Incident

Through this menu it is possible to perform quick and efficient searches for incident records saved in the system. Note that the logged-in user may view the incident data or perform other operations, depending on the permissions granted to them in the type security and incident list.

	Click on this button to view the incident data screen selected from the list of records.
	Click on this button to view the flowchart of the incident selected in the list of records.
	Click on this button to analyze the search result through the OLAP analysis tool. In addition to the analyses in this menu (Instance, Activity and History), the visions created in this menu that were saved with the "Display in the menu where the vision was created" option checked will also be displayed.
	Click on this button to issue a report. Click on the arrow next to this button to verify the report options available for the menu in question. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.
	Click on this button to download the attachments of the incident selected on the main screen. If several instances are selected, a .zip file will be downloaded separately for each incident selected in the list of records.
	Click on this button to change the main screen layout to three quadrants. When this option is selected, the details of the incident selected in the list of records are displayed in one of the quadrants.
	Click on this button to change the main screen layout to two quadrants.

Use the filters described below to find the desired record(s) by specific information. To use them, go to the Search filters panel and click on the

button to add advanced filters.

Use this filter to select the attribute that will be displayed in the search result. The attribute will be displayed as a column in the view listing, allowing its value to be presented aligned with the incident.

To do this, click on the Add attribute in the result button and select the attribute associated with the process activity that automates the incident you wish to search. To use more than one attribute in this search, simply repeat this procedure.

Use the fields in this filter to find incidents through incident execution information (instances). It is possible to find incidents through the incident execution status (progress, suspended, canceled, etc.), status attributed to the activities of the incident and the status of the execution time (on time or past due). It is also possible to locate incidents through the incident ID # or title, department or name of the initiator or requester of the incident, or even through the period in which the incident was starter and/or finished.

Use this filter to find incidents that have a particular form. It is also possible to filter the search through a value filled out on the form.

To do that, click on the Add field button and select the form associated with the incident activity that you wish to search. After that, select the specific field of the form, the operator and a value for it. To use more than one form field in this search, repeat the procedure described previously.

Use this filter to find incidents that have a particular attribute. It is also possible to filter the search through a value filled in the attribute.

To do that, click on the Add attribute button and select the attribute associated with the activity of the incident that you wish to search. Next, select the operator and a value for it. To use more than one attribute in this search, just repeat this procedure.

Use the fields in this filter to find the incidents that have a particular association. In the Associated object field, it is possible to select the object that is associated with the incident that you wish to search: Article, Asset, Control, Document, Incident, Supply, Object, Occurrence, Action plan, Problem, Process, Product, Project, Risk, or Workflow. In the Associated record field, enter the name of the object that was associated with the problem that you wish to search. In case of Supply, Object, and Product objects, the system will display the fields that allow viewing the incidents through the number of objects and or information about the traceability of the object, such as serial number, batch, characteristics, etc.

Use the fields in this filter to find incidents through information the associated survey in the process that automates the incident. It is possible to find incidents through the ID # or name of the associated survey; user or team responsible for the survey; status of the survey execution (answer or closed step); period in which the survey was executed; user, department or position of the respondent; or through guest respondent e-mail.