How to Document Progress with a Follow-up

Use a follow-up to add detailed notes, attach new documents, and formally record a step in the investigation.

1. Go to the Manage section in the sidebar and expand it.

2. Click on Incidents.

3. Click on the incident name in the list to open its details.

4. In the header, click on the + Follow-up button.

5. A form will be opened. Here you can provide your update:

   • Description (Required): Write a clear and detailed note about the update, such as the results of an interview, a maintenance finding, or a corrective action that was taken.

   • Documents (Optional): Attach any new files relevant to this stage of the investigation.

6. Click on the Save button to save your follow-up.

How to Update the Status

For a simple status change without adding a detailed description, you can use the dropdown menu in the header.

1. Go to the Manage section in the sidebar and expand it.

2. Click on Incidents.

3. Click on the incident name in the list to open its details.

4. In the header, there is a dropdown showing the current status of the incident.

5. Click on it and update the status with one of the values from the dropdown menu.

The status of the incident will be updated.

How to View the Incident's Activity Log

The Activity tab provides a complete history of the incident from creation to resolution.

1. From the main Incidents list, click on the incident name you want to review.

2. Go to the Activity tab.

3. Here you can view the complete progress of the incident in chronological order. This feed includes the initial report, all detailed follow-ups, and any direct status changes you have made, providing a full, time-stamped history of the investigation.

Edit an incident

1. Go to the Manage section in the sidebar and expand it.

2. Click on Incidents.

3. Click on the incident name in the list to open its details.

4. Click on the three-dots menu button (⋮) in the top right corner.

5. Select the Edit button from the dropdown menu.

6. A form will open. Change in the required information for the report:

   • Type of incident: Select from the dropdown (e.g., ‘Incident,’ ‘Accident,’ or ‘Hazard’).

   • Title: (Required) A brief, clear title for the report.

   • Description: (Optional) A detailed description of what happened.

   • Flight: (disabled) The flight can't be changed

   • Flight Phase: (Optional) The phase of flight when the event occurred (e.g., Take-off, Cruise).

   • Investigator: (Optional) The name of the person assigned to investigate.

   • Status: (Required) The current status of the report (e.g., Open, Under Investigation, Closed).

   • Documents: (Optional) Attach any necessary files, such as photos or witness statements.

7. Click the Save button to update your incident report.

Delete an incident

1. Go to the Manage section in the sidebar and expand it.

2. Click on Incidents.

3. Click on the incident name in the list to open its details.

4. Click on the three-dots menu button (⋮) in the top right corner.

5. Select the Delete button from the dropdown menu.

6. A confirmation dialog will appear. Click the Delete button again to confirm the action.