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This is a brief overview of how an incident is generally managed once a form is submitted (Simple): 

Incident Workflow (Detailed)

	Who is involved?	Accessing the Incident Form	What happens at this stage?
Image Modified	Anyone who has access to the public link of your incident form	Log An Incident icon on the

Fundamentals

PolicyPlus site Mobile devices

The incident form is submitted. If you enable the Save & Return function, submitters will be able to complete their forms later.

 

Image Modified	Assigned Manager User(s)	To Do List on the Assurance Home Page Link provided in email notification	The incident is approved or rejected. You will be required to provide a reason for rejecting an incident. Rejected incidents will still appear on your incidents register and will form part of your

permeant

permenant record.
Image Modified	Assigned Manager User(s)	To Do List on the Assurance Home Page Link provided in email notification	The incident is investigated further and closed. You can link the incident to risks and other incidents. You can also create and assign tasks for the incident (i.e. maintenance tasks).

 

Notes:

• Evidence Documents can be attached in all stages of incident management;
• Anyone who is provided a link to a form may submit; and
• Management can push the incident to another appropriate Manager user.

• ONLY full licence users will be able to TRIAGE & MANAGE submitted forms.

• In addition to the above forms, CompliSpace can also provide templates for External Complaints, Privacy Queries & Complaints,Report a Risk, Suggestion Box, Compliance Breach and Correct Action Requests.

 

Need

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CompliSpace Help Desk

Other resources

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CompliSpace TV

Contains video tutorials on the administrator functions of the PolicyPlus and Assurance systems. 

Requires a login to access (can be requested from the Help Desk)

More Help?