Incident Manager: Submitting incidents

There are two ways a user can handle incidents in Hero:

• Create Incident: This feature enables users to create and submit an incident with all the necessary details, allowing another user with higher access to review and finalize it. 

• Finalize incident: Users with this access can finalize incidents after an incident is submitted and reviewed. The user can have access to both types. 

Filling out the incident information and adding the students involved:

1. Once confirmed, you have the "create incident" access, you can go to Behavior > Incidents:
   
   
2. Once on the incidents page, you can click the green "New" button to create one:
   
   

3. On the top left, you'll be able to set the date, time, incident type (these are set by school admins), incident place, and a description. 

4. On the top right, you'll be able to select students using the green "+ students" button:

A pop-up will come out that will allow you to add a student after using any of the possible search fields, like first name, last name, ID, etc.

 Once the student is found, the student's information will show up with a drop-down to select the role of the student in the incident. After a role is selected, you can click on the green "plus" button to make sure the student is added to the incident. 

The blue submit button will allow you to finish with that "Add students" pop-up once you've added all the involved students to the incident. Students will then show back on the edited incidents page, ready for referrals. You can hit the "save" button at any time to save your progress and continue later if needed, as long as you don't hit "Save & submit", it won't be published

Adding and editing referrals

1. After a student has been added to the incident, a referral button will show up right beside the student's role. If a referral has already been added, a message saying "referral added" will show. 

 

2. Once the referral is added, it will show on the referrals list right at the bottom of the Edit Incident page. You'll see the student's name, role, referral status, and two options: one to review the referral and another to delete it.

3. If you click on the "review" button, you'll be able to add all the referral details using the drop-downs. These referral options and details can only be configured by users with incident configuration access (school admins usually). The student's information is greyed out since it's pulling it from the student's profile and can't be edited on the incidents page. 

4. Once you've finished adding the referral details using the dropdowns, you can either save your progress by using the green "save" button, or if you are sure that it's ready for review, you can click on "save and submit". 
 

5. If you need a physical or PDF referral, you can use the Download PDF button that's right beside the "Save and submit" button. It will allow you to edit the referral on another page called the "Print Page" to print it out physically or save it as a PDF. Click on the blue "print page" button to get any of those options. Changes made on the Print Page will not be saved or reflected on the Hero referral. 

Note: Incident Manager is a paid feature in Hero. If you are interested in getting this feature, please contact your customer success representative.