Create a list of incident report types
This article provides guidance on how to add incident reports from the manager web portal only.
You can read this article on how carers can raise incident reports via the mobile app.
First, you need to create the different names or types of incident reports your company uses:
Go to Settings > General Settings > Incident Types.
Click the + Add new incident type button at the top right.
You can also edit existing types or delete them by clicking the (3 dots) at the end of each name. In the preview, you'll see who updated the name and when.
Adding a New Incident Report
You can add a new incident report to either a client or a carer's profile:
Open the name of the client or carer and find the 'Incident Report' tab.
In the Actions menu, select 'Add Report'.
Complete the Report
From the Type menu, select the type of incident report that matches the event.
Add a title for the report in the 'Title' field to be more specific.
If you are making the report on behalf of someone else, tick the box to add their name.
Add the details of the incident by answering the questions in the report (you can use the dictation option instead of typing).
If there is any file that would help to support the report, you can add it by clicking 'Select file'.
If needed, you can add a body map and notes to explain what happened after the incident.
IMPORTANT: Once the incident report is saved, it cannot be edited. This is an important safeguarding measure. Double check all information is correct before you save.
When ready, click Add.
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.
Change Status: Click on the report and select the new status from the Status menu.
Add More Information: To add details after saving, use the manager's note section or Add an event to the incident report.
Tracking and Updating the Report
Once saved, the report is added to the incident report tab, where you can see the status of the report and the last update. The system will also generate a notification for each incident report created.
Downloading the incident report
You can also download the report as a CSV file from the Actions menu within the report (this file will not contain attachments or body maps).
You can also filter the incident reports by the different types using the filter option in the tab.
Reviewing all Incidents
To review all incident reports raised across your organisation, go to Metrics and then click into ''Client Incidents'' or ''Carer Incidents'':
You can choose a weekly or monthly view.
You can filter the report for different time periods: last month, last 3 months, last 6 months, or last 12 months.
You can further filter the report by team, incident status, or type to view what matters to you in a solidified view.
Below the graph, you will also see when the incident happened, for which client or carer it was raised, the type of incident and the title such as fall or medication accident.
To further filter the report, you can choose to break it down by team, incident status or type which will allow you to view what matters to you in a solidified view.
