Basic Info

The Basic Info tab enables you to record and modify high-level information about an incident. It also lets you associate child incidents with the parent incident.

• Note: If an incident is closed, it cannot be modified. You must change the status to something other than CLOSED before you can modify the data.

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

Detail View Header

The fields in the top section of the Basic Info tab display the incident ID and the name of the user who recorded the incident. These fields auto-populate, and they cannot be modified.

Incident ID

Identifier of 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.

Detail View

The fields in the bottom section of the tab enable you to provide high-level information about the incident. Unless otherwise indicated, these fields are required.

Status

The status of the incident. This field has a predefined list of statuses:

• REPORTED -- default

• FOLLOWUP REQUIRED

• UNDER INVESTIGATION

• CLOSED

• VOID

Incident category

The category of the incident.

Weather

The weather conditions at the time of the incident. Optional. This field has a list box:

• CLEAR

• CLOUDY

• FOG

• HAIL

• ICE

• RAIN

• SLEET

• SNOW

• WINDY

Weather conditions for use on incident management screens are defined on the Data -> Incident Management -> Setup -> Weather screen.

Temperature

The temperature at the time of the incident. This field is optional.

Service impacted

If this field has a check, service was affected by the incident.

Offload required

If this field has a check, the passengers were offloaded.

Responsibility

Entity responsible for causing the incident. This field is optional. This field has a list box:

• MECHANICAL

• ENGINEERING

• TRANSPORTATION

• OPERATIONS SUPPORT

• TRACK

• COMM/SIGNALS

• REVENUE

• AMTRAK

• CONTRACTOR

• WEATHER

• UNDER REVIEW

• OTHER

Entities that might be responsible for causing incidents are defined on the Data -> Incident Management -> Setup -> Responsibility Types screen.

Symptom

Main symptom exhibited by the equipment involved in the incident. This field is optional. This field has a list box. (Symptoms are defined on the Basic Info tab of the Data -> Shop Activity -> Setup -> Symptoms screen.)  

Date and time occurred

Date and time the incident occurred. The field defaults to the current date and time, but you can change it.

Date and time reported

Date and time the incident was reported. The field defaults to the current date and time, but you can change it.

Date and time closed

Date and time the incident was closed. The field defaults to the current date and time when you select the CLOSED status.

Operator

Identifier of the operator responsible for the equipment at the time of the incident. This field is optional. This field has a list box, which includes both employees and operators. If defined, the person's name displays in the unlabeled field to the right.

Reported by

Identifier of the person who reported the incident. You may enter either an employee ID or operator ID. This field is optional. This field has a list box. If defined, the person's name displays in the unlabeled field to the right.

Inspector employee ID

Identifier of the person who determined the importance of the incident. This field is optional. This field has a list box. If defined, the person's name displays in the unlabeled field to the right.

• Note: The specified employee must be active. The employee does NOT need to be a qualified person or qualified mechanical person, however.

• Tip: When you open a service request from the incident, the inspector employee ID is listed in the Imposed by employee field on the Operating Restrictions tab of the Data -> Equipment Activity -> Service Requests/Defects screen.

Equipment ID

Identifier of the equipment involved in the incident. Optional. This field has a list box. If defined, the equipment name displays in the unlabeled field below the Equipment ID field.

Consist ID

(Only applies to rail operations) Identifier of the consist involved in the incident. This field is optional. This field has a list box. If defined, the consist description displays in the unlabeled field below the Consist field.

Priority

Incident's priority. This field is optional. This field has a list box:  

• ASAP

• URGENT

• EMERGENCY

Incident priorities are defined on the Data -> Incident Management -> Setup -> Priorities screen.

Parent incident ID

If this incident is associated with an existing parent incident, you can specify the parent incident ID in this field. This field has a zoom button (). Child incidents are listed on the Related Incidents tab of the Data -> Incident Management -> Incident Management screen for the parent incident.

Responsible location ID

This field is populated with the user's session location when inserting a new record.