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Learning Objectives:
1. Explain how to log an incident report.
2. Describe how to update an incident report.
3. Recall how to search and close incident reports.
Video Script
Welcome to the Security & Concierge: Incident Report overview. In this video we will demonstrate how to create an incident report, update an incident report, and search for past incident reports.
To get started, select Security & Concierge from the main menu. From the Security & Concierge Console, select incident report. This will open the incident report form where you can log the details of the incident.
First, select the incident type from the drop-down menu. If your incident type is not listed, select other. Next, enter the date and time the incident took place. This field will default to the current date and time but can be updated as needed. Then, add a descriptive title and provide an overview of the incident.
If applicable, enter the unit number the incident is related to, the name of the person that reported the incident and the incident suspect.
If emergency services were called, check box beside click here is police, fire or others were called. This will open additional fields where you can identify which emergency service was called, the time you called, the time they arrived and the name of the person attending.
The final step is to attach any relevant files to the incident report. This may include pictures, videos, or written documents. Only one file can be attached initially but more can be added afterwards.
If you are not ready to finalize the incident report, click the X in the top right corner. Then, a prompt will appear asking if you want to keep the draft. If you select no, the incident report will be deleted. If you select yes, the incident report will be saved and marked as draft in the activity stream.
Open the draft incident report to finalize the details. Once completed, click save. You will now see the completed incident report in the activity stream. Once the incident report is saved, the details cannot be changed. You can, however, add updates and additional files to the report.
To update an incident report, open the incident report from the activity stream. You will now see the incident details at the top followed by an updates section. Upload any additional files and provide a brief update. If the incident has been resolved, you can change the status from open to closed. Once completed, click update.
Building administrators are sent copies of all incident reports and updates. They can also add their own updates using the link provided in the email notification. Typically, building administrators are responsible for changing the incident report status to closed after completing the required follow-up.
To view past incident reports, scroll through the activity stream or search using the incident reports filter. Open the desired incident report to review the details. To print the incident report, click print. This will download a PDF copy of the report to your machine which you can print using the designated printer.
This concludes the Security & Concierge: Incident Report overview. For more information on the incident report feature, please refer to our user guide.