Setting up Response protocols

Ensure staff manage incidents, feedback, improvements and repairs consistently across the organisation using standardised response protocols.

There are two steps to setting up your response protocol action lists: 

1. Create 'Response protocol' action list names (The name of each action)
2. Create 'Response protocol' actions (The set of actions to be taken when responding to an issue)

Create 'Response protocol' action list names

When managing incidents, feedback, improvements or repairs, the user can choose from a list of pre-defined actions. This step is where you create the names of these action lists e.g. 'Investigate', 'Follow up', 'Response'.

1. Switch to Admin mode via your user account menu.
2. Go to System settings > Settings type and select Response protocols.
   
3. Click on Add label
4. Name the action list and set the register/s where this label will be visible. 
   
5. Click OK to save your list name
6. Repeat until you have added all your labels and click on Save at the bottom of the Response protocols list

Create 'Response protocol'

1. Switch to Admin mode via your user account menu.
2. Go to the Administrator menu and select Response protocols.
3. Select Create action list.
4. Name the list and select the relevant register you wish to apply the action list to.
   
5. Click Add, and select the Action type from the drop down menu
   
6. Fill out the details of the action and click OK.  The instructions are displayed to the user when they receive their Response protocol task.
   
   
   
7. The actions details will appear under the list name.
   
8. Repeat until all your actions have been added then click Save .