New article
Recently updated
Navigating the Occurrences module
Who is this article for?Users accessing the Occurrences module.
Occurrences module access is required.
When you first access the Occurrences module, you will be taken to the Occurrences list. From here, you can search, filter, and interact with any record you have the permission to view.
Opening an Occurrence will take you to the Occurrence Details view where you can see additional information about the record.
This article shows you how to effectively work with each of the views.
1. List view
This default view displays a paginated list of all Occurrence records on your system.
You can use the bar above the list to filter the list and the bar below the list to navigate between the pages.
1.1. Search
To search for a specific Occurrence:
- Select the search bar.
- Enter the Occurrence Number or Type.
- Click Search.
The list will refresh, displaying only Occurrence records that match your search parameters.
1.2. Filters
There are a few different filters you can apply to the list to help you view the Occurrence records you're after.
Column filters allow you to display results that meet specific criteria.
Filter builder allows you to create more complex filters using additional operators. This is particularly useful if you need to filter a single field for multiple values. For example, filtering the status to show all New or Accepted records.
2. Occurrence Details view
To open the Occurrence Details view, click the Occurrence record in the list view. From here, you can view all information specific to the record, including a link to the Incident it originated from.
Each tab contains unique information about the record.
| Tab | Description |
| Report | Displays details relevant to the Occurrence Type. |
| Occurrences | Displays children Occurrences raised as part of the record. |
| Properties | Displays additional details, such as Notes, Links, etc. |
1. List view
This view displays a list of all Occurrence records on your system.
You can use the left pane and the bar above the list to filter the list or view Occurrence actions.
1.1. Search
To search for a specific Occurrence:
- Choose a Type from the dropdown.
- Choose an Owner from the dropdown.
- Enter Keywords.
- Click Search.
You don't have to fill out all fields to return results.
The list will refresh, displaying only Occurrences that match your search parameters.
2. Occurrence Details view
To open the Occurrence Details view, click the Occurrence record in the list view. From here, you can view all information specific to the record, including a tab for the Incident it originates from.