Connect to Object
Explanation
This activity is used to connect an object to an incident. Objects are items
in the application that can be relevant to the assessment, e.g., different
incident cases, a work orders, shop orders or counseling plans. It allows for
quick access to the relevant data straight from the Incident
window. For example, a shop order relevant to the incident can be linked as an
object and quickly accessed via the right-click menu.
Prerequisites
In order to perform this activity;
System Effects
As a result of this activity, an object will be connected to the incident.
Window
Incident
Related Window Descriptions
Incident
Procedure
- Open the Incident window.
- Navigate to the Connected To tab and add a new record. A
new window will open.
- In the Object field, select what object type you want to connect.
- In the table, select a relevant object, e.g., Incident Case No.
Note: If you have any saved searches, you can select them from the
Selection field. Note that each Object type has its own selection
set. This functionality can be used to limit the amount of displayed
objects.
- Click OK.
- Save the information.