Report an incident

As a part of Improvement Management for your organisation, you can report incidents Term used in the Nintex Process Manager help documentation for Improvements Add-on items. A Promaster can update this term from the Admin > Improvements > Other Configurations > Default improvement item label setting. For example: An unplanned interruption, reduction in quality, process improvements or customer complaint. such as Health and Safety incidents, Non-conformances, Improvement projects, and Customer complaints. Incidents are then assigned and can be tracked to resolution. All users in your Nintex Process Manager site can report an incident.

1. Do one of the following to get started:
   • Go to Improvements > Report Incident.
   • Go to Improvements > Register > Report an Incident.
   • Go to Improvements > Summary > Report Incident.
2. Select the Improvement Portfolio from the drop-down list.
3. In the Report Incident dialog box, complete the required fields as described in the steps below.
   1. Select the Date of Incident.
   2. Type a short description for the incident in the Title field.
   3. Type a detailed description for the incident in the Full description field.
   4. Complete any other required fields on the form. These can include the following fields as configured by the Promaster for your Nintex Process Manager site. For more information, see Configure Improvements Module settings.

      • Category and Sub-Category

      • Location and Sub-Location

      • Custom fields

   5. (Optional) Attach any relevant Additional info for the incident: Click Attach File and select the required option to upload the file.
   Can the additional details document used when reporting an incident be a template/standard format?

   Yes, Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. can add a template document to the form.

   Is there a limit on the number of additional details documents that can be attached when reporting an incident?

   No, you can attach as many documents as required.

   Can videos and images be attached to provide additional details when reporting an incident?

   Images can be attached but not videos.

   Why can't I link to a document on a local (for example,C:\) drive?

   Documents on your computer won't be available to other Nintex Process Manager users once the process is published. If you have a document on a local file that you need to include in the process, upload it to Nintex Process Manager or copy it to a network drive to ensure it is available to everyone who needs it.

   6. (Optional) The Keep me informed by email check box is selected by default and will send an email each time the incident status is updated.

   Tip: Clear the Keep me informed by email check box if you do not want to receive the email notifications. You will still receive dashboard notifications when the incident status changes.

4. Click Report.

The incident is created with a New status. The Improvement Portfolio Manager for the selected portfolio will be notified that a new incident has been reported and they must assign the incident for investigation. For more information about the Improvements Module workflow, see Improvements Module workflow.