You need at least the Contributor role to create incidents.

Creating an incident step by step
What happens after saving
Once the incident is saved, several things happen automatically:- Workflows are checked — if the incident matches any of your school’s workflows, actions are triggered automatically — alerting staff, emailing parents, or restricting visibility.
- The incident appears on dashboards — it shows up in the incident list, on the student’s timeline, and in any filtered views that match its categories or other attributes.
- It feeds into insights — the incident contributes to your school’s safeguarding analytics and trend data.
- The AI Assistant can reference it — the incident becomes available to the AI Assistant for future queries and research.
Tips for recording incidents
The AI suggestions are there to help, not to decide for you. Always review the suggested categories, location, and agencies to make sure they accurately reflect the concern. You have the final say on how every incident is classified.
