Incident Reports - Action Plan

The  Incident Reports report type provides a summary of 'Completion Rates' for Incident Reports, as well as 'Detailed Stats' for Incident Reports and Action Plan.

This article provides instructions on 'Detailed Stats' for Action Plan. See below:

1. Choose desired Target Location, View and Status

Tip: A date range can also be selected to narrow down results.

2. Choose 'Detailed Stats → Action Plan', then choose the template(s) you wish to report on (in this example, we'll choose "All Incidents")

Note: When choosing "All Incidents" the report will only include templates that have (at least) one (1) form submission.

3. Click on the Generate button

4. Once the report has been generated (on the page), you will see multiple reporting types/buttons to view this data in, as shown below:

Save - Allows you to save this specific report (click here for more information)

Print - Opens a PDF version of the data (in .PDF format)

CSV - Opens a CSV version of the data (in .CSV format)

Excel - Opens an Excel version of the data (in .XLS format)

Below you can see an example of this report which details the following:

  • Template Name
  • Submission Description
  • Submitter Name
  • Submitter Location
  • Submitter Area
  • Submission Date/Time
  • Submission ID
  • Submission Description
  • Submission Status
  • Escalation Manager Name
  • Escalation Date/Time
Customer Injury
Slip in store Betty Ward New York New York 21/05/2022 16:51
ID: 427 Description: Slip in store
Status: Action Required
Escalated By: Julie Hayward
Escalated Date: 22/05/2022 09:17
Action Required By Whom Due Complete Completed By Completed Date
Follow up on progress
David Warner
David Warner

for: adm,mgr;

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