Incident Workflow

Owned by Robert Seale (Unlicensed)
Last updated: Sept 26, 2019 by Nicola Inglis
2 min read

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?

Anyone who has access to the public link of your incident form

  • Log An Incident icon on the 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.


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 permenant record.
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.


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