Entering an Incident Report

Incident Reports are designed to be used for the larger issues faced in a building from time to time. Minor issues are better recorded in the Shift Log.

To add a new incident report:

1. Go to Front Desk > Incident Reports
   
   
    
2. Click 
    
3. Select the appropriate Incident Type from the drop down list.
   
   
   NOTE: The incident type selected will determine what fields will be required to be completed after clicking the Proceed button. If the option you want is not available, you can change the incident type in the following screen.
    
4. Enter the Date and Time of the Incident.
   
   
    
5. Select the location the incident occurred at, if appropriate.
   
   
   
   If the incident location is not in your list, select Other. The Other location option can be used to create a new location. This, once saved, will be added to the Other category list for selection for future incident reports.
   
   
    
6. Enter the description with as much detail as possible.
   
   
   Note: The information entered here WILL NOT save the formatting.
    
7. Click 
    
8. If you have any notes to add, click Add Note and enter them.
   
   
    
9. If you have recorded details of any involved persons, click Add Involved Person and enter their details. These people could be spectators or actually involved in the incident. They could be staff, residents or anyone else.
   
   
    
10. Complete the appropriate details from the services called section. 
    
    
    NOTE: The above fields are dependent on the type of incident you have chosen. Not all will be available depending on the incident type.
     
11. If you have any images or documents to load against the report, upload them.
    
    
     
12. Submit the report for Approval.
    
    
    DO NOT Approve and Finalise until you are sure that you will not need to edit the report any further. Once finalised you cannot re-open for editing any further.