Configure incident report settings

Set the incident rule name, staff email notifications, and which buildings share the rule set. You need a manager account that can open building Settings.

  1. Open your account menu, then click Settings.
  2. Select the building you want to configure.
  3. Under Operations, click Incident reports.Settings rail with Incident reports selected — Building settings menu highlighting Incident reports
  4. Under Incident reporting, edit Rule set name if needed.
  5. In Notifications, for each event (Incident logged, Incident updated, Incident closed), turn on the Staff EMAIL checkbox when staff should be emailed.
  6. With staff email enabled for an event, choose an Email template and select Roles that receive this notification.
  7. Under Apply to buildings, choose any additional buildings that should share this rule set.
  8. Click Save changes.

    Tip: If more than one building is selected, confirm the apply dialog (for example Save to N buildings) before the save finishes. Click Discard to undo unsaved edits.

Result: You see Incident report settings saved, and new incident events notify the staff roles you selected.

Related articles

  • File an incident reportCreate a formal incident record for something that happened at the building. You need a staff account with access to Incident Reports.
  • Update or archive an incidentCorrect incident details, add a comment, or archive a finished incident. You need a staff account with access to Incident Reports.

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