Introduction

Introduction

Welcome to the Incident Xpress User & Admin Guide.

This guide will help your organization get the most out of its investment in Incident Xpress (iX). 

Features and Benefits 


Incident Xpress's functionality is split into the following sections:
  1. Management
  2. Data Entry
  3. Investigation
  4. Corrective Action
  5. Searching
  6. Creating Reports
  7. Performing Analysis
  8. Administration

Let's take a look at each of these sections, and how Incident Xpress fits into each one.  


Management 


Incident Xpress gives your organization the ability to manage incidents in a fully consistent manner, making it simple to locate a single detail, perform complex analysis, and create conclusions which enable you to make changes that reduce the odds of reoccurrence.  


Data Entry


Incident Xpress makes extensive use of lookup lists to populate data fields in incident records. This feature provides room for customization and is critical to maintaining consistency in data entry. 


Investigation


Incident management is an active process. It requires interviewing the people involved to determine exactly what happened, who was involved/responsible, any action taken against those responsible, and what steps were taken to reduce or mitigate the risk of a similar incident happening in the future. Incident Xpress's functionality was designed to complement the investigative process. 

Serious incidents are often beyond the scope of routine users to complete. Those incidents often include interviewing the people involved to determine exactly what happened and who was responsible. An experienced investigator can draw conclusions and recommend appropriate action to reduce the probability that a similar incident will occur in the future. 

Corrective Action


Identifying a corrective action is necessary before an incident can be considered closed. For example, if a crime were committed, could enhanced physical security reduce the probability of the same crime happening again? Incident Xpress helps you to identify the appropriate corrective action. 

Many incidents are routine, but others highlight weaknesses in policies, procedures, or physical security; or, they result in action being taken against an involved person or legal entity. When appropriate action is taken, an organization is demonstrating it cares and takes steps to protect its physical assets, employees, customers, and reputation. 

Searching


Incident Xpress offers a thorough search function that makes it easy to locate any incident record, or combination of incident records, in the database. 

Creating Reports


Incident Xpress has a robust reporting capability that seamlessly integrates with its Search and Analysis functions. 
You can create highly customized reports based on several different inputs including date, frequency, incident class, and other relevant data points. Search criteria can easily be pinned to your personal Dashboard or the system-wide Reports section for quick reference and editing. 
An incident report can be printed, but attachments must be opened and printed separately. 

Performing Analysis


The information entered in Incident Xpress's database is immensely valuable. Knowing when and why most incidents of a specific type occur, or the frequency of specific incidents can lead to changes to procedures and effective deployment of security resources to reduce the number and impact of future incidents. 

Administration


Important Terms


Audit

Audit is the function that provides transparency into Incident Xpress's activities and relevant changes within the system. Audit keeps an ongoing record of user activities within the application from changes to incidents, to searches performed, to changes to admin functions such as lookup lists, workgroups or users. 

The Audit function enhances the credibility of the recording of an incident—a report of an edit-by-edit history can be created—which might be necessary if an incident record becomes evidence in a court case.

Configuration

Configuration refers to personalizing the Incident Xpress application for a specific organization. For example, the creation of lookup lists and the creation of workgroups.

Corrective Action

Recording Corrective Action demonstrates the responsible actions taken to mitigate the chance or severity of a similar incident occurring in the future.

Incident Xpress allows the tracking of involved legal entities. Examples of legal entities may be the owner of the subscription or a contractor company.

Lookups

Lookups are lists created by the System Administrator which are used to populate the drop-down lists users select from when entering an incident in Incident Xpress. 

Navigation refers to how a user selects options from menus, dialog boxes, and pop-ups that enable them to move around in the application.

System Administrator

The System Administrator (or SA) is the person in your organization who has technical oversight of the entire Incident Xpress application. The System Administrator configures the application to suit their organization's needs, including setting up workgroups and assigning user privileges.

NOTE: It is recommended that the SA always have a backup person who can access the application in the event the SA becomes unavailable for any reason.

Users

A user is someone who has a unique user account in Incident Xpress. Users have the access privileges appropriate for the workgroup they belong to.

Workgroup

Workgroup describes how users with the same privileges are organized together. For example, the Administration workgroup could have two users, the SA and his/her backup. Both users would have identical privileges.



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