Who is this article for?

Ideagen EHS users viewing incident reports.

Incident view access is required.

A view is a saved set of criteria that can be applied to your incident list to filter the results and change the columns displayed on the screen.

Views are very useful for reviewing records and gathering a summary of the information each records hold.

This article outlines how to manage views and is split into the following sections:

1. How to Create a New View
2. How to Edit a View
3. Further Reading

1. How to Create a New View

1. Click Modules and then Incident Management.
2. Click Manage Incident Reports.
3. Expand the view list.

4. Click   Add New View.
5. Fill in all required fields

6. Expand Select Filters   .
7. Enter your criteria and then click  .
8. Expand Select Columns   .
9. Move any desired columns to the right hand side.

10. Click Save.

Note: The Reset, Delete, Save As and View results buttons are only active when editing an existing view.

2. How to Edit a View

When editing a view you have the ability to perform additional actions:

To edit a view:

1. Click Modules and then Incident Management.
2. Click Manage Incident Reports.
3. Expand the view list.

4. Open a view.
5. Click   Edit.
6. Make the changes needed to the view.
7. Click Save.

3. Further Reading

• How to Report a New Incident