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

  1. Open the Incident window.
  2. Navigate to the Connected To tab and add a new record. A new window will open.
  3. In the Object field, select what object type you want to connect.
  4. 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.
  5. Click OK.
  6. Save the information.