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How to Change/Reset the Incident Numbering Sequence
Summary
There may be times when you want to reset the numbering sequence being used by the Incident module to either continue from a specific number (e.g. if you want the number to continue from an old paper-based system) or to reset the numbering sequence to begin again (e.g. when entering a new calendar year). The steps outlined in this article cover how to change the prefix created in the Administration module and also how to update the number sequenced used by this prefix.
Solution
There are two reasons why you would want to edit the numbering sequence:
If you have your Incident record numbering setup to include a year (e.g. if your Incident number is assigned as 'INC-2019-123') then you will need to:
- Update the prefix for the year
- Reset the number sequence
To update the prefix:
- Launch the Administration module
- Go to the Incident Numbering Sequences section
- Highlight the sequence you would like to change and click [Edit]
- Change the prefix to match the current year (e.g. change 'INC-2019-' to 'INC-2020-').
- Click [OK]
To update the number sequence:
- On the database server, launch Microsoft SQL Management Studio and connect to the database
- Take a full backup of your database
- Click the [New Query] button
- Copy the following query into the query window:
use QPulse5
go
update OccurrenceIncidentNumberSequence
set number = '0'
where prefix = 'INC-2020-'
go
- Review the query to confirm:
- The correct database has been specified (in this example, it is listed as QPulse5)
- The desired number has been specified (in this example, it is set to '0' so the next number assigned in Ideagen Quality Management will be 1)
- The correct prefix has been specified (in this example, the prefix chosen is INC-2020-)
- Right-click on the query and select [Execute].
To update the number sequence:
- On the database server, launch Microsoft SQL Management Studio and connect to the database
- Take a full backup of your database
- Click the [New Query] button
- Copy the following query into the query window:
use QPulse5
go
go
update OccurrenceIncidentNumberSequence
set number = '49'
where prefix = 'INC'
go
go
- Review the query to confirm:
- The correct database has been specified (in this example, it is listed as QPulse5)
- The desired number has been specified (in this example, it is set to '49' so the next number assigned in Ideagen Quality Management will be 50)
- The correct prefix has been specified (in this example, the prefix chosen is INC)
- Right-click on the query and select [Execute].