Create a list of incident report types
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.
Create the different names/types of incident reports in Settings > General Settings> Incident Types and clicking in + Add new incident type button at the top right:
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 a client's profile or to a 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'.
1- In the menu Actions select 'Add Report':
IMPORTANT: Please be aware that once the incident report is saved cannot be edited. This is a safeguarding measure.
2- 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.
3- Then add the details of the incident by answering the questions in the report (you can also use the dictation option instead of typing).
4- If there is any file that would help to support the incident report you can add it by clicking 'Select file'.
5- If needed, you can add a body map and notes to explain what happened after the incident
6-When you are ready to save it click Add but first, double check that all the information entered is correct since once you add the incident report cannot be edited.
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, you can use the manager's note section in the incident report to add more details or Add an event to the incident report information after the incident
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.
