Adding a New Incident (Mobile)

  1. On the Appointment Detail - Service form, select Incident to open the New Incident - Service form.
  2. Specify this information about the incident:
    Status
    Select the status for the new incident, or accept the default status of Open.
    Priority Code
    Select the level of priority for the incident, or accept the default level.
    Description
    Specify a description of the incident.
    Incident Notes
    Specify any additional notes about the incident.
    Unit
    The unit selected for the appointment is displayed by default. Optionally, select a different unit for the incident. If you select a new unit, the item is updated accordingly.
    Item
    An item is displayed by default based on the unit.
  3. The contact information is displayed by default. Optionally, select a different contact.
  4. Optionally, specify this information related to the reason for the incident:
    General Reason
    Select the general reason for the incident. Reason codes are maintained on the Service Reasons back office form.
    Specific
    Select the specific reason for the incident.
    Reason Notes
    Specify any notes for the reason.
  5. Select OK.