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Must know
  • Incident Reporting must be on for your club. Filing from the admin dashboard needs View Incidents (to open Athletes > Incidents) and Create Incidents (to submit). Admin has both by default.
  • The Coach role has no incident permissions by default. Add Create Incidents to that coach with Edit Permissions on their row of the Staff page so they can file from the coach portal.
  • Every staff member with View Incidents gets an email when a report is filed.
  • A new report always starts as Open.
1

Start a report

Go to Athletes > Incidents and click Report Incident. The form has two cards, Details and Context (optional).
2

Fill in the details

In order: Category, Severity, Title, Description, When did it occur? and Location. Category starts on Injury / Medical and Severity on Minor (Moderate, Severe, and Critical are also available). When did it occur? starts as today and the current time, and you cannot pick a future date. Location is optional.
3

Add context

Optionally pick Involved athletes (search by name), a Program, and a Facility. If the picker shows only some of your athletes, it says so under the list; search for the rest.
4

Submit

Click Submit Incident, or Cancel to go back to the list. A message says “Incident reported” and the new report opens.
Limits. Title, Description, and the date are required. A message tells you which is missing (“A title is required,” “A description is required,” or “Please set the date the incident occurred”). A title holds up to 200 characters, a description up to 10,000, a location up to 200, and a report up to 100 athletes. What happens next. The report opens with status Open, and Status history on its page records that first entry under your name. Staff with View Incidents get an email titled “New incident reported” followed by the title. It lists who filed it, category, severity, when it occurred in your club’s time zone, location, athletes, and a link to the report. A failed email never stops you from filing. Errors. Anyone with View Incidents sees Report Incident, but submitting without Create Incidents shows “Forbidden.” From the coach portal. Coaches file from a Report incident button on a class page or an athlete’s profile. Their form is shorter: see How do I report an incident from the coach portal?. Related: How do I manage and resolve an incident? · How do I set staff roles and permissions? · How do I report an incident from the coach portal?