Incident Management (Core)

This guide explains what incident management is, why it matters, and how to capture and track an incident in Lookout using a ticket. It covers navigating to and creating an incident, recording the key details, and best-practice tips - plus troubleshooting for common issues.

Incident Management

Incident management is how your organisation records and tracks incidents - anything that happens during care that needs to be documented and followed up on.

In Lookout, an incident is captured on a ticket. The ticket contains the incident details and provides your team a place to work through it, document what happened, and maintain a clear record. This means incidents live alongside your other tickets, so they're tracked, assigned, and actioned in the same familiar way.

Please note: Core Incident Management gives you a reliable way to capture and track incidents. Assessing, categorising, and formally investigating them is done manually by your team. If you'd like Lookout to guide and automate more of that process, that's what the Incident Management add-on provides.

How Incidents work in Lookout

An incident is always tied to a ticket:

The ticket is where your team works through the incident - assigning it, discussing it, and tracking it to completion, just like any other ticket.
The incident details are captured in that ticket, recording what happened.

Because it's a ticket, everything you already know about tickets applies - checklists, comments, assignees, and status all work the same way. If you need a refresher on what Tickets are and how they work, please explore the Tickets section within our Help Centre.

Before you start

To complete this process, make sure:

You are logged into Lookout as a Staffer with Admin access. Creating and editing incidents requires an admin-level role. If you can't create or record an incident, ask an administrator to review your access.
You have access to the Member or Helper the incident relates to.
Your organisation has an incident report ticket template set up (recommended - see below), or you can create a ticket to record the incident against.

Important: Ensure you have the Incident management template configured for the Incident management card to appear with steps within a Ticket.

Setting up an Incident report template

Because incidents are captured on a ticket, it's worth having a dedicated incident report ticket template. This gives your team a consistent starting point every time: the same title, assignees, and checklist steps, so nothing gets missed.

To set up an Incident report template:

From your home dashboard, navigate to the overflow menu by clicking the ellipsis (...) next to your name in the bottom left-hand corner.
The overflow menu will open - click Settings.
In the main settings, navigate to the templates and configuration area, then click Ticket templates.
Click the blue + New ticket template button.
Give it a clear name (for example, "Incident Report") and choose a category (such as Incidents), add any notes, and set the assigned roles so incidents route to the right team.
Add a checklist of the steps your team should follow when handling an incident.
Save the template.
A green banner will appear confirming your new ticket template has been created.

Note: For full details on building templates, categories, and tags, see our guide on Tickets: Building Blocks (Categories, Tags & Templates). Setting up templates requires the relevant configuration permission.

Create an incident report

An incident report is built up across four stages. You must complete them in order, as each stage unlocks the next. Everything is saved against a ticket tied to the client involved, and each step you complete is automatically logged with your name and a timestamp.

Step 1: Open or create the incident ticket

Create a ticket for the incident against the relevant Member or Helper, ideally using your incident report ticket template, so the right steps and details are prompted.

There are two ways you can create a new Ticket.
- From the Home dashboard, click Tickets and click + New Ticket.
- From the Member dashboard, click their Tickets tab, then click + New Ticket.
Open the ticket, fill in the details (Title, Assign to, and Description are mandatory. Optionally, add priority, due date and tags.)
When ready, click Save.

Top tip: For instructions on creating a ticket, please see our Tickets: Day-to-day use article.

Alternatively, create an incident from the Lookout tab:

Navigate to the Member dashboard and click on their Lookout tab.
Scroll down to view the Member's timeline, and click the New incident button.

Step 2: Add the incident details

On the incident ticket, record the details of what happened:

When it occurred and when it was reported.
The location. For example, the client's home, the community, the hospital, respite, or another location.
A clear description of what happened.
Any related people: those involved in or connected to the incident, with their details.
Any supporting evidence, such as photos or documents.
When you are happy with all of the information you've provided, click the blue Save button.

Step 4: Work through and complete the incident

Use the ticket as you would any other:

Assign it to the right people.
Document progress, decisions, and actions in the ticket discussion.
Attach any further evidence.
Complete the ticket once the incident has been fully handled.

Top tip: The incident details stay editable, so you can add more information as things develop.

What happens next?

After completing each stage:

The incident record updates to show the details you entered.
A confirmation message appears (for example, "Incident details added", "Incident has been categorised", "Corrective actions have been added" or "Incident analysis has been added").
A history note is recorded showing who made the change and what they did, so there is a clear trail of activity.
Completing one stage unlocks the next stage in the workflow.
Where relevant, corrective actions such as updating a care plan can feed information through to the Member's care plan for review.

What Admin / Staffers / Members will see

For Admins

Can raise, categorise, action and summarise incidents, and can edit any stage.

For Staffers

Can view the incident record and its history. Making changes to the incident stages requires Admin access.

For Members and Helpers

Do not manage incidents through the Admin website. Incident management described here is an internal process for your organisation's staff.

Troubleshooting

I cannot see the option to raise an incident

Confirm incident management has been switched on for your organisation.
Check that you have Admin access.
Try signing out and back in.

I cannot categorise, action or summarise an incident

These stages must be completed in order. Make sure the previous stage has been finished first. Confirm you have Admin access, since these actions are limited to Admins.

I completed the steps but nothing changed

Make sure you selected Save. Check for any highlighted fields or error messages that need attention before the record can be saved.

How do the core incident management features differ from the incident management add-on?

Built-in core Incident management features give organisations a single, structured process for recording, managing, and reviewing incidents, replacing disconnected notes, spreadsheets, and emails.
The incident management add-on provides regulation-aware guidance, including priority ratings, deadlines, reporting links, and guided decision-making to support compliance with aged care serious incident reporting requirements.

To learn more about the Incident Management add-on, take a look at its dedicated article.

Still need help?

If you are still experiencing issues, please contact our Support Team and include:

Screenshots (if possible).
The name or email of the person affected.
The exact steps taken.
Any error messages received.