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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

Edits save automatically after you pause. Wait for Draft saved or All changes saved before leaving. You can also select Save draft.

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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