When a standard is to be reviewed it will be sent for 'review'. Instructions for the review will be outlined in the review task and when the task has been completed the assigned manager will be advised.
Quick steps to action a task relating to the review of a standard:
- Go to the Task management component
- Click Go to standard
- Update the statement of how the requirements are met and the linked evidence as required and click Save
- Click Submit
Workflow
The Stage Navigation Bar displays where the item is in the workflow. When a standard has been assigned to you for review, it will be in the 'Review stage' of the workflow:
Form components
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Action history |
A chronological list of the instructions and actions recorded to date within each stage of the workflow. |
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Task management |
Your options for reviewing the standard. |
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Standard summary |
Where you can view key information about the standard. |
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System event history |
A chronological list maintained by the system of all entries and linkages in the system relating to this standard. |
Action history
This component displays the commentary by the assigned officers at each stage of the workflow and will include the instructions for the review.
Hover over the date to display who recorded the note.
Task management
A accreditation has been assigned to you to review
Click on Go to standard to review the Accreditation details form, which will provide a full description of the standard.
Task options
Complete review
Select this option when you have taken all action as per the task instructions. To review a standard, select Go to standard and review the evidence attached to each of the subsections and the statement in 'How the requirements are met'. Then click save to return to the review form. Then complete the following field and click save.
- Reviewer comments - add details of action taken. These comments will appear in the Action history and will be helpful in informing others of what action was taken.
- Additional Comments (optional) - use this field to add any additional comments relating to the review. These comments will appear in the Action history.
Make a progress note
Select this option to record action taken to date. When you make a progress note and submit the form, the task will remain with you in the 'Review stage'. It will only move to the next stage of the workflow when you select 'Complete review'.
- Progress note - add details of action taken. These comments will appear in the Action history and can be helpful in keeping others informed of what progress has been made to date in reviewing the standard.
Standard summary
This component summarises the standard and related accountabilities.
Submit/save the form
Once a task option is selected, click the Save/Submit button to save the form and complete the task. Note: The button language will change to 'Next' if you are also responsible for the next stage in the workflow. 
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.