Every business manages Events differently. Ideagen Safety allows your organisation to define which Event information is mandatory, ensuring critical data is always captured while still allowing flexibility for optional details.




 

⚙️ Settings
This feature is managed via Settings, which can be found under the profile icon toward the top of the screen.
Click to expand Events, then select Event Fields Mandatory.

📝 Event Mandatory Fields

• The Event Mandatory Fields section displays a table of fields (by Event Type) that can be marked as mandatory or left optional.

• Simply tick a field to make it mandatory, or untick to leave it optional.

• Example: Case Number may be required for Injury and Illness Events but optional for Incidents and Near Misses.
  
  
  
   

Additional notes:

• The Milestone Timer and Priority options can be hidden entirely for chosen Event Types.

• Fields shown in solid grey do not apply to that Event Type and cannot be selected.
  
  
  
   

🔒 Sensitive Event Options

• Define the minimum number of Sensitive Users who must be assigned visibility when reporting a Sensitive Event.

• Reporters cannot submit the Event until this number is selected.

• Sensitive Users may also receive notifications when:

  • A Sensitive Event they can view is updated

  • A related corrective action is updated
    
    
    
     

🔍 Standard Investigation Fields
Options here apply to fields in the Standard Investigation tab:

• Choose which fields should be mandatory.

• Decide if the ‘Investigation not required’ checkbox should be available.

• Control whether assigned investigators are notified automatically:

  • Manual – A checkbox appears. If checked, the investigator is notified as soon as the form is saved.

  • Automatic – No checkbox appears. The investigator is always notified.

  • Never send – No checkbox appears. The investigator is never notified.