> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/quality-managers/incident-application.md).

# Managing Incidents (Apps)

Use the Incident application to create, manage, and track incidents.

## Overview

The **Incident** application is a structured, workflow-driven solution for managing incidents across the organization. It supports the full lifecycle of an incident report, from creation and review to investigation, escalation, resolution, and closure.

{% hint style="info" %}
All reports are logged, assigned, and tracked in a centralized system, ensuring visibility, accountability, and compliance with organizational standards.
{% endhint %}

***

## Application Prerequisites

Before users can work with the **Incident** application, administrators must configure the following settings:

<details>

<summary><i class="fa-gear">:gear:</i> <strong>General Settings</strong></summary>

<i class="fa-location-crosshairs">:location-crosshairs:</i>  **Location**

Define geographical or operational locations relevant to your organization.

<i class="fa-file-certificate">:file-certificate:</i>  **Compliance Program**

Define compliance programs applicable to your organization.

<i class="fa-calendar-days">:calendar-days:</i>  **Frequency**

Define the intervals at which activities are scheduled to occur.

<i class="fa-folder-tree">:folder-tree:</i>  **Category**

Define categories for classifying and organizing activities across the organization.

<i class="fa-coin">:coin:</i>  **Currency**

Define currencies used when entering cost values.

<i class="fa-file-circle-question">:file-circle-question:</i>  **RCA Reason & Description**

Define root cause analysis reasons and related descriptions.

</details>

<details>

<summary><i class="fa-person-falling-burst">:person-falling-burst:</i> <strong>Incident Settings</strong></summary>

<i class="fa-link">:link:</i>  **Related To**

Define links between incidents and other entities.

</details>

<details>

<summary><i class="fa-calendar-check">:calendar-check:</i> <strong>Action Item Settings</strong></summary>

<i class="fa-timer">:timer:</i> **Effectiveness Check** **Duration**

Define durations used for effectiveness checks.

</details>

<details>

<summary><i class="fa-box-open">:box-open:</i> <strong>Product(s) /</strong> <strong>Equipment Application</strong></summary>

<i class="fa-box">:box:</i>  **Product /** **Equipment**

Define products relevant to your organization.

</details>

<details>

<summary><i class="fa-truck">:truck:</i> <strong>Supplier Application</strong></summary>

<i class="fa-truck">:truck:</i>  **Supplier**

Define suppliers relevant to your organization.

</details>

{% hint style="success" %}
For detailed setup instructions, see [**Incident Application Settings**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/incident-application-settings.md).
{% endhint %}

***

## Accessing the Application

To access the **Incident** application:

1. Select the **Apps** tile in the side navigation bar.
2. On the **Apps** page, either:
   * Expand **Incident** in the navigation tree, or
   * Navigate to the **Incident** section in the application gallery.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

The application opens, displaying its available modules.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Incident</strong></td><td>Use this module to create and submit a new incident for review and processing.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>Incident List</strong></td><td>Use this module to view all submitted incidents, tracking progress through the workflow.</td></tr><tr><td><i class="fa-person-burst">:person-burst:</i>  <strong>My Submitted Incidents</strong></td><td>Use this module to view all incidents you have submitted while logged in.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>Incident Reminder</strong></td><td>Use this module to send reminders to responsible users for pending tasks.</td></tr></tbody></table>

{% hint style="danger" %}
Available modules vary based on your assigned permissions.
{% endhint %}

***

## Learn More

Refer to the following guides for detailed instructions:

<table data-view="cards"><thead><tr><th></th><th></th><th>Role(s)<select multiple><option value="sNfGFYd4MbgC" label="Creator" color="blue"></option><option value="SFPpyqduSlC9" label="Reviewer" color="blue"></option><option value="MkSfos39rGIc" label="Investigator" color="blue"></option><option value="8vSfzLssTo5h" label="Action Owner" color="blue"></option><option value="prDO5YCi1kMp" label="Approver" color="blue"></option></select></th><th>Related Module(s)</th><th></th><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Create &#x26; Manage Incidents</strong></td><td>Perform assigned tasks to advance reports through the <strong>Incident Management</strong> workflow.</td><td><span data-option="sNfGFYd4MbgC">Creator, </span><span data-option="SFPpyqduSlC9">Reviewer, </span><span data-option="MkSfos39rGIc">Investigator, </span><span data-option="8vSfzLssTo5h">Action Owner, </span><span data-option="prDO5YCi1kMp">Approver</span></td><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Incident</strong></td><td></td><td></td><td></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F7xnyHkvLPtjKbZYQlycM%2FIMS-V16-NAV-Library-Icons-64.png?alt=media&amp;token=ac158510-5671-497b-888a-5715d4d84ddf">IMS-V16-NAV-Library-Icons-64.png</a></td><td><a href="/interfacing-help-files/quality-managers/incident-application/creating-and-managing-incidents.md">Creating &amp; Managing Incidents</a></td></tr><tr><td><strong>How to Track &#x26; Monitor Incidents</strong></td><td>Monitor the status and progress of incidents using lists and dashboards.</td><td><span data-option="sNfGFYd4MbgC">Creator, </span><span data-option="SFPpyqduSlC9">Reviewer, </span><span data-option="MkSfos39rGIc">Investigator, </span><span data-option="prDO5YCi1kMp">Approver</span></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>Incident List</strong></td><td><i class="fa-person-burst">:person-burst:</i>  <strong>My Submitted Incidents</strong></td><td><i class="fa-chart-pie">:chart-pie:</i>  <strong>Incident Dashboard</strong></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>Incident Reminder</strong></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/quality-managers/incident-application/tracking-and-monitoring-incidents.md">Tracking &amp; Monitoring Incidents</a></td></tr></tbody></table>


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