Method 1: Reporting During the Checkout Process
This method is used when an incident occurs during a scheduled shift. Reporting at this stage ensures the incident is automatically linked to the specific appointment, the staff member on duty, and the client.
Complete Your Shift: When your shift is finished, navigate to the checkout screen as usual.
Locate the Incident Option: Within the checkout form, look for the incident reporting section.
Provide a Title: In the title field, enter a brief summary (e.g., "Trip and fall in hallway").
Enter the Description: Use the description field to provide a detailed account of what happened. Be specific about the time, the environment, and any immediate actions you took to ensure safety.
Submit Checkout: When you tap the button to finalize your checkout, the incident is submitted simultaneously. It will automatically be assigned an "Open" status and will appear on the central dashboard for management review.
Method 2: Reporting From the Client’s Profile
Use this method if you need to report an incident that is not tied to a specific checkout process, or if you are reviewing a client’s file and realise a report needs to be filed.
Select the Client: From the main navigation, go to the Clients list and tap on the name of the relevant client.
Tap 'Report Incident': on the client’s profile page, locate and tap the Report Incident button.
Fill the Mobile Form: A simplified reporting sheet will appear.
Title: Enter a clear name for the incident.
Description: Provide the full narrative of the event.
Category: Select the type of incident (e.g., Medication, Injury, or Behaviour).
Priority: Indicate the urgency (Low, Medium, or High).
Submit: Tap the submission button. The report is saved instantly to the client’s record and the organization's incident database.
What Happens Next?
Once a report is submitted via the mobile app:
Immediate Visibility: The incident appears on the web-based Incident Dashboard immediately.
ID Assignment: The system generates a unique Incident ID (e.g., #INC-124) for tracking.
Resolution Process: Managers can then open the incident on a desktop to begin the investigation, add witness statements, and upload supporting documents or photos.