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Start and save an incident draft

Create an incident draft for a child, add the known details, and save your work to continue later.

Written by Himal Randeniya

Open Compliance → Incidents → New incident in your centre to start a record for a child. Continue creates a saved draft that you can work on and save.

Saving a draft does not itself share the incident with families. The screenshots use a demo child and a synthetic example.

Start the draft

Open Compliance → Incidents and choose New incident.

Incidents screen: 1 is the plus button for New incident.

1 — New incident

Choose the child, confirm the date and time, and select every type that applies.

New incident form: 1 Select child; 2 incident date and time; 3 an incident type. No child is selected in this example.

1 — Child
2 — Date and time
3 — Type

Select Continue to create the saved draft. It becomes available after the required child and type are selected.

Bottom of the New incident form: 1 Continue. The example button is disabled until a child and type are selected.

1 — Continue

Add details and save

Record the known facts in the relevant tabs. You can return to add details later.

Use What happened for the incident details.

Edit incident with 1 What happened selected. The example draft is for the approved demo child Maya P.

1 — What happened

Use Care provided to record the action taken and care provided.

Edit incident with 1 Care provided selected, showing Action taken and Medication or first aid provided.

1 — Care provided

Use Family communication to record relevant communication.

Edit incident with 1 Family communication selected, above the Family notification or attempts section.

1 — Family communication

Use Review to check the summary and missing required details.

Edit incident: 1 Review shows the draft summary; 2 All changes saved is the save status. Missing example details are marked Not recorded.

1 — Review
2 — Save status

Select Save draft and wait for All changes saved.

Bottom of the incident draft with All changes saved and 1 Save draft.

1 — Save draft

If prompted when leaving, choose Save and leave to keep your edits. Keep editing returns you to the draft.

Unsaved changes dialog: 1 Save and leave saves before exiting; 2 Keep editing returns to the draft. Discard changes is also visible.

1 — Save and leave
2 — Keep editing

To find an existing record, see Find compliance checklists and incident records.

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