Quick Reporting

Set up a Quick Report User | Quick Report Distribution List | Quick Reporting

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The quick report in Incident Track provides users an easy and efficient way to quickly report an incident without having access to the full Incident Track.

Set up a Quick Report User

In order to use quick report, the user's role must have the quick report permission selected for Incident Track. If you would like to create a user solely for using quick report, follow the steps below.

1. Create the Quick Report role:
   1. Select Administration from the menu bar
   2. Select Manage Roles
   3. Click the New button in the upper-right
   4. Enter in a Name for the role (Example: Quick Report User)
   5. Under Incident Track, select Quick Report
   6. Click Save & Close
2. Create the Quick Report user:
   1. Select Administration from the menu bar
   2. Select Manage Users
   3. Click the New button in the upper-right
   4. Enter in the required fields for the user
      1. Under Default Role, select the quick report role you created
   5. Click Save & Close
3. Assign the user to sites:
   1. Click the Sites icon to the right of the quick report user
   2. Click Assign
   3. Select the Site from the drop-down menu
   4. The quick report default role will automatically be selected
   5. Click Save & Close

Set up Quick Report Distribution List

A user with full access to Incident Track needs to set up a quick report distribution list before allowing others to use quick report. This will ensure that the appropriate individuals receive an email notification when a quick report is entered in Incident Track. The primary site's distribution lists will also be used for secondary sites in which a distribution list has not been created.

1. Select Applications from the menu bar
2. Select Incident Track
3. Select the Setup icon
4. Select Distribution List
5. Select the Site from the drop-down menu
6. From the Type of notification drop-down menu, select Quick Report
7. Select the Incident Type from the drop-down menu. The Default type will apply to a distribution list in which an incident type has not been created
8. Add the desired individuals to the distribution list by clicking the Add button in the Internal and External Distribution list sections

Quick Reporting

When a user with the quick report permission logs into Incident Track, they will follow these steps to report an incident.

1. Select Applications from the menu bar
2. Select Incident Track
3. Select the Incident Type from the drop-down menu
4. Click Next
5. Enter in the required fields and any other optional fields with the incident information
6. Click Save & Close

The quick report will be distributed to those on the quick report distribution list.

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