> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.xap.rocks/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Incidents - Manager Approving an Incident Report

# Incidents - Manager Approving an Incident Report

This article will assist you with viewing and approving an Incident Report that has been created for a child at your Service. A **Manager to Send** status indicates that a Manager Role is required to approve the report before it can be sent to the family for acknowledgement.

### Overview

###### The Medications & Incidents Screen allows you to:

* Note Medications that have been administered to the children
* Record guardian authorisation signatures
* Send notifications of administered medications to guardians
* View prior medication forms
* Create Injury/ Incident/ Traumas & Illness records
* Record guardian, staff & witness signatures

### Viewing the Incident Report

1. Select the **Medication & Incident** Screen
2. Select the **Incidents** Tab

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_11fdeqr.png)

The Incident Report will display as **Draft** and **Manager to Send**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1o71gbx.png)

### Applying Filters

You can apply filters to allow you to only view reports that require your approval.

1. Select the **Filter** icon

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_vy5787.png)

2. Select the **Service/s name/s** if you are in Enterprise Mode (multi-centre)
3. Incident to - select the **date **you would like to view incident reports up to
4. Acknowledgement status - select **Manager to Send**
5. Select **Update Search**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1g9dr5b.png)

### Viewing the Incident Report

To view the Incident report prior to approving:

1. Select the 3-dot menu. You can then either select:
2. View or
3. Download PDF - **This option will allow you to print and sign the Incident report**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1a1sda7.png)

### Approving Incident Report

To approve the Incident report and send to the family:

1. Select the **3-dot** menu
2. Select **Edit** from the drop-down menu

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_171aevh.png)

You can view the Incident report information from the Review screen.

3. Select **Edit** on the top right-hand side

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1gfnznl.png)

4. Select the **Parent Acknowledgement and Manager Details** section

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_128coo1.png)

5. Add in notes eg. **Incident report approved**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_etyqfk.png)

6. Select how you are notifying the family
* Sign Now - allows the guardian to sign the Incident report right now with you
* Notify - allows you to send a notification to the guardian that there is an Incident report for them to sign via the Webt portal
| Note: If you have the Guardian Portal enabled for Families then they can sign via the Web Portal see: [Medication & Incident Settings](https://help.xap.rocks/en/article/medication-incident-settings-1bfd0jd/)
7. If selecting Notify - select the **Guardian/s** being notified of the Incident report
8. Select the **Date and Time** you are sending the notification
9. Select **Next**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_rnfbuy.png)

10. Select **Post**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_ag23ff.png)