Incidents and risks

An incident record links to an assessment and carries incident type, detection date, accession number and processing state. The sequence runs from Ordered through Collected, Received and Tested, with Rejected available when processing cannot continue. Keep that sequence tied to the actual case.

• Link the incident. The clinician selects the assessment parent and keeps its accession number with the processing state.
• Describe the risk. The clinician selects the assessment and team member owner, then records title, lot, quantity and unit.
• Review together. The reviewer reads each item in the assessment context before asking for further work.

A risk record also links to an assessment. It records title, owner, lot number, quantity and unit. The reviewer can examine the incident and risk records alongside assessment results, using the parent links to keep each item in scope.

Agree the meaning of the incident processing states and who corrects a rejected item. Use the accession number consistently with the source process. For risks, settle how quantity and unit are entered so records from different teams remain readable. Walk through a completed case and a correction with the people who will operate the record. Decide where source documents arrive and who checks them before a status is changed. Keep the agreement close to the team’s operating procedure so a new owner can make the same decision.

A clinician records an incident detected during an assessment and follows its processing state as work proceeds. A risk tied to the same assessment names its owner and quantity. The reviewer opens both from the assessment to decide what further work is needed. Reopen the incident and risk from the same assessment and compare their parent references. Use the incident accession number and assessment to identify the item for correction. Check the risk owner separately, then have the coordinator decide whether the assessment is ready for review.

When a processing item is Rejected, keep its accession number and assessment link available for the next review. The risk quantity and unit describe a recorded amount; the team should explain their meaning for its own work before comparing cases. The reviewer examines both items in the assessment before a decision is signed.

• Incident processing — Open the working records that need the module’s first decision.
• Assessments awaiting review — Read the assessment that carries the incident and risk records.

Follow assessment to decision and follow-up and retest. Set ownership in roles before rehearsing the handoff.