Adding an Incident

Step 1:

Click "Add Incident" on the right hand side of the Notes tab:

Step 2:

Type a description of the incident in the space provided and enter a date. The time field is optional.

Step 3:

You may select as many tags for the note as you'd like. These tags will allow you to filter all of a resident's notes.

Step 4:

You may add other optional information in the fields below:

Step 5:

After adding an incident, you can edit or delete the incident. Additionally, you can add comments or put the resident on alert.

Step 6:

Complete follow-up actions from the resident's Notes tab OR the community Incidents page:

Step 7:
All added incidents start with a status of "open". Click on the incident status to mark the incident as closed.
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