Incidents Reports and Analysis

Reports and analysis related to incident lists and details.

Incident List Report

As a Safe work user, you can generate a tailored report of custom incident lists and download it for future use. The parameters to be displayed in the report can be customized to provide the most essential details.

Setup

To access the Incident list report page of the custom list, ensure the following:

You must have the required permissions to access the Incident app in the Safe work module. To do this, go to Dynaway mobile > Setup > Module configuration > Safe work > Incidents > Enabled and set the value to 'true'.

Viewing the Incident List Report

To view the incident list report for the custom list:

Log in to the Safe work app and go to Incident.
On the Incident overview page, you can see all the lists that are available for your login. Select the list for which you would like to generate the PDF report. On the incident listing page, click on the context menu (three dots at the top right of the page) and select Report (see screenshot 01).
The app will display the Incident list report page. To customize the report as per your business needs, click on Options report (see screenshot 02).
Use the settings to customize the report as required. The following report customization options are available:
- Default PDF settings:
  - Orientation: Portrait page.
  - Paper size: A4.
- Other PDF customization options
  - General Settings
    - Show preview: Displays a preview of the PDF before downloading.
    - Orientation: Choose between portrait page or landscape page.
    - Paper size: Select from A3, A4, A5, or Letter.
  - Report content customization - Users can toggle the inclusion of specific report elements:
    - Company: Enable to include company details.
    - Address: Enable to include the company address.
    - Image: Enable to include the logo.
  - List information customization
    - List: Enable to include list details information.
    - Results: Enable to include the count of elements in the list, that is the results of the list.
    - Name: Enable to include the list name.
    - Filters: Enable to include search filters applied.
    - Sorting: Enable to include sorting information applied.
  - Table view customization
    - Table: Enable to include the table format in the report.
    - Use card view: Enable to display the lists as cards instead of a table.
    - State: Enable to include the status column in the report.
    - Date: Enable to include date column in the report.
    - Reported by: Enable to include the 'Reported by' column in the report.
    - Functional location: Enable to include the functional location column in the report.
After customizing the report options, click Download pdf (see screenshot 03).
The report will be downloaded to the device's default location (see screenshot 04 to view a copy of the downloaded report).

01: Incident list page with navigation to 'Report'.

02: Incident list report page with 'Options report' to customize the report.

03: 'Options report' section with customization options and the option to 'Download PDF'.

04: Screenshot of the downloaded copy of the incident list report.

Incident Details Report

As a Safe work user, you can generate detailed reports of a incident using the Incident details report. The parameters to be displayed in the report can be customized.

Setup

To access the Incident details report page, ensure the following:

You must have the required permissions to access the Incident app in the Safe work module. To do this, go to Dynaway mobile > Setup > Module configuration > Safe work > Incident > Enabled and set the value to 'true'.

View or download the incident details report

To view the Incident details report,

Log in to the Safe work app and go to the Incident app.
On the Incidents overview page, you can see all the lists that are available for your login. Select the relevant list, navigate to the incident for which you would like to see the details, and click on the incident.
On the Incident details page, click on the context menu (three dots at the top right of the page), and select Report (see screenshot 01).
The app will display the Incident details report page. To customize the report as per your business need, click on Options report.
Use the settings to customize the report as required. The following report customization options are available:
- Default PDF settings:
  - Orientation: Portrait page.
  - Paper size: A4.
- Other PDF customization options
  - General settings
    - Show preview: Displays a preview of the PDF before downloading. (Not available on small devices).
    - Orientation: Choose between portrait page or landscape page.
    - Paper size: Select from A3, A4, A5, or Letter.
  - Report content customization - Users can toggle the inclusion of specific report elements:
    - Company: Enable to include company details.
    - Address: Enable to include company address.
    - Image: Enable to include the logo.
  - Incident details information customization
    - Details: Enable to include incident details information.
    - State: Enable to include lifecycle state of the incident.
    - Description: Enable to include description in the report.
    - Notes: Enable to include notes in the report.
    - Reported by: Enable to include the reported by person name in the report.
    - Date: Enable to include date in the report.
    - Type: Enable to include incident type in the report.
    - Functional location: Enable to include functional location in the report.
  - References customization
    - References: Enable to include related references in the report.
    - Use card view: Enable to display the list of work orders as cards; otherwise, it will be shown as a table.
    - State: Enable to include the life cycle state of work order.
After customizing the report options, click on Download pdf (see screenshot 02).
The report will be downloaded to the device's default location (see screenshot 03 to view a copy of the downloaded report).

01: Incident details page with navigation to 'Report'.

02: 'Incident details report' page with 'Options report' section.

03: Screenshot of the downloaded copy of the incident details report.

Incident List Analysis

To view or download the analysis of a custom list page:

Log in to the Incident app and from the Incident landing page, open the custom list for which you want to view or download the analysis.
Click on the context menu (three dots at the top of the page), and select Analysis.
The Incident list analysis page will display an analysis of the variable fields in the created list. For example, it can show you how many incidents in the list are in a specific lifecycle state, how many incidents are reported by a specific resource, or a summary of functional locations where incidents were reported.
View the analysis. To download a copy of the analysis, click the Download pdf option at the bottom of the page.

01: Navigation to the incident list analysis page.

02: The 'Incident list analysis' page with an option to download the analysis as a pdf.