Raising and Editing Occurrences

 

1. You can raise a new occurrence from either the home page or from the Occurrences list view by clicking the icon.
2. You must select an occurrence type from the drop-down list, then click the [OK] button.
3. You will then be presented with the occurrence form. The upper half of the form will contain fields common to every occurrence, the lower half will have custom fields tailored to the type of occurrence you are raising. For more information, see Common Fields and Custom Fields.
   • Click [OK] to save and submit the occurrence to the person designed to deal with it (based on the occurrence type and the location you specified).
4. If there are any problems with the form, a red error message will appear at the top of the form. There are two different types of errors:
   • Mandatory fields: When you click [OK], any mandatory fields you have left blank will have a icon. You must complete all these forms.
   • Validation errors: When you click [OK], any fields where validation has failed will turn red. Hover the mouse over the field label to find out why it has failed. For example, if a field called "Height" had a maximum limit of 30000 and you entered 40000, you would not be able to save the form until you put in a satisfactory value.

 

You can only edit occurrences with a status of New or Open (Accepted) that were raised by you. Closed occurrences (i.e. they have been rejected or the associated incident has been closed) cannot be edited. To edit an occurrence:

 

1. In the Occurrence list view, click the icon beside the occurrence you want to edit.
2. Make any changes, then click the icon.