How categories are used
When creating or editing an incident, you select a category from a dropdown. This category is stored on the incident record and appears in the incidents list, the incidents register, and any exports. Categories also feed into reporting. If you’re tracking incident types over time or preparing for an audit, consistent categorisation makes it straightforward to pull the data you need.Configuring categories
To manage incident categories, navigate to Maintenance → Incident Categories.Adding a category
- Click Add
- Enter the category name
- Click Save
Editing a category
- Find the category in the list and click Edit
- Update the name
- Click Save
Renaming a category updates it on all existing incidents that use it. Choose category names carefully before they’re widely used.
Removing a category
Categories that are linked to existing incidents can’t be deleted. If you no longer want a category to appear in the dropdown, deactivate it instead. Deactivated categories remain on historical records but don’t appear as options for new incidents.Choosing your categories
Set up categories that match how your organisation classifies incidents. Common examples include:- Injury
- Medication error
- Behavioural incident
- Property damage
- Near miss
- Abuse or neglect
- Unauthorised restrictive practice
Running into issues?
See Incidents troubleshooting for common errors and fixes.Related articles
Creating an incident
How incidents are created and where to find them
Incident workflows
Set up workflows to manage incident processing
Incident settings
Control incident visibility and form behaviour