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TABLE OF CONTENTS

• Introduction
• Viewing My Outstanding Actions
• Viewing all Actions
  • Viewing Completed Actions
  • Viewing Details of an Action
• Filter Actions by Audit or Event Type
• FAQs
  • I cannot find the action I need.

Introduction

• Actions are an integral feature in Radar Healthcare and can be created from events, audits and from the Action Plan page itself. 

• All actions have the same structure and will appear in the Action Plan list.

• Actions can be created, assigned, prioritised, given a due date and updated until closure.
  
  

Viewing My Outstanding Actions

• All outstanding actions assigned to you will appear on the My Tasks dashboard when you log into Radar Healthcare.  Use the filter icon to filter all your actions, or to find a specific action.

• There are two types of Actions you can filter on.
  • Action - these refer to Event Tasks and Scheduled Tasks.
  • ActionPlan - these refer to specific actions on your Action Plan and are referred to in this guide.

Viewing all Actions

• To view all actions for your area of the organisation, select Action Plan from the left-hand menu.

• Here you can see all actions created for either your Organisation, your Region or your Location (this will depend upon your permissions).

• The action plan table contains a number of columns.  (Some columns may disappear when viewing on small screens or if you are zoomed in)
  • Reference - each Action has a unique reference number to help identify it.
  • Description - this is the detail of the action required.
  • Location - each action must be associated with a specific location/service within your organisation
  • Assigned to - the person responsible for ensuring the action is carried out.
  • Due date - when the action needs to be completed by
  • Last updated - the date somebody last added an update comment to the action
  • Status - is the action Planned (due in the far future), Pending (due very soon), Overdue (passed its due date) or Complete
  • Priority - what urgency has been assigned to this action?
  • Events - the number of events linked to this action (the colour indicates if the event(s) is/are complete or overdue)
  • Audit evidence - the number of audit questions this action is linked to (the colour indicates if the audit(s) is/are complete or overdue)
  • Tags - adding a tag to an action allows you to filter on related actions here, e.g. you may decide to create a Training tag, which would allow you to filter and view all actions relating to training needs.

Viewing Completed Actions

• To view completed actions, select the 'Show completed' option at the top of the Action list.

Viewing Details of an Action

• Select the action you wish to view from your list of Action Plans. 

• Here you can view all the details including any updates that have been made to the action. 

Filter Actions by Audit or Event Type

• From the Action Plan page, you can filter your actions by an audit template, event type or event sub-type (if you use sub-types), which allows you to quickly and easily see where actions are being created/linked.

• From your Action Plan list, click on the filters icon on the top right-hand side of the page.

• Here you can see the Audit type, Event type and Event Subtype filters.

• Apply the relevant filter and the Action List will update accordingly. 

FAQs

I cannot find the action I need.

• There may be multiple reasons for this.
  • Try a search for key terms, such as words which might be in the description of the action.  If you know the action plan reference number this is ideal to search on.
  • Try including completed actions.
  • Is the action assigned to a location/service that you have access to?  If in doubt please speak to your system administrator.