If you have been assigned the role of Approval officer for a repair item, you will receive task in LOGIQC to manage the repair. The task type will be 'Approve for Action'
To open, click on the description of the repair item
Review the repair item
Prior to completing the task actions, you will need to review the repair item and ensure the viewing permissions set are appropriate, the related work area and meeting to monitor the task are correct and all other fields have been filled out correctly. As an approving officer, you can adjust these settings in the details form. To view the details, select 'See details' in your task options form or scroll up to the view the Repair details form.
Once you are happy all the details are accurate and correct, you can now go ahead and manage the repair task.
Tip: You can create a related improvement as a result of the reported repair.
See - How to create a related item
Managing the repair item
- When you open the repair item, the form will open at the task options screen
- Select your action from the task options and complete the required fields
- Select 'Save'
Task options explained
Assign task to a staff member
Select if you want to assign a task to be completed by a staff member in relation to managing the repair.
After saving the item, a task will be sent to the action officer (nominated staff member).
Required fields:
- Action to be taken - what actions you would like the action officer to perform
- Action officer - the staff member you would like to perform these actions
- Due date for action - Set the due date, and once the task has been saved, the item will be sent to the action officers LOGIQC tasks.
Record action taken and close off item
Select to record action taken by yourself and close the item without delegating any further action.
The Action to be taken field will change to Action taken.
After saving the item will move to the Closed tab.
Note: Closing off a repair item closes the record, so it is important to ensure all the details in the repair details form are correct and any actions taken have been recorded accurately.
Required fields:
- Action taken - provide a summary of actions, if any, that were taken. Note: You cannot leave blank
Close off item with comment
Select if no further action required.
After saving the item will move to the Closed tab.
Note: Closing off a repair item closes the record, so it is important to ensure all the details in the repair details form are correct and any actions taken have been recorded accurately.
Required fields:
- Comment
Comments
Article is closed for comments.