Purpose: Learn how to log a new Incident in Luvelo HR, capturing the details needed to start the incident-handling process.
Application Roles Required: HRIncident
Follow the steps below on how to log an incident:
1. Navigate to https://app.luvelo.org/HR/Home.
2. Click the "Incidents" tile.
3. Click on the plus (+) icon to add a new incident.
4. Fill out the incident details. Fields marked with an asterisk are required.
Event Name: A brief, non-sensitive title for the incident.
Date Time: The date and time the incident occurred.
Incident Type: Select the most relevant incident type from the dropdown (e.g., IRCA, First Aid, Close Call, etc.)
Incident Status: Select the appropriate status of the incident (e.g., Reported, Collect Incident Reports, Determine Next Steps, Resolved, etc.)Department: The department affected by the incident.
Next Update Due On: The date by which the incident is expected to be concluded.
Location: The location where the incident took place.
Equipment or Property: List any equipment or property involved.
Event Details: Provide a summary of what happened.
User Access: Add groups or users who need to be able to access the incident report.
Attachments: Attach any supporting evidence or documents.
5. Click "Save".
6. Creating an incident automatically creates an associated task. To view the task, click on "Related Tasks."
To Edit an Incident:
7. From the 'Incident Detail' screen, click on the pencil icon and modify the details as appropriate.
To Track an Incident's Timeline
8. From the 'Incident Detail' screen, click "Timeline".
9. You will then see detailed timeline of the incident.
