The Incident Report listview in SOVA allows you to see all incident reporting from a single screen. From here, you can view and edit IR's, review media attached to IR's like images, audio and video files, PDF's and WORD documents. There are many features available to you from this screen. Below is the incident report listview screen for one of our clients:
Features of the Incident Report Listview Screen:
- Advanced search. Filter the listview by all of the columns in the table above, and also by if police were contacted, if the fire department was dispatched, whether the IR includes media attachments, and many other criteria.
- Add new incident reports by clicking this button.
- Select one or more IR's and use the Send IR feature in SOVA to send these to a list of recipients.
- The type of incident report is shown here. You can setup the different types of incident types or classifications by navigating to Settings > List IR Types. Media icons appear here if the IR has media attached like images, videos, audio files, PDF's or WORD docs. You can click these icons to get previews in a popup window of images, video and audio.
You can set different statuses for incident reports in SOVA and filter by these statuses. The different types of statuses are:
- Open - The default IR status in SOVA
- Open-Claims - an IR that is likely or has already resulted in a claim
- Open-Investigation - an IR that is open and under active investigation
- Closed-Claims - an IR that is closed, that resulted in a claim against your company (financial data regarding the claim is not included in SOVA)
- Closed-Item Found - an incident involving missing property where the property has been found
- Closed - an IR that has been investigated but has not resulted in a claim
- The submit status of the IR. Please read the article on changing incident report submit status.
- The reporting officer name can be clicked to open a popup, where you can type a message to the IR author regarding the incident they are writing about. You might remind them of an important point to be sure they mention in the narrative, or you might include some additional details about the incident that the author might not be aware of.
The action menu allows the user to complete these functions:
- View - A read only version of the onscreen form that was used to create the IR.
- Edit - IR authors can edit IR's for which they are the author, but only if the IR submit status is Draft, New or Returned.
- Submit - Allows IR's with submit status Draft or New to be submitted for review. Only appears in the action menu for IR's with submit status Draft or New.
- Delete - Allows deleting the IR. If an IR is deleted accidentally, contact us by opening a ticket and we can attempt to restore it.
- Append - Allows any officer to add an additional narrative to the IR, even if they are not the IR author. This additional narrative would appear below the original narrative in the printed PDF.
- Reason for Return - Only available for IR's where the submit status is Returned. This gives the author the reason for the rejection in a text narrative.
- Clicking pages beyond page 1 would load additional incident reports.
TIP: Property admin's are encouraged to use the advanced search feature periodically to filter the listview to show only IR's where the submit status is Returned. In this way, they will be able to communicate with the IR authors regarding the incident and can help promote keeping the IR lifecycle moving deliberately toward accepting the incident reports in a timely fashion.
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