> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elateuk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accessing and Managing Incidents and Safeguarding in Elate

> Learn how to report, find, edit, and download incident and safeguarding reports in Elate, and how to raise reports directly from a support activity.

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.

## 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.

<Steps>
  <Step title="Open the support activity">
    Navigate to the relevant support activity from the calendar or the recipient's dashboard.
  </Step>

  <Step title="Select the appropriate report type">
    * Click **Report Incident** to open the incident reporting form.
    * Click **Report Safeguarding** to open the safeguarding report form.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Accessing the Reports Dashboard

<Steps>
  <Step title="Open Reports from the navigation menu">
    In the left-hand navigation menu, select **Reports**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Finding a Specific Report

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open the report">
    Click the report's title to open the full record.
  </Step>
</Steps>

## Editing a Report

<Steps>
  <Step title="Open the report">
    Click on the report name to open it from the Incidents or Safeguarding dashboard.
  </Step>

  <Step title="Make your edits">
    Update the relevant fields with the corrected or additional information.
  </Step>

  <Step title="Save your changes">
    Click **Save** in the bottom-right corner to apply the changes. The record is updated immediately.
  </Step>
</Steps>

## Downloading a Report

<Steps>
  <Step title="Open the report">
    Navigate to the report you want to download from the Incidents or Safeguarding dashboard.
  </Step>

  <Step title="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.
  </Step>
</Steps>