Incident Management Overview

Incidents are the core of Siteflo. An incident is a record of a health, safety, or security event that occurred at a property. Incidents move through a lifecycle from creation to resolution.

Incident Lifecycle

1. Created — A user reports a new incident with details about what happened.
2. Under Review — Staff can add comments, upload attachments, and update the incident as more information becomes available.
3. Marked Critical (optional) — Incidents that require immediate attention can be flagged as critical by authorized users.
4. Resolved — Once the incident has been addressed, it is marked as resolved with a summary of actions taken.
5. Deleted (soft delete) — Incidents can be soft-deleted and later restored if needed.

What an Incident Contains

Each incident record captures:

• Title and Description — A summary and detailed account of what happened.
• Property — Which property the incident occurred at.
• Date and Time — When the incident took place (in the property’s timezone).
• Location — Location type (room, building, grounds, etc.), unit number, and additional details.
• Weather Conditions — Environmental conditions at the time, if relevant.
• Incident Classification — Categorization using incident types and sub-types.
• People Involved — Residents, staff, and guests involved, with their roles in the incident (injured, witness, etc.).
• Authorities — Whether authorities (police, fire, health department) were notified and their response details.
• Injuries — Whether injuries were reported, with details about each injury and medical providers contacted.
• Damages — Whether property damage occurred, with descriptions and estimated costs.
• Attachments — Photos, documents, or videos supporting the report.
• Actions Taken — A narrative of what has been done to address the incident.
• Comments — An ongoing log of notes and updates from staff.

Permissions

Not all users can perform all actions. Incident operations are controlled by role-based permissions:

Action	Permission Required
View incidents	incidents:read + property access
Create incidents	incidents:create + property access
Edit incidents	incidents:update + property access
Delete incidents	incidents:delete + property access
Restore deleted incidents	incidents:restore + property access
Mark as critical	incidents:mark_critical + property access
View deleted incidents	incidents:view_deleted

All incident actions also require the user to have access to the incident’s property. See User Roles for which roles have which permissions.