How to complete an improvement task

Why did I get a task? 

The person managing the improvement suggestion has assigned a task to you.

What do I need to do?

Read the instructions provided and check the Action history for any notes about what's been done to date. Then complete the task or make progress notes about your work. If you make a progress note, you can return to complete the task later.

Learn how to do this in the Task management section below.

In this article

Click a link below to learn more about each section of the Action form in Logiqc.

• Improvement summary
  Describes the issue reported and the immediate action that has been taken.
• Action history
  A chronological list of the actions to date within each stage of the workflow.
• Task management
  Complete the task assigned to you or make a progress note. 
• Attach records
  Upload files or add links to records related to the event. 
• Submit or save
  Submit or save the form.
• System event history
  A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.

Improvement summary 

This component displays the description of the improvement opportunity or non-conformance and the immediate action taken when the issue was identified.   

Click Assign to you to go to the Task management component. If the item should be actioned by someone else, click Re-assign to transfer the item to another user (subject to permissions). 

Action history 

This component displays instructions, actions taken, progress notes and comments made to date as the item has progressed through the workflow.

Task management

This component displays your instructions and the options you have to complete the task or make a progress note. 

Task options

Sign off task as complete

Choose this option if all required action has been taken.

• Action taken - Describe what you have done to complete the instructions provided.
• Additional comments (optional) - tick this box if you require further space to record details of the action taken.

Make a progress note

Choose this option to make a note about action completed and keep the task with you to return later to complete it. 

• Progress note  - choose this option if the task is only partially completed. For instance, if the task requires a number of actions, you might make a progress note stating action taken to date, eg. 'Updated the annual performance review checklist, to include the requirement for staff to sign a confidentiality agreement.'
  Note: There is no limit to the number of progress notes that can be recorded. Until you select the option 'Sign off task as complete, the task will remain in the Action stage and assigned to you.

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Attach records

This component enables you to attach records such as records verifying the action taken. For example, if staff were consulted in the improvement process a copy of the meeting notes with the staff would be a related record. Records can be attached at each stage of the workflow. Click Attach to add records. 

• Record name - When naming the record ensure the description is meaningful. For instance, 'Staff Meeting Notes – New Infection Control Precautions – April 2022'
  Note: Access to attached records will only be attached to the Improvement details form. If you have authority to view the Improvement details form, you will be able to view the record.
• File or Link - click on Choose file and navigate to the record on your computer.  If you have links enabled, toggle to change the control to add a URL to the record. The URL must be a in a web (http://) or Microsoft Sharepoint format (https://<company>.sharepoint.com/...)

Submit or save 

The green Submit button will save the form and progress the item to the next stage of the workflow unless you chose Make a progress note in which case the task will remain with you.

Select Create a related item if you want to create a separate linked item on another register when you save the form. A link between the two items will be displayed in each item's System event history.

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System event history

A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.

Click the '+' control on the right to expand the line item to see more information. 

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