Create New GER

Users with the GER Submit role can create new incident reports and submit them for approval. They may also save partially completed reports, which will appear in the GER Worklist. Please follow the steps below to create a new GER:

From your FirstPage or Dashboard, click on the New link in the General Event Reports (GER) module.
Select the appropriate program from the list (if you have access privileges on more than one program).
Select the particular Individual from the list. This will open a new GER form.
In the Profile Information section, select the Reporting Date for the incident. Other fields are auto populated.
Event Information
- In the Event Date field use the calendar button to select the date when the event occurred (it defaults to the current date).
  If the event occurred anywhere outside of the agency’s physical location, choose the appropriate location from the drop-down menu in the If not at responsible program section.
- Add a description of what happened before the event.
- Complete Location Address (if on site, you can check the box for same as program address and it will auto-fill)
  
  State field is required if Country is selected as 'USA' or 'Canada'.
Adding Event
- Choose the appropriate event type in the Add Event section. This will generate another window with a more specific event information form for each event type:
  - Injury
  - Medication Error
  - Restraint Related to Behavior
  - Restraint Other
  - Death
  - Other
- In the Event Information window, add details of the event.
  - You must complete all required fields marked with a red asterisk (*). If 'Other' is chosen in any of the questions, please specify in the If Other box.
  - You may also use the body diagram to select specific body part(s) affected by the injury.
  - Provide as much detail in the Injury Summary section as known.
- When complete, click on the 'Add' button at the bottom of the form, this will add the injury information to the GER form.

General Information

Add necessary information in the General Information section.

The Internal Report Only? field does not limit access to a GER. Users with proper Roles and Access Privilege will be able to see the GER form even when it is an Internal Report. Furthermore, it also does not limit Oversight/State users' access to the GER.

The Internal Report Only? field is only used to identify a GER as internal and is not related to restricting access to the GER report.

Notification
- Click on the 'Add Notification Info' button. This will open a pop-up window for adding notification information.
- In the Notification Information page, fill out the notification details and click on the 'Add' button at the bottom of the form.
State Specific Information
- Click on the particular state form to add specific information as required by the state.
  
  Please refer to the State Specific GER Forms Guide for more information.
Complete the Actions Taken or Planned section.
Review/Followup Comments
- This section can be used by supervisors, incident coordinators, agency directors, case managers and others having the required privileges to further document anything related to this event.
You may add files, in the External Attachment(s) section, to the GER form. Click on the 'Add' button to add a file saved in your computer or click on the 'Scan' button to use your scanner to add a document.

Refer to the Document Scanning User Guide for more information.
Click on the 'Submit' button to submit the GER for approval. The report is given a 'Pending Approval' status and is put on the GER Approve List for users with the GER Approve role. You may also click on the 'Save' button to save the GER form and complete it later. You will find the GER with an 'In Prep' status in your GER Worklist in the General Event Report (GER) section of your FirstPage or Dashboard. Once submitted, the GER will no longer appear in the GER Worklist.