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.

  1. Sign in as Health & Safety Management.
  2. Select Set Up > Safety > Report Configurations > Incident Generic Templates.
  3. Click Create.
  4. Type a template name and description.
  5. Browse to a folder where you saved the templates.
  6. Click Save.