Notes

The Notes tab enables you to record notes regarding an incident. Note text is date-, time-, and user ID-stamped and cannot be edited once it has been saved. If you generate either a work order or a service request from an incident, the notes from this tab are included in the corresponding note screens for those other entities. A header identifies the incident ID from which the note originated. If there are notes associated with the incident, this tab displays in the alert color specified on Preferences -> Color Setup.

• Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on incident ID, type, status, equipment ID, symptom, responsibility, a range of occurred dates and reported dates, and trip ID, among other values.

Detail View Header

The fields in the top section of the Notes tab display the incident ID, the name of the user who recorded the incident, and the incident type. These fields are display only.

Incident ID

System-assigned identifier for the incident.  

Entered by

Identifier of the user who initially entered the incident. The user's name displays in the unlabeled field to the right.

View details

This incident management screen displays all types of incidents. To view details specific to an incident that has a type other than INCIDENT, click the View details button. The appropriate incident screen will appear. For example, if the incident type is UNUSUAL OCC, you can click the View details button to access the Data -> Incident Management -> Unusual Occurrences screen for the incident.

Incident type

Overall category for the incident. This field has a list box:

• INCIDENT -- default

• DELAY

• UNUSUAL OC

• ACCIDENT

• INJURY

• ALARM

Detail View

Notes text field

The notes text field displays notes already entered.

The Add a new note field in the bottom section of the tab enables you to type notes regarding the incident. After you press Save the notes you typed display in the unlabeled field above the Add a new note field. The note is automatically stamped with the user ID, user name, and date and time entered. Once a note has been entered, it may not be changed or deleted.

Although you cannot modify an incident that is closed, you can add notes to it.