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Agents can view and edit each person's Involvement in the Incident by clicking the Involvement button to view the details , and and make changes as needed.
Agents can add and Remove Clients, Staff, or 3rd Parties involved in the incident by clicking the + icon or the Remove button in those sections.
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These steps need to be completed prior to closing any report:
For each Client and Staff involved:
Click the Find Button.
Click Search.
If the person is found the system will display their existing unique ID.
If the person is not found click Create New.
Modify the person’s information as needed and click Save. This assigns a unique ID to the person in the database.
For each 3rd party involved.
Click the Confirm Button.
Agents can add and remove Tags by clicking in the Incident Tags section and adding or clicking the X on an existing tag to delete.
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