Creating a New Activity (Incident / Exercise / Event)

💡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.

There are two options for create an activity:

Option 01

  1. From the dashboard select +Add Incident / +Add Exercise / +Add Event
  2. Fill out the details and click through the tabs across the top of the activity, clicking on finished at the end

Option 02

  1. Go to Operations > select either Incidents, Exercises or Events
  2. Select the Add Incident, Add Exercise or Add Event button on the right hand side of the screen

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.


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

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.


On the Attendance tab you will be able to select who should be added to 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.


Here you will be able to add the K9 that attended the activity, assuming you have first added the handler in the attendance tab.


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


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.


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.


Here you can upload relevant Attachments


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. 

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