Logging a member-related incident
Logging a member-related injury is very similar to logging a note against a member. The main difference is that the data is collated in the main business incident log, to provide a cohesive record of events within the organisation.
If you are seeking to record a general incident that wasn’t related to a specific member, learn more here.
A member-related incident is logged from the Documents Tab of the member record. The steps to follow are outlined below:
- Select the Add Incident option from the Add new… drop-down. This will add a new “incident record” row to the top of the member’s document listing.
- Enter details of the incident in the multi-line description field. You should provide as much information as you think might be of value in the future.
- Click the icon to commit the incident record, or the icon to abort.
- You may optionally click the icon to make the incident visible to the member, and/or the icon to restrict visibility to managers only.
Level-up Tip
It might be considered “good practice” to make the incident log visible to your member. They know you took the incident seriously, that it has been recorded, and that you are looking after their well-being.