Adding an incident on a desktop computer
The easiest way to add an incident from your computer can be completed by following the below steps -
Firstly, log into your account, from your dashboard view, head to the top right hand corner.
Step 1 - Click the +Add New button, you may be presented with a number of options. Select Incident from the drop down menu.
Here you will find a blank New Incident form to complete.
Step 2 - Complete the fields in the form, with as much information, as possible.
Here are the steps within a standard form, however each organization is different and may have additional questions depending on how much information your organization requires.
IF * appears beside a question, this is a manatory field and requires information before the form can progress to the next steps. An error message will appear if you have information missing.
Incident Title - Provide a short description of the incident (used for reporting and search).
Date and Time of Incident - This field will automatically select the date and time when completing the form, however this can be manually changed depending on when the incident happened.
Incident Type - Here you will find a multiple choice drop down menu. Choose the most accurate option and select.
Location - If your organisation operates in multiple locations, select the correct location for this incident.
Reported By - Who initially reported the incident.
This will be a drop down list to select inidivudals from your organisation. You can also add an individual here, if they are not present in the list. Select icon.
Reported To - Person who was first notified. This will be a drop down list to select inidivudals from your organisation. You can also add an individual here, if they are not present in the list. Select icon.
What Happened? - Provide a timeline of events leading up, including and immediately post incident.
Attachment - Please upload any evidence (photos, videos, etc). Select the Add Attachment button and select from files.
Were there any witnesses? - Select yes or no.
Once you have completed all fields in the form, hit complete.
All done, it's that easy!
Adding an incident on a tablet or mobile device
The steps are somewhat the same, but let's walk through this.
The easiest way to add an incident from your tablet or mobile device can be completed by following the below steps -
Firstly, log into your account. From your donesafe home screen, head to the top left hand corner.
Step 1 - Click the Hamburger menu button, you will be presented with a number of options. Select Incident from the list. Note - This generally falls in the Manage category.
Select Incidents
Step 2 - Click the +Add New button
Here you will find a blank New Incident form to complete.
IF * appears beside a question, this is a manatory field and requires information before the form can progress to the next steps. An error message will appear if a mandatory field is left blank.
Step 3 - Complete the fields in the form, with as much information, as possible.
Here are the steps within a standard form, however each organization is different and may have additional questions depending on how much information your organization requires.
Incident Title - Provide a short description of the incident (used for reporting and search).
Date and Time of Incident - This field will automatically select the date and time when completing the form, however this can be manually changed depending on when the incident happened.
Incident Type - Here you will find a multiple choice drop down menu. Choose the most accurate option and select.
Location - If your organization operates in multiple locations, select the correct location for this incident.
Reported By - Who initially reported the incident. This will be a drop down list to select individuals from your organisation or begin typing a name to search. You can also add an individual here, if they are not present in the list. Select icon.
Reported To - Person who was first notified. This will be a drop down list to select individuals from your organisation or begin typing a name to search. You can also add an individual here, if they are not present in the list. Select icon.
Attachment - Please upload any evidence (photos, videos, etc). Select the Add Attachment button and select from files.
What Happened? - Provide a timeline of events leading up, including and immediately post incident.
Immediate Action Taken - Provide a timeline of any immediate action taken, for example: first aid, damaged equipment, etc.
Once you have completed all fields in the form, hit the save and continue button.
All done, it's that easy!