Set Up the Incident Report Form (How-To)

Summary

You can customize your incident report form so you capture all the information you need when you fill out an incident report.

Forms are highly customizable. You can add many types of fields and requirements.
List the information you need to capture about an incident and the pets involved. Decide which questions are required.

Go to Left-hand Navigation: Admin » Incidents » Incident Form tab.
Review the fields already on the form before you make changes:
- Some fields are system fields. Never remove them.
- Some fields are marked required for business. Employees must complete them.
- The toolbox on the right side of the screen lets you customize the form.
Hover over any field you do not want and select the trash can icon to delete it.
Select a field type in the toolbox to add it for questions you want to ask. The toolbox has many field types, such as single line, paragraph, email, and number slider. Adding a field only adds that type of field. You must customize it to ask for the information you need.
Hover over the new field and select the edit icon.
Enter a Display Label. This is the title of the field or the question you want answered.
Optionally, enter a Display Description to explain what you are asking for.
Leave Field Name, Hide on Customer Registration Form, Who can see/edit this field?, and Which reservation type(s) is this field used for as they are.
Under Who is required to complete this field?, choose whether employees must fill it out.
Leave Tags empty. Incidents only show in places already set up in Gingr.
Select Save on the field.
Review and edit the settings for the other fields on the form.
Drag and drop fields to reorder them.
Select Save at the bottom of the form.