How do I complete an incident report?

There are multiple Complete buttons in ALIS Incident Reports. The goal is to complete all forms and tasks, and then mark the overall Incident Report completed.

Follow the steps in order below to make sure all details are accounted for.

Step 1: Navigate to your Incident Report

After you create your incident report (this can be done on your ALIS home page, resident profile page, or in the Incident Center), it is a good practice to click the button on the right that says Create and Go To Incident Report.

• Even if you don't have time to finish everything immediately, this will take to you to the page where you can see all the next steps to complete the incident.

The Incident Center 

You can always access any Incident Report in the Incident Center. By default, this page only shows reports that were dated for the previous week. Update the date filter to include the report you want to complete.

Look at the Status, Forms, and Tasks columns to check for completion. Click the Edit button to the right of the Incident Report for next steps.

• Completed forms will display as blue clickable links and completed tasks will show as a fraction of the total required.
  • If you remember completing a form but it is not showing in the Incident Center as a clickable link, you need to edit the incident report and make sure the Status of the form is 'Completed' as explained in the steps below. It is easy to forget the last step of marking the form Complete!
• When everything is done correctly, the status should display 'Complete' only when all forms and tasks are complete.
  • If the status is showing Complete, but there are no links to the forms or it is showing that there are incomplete tasks, you may want to 'Unlock' the incident report and finish everything before marking it as Complete again.
  • The Unlock option is typically only available to administrators.
  • To unlock an Incident Report with the Complete status, click the View button to the right. 
    • At the top right of the Incident report page, click Unlock. A pop-up will ask you to confirm.
    • Once it is unlocked, you can complete the forms and tasks as described in the next steps.

Step 2: Complete the Forms

You may have one or more forms required for your incident report. The forms you have to complete are determined by the Incident Type, which we typically help your team set up during onboarding. These forms can always be adjusted in your settings. Contact us for help!

You may have forms available here that are optional, and you will need to be aware of your company's policy regarding which forms to do.

You can use the Choose File or Fill Online buttons to complete the document, and when you are done, click the Complete button to the right of the form. This step is often missed! Make sure when you are done with the forms, the Status column says 'Completed'. 

Step 3: Complete the Tasks

Often there are tasks set up for the Incident Types, but it is possible there are none. These are meant to be used like a checklist, and all you need to do to complete them is click the Mark Complete button and add a note.

A task may be asking a specific question, and you can answer this with the note. The task may also suggest that you call a specific person or review the resident's Care Plan. The tasks can be set up custom for your community's Incident Report process. 

Final Step: Mark Complete for the Incident Report

After completing the necessary forms and tasks, you may have already clicked several buttons labeled 'Complete'! Now we have a final Complete button to click at the top right of the Incident Report page. This button may be only available to people with higher security levels. 

It is possible that your community has Incident form settings that require forms to be completed before you can complete the overall Incident Report. With this setting on, upon clicking the green Complete button for an Incident Report, a pop-up will notify you that you must first complete the required forms. If you do not have this turned on and would like to, contact us to mark specific forms "Required".

Related articles:

Guide to Incidents

Video: Incident Reports