Incidents

New incident

1. Click any line of the list and choose New.
2. Choose the Incident. A client incident is for the main-screen client; for an employee incident choose the Employee; a facility incident is for your Service/Department.
3. Enter the Start Date. Leave End Date empty while the incident is still open.
4. Choose the Reporter (you, unless you change it) and the Location.
5. Write the Note. Import Pre-defined Note adds a prepared text to it.
6. Click Save.

To close an incident later: click it, Edit, enter the End Date, Save.

PsyTrace checks

• Start and End Date not in the future; End not before Start.
• Location is required, except for a facility incident.
• The client or employee cannot be changed after filing. Incidents cannot be deleted.
• Every save is in the audit trail.