How to Approve Health and Incident Journals

Step 1: Open the Dashboard

Click the Dashboard icon to begin navigating to health and incident journals.

Click the Incident/Accident/Illness tab to open the list of journals that require your attention.

Step 2: Review a Pending Journal

The Pending Approvals tab displays any health, incident, or accident journals that are still waiting for admin approval.

Click on any journal in the Pending Approvals list to expand it and view more detailed information.

Step 3: Edit a Journal if Required

If any details need to be updated, click the Edit Activity icon to modify the journal before making your decision.

Step 4: Download the Journal as a PDF

If you need a copy of the journal, click the PDF icon to download a PDF version of the report.

Step 5: Reject a Journal (If Necessary)

To reject a journal that should not be sent to parents or guardians, click the X icon.

Step 6: Approve a Journal

To approve the journal and proceed with sending it to the parent portal, click the check mark icon.

In the pop-up box that appears, click the Approve button to confirm your approval.

Once approved, the journal will be sent to the parents or guardians to view, acknowledge, and digitally sign (if acknowledgements are enabled in your center setup).

Step 7: View Approved Incident and Accident Records

To view any past approved incident or accident reports, click the Incident/Accident Records tab.

Here, you can filter records by date, as well as by group.

Step 8: View Illness Records

Click the Illness Records tab to view any past illness-related records.

You can also filter these illness records by date or group.

Step 9: Review Report Acknowledgments

Open the Acknowledgments tab to see all pending and processed reports that require or have received parent acknowledgment.

This tab displays all pending acknowledgement and processed reports, allowing you to easily see who is outstanding. You can search by name in both areas to quickly locate a specific child’s report.

Step 10: Enable Parent Digital Acknowledgements (Admin Setup)

In order to require parents to digitally acknowledge and sign incident, accident, or illness reports, you must ensure this feature has been enabled.

To enable this feature click the Setup module.

Then click the Customizations tab under the appicable Center.

Next, turn the Report Acknowledgement toggle on.

Once enabled, the primary portal member for each child will be required to view and acknowledge any incident, accident, or illness report with a digital signature.