In this guide, we’ll walk you through how to add a report from start to finish. The process is broken down into four sections:
- Report Details
- Media & Documents
- Communications
- Checklist of Actions
Adding a New Report
1. Navigate to the Reports tab in the Appendix 3 system.
2. Click the Add Report button in the top right corner of the screen.

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1. Report Details
This section is where you add all the key details of the incident. You’ll be prompted to input the following:
- Staff member the report is assigned to
- Report priority (e.g., High, Medium, Low)
- Status (Assigned, Open, Resolved, Closed)
- Affected student’s name
- Accused individual’s name
- Incident details (type of bullying, location, etc.)
- Additional details (custom text box for further context)
Once all information is entered, click Save & Next to move to the next section.

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2. Media & Documents
This section allows you to upload any supporting evidence for the report. You can upload:
- Images (e.g., Screenshots of messages)
- Video footage (e.g., CCTV)
- Documents (e.g., Doctor’s notes or PDF file)
Steps to Upload Media or Documents:
- Click Upload Media.
- Choose the media type (Image, Video, Document).
- Click the upload icon and select the file from your device.
- Add a Description if necessary.
- Click Submit.
Note: File sizes should be under 15MB.
If you don’t have any files to upload, click Save & Next to move on.

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3. Communications
Here you can log all communications related to the report. This can include conversations with parents, guardians, students or other staff members.
Steps to Add a New Communication:
- Click Add New.
- Choose the Type of communication (Face-to-face, Phone call, Email, Zoom call).
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Add the following information:
- Name of the person you spoke with
- Purpose of the conversation (e.g., Informing Parent)
- Details on what was discussed
You can continue to add communications as needed until the report is marked as closed.

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4. Checklist of Actions
This section helps ensure all steps have been completed before closing the report. Below are the standard action items included in the checklist:
- Lead Investigator Report
- Meeting with the Alleged Victim
- Meeting with Accused
- Statement from Alleged Victim
- Statement from Accused
- Eyewitness Statements
- Parents of Accused Informed
- Meeting Notes Collated
- CCTV Checked Update
- FIR Register (First Information Report)
How to Update the Checklist:
- Click the + icon next to the action item.
- Change the status from Not Started to Waiting, Requested, or Complete.
- Add any additional information in the text box below.
- Click Update

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Finalizing the Report
When you’re satisfied with the report details, click Update at the bottom of the screen. You can return at any time to:
- Edit report details
- Add new communications
- Upload additional documents
- Update the checklist
Once all actions have been completed, the report can be marked as Resolved or Closed by an Admin.
With this streamlined process, you can ensure that all necessary steps are taken and documented properly.