The user account you use to log into Resolver must be part of the Incident Screener User Group.

You also need to ensure that the user you are using to log into Resolver is part of the Incident Screener User Group. Please follow the link below for instructions on Creating a User Group and Adding a User to a User Group:

• Creating a New User Group
• Adding a User to a User Group

Users can add and reply to comments on incidents and most related objects depending on their User Group and account permissions. Please refer to the Incident Form Comments Overview article for more information.

• Incident Form Comments Overview

For more information regarding the options available for the Form Header, please refer to the Form Header Overview article.

• Form Header Overview

1. From the Resolver Home screen, click the Home dropdown and select the Incident Management link.

Incident Management Link

2. From the Triage screen, click an Incident Name from the Submissions section.

Submissions Section

When an Incident is submitted through the Confidential Portal, Incident Screeners will receive an email notification with a direct link to the Triage form.

1. The Incident Form screen will appear.

Incident Form Screen

2. (Optional) Click the Incident Form Header to edit the Incident Form Name. After editing the Incident Form Name click outside the field to save your changes. 

Incident Form Header

3. (Optional) Click the Delete icon next to the Primary Incident Type field to choose a different Incident Type (e.g., change the Incident Type selected by the Submitter).

Delete Icon

• The Add Existing Primary Incident Type link will appear.

Add Existing Primary Incident Type Link

• Click the Add Existing Primary Incident Type link.
• From the Add Existing Primary Incident Type pop-up, select an Incident Type from the 50 most recently created Incident Type list by clicking the +Add link or enter an Incident Type Name in the Search field to search for an Incident Type that is not listed.

Add Existing Primary Incident Type Pop-up

4. (Optional) Edit the Incident's severity score by selecting a severity type from the Severity dropdown menu.

• Based on Incident Type: The Based on Incident Type will automatically set the severity level to one of the types (Low, Medium, etc.) based on the severity of the Primary Incident Type. 

Severity Dropdown Menu

5. From the Triage Details section, the following details can be added:

6. From the Triage Details section, the following fields can be edited:

• Observed Date/Time: The Observed Date/Time records when the Incident occurred. Select the Observed Date/Time field and select a Date from the Calendar pop-up and a Time from the Time section using the increase and decrease arrows to choose the correct time.

Calendar Pop-up

• Incident Start Date/Time: The Incident Start Date/Time records when the Incident began. Select the Incident Start Date/Time field and select a Date from the Calendar pop-up and a Time from the Time section using the increase and decrease arrows to choose the correct time.
• Incident End Date/Time: The Incident End Date/Time records when the Incident ended. Select the Incident End Date/Time field and select a Date from the Calendar pop-up and a Time from the Time section using the increase and decrease arrows to choose the correct time.
• Incident Flags: An Incident Flag adds another level of detail to the Incident (e.g., Injury Occurred, Employee Involved, etc.). You can add multiple Incident Flags to an Incident by selecting Incident Flags from the Incident Flag dropdown menu. 

7. (Optional) Click the Description text box to edit the Incident description. The system will automatically fill out the Description text box with the Create on - date, Created by - Submitter Name (if not Confidential), and Observation information.

Description Text Box

8. From the Linked Incidents section, the following details can be added:

• Incident: The Incident field lists the incident number and name. Click on the Incident to open the Incident Link pop-up to edit the Incident Reason field.
• Link Reason: Select a reason to link the Incidents from the Link Reason dropdown menu. 
• + Create New: Click the + Create New button to open the Create a New Incident Link pop-up to create a link between an existing Incident and the new Incident by selecting a Link Reason and Incident.

Linked Incidents Section

9. Enter any additional information or instructions in the Triage Notes text box.
10. From the Ownership & Access section, the following fields can be edited:

• Incident Owner: Enter the Name of an Incident Owner or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. An Incident Owner creates and edits their assigned Incident Objects and related Relationship Objects. The user(s) will receive an email notification when assigned an Incident.
• Additional Access: Enter the Name of a User or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. Defines additional users or groups who may need to access the Incident.
• Security Officer: Enter the Name of a Security Officer or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. A Security Officer creates, monitors and updates Incidents with officer-specific functionalities (e.g., limited workflow and details).
• Incident Supervisor: Enter the Name of an Incident Supervisor or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. An Incident Supervisor manages the Incident Objects in an Archive or Review state.
• Investigator: Enter the Name of an Investigator or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. An Investigator will document Incident investigations.
• Incident Contributor: Enter the Name of an Incident Contributor or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. An Incident Contributor contributes data to existing incidents (e.g., being assigned tasks, adding attachments).
• Incident Approver: Enter the Name of an Incident Approver or User Group in the Incident Owner field and select an Incident Owner from the dropdown menu. An Incident Approver advances the workflow of a particular incident, providing reviews and approvals, and gets assigned specific tasks.

Ownership & Access Section

11. (Optional) Depending on user permissions, click the Communications tab on the Incident Form screen.

Communications Tab

• From the Communications screen, enter additional comments or tag users/resources in the Comments text box.

Communications Screen

12. Click the Details tab to get back to the Incident Form screen.
13. From the Incident Form screen, click one of the following buttons to complete the Incident Triage:

• Close: The Close button will transition the Incident into the close stage if no further actions are required.
• Return: The Return button will send the Incident back to the Submitter if additional information is required.
• Mark As Open: The Mark As Open button sends the incident to the Users or User Group in the Incident Owner field if further action is required.