Incidents and safeguarding

1. Go to Incidents & safeguarding and click Log incident.
2. Record who was involved, what happened and the immediate action taken.
3. Add the office staff investigating — only they and managers with full access can see the incident.
4. Tick who has been notified (family, GP, local authority, regulator, police…).
5. Attach statements, body maps or photos — several at once if needed. They upload straight away.
6. When it's resolved, record the outcome and lessons learned, and set the status to Closed.

AI review

Click ✨ AI review in the incident for possible causes, safety checks, whether it may need a safeguarding referral or a regulator notification, any pattern with earlier incidents for the same person, and suggested actions. You can Add these actions as tasks, Use as lessons learned or Start a regulator notification — or ignore it. The review is kept with the incident. See AI assistant.

Still stuck? Contact support or speak to your customer manager.