Record an incident

This article explains how to capture details of an incident using the Lumary CM Mobile Experience.

To launch the incident management features to capture an incident:

1. From your Home screen tap on the Log Incident button.

A progress bar at the top of the form shows you where you're up to in the process.

Once you've launched the form:

1. Under Recording an Incident or Feedback select Incident.
2. This will reveal the Incident Occurred During the Provision of Service under which Funding Program drop-down list. If known, select the relevant funding program. The options available will depend on which funding programs are set up in your environment.
3. Tap on the Next button.

4. The User who reported or captured this Incident / Feedback field will then appear at the top of the form and auto-populate with your username.
5. Under Date and time that the Incident Occurred, tap to select the date/time and tap Set to save your selection.
6. Under Is the time recorded Actual or Estimated?, select Actual or Estimated.
7. Under Date/Time the Incident was reported, tap to select the date/time and tap Set to save your selection.
8. Tap on the Next button.

8. Under Categorisation, tap on the Please select Primary Incident Type drop-down arrow and select an option.
9. This will reveal the Client Incident Sub-category field. Tap on the drop-down arrow and select an option. The options will vary depending on the primary incident type.

10. Select a Location of Incident -
    • Home uses the client's home address as the location.
    • Community reveals a Location Details free text field.
    • Site reveals a site search field where you can search for and add the site.
    • Other reveals a Location Details free text field.

11. In the Summarise the Incident field, you can add text, links and images to describe the incident.
12. Add a Was any property damaged? response. If you select Yes, you'll need to fill in the Describe what property damage occurred field.
13. Add a Was a restrictive practice used? response.
14. Click on the Next button.

15. Put a tick in the relevant Initial Actions Taken or Who Was Contacted checkboxes. Some options will reveal text fields for capturing report numbers or other information.
16. Use the Actions Taken/Initial Response field to add text, links and images to explain the initial response.
17. Once you tap Next on this screen, an incident record will be created and you won't be able to come back to this step. Check the details you've added before proceeding. You can tap Previous to go back and make changes, or tap Next to add persons involved in the incident.

Once the incident record is created, you'll need to edit the record to make any changes to information you added in earlier steps.

18. The next screen captures details about the people involved in the incident. Choose a type of person involved -
    • Client - adds a Client field.
    • Employee - adds an Employee field. Search for and add an employee.
    • M.O.P - stands for member of the public. This option adds name and contact information fields for the MOP.

19. Choosing a type of person reveals The Persons Involvement Type field. If you select M.O.P, this will appear above the name and contact information fields.
20. Selecting a type of involvement will reveal an optional Provide details about the involvement field.

21. Select a Was this person injured or sick? option -
    • Physical Injury - reveals several additional mandatory fields to capture information about the injury, including the type and nature of the injury, the part of the body affected and details about any first aid treatment that was provided.
    • Illness / Disease / Other - reveals a field where you can add text, links and images to describe how the person was affected.
    • No.

22. Once you tap Next on this screen, the person will be linked to the incident and you won't be able to come back to this step. Check the details are accurate before tapping on the Next button.

23. The next screen shows a list of people linked to the incident. For Link another Person to this Incident, if you select Yes and tap Next, this will take you back to the person involved section of the form. If you decide not to add another person, put a tick in the NOT REQUIRED checkbox and tap the Next button to go to the attachments step.
24. When you've finished adding people, select No and tap on the Next button.

25. Tap on the Upload Files button to add attachments.
26. Tap on the Next button.

27. This will display a summary of the submitted incident record.
28. Tap on the Home button to exit.