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Work with Incident details, participants, discussions, and activity

Use an Incident’s record to review what happened, document who was involved, communicate with your team, and track updates.

Written by Kayla Person

Open an Incident

  1. Select Incidents from the sidebar.

  2. Select an Incident from the list to open its record.

The record includes Details, Participants, Discussion, and Activity tabs. Available information and actions may vary depending on your permissions and your organization’s configuration.

Review Incident details

The Details tab contains the information recorded about the Incident.

Depending on its configuration, you may see:

  • Incident name and description

  • Priority and urgency

  • Site and place

  • Category

  • Event date and reported date

  • Source

  • Reporter and owner

  • Additional information collected through the Incident’s Form


Select Show more when available to expand a longer description. The Incident’s current Status appears at the top of the record.
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For instructions on editing an Incident or moving it through its Workflow, see Managing Incidents.

View and add participants

The Participants tab records the people or organizations involved in the Incident. This can include those who were affected by, witnessed, caused, reported, or responded to it.
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View participants

  1. Select Participants.

  2. Review the Involved Parties list.

The list displays each participant’s Name & Type and Role in Incident. Use Search or Add Filter to find participants.
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If none have been added, you’ll see No participants yet.
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Add a participant

  1. Select + Add Participant.

  2. Follow the on-screen prompts to provide the participant’s information and involvement in the Incident.

  3. Complete the process and review the participant in the Involved Parties list.

Review suggested participants

When you create an Incident using the AI chat, Eolas suggests participants from the people you mention, such as the reporter, witnesses, victims, law enforcement, or suspects. Each suggestion includes as much detail as Eolas could find, such as first and last name, Role in Incident, and relationship.

For each suggestion, you can:

  • Accept (check mark): adds the suggestion to the Involved Parties list. This option only appears when the suggestion includes a first and last name.

  • Edit (pencil icon): opens the participant form with the suggested details filled in. Select Save to add the participant. If you close the form without saving, the suggestion is removed.

  • Dismiss (X icon): removes the suggestion without adding it.

View a participant's details

  1. In the Involved Parties list, select a participant.

  2. Review their details. Under the participant’s name, you’ll see their relationship to the Incident and related information, such as a resident’s unit number or a law enforcement officer’s badge number and agency. Their address, email address, and phone number appear below.

  3. Select the back arrow to return to the list.

Edit a participant

  1. Open the participant and select the pencil icon.

  2. Update their details. The fields shown depend on the participant’s relationship, such as resident, vendor, or law enforcement officer.

  3. Confirm the Role in Incident. This field is required.

  4. Select Save, or select Cancel to discard your changes.

Remove a participant

In the Involved Parties list, select the X icon next to the participant. The participant is removed right away, without a confirmation message.

Participants and mentions serve different purposes: participants document who was involved in the Incident, while mentions direct a discussion message to a user.

Use discussions to communicate

The Discussion tab keeps updates, questions, and supporting media together with the Incident.
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Post an update

  1. Select Discussion.

  2. Enter your message.

  3. Select Post.

Include enough context for your team to understand the update and any follow-up needed.
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For example:
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“Maintenance inspected the damaged window this afternoon. A replacement is scheduled for Thursday. Photos are attached.”
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Mention a user

  1. While composing your message, select Mention User.

  2. Choose the person you want to mention.

  3. Finish your message and select Post.

Make your request clear so the person understands what you need from them.
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Attach media

  1. While composing your message, select Attach Media.

  2. Follow the prompts to select the media you want to include.

  3. Add a message explaining what the media shows.

  4. Select Post.

For example, attach a photo of property damage with a description of its location and when the photo was taken.
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Format your message

Use the Discussion toolbar to make updates easier to read. Available formatting includes:

  • Bold and italics

  • Bulleted and numbered lists

  • Links to relevant resources

Review Incident activity

Select Activity to review the recorded history of the Incident.
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This may include:

  • Changes to Incident details

  • Ownership updates

  • Status changes and Workflow actions

  • Notifications associated with the Incident


Use Discussion for team communication and Activity to review tracked changes over time.

Need help?

Start a chat with the Eolas Help Team from Help in the navigation bar, or email [email protected].

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