Adding team members to environmental incidents

How to add team members to environmental incidents on your Conformio account

Step 1 – Accessing Environmental incidents from the top menu

Please access the Environmental incidents from the top menu option – “Incidents – Complaints,” and then click on the “Environmental incidents” option from the left menu.

Adding team members to environmental incidents - Support Center
Accessing Environmental incidents from the top menu on Conformio.

Step 2 – Accessing the Environmental incidents Settings tab

Please access the Environmental incidents Settings tab and activate the “Edit settings” option.

Adding team members to environmental incidents - Support Center
Accessing Environmental incidents Settings tab on Conformio.

Step 3 – Assigning team members from the Settings edit form

Once you are on the Environmental incidents Settings edit form, you can activate the “Assign people” option and choose the team members you want to join you in handling reported environmental incidents.

Adding team members to environmental incidents - Support Center
Assigning team members from the Settings edit form on Conformio.

Step 4 – Selecting people and Saving changes

Once you select the users you want to add or remove, make sure you click “Save changes” to apply the settings to the Environmental incidents module.

Adding team members to environmental incidents - Support Center
Selecting people and saving changes on Conformio.

Step 5 – Previewing and removing added team members from the Environmental incidents Settings tab

After you save your user selections, you can preview them right from the Settings tab and, if needed, remove the ones you don’t need any more, by clicking the “X” beside their profile photos.

Adding team members to environmental incidents - Support Center
Previewing and removing added team members from the Environmental incidents Settings tab on Conformio.
CONTACT US

OUR PARTNERS


  • Advisera is Exemplar Global Certified TPECS Provider for the IS, QM, EM, TL and AU Competency Units.

  • ITIL® is a registered trade mark of AXELOS Limited. Used under licence of AXELOS Limited. All rights reserved.

  • DNV GL Business Assurance is one of the leading providers of accredited management systems certification.