How to action an Incident task

If you have been assigned the role of action officer for an incident item, you will receive a task in LOGIQC asking you to complete the requested instructions from the assigned approval officer.

The task type will be 'Action'.

Incident_action_task.png

To open, click on the title of the Incident item.

To action the incident task

  1. When you open the incident, the form will open at the task options screen
  2. Read the instructions contained in the 'Instructions' text box.  These have been added by the Approval officer for you to complete
  3. Select your action from the task options and complete the required fields
  4. Select 'Save'

Task options explained

Action complete - describe action taken

Select if you have completed the task and are ready to close the task. 

After saving the task will be sent to the Approval officer for approval.

Required fields:

  • Action taken

Demonstration:

2019-06-03_15-30-26.gif

Optional fields

  • Comments (optional field) - You can add any side comments you feel are relevant to the incident task, however this is not a mandatory field.
  • Attach records - You can attach any records such as images or documents as evidence of the action taken - see 'Attaching records' below

Action not complete - make progress note

Select if you have not completed the task and you want to record a progress note.

After saving, the task will remain in your task box.

Required fields:

  • Action taken field

 

 

Demonstration:

action_incident_screen2_take1.gif

Optional fields

  • Comments (optional field) - You can add any side comments you feel are relevant to the incident task, however this is not a mandatory field.
  • Attach records (optional) - You can attach any records such as images or documents as evidence of the action taken - see 'Attaching records' below

Selecting 'Add progress notes', opens an additional text box for you to add further progress notes.

Once you have added your progress notes. select 'Save' to save the changes and close the task window.  The task will still remain assigned to the action officer until the 'Action complete' option has been chosen.  All updates are recorded on the incident form under 'System event history'

 

Attaching records

To attach any related records as evidence of action taken, select 'Add' under 'Attach records' - see demonstration below.  Records can be attached on either task option.

Note:  Before a record can be saved to the task, the 'Action taken' field MUST contain text or the update to the task will not be saved.

add_record.gif

 

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