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Incident Management

Post-Incident Review Stages

Track your Post-Incident Reviews

Post-Incident Review Stages provide quick visibility into an investigation’s current status. You can use Post-Incident Review Stages to easily track the progression of your incident review process.

There are five Post-Incident Review Stages:

  1. Unassigned: You have created a Jeli Post-Incident Review, but you have not assigned an investigator. This can indicate that no one is working on the incident review.
  2. Assigned: You have assigned an investigator to an Post-Incident Review, showing who is accountable for its completion. Jeli automatically applies this stage once an investigator is assigned.
  3. In Progress: The investigator has started working on the Post-Incident Review. This stage will be automatically recognized if the investigator has added a marker in the Narrative Builder.
  4. In Review: The investigator is seeking feedback on the Post-Incident Review from peers that participated in the incident.
  5. Completed: Incident responders have reviewed the Post-Incident Review and are no longer working on it.

Availability

Post-Incident Review Stages are available with the Professional, Business, and Enterprise for Incident Management pricing plans.

Please contact our Sales Team if you would like to upgrade to a plan featuring Post-Incident Review Stages.

Legacy Customers

If you created Post-Incident Reviews before this feature existed, Jeli automatically applied either the Assigned or Unassigned stage to those Post-Incident Reviews.

Graphic displaying a list of Jeli incidents List of Post-Incident Reviews

Post-Incident Review Stages Timeline

The Post-Incident Review Stages timeline provides an at-a-glance view of each Jeli Post-Incident Review's status. The timeline is displayed at the top of each Post-Incident Review page, highlighting the currently active stage. This can be particularly helpful for executives who want to quickly assess a Post-Incident Review's progress.

Opportunity page displaying the Opportunity Stage timeline at the "In Progress" stage

Manually Move Post-Incident Review Stages

When viewing a Post-Incident Review, you can manually update the Post-Incident Review stage from the timeline. You can click Previous Step, Next Step or the name of the stage you want to move to.

Filter by Post-Incident Review Stage

You can use the filter on the Post-Incident Reviews page to select Post-Incident Reviews in a specific stage. This can help you see which Post-Incident Reviews may need additional attention or resources.

  1. Navigate to Post-Incident Reviews and click Add Filter.

  2. Select a Dimension to filter by:

    • Stage
    • Tags
    • Start date
    • Key role
    • Participants
    • Duration
    • Event or note content

  3. Depending on the dimension you select, enter any additional required criteria.

  4. Click OK.

After you have created a filter, optionally click to add more filters. Click Clear all filters to reset your view.

Sort by stage

FAQ