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Create an incident report

Steps to complete and submit a new incident report from your mobile device.

Written by Donna Parker
Updated over a week ago

You can create and submit incident reports directly from your mobile device, eliminating the need to return to a desktop computer.

Navigate the dashboard

The Dashboard is your home screen in the mobile app. It provides quick access to create new incidents and view saved drafts.

From the Dashboard, you can:

  • View and access incomplete incident reports saved as drafts.

  • Start a new incident report with the Create New Incident button.

  • Switch between Home and Incidents sections.

  • Access additional settings and features.

Create a new incident

To create an incident report:

  1. From the Dashboard, tap the Create New Incident button.

  2. Select the care home or facility where the incident occurred.

  3. Select the main person involved in the incident.

  4. Tap Add Incident.

Complete incident sections

The incident report consists of six main sections. The progress indicator shows your completion status.

You must complete these sections:

  • Incident Details.

  • Type.

  • People Involved.

  • Description.

  • Level.

  • Support Plan.

To complete each section:

  1. Tap the section you want to complete.

  2. Enter the required information.

  3. Tap Save and Continue to proceed to the next section.

πŸ€“ Tip: Include specific details such as time, location, sequence of events, immediate actions taken, and people involved. Be objective and factual in your description.

Submit your incident report

Once you've completed all six sections, you can submit the incident report. The incident will be saved to the central system.

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