We encourage you to watch our Notes, Incidents, and & Alert Charting overview to learn how to use these features.
How do I view a resident’s Notes or Incidents?
Go to the resident’s profile
Navigate to the “Notes” tab at the top
You will see a list of all Notes and Incidents, sorted chronologically.
How do I add a Note or Incident?
In the “Notes” tab, on the right, click “Add note” or “Add incident”.
Fill in the relevant details.
We encourage staff to add tags so for easy sorting in the future.
How do I set a resident on-alert?
In the “Notes” tab, find the relevant incident.
At the top right of the incident, there is a toggle labeled "On Alert".
When you select "On Alert", a popup will appear asking for more information about when your team should check in on the resident.
Click "Start alert"
A badge will appear on the resident's profile that indicates they are on alert and require additional checks.
How do I view all incidents in a community?
Log into August and select the relevant community
On the left sidebar, click the option “Notes & Incidents”
This will take you to a holistic view of all notes and incidents in the community. You can also see data trends at the top.
Click “Filter” in the top right corner to filter the list for notes and/or incidents with specific tags and/or by time, alert status, and user.
How can I delete a Note or Incident comment?
We recommend staff add another comment indicating the original comment was made in error.