File an incident report

Create a formal incident record for something that happened at the building. You need a staff account with access to Incident Reports.

conciergemanagerOpen in app
  1. Open Incident Reports from the sidebar under Security.
  2. Select the building in the building filter if more than one building is available.
  3. Click Report.Incident Reports header with Report — Incident Reports page showing the Report button
  4. In Report incident, confirm Building.
  5. Choose Incident type.
  6. Optionally enter Summary (optional).
  7. Enter Description (what happened, when, who was involved, and what action was taken).
  8. Enter Report Area (for example Lobby or a unit).
  9. Optionally set Resident (optional), Reported By, Happened at, Severity (optional), and Attachments.
  10. Click File incident.

Result: You see an incident created confirmation, and the new report appears on the Today or All tab.

Related articles

  • Update or archive an incidentCorrect incident details, add a comment, or archive a finished incident. You need a staff account with access to Incident Reports.
  • Configure incident report settingsSet the incident rule name, staff email notifications, and which buildings share the rule set. You need a manager account that can open building Settings.

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