Accessing the Reporting Form
To start a report, click the "+ Incident" button located on the top right of the Incident Dashboard.
Step 1: Core Incident Details
This section captures the basic information about the incident. All fields marked with * are required.
Title
Enter a short and clear summary of the incident. This will appear in tables and reports.
Description
Provide a detailed account of what happened. Include:What occurred
Who was involved
Immediate actions taken
Step 2: Priority and Category
These fields help classify the incident and determine urgency.
Priority
Select the urgency level:Low – Minor incidents
Medium – Standard incidents
High – Critical incidents requiring immediate attention
Category
Choose the type of incident:Medication
Behaviour
Injury
Abuse
Restrictive
Privacy
Other
Step 3: Location
Location
Enter where the incident occurred.As you type, suggestions will appear. Select the correct address from the dropdown to ensure accuracy.
This helps with:
Tracking incidents by location
Site-based reporting
Identifying patterns
Step 4: Incident Type (Regular or Site)
At the bottom of the form, you can choose:
Regular – For general incidents
Site – For incidents linked to a specific Site
This helps organise incidents based on how your operations are structured
Step 5: Finalising the Report
Once all required fields are completed:
Report Incident
Saves the incident and creates a new recordCancel
Closes the form without saving any data
What Happens After Submission?
When you submit the report:
The incident is created with a status of Open
A unique Incident ID is generated
The date reported is automatically recorded
You are logged in as the reporter
The incident becomes available in the dashboard and the detail view