Editing system menus

This article shows you how to edit the options that appear in the drop-down menus across the platform.

Note: Most of the menus in your system will be populated with default labels based on the broad industry sector your organisation operates within.

This article covers the following:


Core and non-core menus

Your system comprises core menus and non-core menus:

  • Core menus contain options entirely unique to your organisation and should be configured prior to any use of the system. The core menus are
    • Positions
    • Business Area
    • Meetings
  • Non-core menus relate to the specific registers activated in your system and are always populated with generic default options. While your system will operate without any change to these menus, the default options should be reviewed and tailored to suit your organisation and your filtering and reporting requirements.  Below is an explanation of all system menus across all registers.

System menus explained

The table below lists all possible menus that can appear in your system. Menus are directly related to the registers and features activated in your system so some of the menus described below may not appear in your system. 

Logiqc can import a customised list of menu labels that align with your organisations structure.  To register your interest click here

Menu name

Related register

Description

Accommodation

Incidents

List of supported accommodation sites where an incident may have occurred

Accreditation assessment

Accreditation

Self-assessment ratings for standards. Used when rating your level of compliance against a standard. 

Accreditation business system

Accreditation

List of business systems in your organisation (e.g., IT systems). Used when creating an accreditation action task. 

Alarm activator 

Incidents

Visible with the feature ‘Alarm raised component’ The feature appears in the Incident details form as ‘Alarm raised?’. When user selects ‘Yes’ an additional component appears – ‘Alarm details’ allowing the user to select a drop-down list of who activated the alarm e.g., Staff / Patient 

This is an additional feature of the Incident register

Asset criticality

Assets 

List of options describing the nature of your asset i.e. – Essential, non-essential. Used when adding an asset  

Asset depreciation method

Assets 

List describing the method of an asset that has been identified as a depreciating asset i.e. – Diminishing value, Prime cost 

Asset location

Assets 

List of areas/locations where your asset is located. 

Asset ownership

Assets 

Describes the ownership of the asset i.e. – owned or leased.

Asset type

Assets 

List of asset types i.e. – Plant & equipment, medical equipment, vehicle. Used when adding an asset 

Asset region

Assets

List of geographical regions identifying where the asset is based. 

Asset category

Assets 

 List of categories used for grouping your assets  

Assets

Assets

Repair

Incidents

Maintenance 

List of asset items or asset groups. Used when reporting a repair, when describing asset damaged in an incident or scheduling maintenance.

The list acts independently when the assets register is not activated. Once the register is activated, the list of assets is drawn from assets that have been added into the Assets register.

Business area

- Primary

- Secondary

All registers

These two menus are linked together into a primary category and sub-lists. The primary list groups your organisation’s main areas of activity into separate business areas. For example, your corporate/admin areas could be represented like this:

Corporate Services

 - Finance

 - IT

 - Admin

 - HR

Compliance source

Compliance

List of drivers for compliance requirements. Used when scheduling a compliance task.

Contact type

Contacts

List of categories for grouping the business contacts in the system. Used when creating a business contact.

Contract category

Contracts

List of categories for grouping contracts eg Funding contracts, Supplier contracts, Employee contracts etc. Used when adding a contract to the system.

Contract invoice task description

Contracts

List identifying the type of invoice being generated i.e. – Quarterly invoice

Appears in the Contracts details form when Invoice task scheduling is activated.

This is an additional feature of the Contacts register 

Contract invoice task type

Contracts

List identifying the type of invoice to be generated i.e. – Invoice or Credit note

Appears in the Contracts details form when Invoice task scheduling is activated.

This is an additional feature of the Contacts register 

Cost centre

Contracts

List of your organisations cost centres. Visible under ‘Financial details’ of a contract.

This is an additional feature of the Contracts register 

Debtor code

Contracts

List of your organisation’s debtor codes. Visible under ‘Financial details’ of a contract.

This is an additional feature of the Contracts register 

Document category

Documents

List of categories for grouping documents e.g. Policy, Form, Template etc. Used when adding a document to the system.

Feedback information request type

Feedback

List of specific request types relating to the Information requests component eg Coroner's report, Police report, FOI etc.  

Feedback Type

Feedback

List of main types of feedback eg Complaint, Compliment, Client feedback. Used when adding feedback to the system.

Feedback category

Feedback sub-category

Feedback

These two menus are linked together into a primary category and sub-lists. The Feedback category is the primary grouping of the Feedback types in the Feedback type menu e.g.

Service provided
 - Advice
 - Coding
 - Handover
 - Support
 - Triage

Feedback source

Feedback

List of areas where customer/client/stakeholder feedback could come from e.g. Client, Patient, General community, Industry partner etc. Used when adding a feedback item to the system.

Gender

Incidents

List of possible genders when recording a person involved in an incident.

Improvement source

Improvement

List of areas where improvement opportunities or non-conformances could come from e.g. Client feedback, External audit, Internal audit, Incident etc. Used when adding an incident to the system.

Incident area

Incidents

List of main types of incidents eg Clinical, Workplace Health and Safety, Operational etc. Used when adding an incident to the system.

Incident category/sub category

Incident type

Incidents

These two menus are linked together into a primary category and sub-lists. The Incident category is the primary grouping of the incident types in the Incident type menu e.g.

Trips and falls

Client fall

Staff fall

Used when reporting an incident.

Incident injury location

Incidents

List of areas/locations when an incident (related to an injury) could occur. Used when reporting an incident and the user indicated that an injury has occurred.

Incident injury mechanism

Incidents

List of options to identify the action, exposure, or event which was the direct cause of the most serious injury or disease.

Incident injury type

Incidents

List of injury types eg contusion, sprain etc used to describe an injury. Used when reporting an incident and the user indicated that an injury has occurred.

Incident location

Incidents

List of areas/locations where an incident could occur. 

Invoice area

 Contracts 

List of invoice areas in your organisation. Visible under ‘Financial details’ of a contract.

This is an additional feature of the Contracts register 

Maintenance type

Maintenance

List of types of maintenance i.e., Service, Inspection 

Licensing type

Licensing

List of licensing checks which can be scheduled for users in the system eg Drivers licence, Working with children etc. Used when scheduling a licensing requirement.

Meetings

All registers

List of the team meetings in your organisations which are accountable for monitoring tasks in your system. Used when creating any register item in the system.

Person

Incident

List of person types users can select in the Persons involved component of the Incidents details form.  Examples:

  • Client
  • Contractor
  • Visitor
  • Staff

Positions

Contacts

List of staff position titles. Used when creating system user accounts. A single unique position title must be created for every user of the system. If there are multiple positions with the same title, each position should be numbered to remain unique. e.g. Nurse 1, Nurse 2 etc.

Program

Accreditation

Name of funded programs to be assessed when using multi-program accreditation.

Records Category

Records

All registers (when attaching a record to a task)

List of categories for grouping records e.g. Report, Correspondence, Certificate etc. Used when adding a record to the system.

Related service or program

Feedback

List of services/programs that a feedback item could be related to.

Repair issue type

Repairs

List of main types of repairs or maintenance to be reported in your system e.g. Equipment failure, Facilities issue etc. Used when adding a repair to the system.

Repair location

Repairs

List of areas/locations where the repair is required e.g. Staff room, Meeting Room, Workshop etc. Used when adding a repair to the system.

Response protocols

Incidents

Feedback

Repairs

Improvement

Names of protocols programmed for use with the Response protocols add-on.  

Risk category

Risk name

Risk

Incidents

Feedback

Repairs

Improvement

These two menus are linked together into a primary category and sub-lists. The risk category is the primary grouping of the risks identified in your organisation e.g.

Business continuity

Disruption to essential services

Hazard

Biological

Chemical

Physical

This list appears in the Risk Register when adding a risk to the register. It also appears in the Incidents, Feedback, Repairs and Improvement registers when the user chooses to link the issue being reported to an identified risk.

Risk dimension

Risk

List of high-level dimensions underneath which your risk categories are grouped. Used when adding a risk to the system.

Risk treatment option

Risk

List of mitigation strategies relating to a risk treatment eg Reduce the likelihood, Transfer the risk, Isolate the hazard etc. Used when assigning a risk mitigation action to a user.

Site

Accreditation

Name of geographical sites (eg different clinic locations) to be assessed when using multi-site accreditation.

Site information

All registers

These settings control automatic system behaviours such as the number of days before a document review date that the system will send a reminder task to the Document Manager.

Supplier assessment criteria

Suppliers

Checklist of criterion used to assess preferred suppliers. Used when adding or reviewing a supplier.

System failure type

Improvement

List of systems that can fail in the organisation which could lead to a non-conformance eg IT systems, Financial systems etc. Used when recording an non-conformance.  

Training type

Training

List of training events which can be scheduled for users in the system eg WHS training, Internal auditor training, First aid etc. Used when scheduling a training requirement.

Workflow stage names

Assets

Contracts

Workflow names to identify the workflow stage of a Contract or Asset.  Examples:

  • Budget review
  • Program review
  • Contract execution

System menu types

There are a variety of drop-down menus that appear in the Logiqc platform to assist the user to complete tasks quickly and consistently. There are two types of menus in the platform:

  1. Single level menu – where a single list is presented.
  2. Double level menu – where a categorised list is presented. Note: only the sub-categories are selectable.

Editing your system menus

Editing System menus requires administrative permissions. Learn more

To edit your system menus:

  1. Switch to Admin mode located under your user account menu.
  2. From the Administration menu, select System settings.
  3. Under Settings type, select the menu grouping you wish to edit (see table below for details on the menu groupings.
  4. Edit you system menus and save your changes.  For details instructions on editing your menus, refer to Editing a single level menu and Editing a double level menu, located in the next section of this article.

The system menus are grouped as followed:

Core System menus

Register menus

  • Business area - Primary
  • Business area - Secondary
  • Meetings
  • Positions
Register settings - Accreditation

Register menus

  • Assessment
  • Business system
  • Program 
  • Site
Register settings - Asset

Register menus

  • Asset type
  • Asset category
  • Criticality
  • Depreciation method
  • Location
  • Ownership
  • Region
  • Workflow stage names
Compliance

Register menus

  • Compliance type
Contact

Register menus

  • Contact type
Contracts

Register menus

  • Contract invoice task description
  • Contract invoice task type
  • Contract type
  • Cost centre
  • Debtor code
  • Invoice area
  • Workflow stage names
Documents

Register menus

  • Document type
Feedback

Register menus

  • Accommodation
  • Feedback category
  • Feedback sub-category
  • Feedback source
  • Information request type
  • Region
Improvement

Register menus

  • Accommodation
  • Improvement source
  • System failure time
Incident

Register menus

  • Accommodation
  • Alarm raised
  • Assets
  • Gender
  • Incident area
  • Incident category
  • Incident sub-category
  • Location of incident
  • Location on body
  • Mechanism of incident
  • Nature of incident
  • Person
  • Region
Licensing 

Register menus

  • Licensing type
Maintenance

Register menus

  • Maintenance type
Records

Register menus

  • Record type
Repair

Register menus

  • Accommodation
  • Assets
  • Location of item
  • Repair type
Risk

Register menus

  • Action type
  • Risk category
  • Risk name
  • Risk dimension
Suppliers

Register menus

  • Assessment criteria
Training

Register menus

  • Training type


Editing a single level menu

Most menus in the platform do not allow the label to be changed, instead labels are either added, disabled or removed. Note: Lists can be exported to Excel for the purposes of collaboration with colleagues.

  1. Switch to Admin mode via your account menu
  2. Select System settings from the Administrator menu
  3. Under Settings type, select the menu group you wish to add or edit the system menu labels.  
    Tip:  By default inactive labels are hidden, so toggle on 'Show inactive' to ensure you can view the disabled menu labels.  This will also prevent duplicates being added.
  4. To delete a menu label, click on the trash can icon. Note:  If the label has been used or it is a core system label, you won't be able to delete it.  You will have to disable it.
  5. To disable a menu label, click on the tick and it will change to a cross.  You will be able to see it if you have toggled on 'Show in active'.  To re-activate a disabled menu, simply click on the cross (X), and it will appear as active.
  6. To add new menu labels, click on Add label, enter the name in the Label text box and click OK.
  7. To save all your changes, click Save at the bottom of the menu label list.

Editing a double level menu

Editing System menus requires administrative permissions. Learn more

The following menus are double level menus:

  • Business area - Primary and secondary (Core system menu)
  • Feedback type (linked to Feedback category)
  • Incident type (linked to Incident category)
  • Risk name (linked to Risk category)

In the example below a new primary and secondary business area is being added to the Business area menu:

  1. Switch to Admin mode via your account menu
  2. Select Setup lists from the Administrator account
  3. Select Business area – primary from the Setup name
  4. Click Add label, type the name of the business area, and click OK.
  5. Click Save.
  6. Now go to the Business area – secondary The primary label will be displayed and a secondary label ‘Allwill have been created automatically.
  7. Click the Edit icon next to your new label and rename the label from ‘All’ to the required sub-category. Click OK
  8. Click Save and refresh the browser to apply the change across the platform.
  9. The result will be a primary category and a secondary category in the menu eg:

About the Incident menu mapping

When reporting an incident, the user will first select the Incident type and then categorise the incident using these three relational menus:

  • Incident area
  • Incident category
  • Incident sub-category

The options in these three menus can be linked to assist the user by narrowing the options presented as users make their selections. For example, when the Incident area is chosen, the Incident category menu only displays options related to that area and, in turn, when the Incident category is chosen, the Incident sub-category menu only displays options related to that category.

Setting the Incident menu mapping

Editing System menus requires administrative permissions. Learn more

  1. Switch to Admin mode via your account menu.
  2. Select System settings from the Administrator menu.
  3. From 'Settings type, select Register settings - Incident.
  4. Select Incident sub-category.
  5. Click on the edit icon
  6. In the Visibility drop down menu, select the incident area you wish to link the incident category & sub-category (label) to. In the example below, the incident sub category ‘Accidental’ will appear as an option when the user chooses the Client fall category under the Incident area 'Clinical'.
  7. Click OK, then Save.

Note: The Incident area menu can only be changed by Logiqc.  If you wish to make changes to your Incident area, click here to log a ticket with Logiqc support. 


Setting the visibility for Feedback Type menu

When reporting feedback, the user will use three menus to categorise the nature and type of feedback. The three menus used to categorise feedback are:

  • Feedback type
  • Feedback category
  • Feedback sub-category

The options in these three menus can be linked to assist the user by excluding menu options which are not relevant to what is being reported. For example, when the Feedback type is chosen, the Feedback category menu only displays options related to the area. In turn, when the Feedback category is chosen, the Feedback sub-category menu only displays options related to the category.

To set the visibility

Editing System menus requires administrative permissions. Learn more

  1. Switch to Admin mode via your account menu

  2. Select System settings from the Administrator menu.

  3. From 'Settings type, select Register settings - Feedback.

  4. From the Setup item drop-down menu, select Feedback sub-category

  5. Click on the edit icon

  6. In the Visibility drop down menu, select the feedback category you wish to link the feedback sub-category (label) to.                                 

  7. Click OK, then Save.