Add Incident

Use the Add Incident workflow to record an occurrence that happened on a specific assignment.

  1. From the Experience segment, Contract Assignments/Direct Placements grid, select the Assignment to use in the workflow.

  2. Select Add Incident from the workflow buttons below the Contract Assignments list box.
  3. The Add Incident workflow will open in a new window.
  4. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field, or choose a date.
  5. Enter the Incident Details in the open text box and click confirm when finished.
  6. The Adapt screen will refresh to display the newly created Incident record.
  7. Verify the Incident Added entry and notes from workflow posted to the journal.