Creating incident generic templates
Before performing this task, download the templates that are available from Infor and save them in a location that can be accessed by this application.
- Rtf report templates are available for download from the Infor Support Portal. Search for knowledge-base article 1967973 and download the templates that are attached there. If no suitable templates are available, then you must create some offline to the application.
- Pdf report templates are available for download from the Infor Support Portal. Search for knowledge-base article 1975970 and download the templates that are attached there.
Use this task to create a shared library of report templates for employee-incident reporting for all organizations that you maintain.
- Sign in as Health & Safety Management.
- Select .
- Click .
- Type a template name and description.
- Browse to a folder where you saved the templates.
- Click .