Guide · 366 answers

How YourCA works, step by step.

How do I record an incident?

  1. Open Incidents on the Site tab and press Record an incident. On a phone, press the plus in the middle of the bar and choose An incident.
  2. Pick the kind and say what happened. The day and time start at now; change them if it happened earlier. Where, who was involved, the treatment and the witnesses are there too. If Record it is pale, press it: it says what is still missing and takes you there.
  3. Tick The regulator must be told for a death, a serious injury or illness, or a dangerous incident. Record when you told them and their reference.
  4. Record when you told the builder, what changes so it does not happen again, and by when.
  5. Press a row to open it under itself. Take a photo there to file it against the incident. The pencil, Edit this incident, fixes a fact while it is open.
  6. Press Close it once the fix is in. It needs what changes. To change a closed one, press Reopen this incident. The record keeps when it was first closed, who reopened it and what every later change replaced, and the incident report prints the same history.
  7. If it was recorded by mistake, press the flag, Mark as recorded in error, and say why. It stays on the register. Nothing is deleted.
  8. At the top, the register shows any incident the regulator has not been told about, then any action past its date.
  9. The download arrow on an opened row gives the incident report on your letterhead as a PDF or a Word document, with blank lines for a supervisor to sign. Add the photos is ticked from the start, so its photos print at the back; untick it for the report alone.
  10. The download arrow in the search box gives the register as it is shown, so clear the search and the filter first for every incident. It comes as an Excel workbook too.
Worth knowing

YourCA does not tell the regulator or the builder. You tell them, then record when. A notifiable incident is reported straight away, and the scene is left as it was until the regulator says otherwise.