Embedded Files
Step by Step Guidance
Step by Step Guidance
Select "Add New Occurrence" to start a new initial report. The initial report will open up in a new window.
Start entering information into all the fields
Options for the initial report:
Save as Draft: Initial report information can be saved prior to completing the initial report. Save as Draft will save all information that has been entered, but will not submit the initial report to the department.
Report will show up in workbench category 002 (initial draft reports) until successfully submitted.
Save & Submit: When the initial report information is complete, Save & Submit will upload the initial report to the department and generate an occurrence ID.
Report will move to workbench category 003 (Pending for final report).
Validation Error (s): Information that does not meet a field's parameters will trigger a validation error. A message will appear that identifies what information is required to successfully submit the report. Information is not saved when a validation error occurs.
Required Fields:
Date/Time of the actual event
Known date/time - first staff member became aware of the event (either witnessed, consumer/other told a staff member, and not when administration first became aware.
Describe the event and immediate outcome - provide enough details relevant to the category and the outcome to the consumer (s) - (e.g. verbal abuse - threat and fear either verbally stated or through behaviors observed).
Immediate actions taken to keep current consumer and others safe during an investigation.
Information awareness:
If we do not receive adequate information with the initial report details, the intake coordinator will reach out through the message section of the report requesting an immediate reply to follow up questions.
Police notification expected per statute on all reportable elements of abuse
If all required fields are not filled out accordingly when selecting save/submit, a validation error message will pop up. Follow prompts accordingly and save/submit again.
Check messages section for time stamp notes reading save/submit of the initial report was received and submitted successfully.
Communication with the department can occur once an initial draft and/or report has been started.
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