When a volunteer submits an incident report, it appears in Incident Management for your team to review. Navigate to Incident Management from the main menu to see all reported incidents.
The Incident Management page
The page has a list of incidents on the left with filters, and a detail view on the right. Each incident shows the date, activity, severity (colour-coded) and current status.
Filters
Narrow down the list by:
Program — incidents for a specific program
Severity — filter by severity level
Activity type — incidents during an activity vs outside of one
Day of week — incidents on specific days
Search — search incident descriptions
Incident statuses
Each incident moves through a workflow:
New — just submitted, not yet reviewed
In Review — being looked at by a manager
Completed — reviewed and resolved
Archived — filed away for records
Change the status using the dropdown in the incident detail view.
Viewing incident details
Click any incident to see the full report:
Severity and category (the type of incident)
Location — the activity or address where it happened
Date and time
People involved — volunteers and non-volunteers
Description and further action notes
Photos — any images the reporter attached
Submitted by — who reported it and when
Editing an incident
Click the options menu (three dots) in the top right of the detail view and select Edit. You can update the description, change the severity level, add notes or attach additional information. All edits are tracked in the edit history.
Comments
Add internal comments and attachments to an incident for discussion between managers. Comments are not visible to the volunteer who submitted the report.
Exporting
Export an individual incident to CSV from the options menu, or export multiple incidents in bulk from the incident list.
Closing an incident
Change the status to Completed and add any closing comments. The incident remains in your history and can be reopened if needed.
Permissions
Program Managers can view and manage incidents for activities in their programs
Admins can view and manage all incidents across the organisation
Activity Leaders can view incidents for their activities
Cross-links
Setting Up Incident Reporting — for configuring severities and categories