Company Added Internal Reports

The Lighthouse Case Management System allows a company to enter their own internal reports by selecting the Add icon, , on the tool bar of the Incident Report page. All administrators have permission to create an internal report. An investigator has permission to create an internal report when their 'Add Reports' access permission is enabled.

To add an internal report, select the Add page toolbar icon, .

The Add Incident Report page will open.
Your company name will be pre-populated.
You may enter as much information as you like.
It's important to enter a unique case number. A case number can be up to 50 characters in length.
Enter the date of report.
The "Submitted by" field by default will be 'Internal'.
An administrator user can restrict a report and select the restricted users.
Select an Incident Type or enter your own.
The report can be entered (text only) in the Report field.
For reports that are a file rather than text, the file needs to be attached to the report. Click the "Save and Add File Attachments" at the bottom of the page. The File Attachment page will open to allow the user to browse, select and upload the file.
When the report entry is complete, click Save to permanently add this to the CMS.
To exit the page without saving, click Cancel.

Note: the CMS will "time-out" if the "add new incident report" page is left open for a default period of 30 minutes. This time period can be changed by your CMS administrator. If your information is not saved before the page times out, you will lose your work and your internal incident report will not be created. We suggest you compose any lengthy incident reports in a text document first, then cut and paste into the incident report field.

After the report is saved there are several optional steps that can be taken:
Select the Edit Recordicon to edit information as needed
Select the Show Recordicon to view the report information
Select the Manage File icon to attach additional documentation (uploaded files) to the report
Select the Manage Investigators icon to assign a user as an investigator to the incident report

Editing an Internal Report

Most of the fields on an internal report can be changed by an investigator or an administrator with the exception of the 'protected fields', which are: Case Number, Date Reported, Report, Follow Up, and Outcome. Only an administrator (or user with appropriate access permission) can edit these protected fields and that process is described below. Only and administrator user can restrict/un-restrict an internal report and choose restricted users.

Edit Protected fields

The Edit Protected Fields button on the Edit Incident Report page is enabled on an Internal Report. To change the Case Number, Date Reported, Report, Follow Up and Outcome fields for an Internal Report, the Edit Protected Field button must be selected. After clicking the Edit Protected Fields button, the following page is displayed.

Editing the protected fields on this page and clicking the Save button will save the changes made. Clicking the Cancel button will discard any changes made.

Deleting an Internal Report

If your company settings allow deletion of Internal reports, an internal report can be deleted by selecting the 'Deleted' status, entering the reason for deletion and clicking the 'Save' button. When an internal report is deleted, all of the information on that report is irretrievably removed from the CMS with the exception of a few fields remaining on the Audit page. The audit page will contain an entry for that report with the format <case number>_Deleted_<date>_<time>.