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How Do I Configure an Accident & Incident Record Type?


An Accident & Incident Record Type is used when adding an Accident & Incident as it can help to ensure all the required documents and information is present and compliant.


  • On the left side menu, go to ‘Settings’ and click ‘Accident & Incident Types’.
  • Click ‘+ New Accident & Incident Record Type’.
  • Enter the Name, and Description.
  • Click ‘Save & Submit’.


  • A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.

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