How can I request someone to complete a form as part of the follow-up process for a reported incident?

As part of an incident follow-up, you can send a request for someone to fill in an iAM form.

This is a premium feature available with a full subscription to iAM Compliant.

This feature is only available to users with admin or manage access.

 

You can send a request to yourself, a colleague, a contractor, or another third party, asking them to complete an iAM form as part of the follow-up to an incident.


When reviewing an incident report, you can choose to request that the follow-up form be completed by simply selecting the 'Follow-up' tab and clicking the green 'Request a form' button.

 

Adding a recipient can be done by either typing in a current user's name, or if you are sending to a third party, you can simply enter their email address.

 

After the recipient has completed the form, you can access their responses by clicking on the form. From there, you can proceed to create any necessary follow-up actions. If no further action is required, you have the option to mark the response as reviewed by selecting 'No Action Required'