Search for an Incident

Incident Management is a process designed to identify and analyse incidents that have occurred and determine how to prevent a repeat of the situation.

Incidents can be recorded in the database to link them to affected clients and track the resolution of the situation.


Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Select Incident (List) from the Top Menu

The Incidents page is displayed with search criteria and incident list.

Step 3. Click Clear to remove any previous search criteria

Step 4. Enter search criteria for the required incident/s

e.g. Incident Time, Incident Level

Tip: Adding more criteria will narrow your search.

Step 5.  Click Search

Search results are returned

Step 6. Click on a subject to view the incident record

The record is displayed

Step 7. Click Return to List to return to the search results.

Alternatively, manage the Incident record as required.

Further Information

Updated on April 20, 2020

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