Skip to main content

How to report an incident/good catch, updated view (Card UI)

Eogan McCullen avatar
Written by Eogan McCullen
Updated over a month ago

Report an event with “View your progress”

Intended Audience/User Role:

All Pharmapod Users

Region:

All Regions

Updated Date:

November 2025

Introducing "View Your Progress"

We're excited to announce a significant enhancement to the Pharmapod user experience! The reporting forms have a fresh, new look and format designed to make submitting reports easier, clearer, and more efficient than ever.

The updated User Interface (UI) now breaks down long forms into smaller, manageable steps, each presented within individual "cards" or sections.

1. What’s New and How It Works

As you complete a form, you'll be guided through the different stages on the left of your screen (e.g., "Event Description," "Patient Details," "Incident Details") one step at a time, typically moving forward using a "Next" button.

To the left of the form, you'll see a visual progress indicator (like a stepper or breadcrumbs) that keeps track of your submission:

  • Green Checkmark/Highlight: Indicates a completed section.

  • Grey: Indicates a section that has not been started.

  • Orange: Indicates a section that is partially complete but has mandatory fields missing. The missing mandatory fields in the section will be highlighted in pink so they are easy to find.

2. How to Navigate the Form

  • Complete a Section: Fill out all necessary fields in the current card. Mandatory fields are marked with a red asterisk (*).

  • Navigation Bar: A fixed action bar now remains visible at the bottom of the form, so you have access to the Save as Draft, Next, Previous, and Submit buttons wherever you are.

    • Save as Draft: Click the “Save as Draft” button to save your progress until you can complete and submit the entire form. This is a valuable feature for instances where you get interrupted or do not have all of the required information. An auto-save feature now saves any progress made as a draft automatically as you work through a form.

    • Next: Click the "Next" button, typically located at the bottom of the section, to proceed to the next stage of the report. Your progress will be automatically saved before moving to the next section.

    • Previous: Click “Previous” to go back to the prior section. This will not have an impact on any saved progress, but progress for an incomplete section may be lost.

    • Submit: Click “Submit” after completing all mandatory sections and data fields to record the event.

      • To ensure data accuracy, the Submit button remains disabled until all mandatory fields are complete.

      • To prevent data loss, if you try to leave the form, a pop-up will display providing the following options: Continue Editing, Save as Draft, or Discard Draft.

  • Review or Return: You can click on any step in the progress tracker (on the left) to return to a previous section for review or correction.

  • Change Form Details: This feature is not appropriate or available to all customers. However, for those organizations with this feature enabled, users (with the required access level) can continue to change the Form Type or Facility (to which they are assigned). While the event is in Edit mode, click Change > Change Form Details. Then, change the Facility or Form type.

3. Key Benefits of the New Layout

Benefit

How It Helps You

Reduced Cognitive Load

Breaking the form into small, focused steps makes the reporting process feel less overwhelming compared to the previous long, single-page scroll forms.

Clear Sense of Progress

The visual progress indicator shows exactly how far you are in the form, giving you clarity and motivation as you see sections turn green upon completion.

Improved Data Accuracy

Focusing on one section at a time, along with real-time visual feedback for missing required fields (indicated by a red asterisk *), helps you capture critical information more accurately before moving on.

Enhanced Mobile Experience

The segmented, step-by-step format is better suited for mobile devices, requiring less scrolling and providing larger, more manageable input areas.

Enhanced Data Persistence

Automatic draft saving minimizes the risk of losing your work, allowing you to seamlessly resume a report whenever you need to.

This update is designed to ensure you spend less time navigating and more time accurately reporting, improving both your experience and the quality of the data captured.

Did this answer your question?