Incidents List

A Step-by-Step Guide to Adding, Editing, Reviewing, and Signing Off Incident Reports Using Alkimii

List Filters & Default View 

• The filter options can be selected using the dropdown menus, ticking the checkbox or selecting date ranges. 
• These filters include soft deleted items, unsigned incidents, type, dates and category of the incident report. Once ticked within the initial filters dropdown menu, these options will populate across the top navigation bar. 
• You can also use the Search Bar to quickly locate an incident report using the assigned "Incident Reference No." or the "Type" of the incident.  
• To save a new default view, click on the heart icon. This will update to now display this new default view when you first open the page. 

For example, you might update your default view for public incidents that are unsigned so you can keep track of both your own incident reports and those you are required to sign off.

How to add an incident report? 

• Select "Add Incident" in the top right of the Incident List 
• A modal will prompt you to fill out the mandatory information relating to the incident. 
• The category has been configured during your initial installation with Alkimii. Select this option from the dropdown menu. Depending on your access level you can create new categories if required within the app settings. 
• The type is either Public Liability or Employee Liability, your selection here will influence the templates that will be available below for selection. 
• Choose a template from the dropdown menu 
• The date will auto-populate to today's date and current time. You can adjust these as needed. 
• Set the severity based on low, medium or high. 
• Select the location where the incident has occurred, this is the general area. More details about the exact location can be added within the report itself. 
• Click save to create this incident. 

Building out the incident report 

• Now we're into the builder. Here is where you will add the details relating to the incident. 
• The sections within this report have automatically populated based on the template you have selected to make sure that key information is logged. 
• Work through the questions, adding names, contact information, and detailed accounts of what has happened and where. You will also be able to upload any documentation or video footage/images.
• You will notice that where contact information is mentioned relating to employees, you can simply choose the relevant parties from the dropdown menu, and their role and mobile number will automatically populate with the information provided within their staff profile.
• All toggle options have been defaulted to disabled, meaning "no". If you wish to answer "yes" to a question, simply enable the toggle option.

• You can Save your entry and revisit it later to finalise the details
• It is also possible to leave a comment, mentioning a colleague who may need to add information or use this as a way to flag the manager responsible for the sign-off to confirm all information has been entered and that this incident is now ready for review.

• Always remember to Save your work before exiting the builder. 
• The settings panel can be found to the right of the report. This contains the information you initially submitted to build out this report. At the top, you will have the auto-populated Incident Reference Number, followed by the information you added at the beginning of this process.
• If you have added any attachments, these will be listed under the attachments field for quick reference. Any signatures from sign-offs will also populate in the settings panel.
• Beneath this, you have the breakdown of sections from the incident report. To quickly jump to a section, simply click on it within the list.
• The status of the incident will remain open until it has been signed off. 
  
  

How to edit/review an incident? 

• Under the actions column, select the eye icon to edit/review the incident.
• Scroll down through the report to review and add any additional information.
• Alternatively, if you want to jump to a specific section use the list of sections to the right. Click on the area you want to jump to. 
• Make sure to save any updates before exiting the report. 

How to view the History Log? 

• Within the incident list, under the actions column, you will see a clock icon.
• If selected, this will display the history log of changes made to the incident. If you change a number of sections and Save. The history log will group these changes together under the one time and date stamp. 

How to Sign off an Incident?  

• Locate the incident report using the filters or search bar. 
• Under the actions column, select the eye icon to review the report. 
• In the top right of the builder screen, you will see "Sign Off" 
• If you are satisfied with the entry, click 'Sign Off' to close the incident. The system will then display the signature along with a time and date stamp in the settings panel to the right of the screen.