Incidents

Under the Incidents banner, the following folders will be displayed:

· New: New e-Incidents that have not yet been assessed.

· Assigned: e-Incidents assessed and assigned to a Gateway Approver for follow-up.

· Accepted: e-Incidents that have been accepted into Perspective as valid Incident records by the Gateway Approver assigned to them (the only e-Incidents not available for editing).

· Pending: e-Incidents that require further information before being assigned or deleted.

· Rejected: e-Incidents that have been returned to the Gateway Administrator by the Gateway Approver.

· Deleted: e-Incidents that have been marked for deletion upon purge. These can be re-assigned by the Gateway Administrator before the purge occurs.

Note: Not all folders will be visible to the Gateway Approver.

After selecting an e-Report in the Incidents Listing pane of the New folder, you can use the buttons available on the Viewing pane toolbar to perform a number of report functions.

Common functions available for both Gateway Administrator and Gateway Approver:

	Save	Preserves the changes you made to an e-Report.
	Edit	Transfers an editable e-Report into the editing mode. After clicking Edit, select the field you want to edit and make the necessary change. Editing of e-Reports functions similarly to the data entry in Incidents data forms, including the use of a similar set of sub-tabbed toolbar functions, like Edit, Add New, Remove and Read/View. Remember to complete every report editing action with saving the changes applied to the report by clicking Save on the Viewing pane toolbar. Note: For further details on the sections of the e-Incident report and functions performed by the toolbar functions that are available for certain sub-tabs (i.e., Involved Persons, Organizations, Vehicles, and Items), see the Incidents and Common Record Functions chapters. Note: The only editing function that is exclusively under the authority of the Gateway Administrator is setting of the e-Incident’s security controls in the Controls tab (access level, organizational rollup and workgroup visibility). Although the e-Incident will have some default security controls, the Gateway Administrator may choose to re-set these in order to restrict both the Gateway Approver the e-Incident is assigned to (the Approver’s access rights must match those of the e-Incident in order to assess it), as well as users who have access to the record within Perspective if it is accepted as a valid Incident record.
	Close	Exits the e-Report without saving changes.

Functions available for Gateway Administrator only:

	Assign	Assigns the e-Incident to the Gateway Approver for further review by transferring the e-Incident to the Assigned folder. Once you click the Assign button, a pop-up confirmation window will appear. Make any necessary notes on the assignment of this e-Incident in the Comments text box. Your notes will appear in the Reviews section of the e-Incident under the General tab. Click Assign to confirm your choice. Note: The Gateway Approver’s access rights must match those designated under the e-Incident’s Controls tab.
	Delete	Deletes an e-Incident as an invalid submission by transferring the e-Incident to the Deleted folder. Once you click the Delete button, a pop-up confirmation window will appear. Make any necessary notes on the deletion of this e-Incident in the Comments text box. Your notes will appear in the Reviews section of the e-Incident under the General tab. Click Delete to confirm your choice. Note: e-Incident can be recovered anytime prior to the end of Deleted Retention Period specified for the e-Incident’s workgroup by the System Administrator.

Functions available for Gateway Approver only:

	Accept	Accepts an e-Incident into Perspective as a valid Incident record, by transferring it to the Accepted folder. The accepted e-Incident will be available to users whose access rights match those designated under the e-Incident’s Controls tab. Once you click the Accept button, a pop-up confirmation window will appear. Make any necessary notes on the acceptance of this e-Incident in the Comments text box. Your notes will appear in the Reviews section of the e-Incident under the General tab. Click Accept to confirm your choice. A dialog box will appear displaying the e-Incident’s new Perspective Incident Number. For cross-referencing purposes, both the original e-Incident Number (e.g., INC-2010-000269) and the new Incident Number (e.g., EINC-2010-12-00001) will appear under the Record Information in the General tab of both the e-Incident record and the actual Incident data form. Click OK. Note: The accepted e-Incident will be purged from the Gateway at the end of the Accepted Retention Period specified for the e-Incident’s workgroup by the System Administrator. The original e-Incident form will remain in Perspective as an attachment to the newly created Perspective Incident record.
	Reject	Sends an e-Incident back to the Gateway Administrator for further review by transferring it to the Rejected folder, so that it could be re-assigned or deleted. Once you click the Reject button, a pop-up confirmation window will appear. Make any necessary notes on the rejection of this e-Incident in the Comments text box. Your notes will appear in the Reviews section of the e-Incident under the General tab. Click Reject to confirm your choice. To evaluate the reasons for the e-Incident’s rejection by the Gateway Approver, edit the e-Incident, and/or delete or assign it again, the Gateway Administrator hat to access the rejected e-Incident from the Rejected folder.
	Pending	Sets an e-Incident to Pending status, by storing it in the Pending folder. This function is used when there is insufficient information to accept or reject the e-Incident, and the Gateway Approver intends to make its review at a later date. Once you click the Pending button, a pop-up confirmation window will appear. Make any necessary notes on the pending of this e-Incident in the Comments text box. Your notes will appear in the Reviews section of the e-Incident under the General tab. Click Pend to confirm your choice.

When an incident is submitted using e-Reporting or Portal, you must manually link the name of the driver (Vehicles), supervisor (Incident General), notified by person (Organizations), or the owner, person, or organization (Items), in Gateway. This is done by clicking the plus icon

Then, select the corresponding record from the pick list. If a record does not already exist, use the Quick Add function to create one.

Note: If this is not done before acceptance to Perspective, the information will not get transferred into Perspective.