Accessing the Reporting Form
To start a report, click the Report Incident button located on the top right of the Incident Dashboard. This action will open a side panel (Sheet) on the right side of your screen containing the incident form.
Step 1: Core Incident Details
The first section of the form captures the basic narrative of what happened. Both fields in this section are mandatory.
Title: Enter a concise summary of the event. This title will be the primary name used to identify the incident in tables and reports (e.g., "Slip and fall in kitchen area").
Description: Provide a thorough account of the incident. This should include exactly what happened, who was involved, and any immediate actions taken. Use the text area to include as much detail as possible to assist the investigation team.
Step 2: Classification and Urgency
These settings help the system categorize the incident and determine how quickly it needs to be addressed.
Priority: Select how urgent the matter is from the dropdown menu:
Low: Minor incidents with minimal impact.
Medium: Standard incidents requiring routine investigation.
High: Critical incidents requiring immediate attention.
Category: Choose the specific type of incident from the provided list:
Medication
Behaviour
Injury
Abuse
Restrictive
Privacy
Other (Use this if the situation doesn't fit the specific types above).
Step 3: Recording the Location
The Location field allows you to specify where the incident took place.
Address Autocomplete: As you begin typing the location, the system will provide suggestions. Select the correct address from the list to ensure the location is recorded accurately. This field is optional but highly recommended for tracking trends across different sites.
Step 4: Finalizing the Report
Once you have filled out the required fields, you have two options:
Report Incident: Click this button to save the record. The system will automatically assign the incident a status of Open, record today's date, and generate a unique Incident ID. You will then be redirected to the Incident Detail page to review the full entry.
Cancel: If you no longer wish to file the report, click Cancel. This will close the panel and clear all the information you typed. None of the data will be saved.
Technical Notes
Status: All new reports begin in the "Open" status. You cannot change this during the initial reporting phase; it must be updated later from the Incident Detail page.
Reporter: The system automatically logs your account as the reporter to ensure accountability.
Automatic Refresh: After a successful submission, the Incident Dashboard will update automatically to include your new entry in the "Total Incidents" and "Open" counts.