Skip to main content
Quick summary
  • New Incident opens a dialog to start an incident; the Incident Details sheet then holds its record.
  • What you tick under Clinical Incident and Data Security Incident decides where an incident appears: Clinical Safety, Privacy & Security or both.
  • Fill in Outcomes and Lessons Learned before closing an incident: assessors read them first.
Incidents also arrive by import from incident.io and by staff and Trust Centre reports.

​
Create the incident

1

Open the incident log

Click Clinical Safety → Incidents or Privacy & Security → Incidents, then click New Incident.
2

Fill in the dialog

Fill in the Add New Incident dialog.
The Add New Incident dialog showing Incident ID, Incident Date, Reported By, Incident Title, Summary, Initial Actions Taken, Cause(s) and Severity

The Add New Incident dialog. Scroll down for Impacted Product(s), the Clinical Incident and Data Security Incident ticks, and Additional Information.

3

Choose the category and create it

Tick Clinical Incident, Data Security Incident or both, to decide where the incident appears. Both start unticked, whichever log you came from. Then click New Incident to open the Incident Details sheet.

​
Fields in the dialog

​
Complete the record

The Incident Details sheet has 5 sections: Incident Information, Clinical Details, Data Security Details, Investigation & Response and Additional Information. To reopen it later, click … on the incident’s row, then Edit.
The Incident Details sheet showing Incident Information fields and the Clinical Incident and Data Security Incident ticks

The top of the Incident Details sheet: Incident Information, with the Clinical Incident and Data Security Incident ticks below it.

Fill in the sections that apply. Root Cause Analysis, Outcomes and Lessons Learned go in Investigation & Response, and assessors read Outcomes and Lessons Learned first, so complete them before closing. Update Status as the incident moves on (see Statuses). If the risk isn’t in your risk register yet, add it there first.
  • Clinical incident: in Clinical Details, click Link or add hazards under Hazard Log and pick the hazard.
  • Security incident: in Data Security Details, click Link or add risks under Risk Register and pick the risk.
To change the links later, click Edit linked Hazards or Edit linked Risks.

Manage your incident log

Filter the log and track each incident to closure.

Set up incident reporting

Let staff and anyone else report into your log.