Follow-up and retest

Step by step

1. Open finding Clinical Governance Administrator

   Clinical Governance Administrator works in Findings. Record description, organization and owner. The next person checks the linked record before changing its state.

   • Record description, organization and owner.
   • Updates Findings

2. Assign action Clinical Coordinator

   Clinical Coordinator works in corrective actions. Set task, due date and owner. Keep the owner and supporting record visible to the next person.

   • Set task, due date and owner.
   • Updates Corrective actions

3. Work action Licensed Clinician

   Licensed Clinician works in corrective actions. Move Open to in progress and record completion. The next person checks the linked record before changing its state.

   • Move Open to in progress and record completion.
   • Updates Corrective actions

4. Prepare retest Clinical Coordinator

   Clinical Coordinator works in Retests. Link the assessment and enter evidence. Keep the owner and supporting record visible to the next person.

   • Link the assessment and enter evidence.
   • Updates Retests

5. Approve retest Admin

   Admin works in Retests. Move Draft to Approved after human review. The next person checks the linked record before changing its state.

   • Move Draft to Approved after human review.
   • Updates Retests

6. End finding Clinical Governance Administrator

   Clinical Governance Administrator works in Findings. Move Active to Ended after checking the result. Keep the owner and supporting record visible to the next person.

   • Move Active to Ended after checking the result.
   • Updates Findings

Clinical Governance Administrator

, Clinical Coordinator, Licensed Clinician, Admin.