Create an Incident

Create an incident whenever something happens that you need to document — a collision, an injury, damage to a unit, or a near-miss. You only need a title and the time it happened to get started; everything else can be added afterward.

Before you begin

• You need the Incidents permission (administrators have it automatically).
• Have the key details handy: what happened, when, and — if there's a reservation involved — the booking's confirmation code.

Steps

1. In the sidebar, click Incidents to open the incident list.
2. Click New Incident. The create dialog appears.
3. Enter a Title — a short headline for the event (e.g., "Jet ski collision near dock B").
4. Set Occurred at — the date and time the event happened. This defaults to the current time; adjust it if you're recording something earlier.
5. (Optional) Add a Summary — a one-line description. Save the detailed narrative for notes once the incident is open.
6. (Optional) Add an Incident location — the physical spot, like "Dock B, slip 4".
7. (Optional) Link a Booking — search by customer name, email, or confirmation code and select the reservation.
8. Click Create. You're taken to the incident's detail page.

Field reference

What happens next

• The incident opens in Open status.
• You land on the detail page, where you can add notes, upload attachments, attach waivers, and link the customer, equipment units, and guests.
• If you linked a booking, you can now also link the booking's guests. See Link Records to an Incident.

Tips

• Don't wait for every detail. Create the incident with the basics while they're fresh, then build out the notes and attachments as you learn more.
• Use the title for searchability. The incident list searches across title, booking confirmation code, and customer name.