How to Setup Incident Report Settings

Incident Category Groups are a list of incident types that are specific to a vertical market or type of site. These can then be assigned to the site. Officers will only be able to view the included incident types when completing reports at the site. This ensures officers have access to only relevant incident types based on the site where they are working.

Select an Incident Group for the Site

Select an Incident Group for the Site

Click on the drop-down menu to view the list of incident groups available. Select the correct vertical market for your site. If your site has some unique considerations, select Create a custom group to create a custom incident list for your site. Both the preset incident lists and the options available in the custom group pull from the incident types created in the Incident Categories (Settings > Patrol Reports > Incident Categories). To select the incident Category Group:

  1. Access the site list by clicking on the "Sites (Client)" tile from the Live Dashboard.
  2. From the "Overview" tab select the "Security & Patrol" tab.
  3. In the "Patrol Menu" select the "Incident Category Settings" option.
  4. Use the drop-down to select which incident group will be used at the site and click on the [Save] button.

Create a Custom Incident Group for the Site

Create a Custom Incident Group for the Site

Click on the folders to access the list of existing incident types. Click on the checkbox next to an incident type to add the incident type to your custom group.

To create a new incident type click on the [Create Item] button. Complete the pop-up form and click the [Save] button to add the new incident type to your custom group.