Incidents overview

Incidents is your register for recording, evidencing and tracking safety incidents. You will find it under Participants›Incidents. Every report sits on the same record as the participant and the workers involved.

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The register

Each row shows the incident details and an export action:

Column	What it shows
Incident type	The operational type you chose, for example Fall or Medication error.
Status	Open, Notified or Closed.
Incident person	The person who reported it.
Participants	The participant or participants involved. A single name shows in full; several show as the first name plus a count.
Reportable	Yes (red) when the selected category is reportable, otherwise No. Check the actual notification requirement separately.
NDIS deadline	For a reportable incident: the notify-by date and time, Overdue (red) if it has passed while the incident is still Open, or Pending if Occurred at has not been set yet. Not required for a non-reportable incident.
Export	Download a PDF from the saved record. See Export an incident PDF.
Occurred	When the incident happened, or Not set.

A Status filter and a Search box sit above the table. Search matches any text on the row, so an incident type, a participant, a worker or a location all find it. The count on the right reads, for example, “12 incidents” (or “1 incident”), scoped to whatever the filter and search leave showing.

For example, find a saved Near miss by searching the participant’s name. Compare Incident type, Participants, Occurred and Status, then open that row for the narrative. The register’s short summary is not the full incident account. Reportable: No records the saved classification, rather than an independent assessment of the facts.

Table and board views

Use the toggle at the top right to switch between two ways of working:

• Table is the default. Filter it by status and select any row to open the incident.
• Board lays the incidents out in three columns, Open, Notified and Closed. Each card shows the occurred date and time, the incident type, an Overdue or Reportable label when it applies, a one-line description, the participants and workers involved, and the location. Drag a card from one column to another to change its status. The Closed column shows the most recent incidents first, up to 20.

Statuses

An incident moves through three statuses:

• Open, reported and being worked through. A reportable incident past its deadline shows Overdue here.
• Notified, the NDIS Commission has been notified (shown as Notified (Commission) inside the incident). Moving to Notified clears the Overdue flag even if the deadline has already passed.
• Closed, the incident is resolved.

Select Create incident to record one. See Report an incident. If you cannot see this button, you do not have the incidents create permission.

Also on the participant’s profile

Every incident linked to a participant also shows on their profile, under the Incidents tab: incident type, status, when it occurred and whether it is reportable. Select a history row to read its full saved details. To correct the report itself, open it on the Incidents register. Optional worker sharing is managed on the participant’s Incidents tab and is separate from office history access.

Review an incident queue

You need Incidents read access and the Incidents feature. Choose Open in the Status filter, search the participant or incident type, and compare the occurrence and deadline with the report you need. For example, review an open fall report before changing its status simply to clear the queue.

With edit access, select the row, check the full report and use Update incident to save corrections. Without edit access, read full details through the participant’s Incidents tab or use the register’s saved PDF export where permitted. If nothing matches, clear the filter and search; a loading error does not establish that there are no incidents.