In this article:
Learn how to manage an accreditation standard in Logiqc, where you review your organisation's compliance with the requirements of the standard before approval.
The main task at the Manage stage is to review the evidence linked to each requirement, add or remove items where needed, then choose what happens next. The options available depend on why the standard was assigned to you.
You are assigned a standard to manage for one of three reasons:
- A new standard has moved from the Draft tab and needs to be checked before approval.
- An approved standard is due for review.
- A review you delegated has been completed and returned to you.
In each case the core task is the same: review the evidence against the requirements, then decide what happens next. The options are covered in Choose your option below.
Q: What if I am also the Approval officer?
A: The Escalate for approval option changes to Approve, so you can approve the standard directly from the Manage stage.
Q: Where do the comments I add appear?
A: In the Action history, which shows the commentary from each stage. Hover over a date to see who recorded the note and when.
Q: How do I archive a standard?
A: Select the purple Archive button. The Accreditation details page moves to the Archived tab. See Archive a standard.
Before you start
Check the following:
- A Manage task for an accreditation standard has been assigned to you.
- You have the Manage Governance register items permission (minimum licence type required: Approval).
- You know whether the standard is new, due for review, or returned after a delegated review.
Step 1: Open the Manage task
Navigation path
Open the standard from the register, or follow the task link from My tasks.
Open the standard from the register, or follow the task link from My tasks. Select the assigned to you button on the workflow to open the Task management component.
Step 2: Go to the standard
In Task management, select Go to standard to open the Accreditation details page. This is the standard's child page, where each requirement and its linked evidence are shown.
Use Go to standard to open the Accreditation details page before choosing the next task option.
Step 3: Review the evidence for each requirement
Use the Evidence report icon to view the evidence linked to a requirement and confirm it still supports the requirement. If the evidence needs changing, select the pencil Edit icon for that requirement, then complete the add or remove steps below.
Use the Evidence report icon to view linked evidence, or the pencil Edit icon to update a requirement's evidence links.
Step 4: Add or remove evidence
After selecting Edit, use Add to link new evidence, or use the bin icon to delete evidence that no longer applies. Repeat for each requirement until the linked evidence is complete and current.
Use Add to link evidence and the bin icon to remove items that no longer apply to the requirement.
Step 5: Choose your option
Back in Task management, choose the option that matches your situation. When a standard is ready for sign-off, this is usually Escalate for approval.
The available task options change depending on why the standard has been assigned to you.
Delegate review if the standard needs checking before approval:
- Task instructions: what to review, for example checking that the description of how the requirement is met is complete.
- Assign to: the person completing the review.
- Task due date: when the review is to be completed by.
Escalate for approval to recommend the standard to the Approval officer, using Comment to record your recommendation. If you are also the Approval officer, this option changes to Approve.
Delegate review if someone needs to check the standard, its evidence, and its linkages (Task instructions, Assign to, Task due date).
Reschedule review if no review is required yet:
- Reason for rescheduling the review (optional, but good practice): why you are rescheduling.
- Next review date: pre-populated with the current date; update it to a future date. On submit, the status reverts to approved.
Escalate for approval to recommend the standard to the Approval officer, using Comment to record your recommendation. If you are also the Approval officer, this option changes to Approve.
When a delegated review is completed, the standard returns to the Manage stage for checking.
Delegate review again if more review work is needed.
Escalate for approval when the standard is ready, using Comment to record your recommendation. If you are also the Approval officer, this option changes to Approve.
Step 6: Submit
Once you have selected an option, select Submit to complete the task. Select Create a related item to create a linked item on another register at the same time; the link appears in each item's System event history.
Troubleshooting
If the options shown do not match what you expected:
"I cannot see the option I need"
- Check why the standard was assigned to you, as the Manage stage options depend on the scenario.
- Review the Action history to see whether the standard is new, due for review, or returned from review.
- If you are also the Approval officer, remember that Escalate for approval may display as Approve.
"The linked evidence looks incomplete"
- Select Go to standard and open the Evidence report for each requirement.
- Select Edit to add or remove evidence, then repeat for the remaining requirements.
- Return to Task management to escalate for approval, delegate the review, or reschedule.
What happens next
Delegating a review sends a task to the reviewer
The reviewer checks the standard and returns it to you in the Manage stage. See Review an accreditation standard.
Escalating sends the standard for approval
The Approval officer approves the standard and sets the next review date. See Approve an accreditation standard.
Rescheduling keeps the standard approved
If you rescheduled, the status reverts to approved and the standard returns to the Manage stage on the new review date.