Adding a New Incident (Mobile)
- On the Appointment Detail - Service form, select Incident to open the New Incident - Service form.
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Specify this information about the incident:
- Status
- Select the status for the new incident, or accept the default status of Open.
- Priority Code
- Select the level of priority for the incident, or accept the default level.
- Description
- Specify a description of the incident.
- Incident Notes
- Specify any additional notes about the incident.
- Unit
- The unit selected for the appointment is displayed by default. Optionally, select a different unit for the incident. If you select a new unit, the item is updated accordingly.
- Item
- An item is displayed by default based on the unit.
- The contact information is displayed by default. Optionally, select a different contact.
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Optionally, specify this information related to the reason for
the incident:
- General Reason
- Select the general reason for the incident. Reason codes are maintained on the Service Reasons back office form.
- Specific
- Select the specific reason for the incident.
- Reason Notes
- Specify any notes for the reason.
- Select OK.
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