Introduction

This article explains how to generate an incident report and also provides steps for emailing one.

For instructions on adding a new incident, see this help article: How do I add a new incident?

Generate an Incident Report

1. After you have created the incident and completed the required fields (SIF Categorization, and any other required fields specific to the incident type), click the three horizontal dots in the upper right corner. Then, select “Export to PDF” in the drop-down menu:

2. After the platform finishes generating the report, a new tab will open to provide a downloadable copy.

Email the Incident Report

1. To email an incident report, navigate to “Send First Report” near the top of the page. You can also include a PDF of the report by clicking the downward arrow and selecting “Email Report with PDF.”

2. In the pop-up window, select which contacts you would like to send the incident to. You can also manually enter email recipients via the “Contacts” and “To” fields. Then, click Send.

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