Completing a scheduled task assigned to an action officer

Overview

This workshop provides instruction on how to record progress notes and final action taken in relation to a task that has been assigned to an action officer

Training level: Intermediate

Participants: All LOGIQC Users who have “staff” status or higher permission level in the system

Duration: 60 minutes

Number of participants: 6 - 8 participants

Preparation

Related on-boarding requirement:

  • Business rules for managing LOGIQC

Pre-requisite training for this workshop:

Additional Information for Trainers

  • When scheduling this training session, participants should be advised of any pre-requisite training required prior to attending this learning session.
  • Trainer must verbally present the background and set the scene around the expected learning outcomes for this session.
  • Trainer to prepare for demonstrating key tasks to participants.

Expected Learning outcomes

Upon completion participants will gain the following knowledge and skills:

  • Understanding of the need to retain records and evidence of tasks managed through the LOGIQC QMS
  • How to record a progress note
  • How to record final action taken
  • How to complete all fields on the Action Form
  • How to attach records relating to action taken in completing a task
  • How to close off a task that has been assigned to an action officer
  • How to link an improvement (corrective / suggestion) to a task

 Demonstration

How to action a compliance requirement

How to action an audit

How to action a licensing / credentialing task

How to action a training task

How to create a related item

Learning Resources

  • LOGIQC QMS Setup Guide – for relevant standard or health service type
  • LOGIQC Build Workbook – for relevant standard or health service type
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