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Record a Health and Safety Incident

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Use the Incidents page to record, view, edit and delete health and safety

Use the Incidents page to record, view, edit and delete health and safety incidents. You need the Manage Health and Safety Incidents permission.

The Incidents page

The page lists your school's incidents with columns for Incident Date, Location, Incident Type(s), Severity and Student(s). You can sort and filter by any of these columns. Click View/Edit on a row to open an incident, or Add Incident (top right) to record a new one.

Screenshot: Incidents grid with Add Incident button

Recording an incident

Click Add Incident. The incident form has three sections:

Incident Information

  1. Incident Types — choose one or more types (required). Types are set up in H & S Configuration.
  2. Actions Taken — choose one or more actions (required).
  3. Date of Incident — defaults to today; cannot be in the future (required).
  4. Time of Incident — defaults to now (required).
  5. Location — choose one (required).
  6. Severity — choose one, e.g. Low / Medium / High (required).

Affected People

  1. Students — select any students involved.
  2. Staff Members — select any staff involved.
  3. Other Affected People — free text for anyone else (visitors, contractors).

At least one of Students, Staff Members or Other Affected People must be completed — the form will not save without an affected person.

When you select students, a sickbay grid appears beneath them. For each student you can set a sickbay check-in (and later a check-out) date and time — see the Sickbay article. You can also expand each student's row to see their previous incident history (date, location, types, referring staff).

Other Info & Referring Staff Member

  1. Other Information — free text for anything else worth recording.
  2. Attachments — upload photos or documents: .jpg, .jpeg, .gif, .png or .pdf, up to 4 MB each and 5 files at a time. Files upload as soon as you select them.
  3. Referring Staff Member — required; defaults to you. Change it if you are recording the incident on someone else's behalf.

Click Save.

Screenshot: incident form showing the three sections

What happens when you save

Depending on your school's Notification Settings (H & S Configuration), your Health & Safety officers and/or the home-class teachers of the affected students are notified by mobile notification or email. By default the person who entered the incident is not re-notified for their own entry unless that option is on.

Editing and deleting

Open an incident with View/Edit to change any details, then click Update. Attachments cannot be changed after saving — existing files are shown as links to view or download. Delete (with confirmation) removes the incident.

Tips

  • Sickbay check-in must be before check-out, and you can't record a check-out without a check-in.
  • Incidents also appear on each student's page under Health and Safety Student Records, and feed the Analysis graphs and CSV export.