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Job aids

Reporting duties after an incident: the steps to remember

The short step lists from each lesson of Report the right concern through the right channel, on one page. Print it for the station or the break room. Each list points back to its lesson, where the sources are linked.

Open the coursePrint a poster with a QR code

Lesson 1

Safety first, paperwork second

A night caregiver finds a resident hurt and scared. The first choice is not which form to use. It is whether the person is safe right now. This lesson sets the order: safety, then simple facts, then the report the law may require, without waiting to be sure.

  1. Is anyone in danger now? Use the emergency process; call 911 when it applies.
  2. Protect the person and stay with them.
  3. Do not question the person accused or look for proof.
  4. Note what you saw, heard or received, when, where, who and what you did.
  5. If the law requires a report, do not wait for certainty or a supervisor’s agreement.

Lesson: alwbeta.com/training/courses/reporting-and-incident-branches#lesson-safety-first

Lesson 2

Name each reporting duty

"Incident report" is not one destination. This course calls each separate reporting duty a branch. One event can set off several. The choice in this lesson is which branches to check, so that a report to one place is not mistaken for all of them.

  1. Safety first: emergency process, 911 when it applies
  2. Suspected abuse or neglect: mandated report
  3. Event in a licensed home: licensing report
  4. ALW participant: DHCS incident process
  5. Staff injury or data sent wrong: workplace safety or privacy process
  6. Internal form done: outside reports still checked

Lesson: alwbeta.com/training/courses/reporting-and-incident-branches#lesson-name-the-branch

Lesson 3

Report what you observed. Do not investigate

After a concern, your note may be the first record anyone reads. Your job is to keep and pass on what you saw and heard, not to test it until the deadline passes. The choice in this lesson is what goes into the note, and what stays out.

  1. Quote the person’s words; write what you saw separately.
  2. Ask open questions; never promise secrecy.
  3. No conclusions about motive or guilt.
  4. Dates, times, visible conditions, statements, actions, contacts.
  5. Correct openly; never erase or backdate.
  6. Share only through approved channels.

Lesson: alwbeta.com/training/courses/reporting-and-incident-branches#lesson-observe-dont-investigate

Lesson 4

Use the current decision aid

Reporting rules change. A saved screenshot or a rule someone remembers is not a safe guide. Before a report goes out, you choose the route that fits this setting, this concern and today's rules. This lesson gives the checks to run, in order.

  1. Setting: where did it happen?
  2. Concern: what kind of event is it?
  3. Urgency: serious bodily injury or immediate danger?
  4. Sources: current statute, current guidance, reviewed decision aid
  5. Each branch: recipient, method, deadline, form
  6. Not sure: escalate, do not guess

Lesson: alwbeta.com/training/courses/reporting-and-incident-branches#lesson-current-decision-aid

Lesson 5

Confirm the report arrived, and share no more than needed

"I told someone" is not a status. A closed loop records who received the report, when, how, what happens next and what risk remains. The choice in this lesson is whether your report is done, or still needs work.

  1. Sent: what, which channel, to whom, when
  2. Proof: keep the receipt or confirmation
  3. Failed or unsure: escalate now
  4. Follow-up: the minimum, to an authorized recipient only
  5. Still open: what happens next and what risk remains
  6. Keep checking the person’s safety

Lesson: alwbeta.com/training/courses/reporting-and-incident-branches#lesson-close-the-loop

Beta’s ALW team, course version 2026.10.3, text checked against its sources on September 4, 2026. Educational only. Not continuing-education, licensure or regulatory credit. Follow your employer’s current procedure and the person’s current plan. Call 911 for a medical emergency.

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