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Report an Incident

Report an incident to record something that happened during care, such as a fall, a medication issue or a safeguarding concern. Record the incident accurately, including what happened, who was involved, and what actions were taken — it will be added to the client's care history and may be used for compliance reporting.

Workmax incident detail showing the incident summary, severity and status, who reported it, the linked visit and care context, the workflow status, and follow-up actions to acknowledge, escalate or resolve. An incident record, with its details, workflow status and follow-up actions.

Report an Incident​

To report an incident, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Clients" section and open the client.
  3. Open the "Incidents" tab and click on the "Create Incident" button.
  4. Details — record the basics:
    • Incident type (Fall, No answer at door, Medication issue, Behaviour incident, Injury, Safeguarding concern, Hospital admission, or Other)
    • Severity (Low, Medium, High or Critical)
    • Incident date and Incident time
    • Click on the "Continue" button.
  5. Context — link the incident to the care it relates to (all optional):
    • Linked shift — the visit during or after which it happened
    • Visit location
    • Linked care risks — any stored risks this relates to
    • People involved — the client, assigned staff, and anyone else (one person per line)
    • Click on the "Continue" button.
  6. What happened — enter a clear Description of the event, with enough detail for another manager to understand it without chasing more context. Click on the "Continue" button.
  7. Actions & Evidence — record your response:
    • Immediate action taken
    • Follow-up required — tick this if the office, manager or wider team needs to do something next, and add Follow-up notes
    • Attachments — add photos or PDFs (JPG, PNG or PDF, up to 5MB each)
    • Click on the "Continue" button.
  8. Review — check each section (use the "Change" links to jump back and edit).
  9. Click on the "Submit incident" button.

Workmax records the incident against the client with a status of Open, ready to be acknowledged and followed up. If you have any questions or need help, please contact Workmax Support.