On the EDGEauditor app users only have the ability to link to one incident report. If a user wants to link the same report to multiple incident reports, forgets to link a report to an incident report prior to submitting the report on the app, or links the report to the incorrect incident this linking process can be managed on the manager dashboard.
How to Link a Report to an Incident Report Using the Manager Dashboard
How to access: Navigate to Reports > View All & Manage and choose “View Submissions” for any of the reports listed. From the “Actions” column, choose to review/view the report by clicking on the “eye” icon.
The button “Linked Incident Reports” when clicked on will show a list of any currently linked accident reports. You can click on any of those to be taken to that specific accident report.
To add/edit/remove a linked accident report, click on the “Manage Linked Incident Reports” button.
Use the search filters to search by Incident Report # and/or Patient Name (partial or exact search term matches). To clear your search results, press the “Clear Filters” button.
Use the arrows in the boxes below to add/remove linked incident reports. Holding down the CTRL key (on a Windows computer) or the Command key (on a Mac) allows you to highlight multiple records at a time. If your search results require you to scroll through multiple pages, you don’t need to click “Submit” after moving over a record to “Incident Reports Linked To”. The database will remember the selections you moved over as you scroll through the pages.
When you are done, click the “Submit” button.
You will then see the changes you made reflected the next time you click on “Linked Accident Reports” from the report screen.
IMPORTANT NOTE: You can only use the “Manage Linked Accident Reports” functionality with the most current version of a report. For example, if you have a report with versions 1, 2 & 3, you can still view any previously linked incident reports for versions #1 & #2 but you cannot edit/manage any of the linked reports. In rare cases where this may need to be changed for older report versions, please email your account manager who can schedule this modification with developers.