Scheduling and managing compliance tasks

Overview

This workshop provides instruction on how to schedule a compliance task, modify compliance task requirements, link improvement tasks and close a compliance task

Training level: Advanced

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

Duration: 60 minutes

Preparation

Related on-boarding requirement:

Pre-requisite training for this workshop:

Expected Learning outcomes

Upon completion participants will gain the following knowledge and skills:

  • Understanding of purpose and scope of the Compliance Register
  • How to use the group functionality when scheduling compliance tasks
  • How to draft the instruction for a compliance task
  • How to attached a document to a compliance task
  • How to use the scheduler
  • How to change the instructions of an compliance task once it has been setup
  • How to change the date of a compliance task in progress (occurrence) or change the date of future compliance tasks (series)
  • How to sort, filter and search the Compliance Register

Demonstration 

How to schedule a compliance requirement

How to approve and close compliance requirement

How to action a compliance requirement 

How to create a related item

Learning Resources

The resources below are available via the LOGIQC Client Portal

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