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Elate provides a dedicated reporting area for incidents and safeguarding concerns, giving your team a single place to log events, review existing reports, and maintain accurate documentation. Reports can be raised in two ways: directly from within a support activity as something unfolds, or retrospectively through the Reports section of the main navigation. This guide covers both routes, as well as how to find, edit, and download reports once they have been submitted.

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Reporting from Within a Support Activity

The fastest way to log an incident or safeguarding concern is from inside the support activity where it occurred. This links the report directly to the relevant visit.
1

Open the support activity

Navigate to the relevant support activity from the calendar or the recipient’s dashboard.
2

Select the appropriate report type

  • Click Report Incident to open the incident reporting form.
  • Click Report Safeguarding to open the safeguarding report form.
3

Complete and submit the form

Fill in all required details on the reporting page, then submit the form. The report is saved immediately and appears in the main Reports dashboard.
Submit the report as soon as possible after the event while details are fresh. If you cannot complete the full form immediately, submit what you have and edit the report later to add further information.

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Accessing the Reports Dashboard

1

Open Reports from the navigation menu

In the left-hand navigation menu, select Reports.
2

Choose the report type

Click the Incidents tab to view incident reports, or the Safeguarding tab to view safeguarding reports. Each tab opens its own dashboard showing all logs for that category, with the most recent reports appearing at the top of the list.

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Finding a Specific Report

1

Scroll or search

Browse the list to find the report you need. If the list is long, use the search bar at the top of the dashboard — enter the title of the incident to locate it quickly.
2

Open the report

Click the report’s title to open the full record.

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Editing a Report

1

Open the report

Click on the report name to open it from the Incidents or Safeguarding dashboard.
2

Make your edits

Update the relevant fields with the corrected or additional information.
3

Save your changes

Click Save in the bottom-right corner to apply the changes. The record is updated immediately.

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Downloading a Report

1

Open the report

Navigate to the report you want to download from the Incidents or Safeguarding dashboard.
2

Click the Download button

Select the Download Incident or Download Safeguarding button (depending on the report type) to save a copy to your device. This copy can be used for external documentation, regulatory submissions, or sharing with relevant parties.