When a risk 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 Risk manager will be advised.
Quick steps to action an risk review task:
- Go to the Task management component
- Follow the instructions provided
- Select from the Task options provided
- Complete the required fields
- Click Submit
Workflow
1. When a risk has been sent to you for review, it will be in the 'Review stage' of the workflow as per the following diagram:
Form components
| Action history | A chronological list of the instructions and actions recorded to date within each stage of the workflow. |
| Task management | Your options for reviewing the risk. |
| Risk summary | Where you can view key information about the risk. |
| System event history | A chronological list maintained by the system of all entries and linkages in the system relating to this risk. |
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
You have been assigned a task relating to a risk
Click on Go to risk to review the Risk details form, which will provide a full description of the risk.
Task options
Sign off task as complete
Select this option when you have taken all action as per the task instructions.
- Action taken - 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 when you have taken only part of the action as per the task instructions.
- 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 risk.
- Note: 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'.
Risk summary
This component summarises the risk including if the threshold for related adverse events has been breached.
Submit 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. For example, if you need to schedule an training task for the risk, you could select the Training option to create a new item in that register. The platform will display a link between the two items in the System event history.