The Close Incident information tab appears on all record types. It is used to acknowledge and mark a record entry as complete.
As a record is created, each section of it is saved individually as you progress through the record by using the Save and Next buttons provided. Information can be added to a record after the initial creation of it, and as data is added, it is saved in a draft-like format until it is completed in the Close Incident section.
To mark a record as complete, simply click the Save and Finish button.
The record's status has now been set to complete.
Our Advice: An incident record is not complete until the Save and Finish button is clicked in the Close Incident section. This button will become disabled once it is clicked, and so ensure all data is correct before proceeding.
If, for some reason, a mandatory part of the record has not been completed, you will get a prompt to inform you of the incomplete areas.
The above screenshot shows that both the Causes and Activity Info information tabs are missing mandatory information. Simply revisit any areas in question and complete them as necessary.
If the record contains any incomplete Actions, you will see a notification similar to the one below:
Please Note: Users with the correct permissions can amend information in a record even after it has been finished and submitted. If any data is changed, the status of that record will change from Complete to Incomplete, and the Save and Finish button will be enabled again. If you do make changes to a record, please remember to click the Save and Finish button in the Close Incident section to mark the record as complete once more.