You may have witnessed and incident or had an employee report it to you without using the reporting form in their Learning Center. Thankfully you are able to create reports yourself on behalf of your team!
On the Case Management page you create your own report by clicking on the "Create report" option on the top right of the page shown here:
Once you click here it'll open this window where you can create the report:
In this interface you have a few options to choose from.
- What was your involvement with the incident?
- Who are you reporting on behalf of (This can be optional if the person involved prefers not to disclose that information).
- When did the incident(s) occur?
- Where did the incident(s) occur?
- What happened?
Once you have these filled out you just need to click the "Create Report" button at the bottom and this will then add the reporting into your dashboard.
Some things to note:
You can edit these reports once they have been submitted but only the ones you have created. These reports are tagged with "Admin" on the reporter field.
No email notifications are sent for admin-created reports such as this. Only if the report gets reassigned to a different admin will a notification be sent.