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Collaboration

The Collaboration stage is an optional phase for any Event. In this stage, subject matter experts or incident investigators review the Event and offer their insights and feedback.

Below are the guidelines for the Collaboration Stage.

  • Collaborators can add action items to the Event via the Event Summary.
    • While viewing the Event Summary, select Add Action Item.
    • Complete the Action Item Details form and select Save.
  • The Team Leader can make changes to the Event for Collaborators to review immediately.
  • Any Collaborator can also add new Collaborators via the Event Summary.
    • While viewing the Event Summary, select Add Collaborator and enter the search criteria for the Collaborator then select Search.
    • Select the Collaborator(s) from the list and select Save.
A list of potential Collaborators populates for selection to be added to the Collaboration stage. Once a user or job has been selected and saved, they will have a Collaborate task on their Frontline Desktop in the Event tab.
  • Collaborator comments are displayed in chronological order for which they have been entered.
  • Collaborators can opt in for email notifications when other Collaborators make comments.

How to Start the Collaboration Stage

  1. The Team Leader will select the Event Title from the Events tab on the desktop.
  2. Select the Start Collaboration button.

If the Team Leader is not one of the Collaborators, a dialog box will prompt the Team Leader to add themselves as a Collaborator. This is recommended but not required.

How to add Collaborators to an Event

Below are instructions on how Administrators with ACT User or Higher permissions can add Collaboration tasks to an Event in the In Process folder.

Typically this is not needed, as these default tasks would have been added via the configuration of the Event form used. 

  1. Select ACT > Events > In Process > Select desired Event
  2. Select the Collaboration tab
  3. Select New
  4. Search for the users either by entering a few characters of their name and clicking search or by clicking search with no characters to view all users. 
  5. Select the Checkbox(s) beside the desired usernames. 
  6. Change the default days to collaborate if desired. 
  7. Click Save.

How to Complete a Collaboration Task

  1. Select the Event title from the Events tab located on the Frontline Desktop.
  2. Recommended: Select View Event Summary and review the summary carefully before completing task.
  3. Select Take Action to begin collaborating on the Event.
  4. To receive instantaneous e-mail notifications from other Collaborators after finishing the Collaboration task, select the Send me e-mail notifications about new comments checkbox.
  5. To add an attachment, select Choose File to browse to the file and select Save.
  6. After reviewing Event and adding comments for Collaboration, select one of the three following options.
    1. Close without Saving Changes: To close the Collaborator action form without saving any comments and/or attachments.
    2. Save and Keep Collaborating: To save comments and/or attachments but keep the Event on Frontline Desktop in the Events tab for further Collaboration.
    3. Finish Collaborating: To save comments and/or attachments and remove the Event from the Frontline Desktop.
  7. Once you select one of the above options, the Event will no longer be listed under the Events tab.
To save time, multiple attachments can be added by dragging and dropping or selecting multiple attachments and select Save.