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Quick summary
  • Staff and Trust Centre visitors can report straight into your incident log, and you choose separately whether each can be anonymous.
  • Trust Centre reports may include special category data, so check your privacy notice covers it first.
  • Trust Centre reports arrive without a product or incident owners, so set them when you triage.
Each report lands in your incident log under Clinical, Security or both, depending on what the reporter ticks, and Source shows where it came from.

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Let staff report through the Staff Portal

1

Turn on reporting

Go to People → Staff Portal, click the Incidents tab and switch on Enable Incident Reporting Tab.
2

Decide on anonymous reports

To let staff report without identifying themselves, switch on Allow Anonymous Reporting.
3

Edit the instructions and the prompt

If you like, click Edit under Preview of the Staff Portal view to change the Report an Incident instructions above the Report Incident button. Fill in Additional information prompt for helper text on the form, such as “Add the customer support ticket number here”.
The Staff Portal Incidents tab with Enable Incident Reporting Tab and Allow Anonymous Reporting switched on, and a preview of the Report an Incident panel

The Incidents tab in People → Staff Portal. The preview shows what staff see.

If staff tick Report anonymously, the form hides Reported By and the report’s Original Staff Report shows no reporter. Staff see their own reports on the same tab.

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Let anyone report through your Trust Centre

Patients, customers and NHS staff can report from your public Trust Centre without an Assuric account. Your Trust Centre needs to be live first.
Reporters can type special category data into the free-text fields, so check your privacy notice covers it before you turn this on.
1

Turn on Public Visibility

Go to Trust Centre → Page Content, click the Incidents tab and switch on Public Visibility to show the tab on your public Trust Centre page.
2

Decide on anonymous reports

To let visitors report without giving an email, switch on Allow Anonymous Reporting.
3

Write the reporting instructions

In Reporting instructions, tell visitors which incidents to report (they also see your incident severity definitions), then click Save.
The Trust Centre Incidents settings showing Public Visibility, the privacy notice, Allow Anonymous Reporting and Reporting instructions

The Incidents tab under Trust Centre → Page Content: Public Visibility, the privacy notice, Allow Anonymous Reporting and Reporting instructions.

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What a visitor sees

Visitors click Report Incident on the Incidents tab and fill in the form below. They get an overview of their report at the Email they enter, and Summary asks them to leave out patient or staff identifiable details.
The Report an Incident form with Incident Date, Email, Reporter details, Incident Title, Summary and Initial Actions Taken

The Report an Incident form on the public Trust Centre. Scroll down for the remaining fields.

Each report arrives as a new Open incident, with Reported By set to User Report. When you triage it:
  • Product and owners: set both, as a report arrives without them.
  • Reporter: click the Trust Page Reported badge at the top of Incident Information to read their Email and Reporter details.
  • Original report: Original Trust Page Report keeps the form as submitted.

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Who hears about a new report

Whoever triages incidents should turn on alerts for new reports:
  • For yourself: in your account menu, go to Notification Preferences → Personal Notifications and, under Incidents, switch on Staff Reported Incidents and Trust Page Reported Incidents (in-app, by email or in Slack). See Personal notification settings.
  • For a shared inbox or Slack channel: use Organisation Notifications → Incidents. See Notification channels.
Triage reports in Manage your incident log, and log your own with Create an incident.

Manage and customise your staff portal

What staff see on the portal.

Setting up your Trust Centre

Get your Trust Centre live before you open it to incident reports.