Ideagen Safety provides the ability to store copies of and details about reports that your organisation may be required to compile in relation to recorded events such as injuries or illnesses. To support this, your system also allows you to specify which report types should be available for selection when recording such a report.

📘 Introduction

Ideagen Safety provides the ability to store copies of and details about reports that your organisation may be required to compile in relation to recorded events such as injuries or illnesses. To support this, your system also allows you to specify which report types should be available for selection when recording such a report.






 

⚙ Settings

This is managed via Settings, which can be found under the profile icon toward the top of the screen. Click to expand Events, then click Event Report Requirement.




 

➕ Add Report Type

The table displays any existing report types already entered into your Vault system.
To add a new report type:

1. Click Add.

2. Type the name.

3. Click Save.
   
   

The report type is now available for selection when adding a new report to an event record.

✏ Edit / 🗑 Delete Report Type

To edit or delete an existing report type, click Actions, followed by the appropriate option.