iReportSource

Supervisor Workflow - Viewing & Editing Incident Reports

Collaborator/Admin Workflow - Viewing & Editing Incident Reports

How to Edit an Initial Incident Report

How to Assign External Witness Statements

How to Print an Incident Report

How to Delete an Incident Report

Adding Report Types to an Existing Report

Sending Mass Reminders for Witness Statements

Jeanette Wilson

Investigating an Incident Report

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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