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Create Incident Reports from the manager web portal
Create Incident Reports from the manager web portal

Organise, track and store your incident reports all in one place, ready to show to inspectors and carry out audits.

Rocio Solis avatar
Written by Rocio Solis
Updated over a week ago

How to create incident reports

This option is to add incident reports from the manager web portal only. At the moment carers cannot create incident reports from the carer's mobile app.

In Settings > Incident Reports managers and admin users will be able to add different names for each type of incident report.

To create a new type of Incident Report click the button '+ Add new incident type' and write the name of your new type of incident report.

You can also edit the existing types of incident report or delete them by clicking in the 3 dots at the end of each name. In the preview you will be able to see who has updated the name and when.

Adding a incident report to my client's profile or to my carer's profile

To add a new incident report in either a client or carer's profile, open the name of the client/carer and find the tab 'Incident Report'.

In the menu Actions select 'Add Report' to start filling out the information of the incident.

IMPORTANT: Please be aware that once the incident report is saved cannot be edited. This is a safeguarding measure.

From the Type menu select the type of incident report that matches your client or carer's incident, then you can be more specific and add a title for the report in the field 'Title'.

If you are making the report on behalf of someone else, tick the box to add the name of the person.

Then you can add the details of the incident by answering the questions in the report (you can also use the dictation option instead of typing).

If there is any file that would help to support the incident report you can add it by clicking 'Select file'.

The report will be added to the list of the incident report tab where you can see the status of the report and when was the last update together with a small description of the incident.

To change the status of the incident report just click on the one you would like to change and select the status from the Status menu.

Add more information

To add more information after you have saved the report, select this field to write more details or an outcome:

The system will generate a notification for each incident report generated

Printing or downloading the incident report

Open the incident report and from the Actions menu in the lower right corner click Print and then select if you want to generate a physical copy of it or to save it as a PDF.

You can filter the incident reports by the different types using the filter option in the tab.

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