Incidents

Use the participant’s Incidents tab to read their incident history without leaving their profile. Create, correct and close incident reports in Incidents.

Find and read an incident

1. Open Participants and select the participant’s row.
2. Select Incidents. You need Incidents read access and the Incidents workspace feature. Photos also need Documents read access and the Documents feature.
3. Start with Status: All and clear any old date or search restriction. Then use Status, the date range and search to find the report. The table shows Incident, Status, Occurred, Reported by and Reportable.
4. Select a row. The read-only Incident drawer shows the people involved, description, immediate actions, allegation and follow-up information, reporting details and available photos. Select Close when finished.

Enlarge screenshot

Swipe across the enlarged image to read each part of the screen.

View full-size screenshot

For example, to understand a previously reported fall, find it by date and read both Description and Immediate actions. Check Participants before using the information, particularly for a group incident.

Enlarge screenshot

Swipe across the enlarged image to read each part of the screen.

View full-size screenshot

If no rows match, clear the search, status and date filters. An error means history could not be loaded; it does not mean there have been no incidents. Retry after checking your connection and access.

Choose what workers may see

Worker incident history is optional and starts turned off. The workspace owner controls Share participant incidents with workers and its history period of 1 to 12 months in Account > Features. Office history remains available with the usual permissions when worker sharing is off.

When the feature is on, the table adds Share with worker and the Worker sharing filter. To change a row, you need Incidents edit access:

1. Read the full report and confirm it is appropriate for the worker audience.
2. In its Share with worker column, choose Share with worker or Office only.
3. Wait for the save to finish. Reopen or refresh the history to check the saved choice if the result is uncertain.

New incidents start Office only. Not applicable means the report is not eligible to be shared, for example because its people or shift links cannot safely support participant sharing. The control’s explanation gives the reason. Do not change the people on a genuine report merely to enable sharing.

Sharing is subject to worker access and the chosen history period. Switching the workspace feature off hides worker access and the office sharing controls while retaining saved row choices. Turning it on again can make eligible saved choices available again.

To correct the report itself, open Participants > Incidents, find the same report, edit it and select Update incident. Changing a sharing choice does not change the incident’s classification, status or notification obligations.