Risk Management Platform Ideas

Incident Track: Create custom lists for selected fields

As a user of Incident Track, I need to be able to pre-fill lists for any field, so it is easier to provide the data required to report on incidents. 

Use Case:

Associates of Glens Falls Insurance has clients in New York that, for the reporting of First Report of Injury, must have the Insured Location ID. Because the clients have multiple locations, they would like to pre-load these codes into a list, so the field would present a drop down so the user could choose the correct code, instead of having to either know or provide the code from a different source. Specific field for which they want to create a new list: Insured Location ID 

  • Guest
  • May 17 2019
  • Needs review
Reporting Customer Associates of Glens Falls Insurance
  • Attach files