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How do I record an Event or Incident? (Beta)

Updated over a week ago

We’re excited to introduce the beta release of Events & Incidents—a structured, standardized way to track planned and unplanned activities outside of traditional Program Enrollments or service plans. Whether you’re logging a community outreach event, a training session, or responding to an unexpected incident like a natural disaster, this feature helps reduce configuration time and makes it easier to generate insights from your data.

What are Events & Incidents?

Events & Incidents allow you to capture key organizational activities that aren’t tied to a specific participant or program. With a dedicated space to log these occurrences, your team can document and manage both scheduled and emergent events consistently—improving visibility and impact tracking across your organization.

Events & Incidents help you:

  • Simplify data entry with an easy-to-use form tailored for events and incidents.

  • Streamline onboarding with standard fields that minimize setup complexity and help new users get started faster.

  • Enhance impact reporting with more structured, consistent data on organizational trends and operational response.

Who has access to this beta release?

As of June 12, 2025, Events & Incidents are available to any organization that expresses interest in participating in the beta release. To opt in, email karla.conrad@bonterratech.com for more information!

We’re actively gathering feedback to inform how these and other enhancements are developed in future updates. Thank you to our beta testers for helping us evolve how organizations track, respond to, and learn from their most important activities!

Follow the steps below to learn how to create and manage an Event or Incident.

Step 1: Access the Events & Incidents page

From the My Apricot tab, navigate to the now-available Events & Incidents page under My Apricot Tools in the left-hand navigation menu.

Step 2: Create a new Event or Incident

Click the “Add Event or Incident” button at the top right of the page.

A form will appear on the right side of your screen with the following fields:

  • Event/Incident Name (required)

  • Start Date and Start Time (required)

  • End Date and End Time

  • Type (e.g., Event – Training, Incident – Natural Disaster)

    • Selecting “Other” will prompt a new Specify Other Type text field

  • Status (e.g., In Progress, Complete)

  • Event/Incident Details

  • Notes

  • Location (displays a map based on the entered address)

Once you’ve filled out the form, click “Save Event” to complete the process.

Step 3: Filter and manage Events & Incidents

Return to the Events & Incidents page to find your new entry. You can filter all results by Status or search by name as well. To see all information for an Event/Incident, click the kebab menu (or three-dot icon) and select "View Details".

You can also edit or archive an Event/Incident from the kebab menu. Attempting to archive it will prompt a confirmation pop-up before removing it from the main page.

Beta Limitations

The following capabilities are not included in this initial beta release:

  • Creating Events & Incidents within a Site or Program

  • Configurable permissions to control who can view sensitive Event & Incident data

  • Reporting on Events & Incidents data

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