Senior Living Communities

Contents

Sign/Lock an Incident Report

Each community can define the position(s) in Care Services Setup that are required to sign as having reviewed incident records.

  1. Community > Care Services > Incidents > Active: Incidents Requiring Signature.

  2. Click edit next to the incident record, then click signatures.

  3. Click the sign link next to the appropriate position. The user name and date auto-populates in the corresponding fields.

  4. To reopen a signature, click the un-sign link. The user name and date are removed.

  5. After all positions are signed, the Lock button becomes available.

    Note

    If configuration is set to 'Lock entire Incident Record upon first Signature' the record is locked after the the first person signs.

  • You must have Lock Incident Record and Unlock Incident Record security permissions to perform these functions.