Attaching Files to Incident Records

Word, Adobe Acrobat, graphic, and audio files can be attached to incident records. Attached files are physically added to your database.

You can attach .doc, .docx, .rtf, .pdf, .bmp, .gif, .jpg, .jpeg, .wma, .mp3, and .wav files.
  1. Open the OPS Incidents Admin screen and set the Context (F3).
  2. Select an incident record and then Incident Details: Incident Details
  3. Select Attachments: Attachments
  4. Select a Document Type.
    Only document types defined with a Source of Incident are visible.
    The default settings for the document type are applied.
  5. Select a Display Option, if applicable.
    Any documents that require employee acknowledgement should have Employee Self-Service selected. (Employee Self-Service is an OPS add-on.)
  6. Define the View From Date.
  7. Optional: If applicable, define the View To Date.
  8. If the employee must acknowledge the document, select Acknowledgement Required.
    Any documents that require employee acknowledgement should have Employee Self-Service selected under Display Option. (Employee Self-Service is a OPS add-on.)
    Documents that require acknowledgement but haven't been acknowledged are marked with a red circle in the Attributes column.
  9. Do one of the following:
    • Attach File (adds the file to the database). Use the ellipsis button (…) to navigate to and select the file.
    • Add File Location (defines the file location on your system). Use the ellipsis button (...) to navigate to and select the file location.
    • Add URL (defines a URL and name to call the file in OPS). Enter a URL and Name to be used for the link.
  10. Select Save.
  11. Optional: Add any Comments and select Save.
  12. Add another file (select Add File) or select x to exit.
Incident documents are viewable in the Employee Profile - Documents screen.