Risk Management Platform Ideas

Incident track upgrades

Client looking for upgrades to Incident Track:
1) Custom Form added fields do not populate reports or functionality - When a user creates a custom form with a new field, it does not show in any report, claim report or trending. Custom fields need to be represented across all functions within Incident Track
2) Once type of incident is selected, it cannot be changed. Therefore, if a client mistakenly identifies an incident as a Property type and finds it is an Auto/Fleet type, the user would have to re-enter the incident with all its data. There should be a way for a client to change the type to avoid duplicate entry
3) Trending reports do not offer enough content to produce useful trending.
- unable to do trending by department, position or classification
- employees are only attached to WC claims. This causes insured to add employee name to description and then do manual extraction for reporting purposes. Need to have employee be able to be attached to all types of incidents and reporting to pull employee details (department, position, classification) for reporting purposes.

  • Guest
  • Nov 14 2022
  • Needs review
Reporting Customer Leanne Ingwersen
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