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This article steps you through the workflow of an incident showing what notifications and actions are required.
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In this article, we will be following an incident raised from the project Project screen.
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Stage 1 - Open
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When an incident is raised, it has a status of Open.
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You can see in the recipient's list who has read the notification.
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Refer to this article to see who will be notified of incidents.
Stage 2 -Raising a task
In the incident screen expand the Tasks accordion to Raise a Task.
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When you click on the button the following screen is displayed.
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Stage 3 - In Progress
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When a task has been raised against an incident, the status changes to In Progress.
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Stage 4 - Completing the
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task
When the person who the task is assigned to logs into the Safety portal, they will see the task in the Activities > Tasks screen.
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When they open the task
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they will see the details
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When they click on Start the status of the task changes to Started;
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When
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The person who allocated the task will receive a notification that the task is awaiting sign off;
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When the user opens the task, they will see the Sign Off button.
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The task is then Complete.
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the user clicks Complete they can enter a comment
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Stage 5 - Signing off the task
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From within the task click Sign Off and optionally add a comment.
Stage 6 - Completing the incident
When all tasks raised on an incident are complete you can Resolve it.
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When there are no tasks left open against an incident, you will be able to mark it as resolved.  |