File an incident report

Depending on the nature of an incident involving a client, you may need to file a report. This part of the procedure typically happens after you've entered and saved the incident. Then you use the File Report form to file an incident report. Complete the required fields that describe the steps taken to mitigate the incident, and thoroughly document what happened during the incident. There are fields for indicating if others were involved in the incident, such as victims or perpetrators, or law enforcement.

Note: The File Report form displays the people designated as report holders in the incident. These people do not have access to the incident. To edit information about the incident participants, complete the steps described here.

1. Go to: Incidents > Incidents > Incidents > File Report.
2. Click Select Incident and search by name for a participant listed in an incident. 
3. Click Actions, then Open Form.
4. In the Incident Participants dialog, make any changes. 
5. Select Update.