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 Customer Portal. Search for KB1967973 and download the templates that are attached. 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 Customer Portal. Search for KB1975970 and download the templates that are attached.

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.