How to manage an improvement

Review the improvement Item

Prior to completing the task actions, you will need to review the Improvement 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 Improvement details form.

Once you are happy all the details are accurate and correct, you can now go ahead and manage the Improvement task.

Tip:  You can create a related item as a result of this Improvement item. 

See - How to create a related item

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  1. In My tasks click the on the item name link in the Description column.
  2. Select from the task options and complete the required fields
  3. Select Save

Task options

Approve actions and close off

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Select if you are satisfied with the work done. (Click on See action details to review the work done)

After saving the item will move to the Closed tab.

Assign additional action

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Select if you require further work done on this item.

After saving, a task will be sent to the Action officer.

Required fields:

  • Reason for additional action
  • Instructions for additional action 
  • Action officer
  • Due date for additional action

Approve actions and schedule future audit of improvement

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Select if you want to approve and close the item and create a related audit to review the effectiveness of the improvement in the future. 

After saving the item will move to the closed tab and a new Audit  item will be created with a link to the Improvement. 

 

 

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