Creating a New Activity (Incident / Exercise / Event)

🔑 ACCESS LEVEL REQUIRED: Member/Member + with Draft Exercises, Events or Incidents, as well as Owners and Editors

💡TIP: You can add Custom Fields to your activity forms to capture further information.

⚠️ ATTENTION: Statistics from activities are not added to reports until the activity has been approved. Note draft reports are displayed with an asterisk.

From the dashboard select +Add Incident / +Add Exercise / +Add Event
Or go to Operations > select either Incidents, Exercises or Events
1. Select the Add Incident, Add Exercise or Add Event button on the right hand side of the screen
Complete the required details and navigate through the tabs at the top/bottom of the activity (see details below)
Select Finished to save your work.

Tabs & Fields

When you open an activity there are several tabs that you can make use of to add more information and customize your activity.

Basic

On the basic tab of an activity you will be entering the main data related to the activity, such as location, time of activity and a description.

Your activities will be assigned a unique reference number, enabling you to easily locate and manage them.

Add Location Bookmarks to quickly and easily set the location on an activity
Once you have added Tags in your account you will be able to select them at the bottom of the basic page
Use rich text to present your information, splitting the text up into sections, and emphasizing the important parts

Attendance Type

The attendance type field allows you to specify whether or not you want all team members to be invited to the activity.

Full-Team invites all team members to the activity. New team members will automatically be invited to future full-team activities.
Selective-Team means you can choose who to invite to the activity. You will be able to do this on the Attendance tab.

ℹ️ NOTE: To set the default for this field go to User Icon > Team Settings > Under Modules select Attendance > Set your preference under the Defaults section.

Attendance

On the Attendance tab, you can select attendees for the activity using either the Add to Attendances or Quick Add dropdown menus.

Add to Attendances: Choose individual members to add to the activity.
Quick Add: Select members based on their Member Status, Group, or On-Call Group for faster attendee management.

Additionally, you can set attendance for single or multiple periods and assign specific roles to member for the activity.

ℹ️ NOTE: If a member does not appear in the attendance drop down, please check their Member Profile Joined Date. You may need to edit their joined date on their member profile if it is after the date of the activity.

K9

Here you will be able to add the K9 that attended the activity, assuming you have first added the handler in the attendance tab. If you do not see this tab and wish to activate it, reach out to help@d4h.com.

Resources

On the Resources tab you will be able to record what external agencies / teams attended the activity by adding the resource to an activity

Equipment

On the Equipment tab you will be able to track equipment usage.

Involved (incidents only)

Here you can record details regarding the Persons Involved in the incident.

Hazmat (incidents only)

Record Hazardous Materials data relating to the incident here.

Lost Behavior (incidents only)

Record lost person behavior here in order to export all lost person behavior statistics for submission to the international databases.

Costing

You can modify the costing for members, equipment, or other items here if you prefer not to use the defaults already set in your account. To streamline this, consider Setting up Costing for Individual Members and/or Setting up Costing for Equipment, as these amounts will automatically populate into the created activity.

Attachments

Here you can upload relevant Attachments.

Finished

By clicking on the finished tab, your activity will be saved as a draft activity report. Only someone with Editor or Owner permission levels will be able to approve the report.