Before you start
Make sure the Incidents module is enabled for your centre. If you can’t see Day to Day → Incidents in the sidebar, contact your administrator.Step 1 — Log the incident
- Go to Day to Day → Incidents in the sidebar
- Click New Incident
- Fill in the incident details:
- Add the people involved — you can add affected persons, witnesses, and staff involved
- Click Save Incident
Step 2 — Assess
Once logged, open the incident and move to the Assess stage. At this stage you:- Confirm the severity — Minor, Moderate, Serious, or Critical
- Determine whether the incident is notifiable to a regulatory body
Step 3 — Assign & Action
At this stage you:- Assign the incident to a staff member for follow-up
- Record any corrective actions required
Step 4 — Resolve
Once all actions are complete, move the incident to Resolve. Record:- What was done to resolve the incident
- Any follow-up required
Step 5 — Close
The final stage. Review the full incident record and close it. Closed incidents remain in your register for audit purposes and cannot be edited.Parent / guardian notifications
For incidents involving a child, you can record that a parent or guardian was notified. Go to the Parent/Guardian Notification section on the incident and record:- Date and time notified
- Method (phone, in person, email)
- Who notified them
- Whether acknowledgement was received
Regulatory notifications
If the incident is notifiable, go to the Regulatory Notifications section and click Add Notification. For each notification, record:- The notifying body (Ministry of Education, WorkSafe, Oranga Tamariki, Public Health, or Other)
- Due-by date
- Method of notification
- Reference number
- Who notified them
- Response or outcome

