KIM Welcome

Working with the records behind the manager dashboard in Kynection on the web: form status filters and the archive, incident and near-miss reviews, finding duplicate contacts, and exporting data without breaking it. It is for manager users and covers four stages in eight steps.

In this part

• Forms and the archive (0:00). All Forms carries status filters for draft, submitted and complete, and archived forms remain searchable rather than being removed.
• Incident records (0:28). Incident, injury and near-miss records are reviewed from the forms list with the rest.
• Duplicates and visibility (0:43). The duplicate check surfaces contacts entered twice, what appears on your dashboard depends on your access level and the views you have been given, and project and operational views organise the same records for different jobs.
• Exporting data (1:50). Export records for editing outside the system, and leave the ID column exactly as it is so a re-import updates records instead of creating duplicates.

Duplicates are found, not prevented, so run the check periodically. The PDF guide below has the screens for each step.