Format your Incident Form

Format your Incident Form

Incident Type : How to format your Incident Forms

You can customize the look of the incident form with sectioning and format text. This will help making the incident form look clearer and highlight your priority areas in order.

Create colored sections

  1. Headings with 3 selectable colored backgrounds can be added to your incident form. This is useful when there are multiple 'sections' within the form, such as "injury details"., "Staff Sign off", "Guardian Sign off" etc. This can be turned on via Custom Fields, selecting Information as the data type.
Here's how to add headings:
1. Add Custom Field by clicking on Settings, Custom Fields, "Add Custom Field":


2. Set "Information" as the data type, and make sure to select H&S Incident Details/Investigation page where it displays.
It then gives you the option to select a background color for the new 'section' from blue, pink or purple. (Note: choosing background "None" will give you the default/ordinary information panel).
Markdown can be optional, but if you select it, it defaults it to Heading 3 font size. If you do not turn this option on, the text in your new section will show the same size as the rest of the form. You can view a preview of the text according to the markdown you applied on the last field.


Format texts by applying Markdown

  1. The texts/questions in the incident form can be formatted by applying Markdown. Currently Heading, bold, italic and underline can be applied to text. This is available to any Health & Safety custom fields.

1. Once Health & Safety Incident Details/Investigation is selected for this custom field, be sure to turn on "Use Markdown".

2. Hover mouse on "?" icon, and you will then see the list of markdowns you can apply to this custom field, along with some examples:


3. Apply Syntax accordingly. You can combine more than 1 syntax. You can check the outcome in the preview field:



Example design of the Incident form

Below are the examples of how they look like in the mobile app/PWA, the web portal and the PDF report.
Mobile app/PWA:


Web portal:


PDF report:


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