerts
Step-By-Step: Incident Alerts
To add an Incident Alert:
- Click Setup -> Manage Lists
- Click Incident Type, then the Advanced button located at the bottom of the page.
- Click the Add Alert button.
- Select/Fill out the following information:
- Client
Select the Client associated with this incident alert. - Site
Select a Site related to the Client chosen above. - If Incident Type is
The Incident Types displayed are those associated with the selected Client and Site. - Email
Client and Site User email addresses will appear here. - Additional Emails (optional)
Enter the email addresses of individuals (comma-separated) who are not Client or Site Users but should receive incident reports for the selected Type.
Example: - Click Submit
- Client
You can edit or delete an Incident Alert by clicking the Edit or Delete icons in the Actions column:
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