Incident Detail

The Incident Detail screen provides users with high-level information about an incident. At the top of the screen is the Incident Status Bar, which allows users to view the overall completion status of the documents in the incident report. All documents that have been generated for an incident appear in this status bar and users can initiate, validate, and submit documents depending on their role(s). The Status column will appear in red for documents that are considered overdue. At the bottom of the page is a table listing any incidents to which the current incident is linked.

 

The Incident Detail screen includes additional features, which allow users to do the following based on their role(s):


  • Generate a printable summary of the incident:
    • Incident Detail Report – contains details from the most recent version of each document within the incident
    • SC Comments – contains details of SC Comments entered for the incident
      • Note: This option is not visible to providers
    • Incident Report Summary – Contains key details from the Incident Report and is designed to meet regulatory requirements related to sharing Incident Reports. This report is available after the Final Section document has been submitted. For abbreviated incidents, this report is available after the First Section document has been submitted
  • View audit trail information for incident documents
  • Report an extension for certain incident documents
    • Note: If at least one report extension has been filed for an Incident Final Section document, the count of report extensions filed for the document will appear in the Report Extension column
  • Mark incidents as confidential
  • Reassign an incident point person
  • Delete and undelete incidents
  • Link and unlink incidents and complaints
  • Document Upload
    • Note: If at least one document has been uploaded to the incident, the count of uploaded documents will appear in the Document Upload button
  • Add SC Comments

Incident Details Bar

Note: The following fields are displayed across all screens within the workflow of an incident.

 

Field Name Field Description
ID: The incident ID is a hyperlink that can be clicked to return to the Incident Detail screen from any screen in the incident workflow.
Version: This read-only field displays the configuration version which is associated with this particular incident. This configuration version is defined for a particular Program Office within the EIM Admin Tool.
Type: This read-only field displays the incident type defined for this incident.
Primary Category:

This read-only field displays the primary category selected for this incident. The secondary category(ies) of the incident can be viewed in a pop-up box by hovering over the Primary Category field. This functionality is available within the incident after the primary category and secondary category(ies) are selected for an incident.
Status: This read-only field displays the current status of this incident. An incident in "Open" status contains at least one document which has not yet been submitted. An incident in "Closed" status has had all documents within the incident submitted. An incident in "Deleted" status has been deleted.
Individual: The Individual field is a hyperlink that can be clicked to produce a pop-up which displays read-only demographic information for the individual selected within the incident.
Provider: The Provider field is a hyperlink that can be clicked to produce a pop-up which displays read-only demographic information for the provider selected within the incident.
MCI: The MCI field is a hyperlink that can be clicked to navigate to the Individual Detail screen.
  
Note: When the MCI hyperlink is used to navigate to the Individual Detail screen, the Waiver/Program and Residential County fields on the Individual Detail screen will display as blank, and the [CREATE] button will be hidden. If users wish to create an incident, they must navigate to the Individual Detail using the Search  functionality.
Discovery Date: This read-only field displays the discovery date entered for this incident.

Incident Status Bar

Note: The following fields are displayed across all screens within the workflow of an incident.

 

Field Name Field Description
Document Name The Document Name field is a hyperlink that represents the name of each document within the incident. When clicked, the first page within the document will be displayed (once the document has been initiated). Additionally, the tree view controls to the left of the field can be used to expand/collapse each document to view the pages within the document. Each page can be further expanded to view any errors produced on a particular screen.
Status This read-only field displays the current status of each document. Prior to the document being initiated by the user, the document will be in "Created" status. Once the document is initiated, the document will be in "In Progress" status. Once a document is submitted, it will be in "Submitted" status. If a given document is not approved as part of a management review, the status will be "Not Approved".
Due Date This read-only field displays the due date for a given document. The field is calculated by the system based on Incident Management policy.
Action This field dynamically displays specific buttons based on what actions are available for a given document. This is determined based on the logged in user's role(s) and the current document status. (see buttons below).
[INITIATE] Click [INITIATE] to mark the document as "In Progress" and to begin work on the document.
[VALIDATE] Click [VALIDATE] to run mandatory field and other business validations for all pages in the document. This action will not submit the document.
[SUBMIT] Click [SUBMIT] to run mandatory field and other business validations for all pages in the document. After correcting errors on all pages, the document can be submitted and the status will be changed to "Submitted".
Created Date This read-only field displays the date when the document was created in the system.
Created By This read-only field displays the user who created the document.
Last Edit Date This read-only field displays the date when the document was last edited in the system.
Edited By This read-only field displays the user who last edited the document.
Report Extension This field dynamically displays an icon to access the Report Extension screen in order to file a due date extension for the document. This icon will only appear for those documents where extensions are allowed.
Print This field allows for a particular document or set of documents to be included in the printable summary when the [PRINT SUMMARY] button is clicked.

Linked Incidents/Complaints

Field Name Field Description
ID The incident ID is a hyperlink that can be clicked to navigate the Incident Detail screen for that particular linked incident.

Note: This field will not be rendered as a hyperlink if the logged in user does not have access to view the details of the linked incident.
Program Office This read-only field displays the Program Office associated with the linked incident.
Incident Type This read-only field displays the incident type of the linked incident.
Primary Category This read-only field displays the primary category of the linked incident.
Discovery Date This read-only field displays the discovery date of the linked incident.
Status This read-only field displays the current status of the linked incident.
Action This field dynamically displays a [REMOVE] button based on what actions are available for a given incident (see button below).
[REMOVE] Click [REMOVE] to remove a linked incident.

Note: This button will not be visible if the logged in user does not have access to view the details of the linked incident or if they only possess the Incident Read-Only role.