Setup & Configuration
How-To Guides for Setting up and Configuring various aspects of Guardian
TABLE OF CONTENTS Why does this happen? How to find the associated cases How to remove the cases from the stage Guardian will not allow a workflow ...
Tue, 11 Aug, 2026 at 3:07 PM
TABLE OF CONTENTS Overview How Auto Conversion Works Important Considerations Employee Profiles Can Have Elevated Access Potential Impact on Roles and...
Wed, 12 Aug, 2026 at 10:22 AM
TABLE OF CONTENTS Why Other Details Mapping Is Needed How to Make a Custom Incident Report (IR) Question Reportable Step 1: Create the Question in Other...
Tue, 7 Jul, 2026 at 1:11 PM
TABLE OF CONTENTS Overview Is a Guardian profile required to use the guest reporting form? Where can I find my platform’s guest reporting form link? Wh...
Tue, 11 Aug, 2026 at 3:10 PM
How to Determine whether a user's case history for a particular incident type displays in their Prior Cases to Case Managers that do not have...
Mon, 20 Feb, 2023 at 11:08 AM
Configuring questions and information specific to each Incident Type: Configuring options for Default Fields (Date, Time, Location, Building, Sp...
Tue, 3 Jan, 2023 at 8:33 AM
In addition to the How-To Video below, please use the following link to find all current Data Import templates, as well as helpful instructions and examples...
Sun, 16 Jun, 2019 at 3:32 PM