REVN/PUBL DT 02/20/2025, v4.202501
TABLE OF CONTENTS
- Overview
- Drop-Down List Boxes by Tabs and the corresponding Profiles - Incident Management Module
- Field Modification - Incident Management Module
- Incidents tab of the Insider Threat/CI Dashboard Permission
- Permissions - Incident Management Module
- Profiles - Incident Management Module
- User Defined Fields (UDFs) - Incident Management Module
Overview
Users must be a System Admin (SA) to be able to access the System Administrator landing page to make needed configuration changes to the module.
The following do not apply for the Incident Management module:
- Cross Module Assignment Rules
- Reminders
- Rules for Ignoring Special Access and Caveats for Assignments
- Sequences
- System Parameters
Drop-Down List Boxes by Tabs and the corresponding Profiles - Incident Management Module
 | Unless otherwise stated, the profiles for this module are located: System Administrator Mode landing page > System Configuration menu > System Profile submenu > SYSTEM PROFILE screen > Incident Management tab > Incidents tab |
Assignments Tab
There are no modifiable drop-downs on this tab.
Associated Documents Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Type | Associated Document Type - Incidents |
Incidents Information Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Status | Status |
| Incident Category | Type |
| Incident Sub Category | Detail Type |
| Severity | Severity |
| Report to Agency | Agency (Global profiles tab) |
| Source of Report | Source of Report |
Investigation/Corrective Action Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| INCIDENT - CORRECTIVE ACTION screen | |
| Action Type | Corrective Action - Type |
| INCIDENT - EXTERNAL STAKEHOLDER screen | |
| Agency | Agency (Global profiles tab) |
| INCIDENT - INTERNAL STAKEHOLDER screen | |
| Agency | Agency (Global profiles tab) |
| INCIDENT - INVESTIGATION screen | |
| Investigation Type | Investigation - Type |
| Status | Investigation - Status |
Field Modification - Incident Management Module
 | System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Foreign Contacts icon > SETUP SCREEN DETAIL screen > INCIDENT INFORMATION section |
The Field Labels module allows you to:
- Hide a field
- Hide a field except for users with Update permission
- Designate a field as required
- Rename a field
- Change field formatting – Capitalize the entire field name, or capitalize the first character of each word
Incidents tab of the Insider Threat/CI Dashboard Permission
 | System Administrator Mode landing page > User Configuration menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Global Permissions tab > DASHBOARD section > Incidents check box |
Permissions - Incident Management Module
 | System Administrator Mode landing page > User Configuration menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > INCIDENT REPORTING section |
Profiles - Incident Management Module
 | System Administrator Mode landing page > System Configuration menu > System Profile submenu > SYSTEM PROFILES screen: > Incident Management tab > Incidents tab > Global tab |
System Administrator Mode landing page > System Configuration menu > System Profile submenu > Incident Management tab > Incidents tab
|
System Administrator Mode landing page > System Configuration menu > System Profile submenu > Global tab
|
User Defined Fields (UDFs) - Incident Management Module
 | System Administrator Mode landing page > System Configuration menu > Field Labels submenu > SETUP SCREEN > Incident Management icon > SETUP SCREEN DETAIL screen > INCIDENT INFORMATION section > User Defined Fields section |
| UDFs Available | SETUP SCREEN Location |
| 10 Drop Down fields | INCIDENT INFORMATION section > User Defined Fields section |