Which fields in the Incidents tool can be configured as required, optional, or hidden?

Background

Certain fields in the Incidents tool can be configured as required, optional, or hidden. For example, if you want to make comments required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table.See Create New Configurable Fieldsets.

Answer

The tables below detail which fields can be configured for the Incidents tool.

  • A GREEN checkmark (icon-green-checkmark.png) indicates the possible settings for the field.

  • A RED 'x' (icon-x-red.png) indicates the field cannot be configured to this setting.

  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Incident

Field Name

Required

Optional

Hidden

Attachments

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Contributing Behavior

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Contributing Condition

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Distribution

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Event Date/Time

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Hazard

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Location

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Private

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Recordable

icon-x-red.png

icon-green-checkmark.png

icon-green-checkmark.png

Status

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Time Unknown

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Title

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Injury/Illness Record

Field Name

Required

Optional

Hidden

Company Affected

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Date of Death

icon-x-red.png

icon-green-checkmark.png

icon-green-checkmark.png

Date Returned to Work

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Equipment

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Filing Type

icon-green-checkmark.png

icon-green-checkmark.png

icon-x-red.png

Hospitalized Overnight

icon-x-red.png

icon-green-checkmark.png

icon-green-checkmark.png

Injury/Illness and Body Part Affected

icon-x-red.png

icon-green-checkmark.png

icon-green-checkmark.png

Person Affected

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Recordable

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Source of Harm

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Treated in ER

icon-x-red.png

icon-green-checkmark.png

icon-green-checkmark.png

Treatment Facility

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Treatment Facility Address

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Treatment Provider

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Activity

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Days Absent

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Days Restricted

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Days Transferred

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Property Damage Record

Field Name

Required

Optional

Hidden

Company Affected

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Equipment

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Estimated Cost Impact

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Responsible Company

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Activity

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Environmental Record

Field Name

Required

Optional

Hidden

Company Affected

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Equipment

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Estimated Cost Impact

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Quantity

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Type

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Activity

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Near Miss Record

Field Name

Required

Optional

Hidden

Company Affected

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Equipment

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Harm Source

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Person Affected

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Work Activity

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Witness Statement

Field Name

Required

Optional

Hidden

Attachments

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Date Received

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Statement

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Witness

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Action

Field Name

Required

Optional

Hidden

Action Type

icon-green-checkmark.png

icon-x-red.png

icon-x-red.png

Attachments

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png

Description

icon-green-checkmark.png

icon-green-checkmark.png

icon-green-checkmark.png