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Using Referred Incidents as a Teacher
Using Referred Incidents as a Teacher

Report, refer and manage serious incidents at your school

Hannah Chapple avatar
Written by Hannah Chapple
Updated over a week ago

What is Referred Incidents?

Referred Incidents allow staff to report and take action based on negative behavioural incidents; this is perfect for more serious or repeated incidents and can be used alongside Satchel’s Behaviour and Detention apps.

Reporting these incidents will trigger notifications to specific staff across the school in line with your school's Behaviour policy to ensure that all staff are appropriately informed about Behavioural events. Staff can then edit and manage an incident, taking follow up action and adding more information as needed.

Once an incident's status is marked as 'Resolved', students and parents will be notified about the incident also.

All referred incidents are written back automatically to SIMS.

Accessing Referred Incidents

When you first click on Referred Incidents from your navigation panel, you’ll see that the area has been auto-filtered to first show you any incidents that are related to you and were recorded within the default time frame.

This includes any incidents you have reported and any incidents that have been reported to you by your colleagues.

You can adjust the date picker at any time to see other incidents.

You can also adjust the filter to see 'All incidents' that have been reported across the entire school.

Reporting an Incident

To report a behavioural event, click the green ‘Report incident’ button at the top right.

You'll then be presented with a form to complete.


Choose the relevant reason for the incident you’d like to report from the ‘Reason’ list.


Log the date of the incident.


Choose a status for this incident.

⚠️ IMPORTANT: Students and parents will only be notified about an incident when the status is marked as ‘Resolved’.

Activity (Optional)

Record the activity that was taking place at the time.

Location (Optional)

Record the location that the incident took place.

Time of Day (Optional)

Select the time of day that the incident occurred.

Students Involved*

Type in the name of a student involved and if necessary, choose how many negative points you’d like to give to this student.

These points may be auto-filled based on the ‘Type’ field you’ve already chosen, however you can manually adjust this at any time should you wish to.

If you don’t wish to deliver any negative points, please set the point total to zero.

⚠️ IMPORTANT: Please note that any negative points assigned will not be visible to students and parents until the incident status is marked as 'Resolved'.

Identify the student’s role in the incident; if the student was the cause of or was actively involved in demonstrating negative or challenging behaviour, they will likely be the ‘Aggressor’.

Identify the action that will be taken in response to this student’s involvement, whether this be a detention or an exclusion.

Add Student

Once you’ve finished your details for this student, click the green ‘Add student’ button to save the data.

You can then repeat this process and add details for any other students that may have been involved, giving each their individual roles and point values.

Comments (Optional)

Add any details about the incident into the comments area; by default, these comments are internal and can only be seen by staff.

⚠️IMPORTANT: If you would like to share these comments with the students and parents involved in this incident, please click the 'Share to Students and Parents' toggle. They will only receive these comments when the incident is marked as 'Resolved'.

If you intend to share these comments with more than one child and their respective guardians, please be mindful that you do not include any sensitive / personal information that all parties should not see.

Notify other teachers (Optional)

Logging your referred incident will cause the relevant members of staff to be notified based on the type of incident you’ve selected, however you can also choose to notify any specific staff members that you feel should be aware of the incident.

The nominated staff will be notified of the incident via the notification bell on their Satchel One account and the referral will also be visible on their ‘My Incidents’ area.

Create Report

When you’re finished, click the green ‘Create report’ button to log this information.

Managing a Referred Incident

When you’ve recorded your details, you can return to the ‘My Incidents’ or ‘All Incidents’ page where you should now see your report.

To edit the incident details (i.e. change the status to 'Resolved'), click the pencil icon.

⚠️IMPORTANT: Please remember that by marking an incident as 'Resolved' you will be communicating this information to students and parents.

To delete a referred incident, click the bin icon.

What do students and parents see?

Students and parents / guardians will not see any information about the Referred Incident until it is marked as 'Resolved'.

When this happens, they will receive a push notification / email (depending on their personal settings) advising them that a new 'Serious Incident' has been logged.


Mobile app:

Details of the incident can be found in the Behaviour area of Satchel One as normal, however these incidents will have a different icon to help identify them.

Once opened up, the incident details may include:

  • Date of incident

  • Name of staff member reporting

  • Name of child (Users will never see details of other students involved)

  • Any negative points

  • Comments (Optional - only if 'Share with students and parents' toggle has been enabled)

⚠️ IMPORTANT: If you intend to share these comments with more than one child and their respective guardians, please be mindful that you do not include any sensitive / personal information that all parties should not see.

Setting detentions from a Referred Incident

If you’d like to take further action based on an incident, you can click ‘View students involved’ and choose the green ‘Set detention’ button at the top of the list.

This will bring you to the ‘Set detention’ form with the students involved already selected to streamline the process. Simply fill out the detention details as normal and click the ‘x’ next to any students you do not wish to set Detentions to.

Tracking and Monitoring Referred Incidents

All referred incidents can be tracked using the Behaviour ‘Events’ report, with additional data available when the XLS is downloaded.

Similarly, any Detentions you may have set after reporting an incident can be monitored using the Detentions report.

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