Articles on: Medication & Incidents

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

Select the Medication & Incident Screen
Select the Incidents Tab

The Incident Report will display as Draft and Manager to Send

Applying Filters

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

Select the Filter icon

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

Viewing the Incident Report

To view the Incident report prior to approving:

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

Approving Incident Report

To approve the Incident report and send to the family:

Select the 3-dot menu
Select Edit from the drop-down menu

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

Select Edit on the top right-hand side

Select the Parent Acknowledgement and Manager Details section

Add in notes eg. Incident report approved

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

If selecting Notify - select the Guardian/s being notified of the Incident report
Select the Date and Time you are sending the notification
Select Next

Select Post

Updated on: 19/02/2024

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