Incidents Module Setup
Here you can find answers to frequently asked questions about setting up the Incidents module on Every Compliance.
Please note when logging an incident please do not use or accept any auto fill options as this will cause the incident to error. Please complete and requested fields manually.
You will need to be an Admin user to make changes to the module settings.
How do I create and edit an incident type?
The Incidents module on Every is useful for logging and monitoring a variety of incidents across your property. Incident types help you to categorise the variety of incidents occurring at your property, making your incidents data clearer and helping you to spot and trends.
Step One
On the left-hand navigation bar select Incidents, Settings, and then select the blue 'Incident Types' tab on the 'Incident Settings' page.
Step Two
The table may be pre-populated with some incident types already. You can edit these using the pencil icon or delete them using the small red ‘X’ to the right-hand side. There must be no incidents attached to the type for you to be able to delete it.
Step Three
You can add more incident types using the green ‘Create Incident Type’ button below the table. Alternatively, you can click the white ‘Create Incident Type’ button to the top of the page. Enter the required ‘Incident Type’ name, and click the green ‘Save’ button.
The new incident incident type will now appear in the 'Incident Types' table.
How do I create and edit an accident type?
The blue 'Accident Types' tab contains various types of accident that can be selected when a user logs an incident and checks a box stating that the person involved has become injured or ill.
Having specific options helps limit human error when logging an incident as, instead of the user physically typing entries, they can choose one from a set dropdown list.
For this reason, you may want to take some time to consider which accident types you would like to list to reflect the incidents across your school and users.
Step One
On the left-hand navigation bar select Incidents, Settings, then select the blue 'Accident Types' tab.
Step Two
The table may be pre-populated with some accident types already. You can edit these using the pencil icon or delete them using the small red 'X' to the right-hand side. There must be no incidents attached to the type for you to be able to delete it.
You can add more accident types by clicking the green 'Create Incident Accident Type' button below the table. Entering a title for your accident type, and click the green 'Save' button.
The new incident accident type will now appear in the 'Accident Types' table.
How do I create and edit levels of incident severity?
Severities will affect your reporting and what automatic email notifications are sent to selected users. As such, it is important to carefully consider how you would like to list and rank them. Each severity has a title, description, and level.
The severity description will appear when the user is logging an incident to explain to users what this severity means. It is useful as a guideline for what severity a user should choose for the incident they are logging, avoiding need for further intervention or clarification.
The severity level is a score allowing the different severities to be ranked effectively. Higher severities need higher scores and lower severities need lower scores. For example, the severity ‘Major' may be set as Severity Level: 30, whereas 'Minor' would be Severity Level: 20.
Step One
On the left-hand navigation bar select Incidents, Settings, then select the blue 'Severities' tab.
Step Two
Use the ‘Add Incident Severity’ button to add a new severity to the table. Alternatively, you can click the white ‘Create Incident Severity’ button at the top of the page. Complete the required fields by adding the a title, severity description, and severity level, and clicking the green ‘Save’ button.
The new severity will now appear in the ‘Severities’ table. You can edit a severity using the pencil icon or delete one using the small red ‘X’ to the right-hand side. There must be no incidents attached to the type to be able to delete it.
How do I create and edit an incident action?
An incident action is an action to be taken in response to an incident. Actions affect both the reports available and what automatic email notifications are sent out, therefore it is important to carefully consider what actions you would like set up. Keep in mind that actions will often tie in with multiple incident types.
Step One
On the left-hand navigation bar select Incidents, Settings, and then select the blue ‘Actions’ tab. Here you will find a table containing various incident actions and the number of incidents they have been applied to.
Step Two
The table may be pre-populated with some actions already. These can be edited using the pencil icon or deleted using the small red 'X' to the right-hand side. There must be no incidents attached to the action to be able to delete it.
You can add more using the green 'Add Incident Action' below the table. Alternatively, you can click the white 'Create Incident Action' button to the top of the page. An area will expand prompting you to enter the name of the action and click the green 'Save' button.
The new action will now appear in the 'Actions' table.
How do I set up incident locations?
Adding locations to your incidents is important for spotting location-specific trends and potential hazards. Using this information, a school can take remedial actions to reduce incidents in the long term rather than acting in a purely reactive way.
Locations can be added as a tree, with branches allowing you to clearly identify precise places within your property.
For example: Maths Office > Floor 1 > West Building
Step One
To set up locations for your property, go to Incidents, Settings, and then select the blue 'Incident Locations' tab.
Step Two
Here you'll find the locations tree. If you have not yet set up any locations, it is likely that you will only see one branch in the tree labelled 'Locations'. Right-clicking this branch will give you the option to create a new location within your property.
Give your new location a name in the box that appears and click the 'Save' button to add it to your location tree.
Step Three
You can continue this method to add multiple locations at the same level, or you can right-click the newly made locations themselves to create sub-locations with them. This is great for specifying areas within the site, allowing a bird's eye view of your site's incidents when reporting and spotting reoccurring problems.
You can also 'drag and drop' a locations by clicking and holding, and then moving it to another level. This can help you organise your locations to reflect the way your school site is set up.
Importing locations from Asset Management
At the right-hand side there is a green 'Import Locations from Asset Management' button, which allows you to pull the locations set up within your Asset Management module through to the Incidents module.
When clicked, a white box will appear giving you the option to tick the boxes against the locations that you would like to import. This will ensure consistency across Every and is available for customers who have both modules.
Merging locations
Merging locations helps to organise any previous errors or duplications.
To merge one or more locations, you first need to ensure that they are all listed immediately one after the other in the locations tree. Then hold shift and left click on the locations you wish to merge. Right click on the multi-selected locations and choose the ‘Merge Location’ option.
You will then be asked which location you would like the remain as the main location, as the others will be absorbed into this. Once you are happy, click on the green ‘Merge’ button to finalise the action.