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How to save the incident report

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Written by Nancy Meighan
Updated this week

Saving the Incident Report

Select the green Save Report button at the bottom of the screen to access the three save options described below.

This button will remain greyed out until the following four required fields are filled in:

  • Incident Date

  • Incident Time

  • Patient First Name

  • Patient Last Name

Once these fields are completed, you can save the report as often as needed.


Save Options

  • Save Incomplete Report to this Device

    • Saves the report locally to your current device. You must use the same device to access it later via Pending Local Reports on the app home screen.

    • ⚠️ Note: Some accounts may not have this option enabled.

  • Save Incomplete Report to Cloud

    • Saves the incomplete report to the cloud, allowing access from any device with the EDGEauditor app installed. Retrieve it via Reports Saved In Progress to Cloud > Incident Reports In Progress.

  • Save and Close Out Report to Cloud

    • Submits the completed report for review and approval.


Additional Notes Regarding Saving

  • You will receive a confirmation prompt after selecting a save option.

  • Selecting Cancel from the save menu closes the save options without saving changes.

  • Selecting the Cancel button next to Save may discard unsaved changes or erase all data if you haven't saved previously. A confirmation prompt will appear for you to confirm your selection in case this was selected by mistake.

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