Overview
One of the primary goals of Giv is to provide Admins with complete control over customization. Over the past few months, we've made significant strides in enhancing the platform's customization options. As we continue to evolve, the next area we’re focusing on for customization is Incident Reporting. This update will allow Admins to tailor the fields that Staff members are required to fill out whenever they report an incident. These release notes will guide you through the process of customizing those fields to better suit your organization's needs and workflows.
Impacted User and Features
This release impacts Administrators. With most of the noticeable changes found in the “Feature Settings” and then the “incidents” card. Bug fixes should be unnoticed by users as fixes were made to ensure current functionality works as expected.
New Features and Feature Enhancements
To access custom Incident types, click on “Feature Settings” and then the “incidents” card. Once you do that, you’ll see the below screen.
Managing Emails
From this view you can manage what who gets notified via email when an incident is reported. Clicking “Manage” in the top righthand corner of the “Emails” card will open the modal below. Allowing you to add or remove email addresses that should be notified:
Custom Incident Types
There are specific elements for Agencies that must be included when an incident is reported. Creating Custom Incident Types gives Agencies the flexibility to add the required information to Incident Reports that Staff submit.
To create a Custom Incident Type, in the “Incident Types” card, click on “+ Add New Type”. Once you click on that button, you’ll be redirected to a page where you can configure the incident type to your liking.
Here you can do the following:
Name the Incident Type
Copy from an already existing incident type
doing this will bring in the fields from the Incident type that you select into the new Incident type you are creating
If you do this, you will still have the option to add new fields to the new Incident type you are creating
Add new fields
Clicking “+ Add Field” gives you the ability to
name the field
select the field type
Date
Signature (Drawn)
Checkbox (Yes or No)
Short text
Long text
Multiple Choice
Photo/Video
Caregiver App
Once you have your Custom Incident Types all set up, when Staff goes to log an Incident, they will select one of the types that agency has set up. Once they select what type the Incident is, they will see all the custom fields they need to respond to based on the Incident type they selected.
Reporting
The functionality of viewing incident reports in the post shift report and any other place you can view an incident has not changed.
Charting in a client specific profile:
The report here will now display the “type” that was selected when an incident is reported. As well as the details the staff fills out when reporting an incident.
Post shift report:
Similar to the reporting in the Client’s profile, you can now see the “type” that was selected in a red badge on the incident before you click in to view the details. Once the details are open the functionality of viewing, and editing are the same.
It is important to note that if you add an incident from this view, you’ll be required to select a type. Once you select a type the custom fields that are configured in the account settings will display, prompting you to respond to each of them.