Enhancements

Update Save/Add Behavior in Persons Involved

• What
  We enhanced the Persons Involved section to improve usability, consistency, and data protection. The header is now sticky, keeping critical fields and actions visible while scrolling, including Type of Involvement, navigation buttons, and Save/Remove actions. The internal save action was relabeled to Save Personnel for clarity, and the + Add behavior was updated to align with platform standards and prevent accidental data loss when creating or switching records.

• Why
  These changes reduce the risk of losing unsaved information and ensure important actions remain accessible throughout the workflow. By clearly labeling save actions and adding safeguards when navigating between records, users can manage multiple involved persons more confidently and efficiently.

• How

  • Navigate to Incidents → Persons Involved

  • Use the sticky header to access Type of Involvement, navigation buttons, and Save Personnel at any time while scrolling

  • Click Save Personnel to store changes to the current record

  • Select + Add or switch to another person to create or view a different record

    • A warning will appear if there is unsaved data

    • Choose Cancel to return and save your changes

    • Choose Continue to discard current data and proceed
      

• Use Case
  While documenting multiple individuals on an incident, a user can scroll through detailed fields without losing access to save or navigation actions. If they attempt to add a new person or switch records with unsaved changes, the system clearly warns them, helping prevent accidental data loss and ensuring accurate personnel documentation.

Include Statements in the Table Component for Persons Involved (Print)

• What
  We added support for printing Statements related to Persons Involved through Form Builder. Statements now appear as an independent subsection in the printed report, displaying Date, Time, and Statement (Notes). This enhancement improves readability while preserving the existing Form Builder configuration.

• Why
  Separating statements into their own printed section provides clearer documentation and ensures critical narrative details are captured without cluttering the main Persons Involved table. This approach also maintains backward compatibility with current report configurations.

• How

  • Navigate to Form Builder → Printed Reports

  • Include the Persons Involved table component as usual

    • Statements are automatically printed as a separate subsection when present

  • Review printed output

    • Only fields with data are printed

    • If only Time is entered, Date is auto-populated based on the user’s timezone

    • If no statements exist for a person, the section is omitted
      

• Use Case
  When generating an incident report for records or review, users can now include detailed statements for each involved person without additional configuration. Each statement prints clearly and independently, ensuring accurate, readable documentation while keeping reports concise when no statements are present.