How to Setup Incident Categories

Updated Apr 15, 2018

Incident Categories provide a validated list of the different types of incidents officers may encounter. The list of Incident Categories drives other functionality in the system such as notifications, incident analytics and sub-forms (conditional report fields).

Table of Contents

Incident Category Overview

Locate Incident Categories

The Incident Categories are located in the Operation Configurations section of the Settings.

  1. Click on the "Settings" tile from the left-hand side menu.
  2. From the side menu, select the "Incident Categories"

How Incident Types are Grouped

Incident Categories serve two purposes. First, they standardize incident reporting in the field by limiting officers to a list of Incident Categories. Second, Incident Categories will be used to populate site incident analytics automatically. As officers complete reports using the Incident Categories, that information is fed into the incident analytics and trend reports.

  1. Incident Categories: Incident Categories are the individual incident types that officers may encounter out in the field. These are the items that will populate the Incident Type drop-down menu when officers are completing incident reports.
  2. Parent Categories: Individual Incident Categories can be assigned to parent categories. This does not affect the list that officers use to select incident types. However, the parent categories can be used by admins to set different notification rules for groups of Incident Categories. For example, there can be different notifications for all "Maintenance" Incident Categories without selecting every individual Incident Category.
  3. Groups / Industries: Incident Categories can also be grouped for different industries or types of sites. Using the groups, you can create different groups of Incident Categories for different sites. This also allows you to create a client-specific list of incidents. In the Site Profile, you can select whether a site will use a specific incident group or the default list.

Create a New Incident Category

To create a new incident follow the steps below. Note the following page will cover the components of an Incident Category. Make sure to review the following page before creating new Incident Categories.

  1. Click on the [+ Create Category] button.
  2. After reading the following page, complete the pop-up form and click the [Save] button.

Components of an Incident Category

  1. Description: This is the name of the incident type that will in the drop-down menu when officers write an incident report. Additionally, this is the label of the Incident Category that will be referenced in the incident analytics.
  2. Code (Optional): This is an optional field. The code can be used to reference incident codes in other systems or as an internal reference to a specific incident type.
  3. Details: This is a detailed description of the Incident Category. The notes added here are not visible elsewhere in the system. They serve as a reference to administrators reviewing the Incident Categories. Like the Code, this field is optional.
  4. Priority Level: This is the severity of the incident. Notifications can be created based on different priority levels.
  5. Type of Item: The drop-down in this field pulls the list of Parent Categories. From here the Incident Category can be assigned to a parent category, where it can then be included in notifications for other similar incident types.
  6. Show in Default Group: Assign the new Incident Category to a specific group based on different vertical markets. Select "Yes" to include the Incident Category in the default group. The default group is used at all sites, unless a user manually changes the incident group in the site profile.
  7. Available to all regions: If you have multiple regions in your portal you can make an Incident Category available at all regions. This way you will not have to recreate it multiple times.

Create a Parent Category

To create a new parent category follow the steps below.

  1. Click on the Parent Categories tab at the top of the screen.
  2. Click on the [+ Create Type] button to create a new parent category.
  3. Provide a Description for the parent category. The Code field is optional. Once you are done, click on the [Save] button.

Create a Group / Industry

To create a new group / industry follow the steps below.

  1. Click on the Parent Categories tab at the top of the screen.
  2. Click on the [+ Create Group/Industry] button to create a new incident group.
  3. Provide a Description for the incident group. The Code field is option. Once you are done, click on the [Save] button.

Configuring a Group / Industry

Once an incident group has been created, you will need to assign Incident Categories to the group.

  1. Assign Existing Incident Categories: There are two folders on the right hand side. The top folder includes all incident types that have been added to the Default incident group. The Other Categories folder will include all incident types that have been excluded from the default incident group. Click on the plus sign next to either folder to open the folder and select individual incident categories.
  2. Create New Incident Categories: Click on the [Create Item] button to add a new incident category in this custom group.

Note that the list of the incident categories for this custom group will appear on the right side. As you add new incident categories this list will update to show all incident categories that have been added.

Assign an Incident Group to a Site

Sites will automatically use the Default Group for Incident Categories. Using the Incident Category Settings, you can assign a specific group of Incident Categories to a site. This will limit the options available to officers when completing an incident report. To access the site Incident Category Settings follow the steps below.

  1. Access the site profile then click on the "Security & Patrol" tab.
  2. Make sure you are viewing the "Settings" tab. The page should open to this tab automatically.
  3. In the Patrol Menu, select "Incident Category Settings."
  4. Use the drop-down menu to select which incident group will be assigned to this site.

Using Incident Categories in Report Notifications

Some of the components of an Incident Category can be used as criteria for notifications at the site. To access the report notifications follow the steps below.

  1. Access the site profile then click on the "Notifications" tab.
  2. Click on "Individual Reports" tab. Create a new rule.
  3. Incident Severity: Here you can use the incident priority level as the criteria for specific notification rules.
  4. Incident Flag Type: Use the incident parent category as a criteria for a custom notification rule. Using the parent category allows you to create notifications for security related incidents versus non-security related issues such as maintenance incidents.
  5. Incident Flag: Use the Incident Category as a criteria for a custom notification.
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